Karbon Pricing, Features, Reviews & Comparison of Alternatives

Karbon

Collaborative work management software for accounting firms.

4.72/5 (123 reviews)

Karbon overview

What is Karbon?

Karbon is a work management platform for accounting firms and professional service businesses. It provides a truly collaborative platform to manage workflows, communicate with teams and deliver exceptional client work.

By combining email, discussions, tasks and powerful workflows, Karbon aligns your team with a single place to communicate and collaborate, increasing capacity to deliver on time and budget.
karbonhq.com

Pricing

Starting from
$70/month
Pricing options
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, Asia, Australia, Brazil, Canada and 7 other markets, Europe, Germany, India, Latin America, Mexico, Middle-East and Africa, United Kingdom

Supported languages

English
Karbon screenshotKarbon 2-minute OverviewKarbon screenshotKarbon screenshotKarbon screenshotKarbon screenshotKarbon screenshotIntroducing KarbonClient tasks in Karbon

Karbon reviews

Value for money
Features
Ease of use
Customer support
  4.6
  4.6
  4.6
  4.9
Lisa Silver

Communication reduces staff frustration and is the key to excellent customer service!

Used daily for 1-2 years
Reviewed 2019-08-19
Review Source: GetApp

Exceptional. Karbon continually makes improvements to their products. They look for suggestions from the users and are happy to accommodate finding a solution for a specialized request.

Pros
Our staff enjoys the Triage function and visibility of communication most about Karbon. With having a team approach to most of our client work, it's important for everyone to know details from client interactions. This has helped us to be more efficient, batching questions and keeping us from contacting the client repeatedly for the same thing. It has essentially helped us provide better customer service while making our team more efficient.

Cons
I would like to have more options of labeling clients, helping to narrow down a specific group of clients to target for an email message or reporting purposes. Filter work by work title instead of work type.

Rating breakdown

Value for money
Ease of use
Features

Likelihood to recommend: 10/10

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Mariel Diaz

The Superman-Batman-Crocodile Dundee-Indiana Jones-Dog Whisperer of Team Communication and Project Mgmt Tool

Used daily for less than 6 months
Reviewed 2017-07-12
Review Source: GetApp

Have you ever wanted ONE SPOT to check email, delegate task, manage projects and customers? Karbon is IT. NOthing else compares to this robust, all inclusive system. Forget Twist and Slack, and your gmail or outlook, zendesk and all the rest. This program, while made for the accounting industry, is the perfect solution for any industry, and even a single individual could use it, but it shines with many users. No more multiple things to check and manage, it's all in one place. From Triage, you empty your inbox for email and @ tags from within the system and assign emails to other team members, create work from emails, and all correspondence tracks back to both contacts and pieces of work, so nothing is ever lost or hard to search. This is the most intelligent productivity solution available; I've tried many to disappointing results and now will stay with Karbon and not continue to look further. You can see work for the whole business, for yourself, and separately for your team. You can assign work to others, you can even assign tasks to clients and people outside your team, so they have their own checklist, which has comments and attachments - no more 10k emails! You can break down work into sections with different checklists and assign each task it's own team member and due date. You can drag and drop tasks to different dates. You can have templates for work to make creating work easy. You can make client tasks in these templates and also schedule repeating work. I can't go on, there are too many things that are amazing about this program. Do yourself a favor and try it out. I put it off for 8 months and after 2 days was hooked. 5 months later, it just keeps getting better and easier as we get more proficient using the program to its full potential. AMAZING! Nothing less than Amazing. Nothing slips through the cracks with Karbon.

Pros
Everything about Karbon.

Cons
They have both of these on their Fall 2017 roadmap: 1) time clock for job/client/employee time tracking (which is the only other external program we now use and can't wait to only use Karbon for everything); 2) Canned Responses (template emails plug & play). Coming soon, and I can deal with these cons because of everything else has saved so much time.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Amy Price

Not worth the money - there are lots of other options

Used daily for less than 6 months
Reviewed 2018-04-05
Review Source: Software Advice

I hope it's improved since I tried using it. I know Karbon has a lot of positive reviews, and it has always confused me because I liked a lot of the other project management applications we looked at better than it. But who knows - maybe my brain just doesn't work right for this particular piece of software.

Pros
It's a good-looking, flashy app. I liked being able to assign emails to coworkers and clients and my own tasks. Full disclosure: we used this for about three months at my company and then abandoned it. It just was not helpful to us.

