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Karbon Logo

Accounting practice management software for leading firms

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Karbon - 2026 Pricing, Features, Reviews & Alternatives

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All user reviews are verified by in-house moderators and provider data by our software research team.  Learn more

Last updated: January 2026

Karbon overview

What is Karbon?

Karbon is the modern practice management platform built for accounting firms. It brings together your work, clients, planning, communication, and collaboration in one connected place—so your team, whether remote or in-office, can operate as one.

Trusted by more than 30,000 accounting professionals globally, Karbon helps firms save an average of 18.5 hours per employee, per week—equivalent to $34,688 per year, per employee—through automation, collaboration, and AI-powered efficiency.

Built with collaboration at its core, Karbon unites email, tasks, client communication, and workflow management in a single interface. Teams always know who’s doing what, when, and why—keeping nothing from falling through the cracks.

With Karbon AI, firms can automate repetitive admin work, summarize client communication, draft responses, and analyze workflow data, all securely and directly within the platform.

Karbon continuously evolves to help firms work smarter, serve clients better, and grow profitably.

Key benefits of using Karbon

Visibility & control: Know exactly where every job stands, who’s responsible, and what’s next. Shared visibility across your entire firm means nothing gets missed.

Automation & efficiency: Automate recurring tasks, standardize workflows, and let Karbon chase clients for missing info with Client Requests and Smart Reminders.

Collaboration & connectivity: Bring your entire firm together in one platform—email, clients, work, and team chat. Collaborate seamlessly whether in the office or remote.

AI-Powered Insights: Use Karbon AI to summarize email threads, suggest next steps, and optimize workflows.

Scalable for Every Firm: Purpose-built solutions for small, mid-sized, and enterprise firms, with specialized capabilities for tax workflows.

Starting price

59per user /
per month
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Pros & Cons

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Email Management

Task Management

Accounting Firm Management

Staff Responsiveness

Email Task Assignment

Karbon’s user interface

Ease of use rating:

Karbon pros, cons and reviews insights

To determine these pros and cons insights, we analyzed responses from 

Overall rating

Reviews sentiment

 
 
 
1-2(4)
3-4(42)
5(159)

What do users say about Karbon?

Tasks, emails, and notes are shared across the team, improving transparency and accountability.

Select to learn more


Who uses Karbon?

Based on 205 verified user reviews.

Company size

Small Businesses

Enterprises

Midsize Businesses

Top industries

Accounting
Financial Services
Management Consulting
Marketing and Advertising
Others

Use cases

Workflow Management
Accounting Practice Management
Task Management
Project Management
Collaboration

Karbon's key features

Most critical features, based on insights from Karbon users:

Task management
Collaboration tools
Workflow management
Task progress tracking
Workflow configuration
Customizable templates

All Karbon features

Features rating:

Staff management
CRM
Customizable fields
Compliance tracking
Communication management
Secure data storage
For small businesses
Calendar management
Scheduling
Task editing
Project planning/scheduling
Rules-Based workflow
Project planning
Mobile access
Alerts/Notifications
Activity tracking
Multiple projects
Prioritization
Real-Time notifications
Progress tracking
For accountants
Task scheduling
Client management
Commenting/Notes
Document management
Due date tracking
Project management
For cpa firms
Client portal
Real-Time data
Business process automation
Access controls/permissions
Reporting/Analytics
Billing & invoicing
Real time editing
Real-Time updates
Projections
Project workflow
Project tracking
Project time tracking
Project templates
Portfolio management
Document storage
Web-based deployment
User management
Timer
Time tracking
Time & expense tracking
Third-Party integrations
Template management
Task tagging
Task import
Task board view
Tagging
Sub-Task management
Status tracking
Single sign on
Search/Filter
Role-Based permissions
Resource management
Reporting/Project tracking
Reporting & statistics
Reminders
Recurring tasks
Discussions/Forums
Deadline management
Data import/export
Customizable reports
Customizable dashboard
Customizable branding
Credit card processing
Content management
Contact management
Chat/Messaging
Budget management
Brainstorming
Assignment management
Approval workflow
Appointment management
API
Agile methodologies
Activity dashboard
Accounting integration
Accounting
@mentions
Performance metrics
Percent-Complete tracking
Online payments
Multi-Currency
Mobile app
Milestone tracking
Messaging
Key performance indicators
Kanban board
Invoice processing
Invoice management
Forecasting
Financial management
File transfer
File sharing
File management
Employee management
Email-to-Task conversion
Email management
Electronic payments
Drag & drop
Document templates

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Karbon pricing

Value for money rating:

Pricing plans

Pricing details:

Free plan
Free trial
Subscription

Team

59

/user

Per month

Features included:

  • 24/7 Support
  • 99.9% Uptime
  • Android and Web Apps
  • Client Management
  • Enterprise-Grade Security and Regular Updates
  • Inbox Triage
  • Integrated Email
  • Ios
  • Powerful Workflow
  • Team Collaboration
  • Team Collaboration Tools
  • Workflow and To-Do Lists

Business

89

/user

Per month

Features included:

