Karbon Pricing, Features, Reviews & Alternatives

Karbon

Collaborative work management software for accounting firms.

4.76/5 (143 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
$49/month
Pricing options
Subscription
Free trial
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, Canada, United Kingdom, Australia, India and 3 other markets, Germany, Brazil, Mexico

Supported languages

English
Karbon screenshotKarbon 2-minute OverviewKarbon screenshotKarbon screenshotKarbon screenshotKarbon screenshotKarbon screenshotClient tasks in KarbonKarbon is how you run your accounting firmKarbon in your accounting firm

Karbon user reviews

Value for money
Features
Ease of use
Customer support
  4.6
  4.5
  4.6
  4.9
Alissa B.

KarbonApp for the Growing Firm

Used daily for less than 6 months
Reviewed 2021-03-25
Review Source: GetApp

Wonderful and I can't wait to continue to gain further best practice and utilize all the components around capacity planning etc.

Pros
We implemented Karbon only a short time ago and I am already seeing significant impact on my time through the ease of delegation of specific tasks and the ownership of those tasks to be able to check provide oversite. My staff has had a similar response and although it has been a learning curve we all see the potential and benefits.

Cons
There are a few items around being able to apply templates after work is created (currently you cannot do this only at creation). It also takes the server five minutes or so to show a contact that you add which is a pain when setting up new client work. We had asked to have contact emails imported and although they were provided for some reason they did not get imported (that combined with the delay was a bit of a pain). A few other items are more about learning how to get the best use out of all so I would argue are not dislikes but more learning curves as it changes the way you work significantly with the implementation of triage. Overall the team at Karbon have been great in answering any questions and give a lot of opportunity to show you best practice even when you choose the self implementation option. I do hope they create more integrations with Xero Accounting Software as they do with QBO.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Andrew N.

Better but not Best

Used daily for 2+ years
Reviewed 2020-11-13
Review Source: Capterra

Karbon support has always been great. Higher ups are not accessible. While they always solicit feedback, it never seems to get heard. They seem to be chasing markets and customers right now and not focusing on their existing clients and how they can help them be more productive.

Pros
Karbon has revolutionized Workflow for accountants. Truly taken it to a new level. It does so many things so well that it is hard to not take those features for granted until you compare it to other similar software. Here are some exceptional features While not perfect, the email integration is great Creating and managing projects is relatively easy and painless Client task management is excellent and extremely useful Automations is work is great team collaboration is very good especially at the task level Mostly great utilization of screen realestate.

Cons
Todo list is frustrating for me. Being a Franklin Covey person, i want more control over my todo list. I cant export my todo list either which would help mitigate this issue. Not enough control over tasks. Task list can be overwhelming and thus not useful No proactive feedback about assigned tasks or notes. IF I assign someone a task, email or note, I want to know when they have done the work and if they have not done the work. I want automatic feedback on this. I want more shortcut icons. Some steps are really "clicky" I wish there was much better app integration. This is very limited. On a task list, if a task does not apply to a client I want to mark it NA. Not delete it or mark it complete with a comment. I need more flexibility on labeling clients. For example I want a job to be flagged as extended and not just have a temporary status of completed.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 7/10

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Amy P.

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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Olivia N.

Awesome Practice Management Software for Accountants and Bookkeepers

Used daily for 2+ years
Reviewed 2021-04-06
Review Source: GetApp

Excellent and thrilling

Pros
Karbon is right at the top - best software available - permanently developing and adding features - super support

Cons
there is nothing I don't like - Karbon is spot on perfect

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Marni G.

Why I picked KarbonHQ

Used daily for 2+ years
Reviewed 2020-11-04
Review Source: GetApp

This software has given us the visibility to see all of the work that we have. Before this we were all siloed in our inboxes, now we have shared communication and collaboration on work.

Pros
I like the fact that this software gives me visibility on Work that is not complete, by person, by budget, by client, by type of work. The flexibility of seeing reporting is great.

Cons
The ability to search emails needs improvement. You can do it, however it is more effective to use Outlook.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Karbon pricing

Starting from
$49/month
Pricing options
Subscription
Free trial
View Pricing Plans

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

Karbon features

API
Alerts/Notifications
Collaboration Tools
File Sharing
Milestone Tracking
Percent-Complete Tracking
Prioritization
Project Management
Project Planning
Project Planning/Scheduling
Projections
Reporting/Analytics
Reporting/Project Tracking
Resource Management
Status Tracking
Task Management
Task Progress Tracking
Task Scheduling
Time & Expense Tracking

Gantt/Timeline View (240 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.