Cons
My list of complaints about Karbon is long. Mostly, I feel like they hint at features that only technically exist. For example, Karbon integrates with QuickBooks Online, but I cannot understand why. It doesn't pull in relevant company information from QBO - not even company addresses. Those have to be manually entered. And yes, you can read your emails in Karbon, but you lose a lot of Gmail functionality when you make the switch: you can't sort emails into folders, save contacts into segmented lists, etc. Emails aren't even marked as read in Gmail! And, Karbon doesn't sync your contacts from Gmail. It brings in everyone you've emailed with. This is not helpful and extremely messy. There is no Google Calendar sync, which is what I use to sync my iCalendar and send my times and dates to all of my devices. So I just found Karbon really frustrating, especially at the price point - I feel like a lot was promised that wasn't delivered.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 1/10

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Elizabeth McIntyre

Huge Potential to help me support the accountants in my firm

Used daily for less than 6 months
Reviewed 2018-05-31
Review Source: GetApp

Pros
My Motto for every day is "How can I help you today" and Karbon is my best asset For helping others. When the accountants in our office need a report or need to know if something has been done and they are too busy to check I can filter All Work in KARBON and bring it down to the file they are looking for in a very short time. I can have their answer back to them quickly and in a manner, they can use. I can check for each client what tasks are overdue and through notes on the file keep all the involved managers and partners aware of timing for their involvement in the file. When you learn to use the filters correctly the information you need is easily accessed and up to the minute. Karbon and I work as a team to send emails, keep notes, report findings, and make sure that "no client ever falls through the cracks - and calls to say "you forgot this - now I have to pay a penalty..."

Cons
Until you learn that the secret key to Karbon is FILTER - FILTER - FILTER then it is almost too big a program and under-utilized by a number of people. One of our senior partners summed it up like this "Imagine the only way you have to communicate to the office is through the KANBAN view in KARBON" this view teaches you to make notes, share emails, FILTER All Work and generally get as upclose to the file as you can so all the participants can work on any file in the company confidently knowing that they are working with the latest information. The only true Con is the magnitude of the learning curve. But with the seminars and help articles, you can feel supported and know you are not alone. There are many people who can help you out. There are WAY more pros than cons - really.

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Diane Oliver

The Project Management Tool that Manages YOU!

Used daily for 2+ years
Reviewed 2018-05-31
Review Source: GetApp

Pros
It's completely streamlined our business, increased profitability and reduced time wasted on looking for things, or duplicating tasks. It's really easy to setup and maintain and you don't need an administrator to manage it for you. We have much more control over our emails now, assigning them to work and colleagues and setting up work such as on-boarding, system setup, or IAS and BAS is a breeze using templates. Client tasks help us receive information from clients in a more timely manner. There are too many features to list! But I'd pretty much tried everything on the market prior to Karbon and this - well it just ticks ALL the boxes and does what it's meant to do!

Cons
I'd love to be able to pin a note to the top of the work timelime. But that's not really a con, it's just a feature request!!!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Karbon pricing

Starting from
$70/month
Pricing options
Free trial
Subscription
View Pricing Plans

Karbon has three different pricing plans with the most popular one being Team. Karbon offers an annual and monthly subscription. It starts at $49/month if billed annually, or $70/month if billed monthly.

Karbon features

API
Activity Dashboard
Activity Tracking
Collaboration Tools
Project Planning
Project Time Tracking
Project Tracking
Task Management

Automatic Notifications (132 other apps)
Drag & Drop Interface (133 other apps)
Gantt Charts (126 other apps)
Multiple Projects (115 other apps)
Prioritizing (140 other apps)
Progress Tracking (130 other apps)
Project Management (176 other apps)
Projections (344 other apps)
Reporting & Statistics (121 other apps)
Task Tracking (152 other apps)
Third Party Integration (140 other apps)
Timesheets (115 other apps)

Security and privacy

Encryption

Encryption of sensitive data at rest
HTTPS for all pages

Access control

Multi-factor authentication options
This will ask you to sign in with LinkedIn

Videos and tutorials

Additional information for Karbon

Key features of Karbon

  • Accounting integration
  • Audit trail
  • Automatic emails file retrieval; ad hoc storage for contacts
  • Collaborative workspace
  • Configure different statuses per work type.
  • Create custom workflows per work type.
  • Create job templates and standardize work.
  • Email archiving
  • Integration with Gmail, Office365 and Microsoft Exchange.
  • Job management
  • Multiple user accounts
  • Schedule work and create a set of recurring tasks.
  • Set custom templates for all recurring work.
  • Stop working in silos, share all comms and files in Karbon.
  • Task planning
  • Task scheduling
  • To-do list
  • Track status of work and tasks for all practice teams.
  • Workflow management
  • Workflow, task, team, job and client management for firms.
View All Features

Benefits

Improve visibility and centralize communication across the entire accounting practice with Karbon using Karbon's Kanban boards and custom workflows.

Become more productive and free from email jail: convert emails into a checklist of tasks that are assignable as well as actionable.

Improve client service delivery and satisfaction by consolidating all client information, as well as automating document collection with client tasks.

Streamline your firm's workflow and drive accountability and ownership within each team member.

Standardize your processes and gear up for scale, using Karbon's best practice SOP templates.