  • 24/7 Support
  • 99.9% Uptime
  • Android and Web Apps
  • Automatic Client Reminders
  • Budget Vs Actual Reporting
  • Client Management
  • Enterprise-Grade Security and Regular Updates
  • Inbox Triage
  • Industry Integrations
  • Integrated Email
  • Ios
  • Powerful Workflow
  • Task Automation
  • Team Collaboration
  • Team Collaboration Tools
  • Workflow and To-Do Lists

Enterprise

Empty state illustration for "No pricing info"

No pricing info

Features included:

  • 24/7 Support
  • 99.9% Uptime
  • Android and Web Apps
  • Automatic Client Reminders
  • Budget Vs Actual Reporting
  • Client Management
  • Dedicated Karbon Contact
  • Enterprise-Grade Security and Regular Updates
  • Enterprise Platform
  • Full Service Onboarding
  • Inbox Triage
  • Industry Integrations
  • Integrated Email
  • Ios
  • Powerful Workflow
  • Task Automation
  • Team Collaboration
  • Team Collaboration Tools
  • Workflow and To-Do Lists

User opinions about Karbon price and value

Value for money rating:

To see what individual users think of Karbon's price and value, check out the review snippets below.

“Karbon is definitely the best option out there. We are thrilled it was our first choice, and we were able to invest our time in such a long-term investment.”
PC

Paolo C.

Director

“I love the templates for work flows and the ability to customize these to suit your needs. The filing of emails is a very easy process with a lovely interface to go with it.”
Verified reviewer profile picture

Beth R.

Accountant

Karbon integrations (36)

Integrations rated by users

We looked at 205 user reviews to identify which products are mentioned as Karbon integrations and how users feel about them.

Integration rating: 3.8 (6)

It syncs billing and clients to QBO for 2 way integration so there is no duplication. This is still being expanded so there is room for improvement but I suspect that it will only get better with time!

Karbon can be integrated with QBO, but I don't recommend it. The way QBO stores customer data doesn't mesh well with a CRM system like Karbon.

LR

Lisa R.

Partner

1/2

Integration rating: 4.8 (5)

This not only allows me to respond to emails directly in Karbon, but it also pulls emails into the client files, the work files, and the document center depending on where it needs to go. It also allows me to prioritize emails according to topic

LR

Lisa R.

Partner

Ignition logo
Ignition

Integration rating: 4.2 (5)

To manage SCOPE CREEP! Tying your proposal inline with your workflows is key to ensuring you operate a successful and PROFITABLE firm.

JM

Jennie M.

Founder

Integration rating: 4.5 (4)

being able to track emails in both outlook and in karbon is so nice. You can attach an email to the clients timeline and even to the work it corresponds to.

EB

Erinn B.

Client Service Specialist II

Xero logo
Xero

Integration rating: 5.0 (4)

Unified Client Data • Xero syncs contact details, entities, and financial records directly into Karbon.

HN

Hamunyela N.

Accountant

OneDrive logo
OneDrive

Integration rating: 4.0 (2)

Karbon is now so integrated with Onedrive that I can now connect OneDrive folders to contacts, allowing me to better manage files directly from Karbon, including renaming, uploading, and downloading documents and files

LR

Lisa R.

Partner

Zapier logo
Zapier

Integration rating: 4.0 (3)

Gmail logo
Gmail

Integration rating: 5.0 (3)

Calendly logo
Calendly

Integration rating: 5.0 (1)

Integration rating: 5.0 (1)

Aider logo
Aider

Integration rating: 4.0 (1)

Integration rating: 3.0 (1)

Integration rating: 5.0 (1)

Float logo
Float

Integration rating: 4.0 (1)

HubSpot CRM logo
HubSpot CRM

Integration rating: 4.0 (1)

SuiteFiles logo
SuiteFiles

Integration rating: 2.0 (1)

Karbon customer support

What do users say about Karbon customer support?

Customer support rating:

We analyzed 28 verified user reviews to identify positive and negative aspects of Karbon customer support.

Widespread user sentiment highlights Karbon's customer support as responsive, helpful, and consistently available when needed.

A significant portion of users appreciate always communicating with real people and receiving quick, effective assistance.

Support options

Email/help desk
Chat
Knowledge base
Faqs/forum
24/7 (live rep)

Training options

Videos
Live online
In person
Documentation
Webinars

To see what individual users say about Karbon's customer support, check out the review snippets below.

“Karbon continues to evolve its software to better serve its customers, and its customer service is excellent -- you are always communicating with a real person within a reasonable amount of time.”

AE

Alexa E.

Founder

“They are always rolling out new features, improving the product, and they provide some of the best customer service I've ever experienced both in B2B and B2C settings.”

AE

Alexa E.

Founder

“Karbon support was great in helping get us set up and understand how to use the product.”

TW

Tyler W.

CEO

Karbon FAQs

Q. Who are the typical users of Karbon?

Karbon has the following typical customers:
Large Enterprises, Mid Size Business, Non Profit, Small Business

These products have better value for money


Q. What languages does Karbon support?

Karbon supports the following languages:
English, French


Q. Does Karbon support mobile devices?

Karbon supports the following devices:
Android, iPad, iPhone


Q. Does Karbon offer an API?

Yes, Karbon has an API available for use.


Q. What level of support does Karbon offer?

Karbon offers the following support options:
Email/Help Desk, Chat, Knowledge Base, FAQs/Forum, 24/7 (Live rep)

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