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Karbon vs Firm360 Comparison
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Overview
Karbon is the collaborative practice management platform for accounting firms.
Get More Work Done With Firm360. Streamline your practice with our all-in-one platform has everything you need to run your firm.
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
Video & Screenshots
Pricing
Starting from
59
/user
Per month
- Free trial available
- Credit cardless trial
- Free account
- Subscription based
Starting from
49
/user
Per month
- Free trial available
- Credit cardless trial
- Free account
- Subscription based
User reviews
Pros
Its better than its competitors. Great customer support - online support is super quick.
Karbon is right at the top - best software available - permanently developing and adding features - super support.
Olivia N.
The customization is fantastic and the tool is very well built. Once you get setup it really helps productivity.
Pros
Great tool for multi users to keep track of project management. Great utilization for clients portal and all staff to have access to help clients.
The product is very user friendly and easy to use. I love the product for convenience and usability.
I love the easy to use software and tabs. Since the majority of us work remote it's a good "home base" to have to make sure all your tasks are being completed and on time.
Cons
The "clunkyness" of this softwares use can be annoying at first. I am slightly unhappy with the lack of reports of all jobs and tasks in one place.
Karbon is still missing some basic email functions that can prove frustrating and mean you still need to occasionally switch back to Gmail to get something setup.
Jonathan B.
Not being able to integrate with my Calendar, thus I still need to open Outlook daily. Inability for my delegates of my Mailbox to have access in Karbon.
Cons
With the client numbering system, the clients are in no particular order so it makes my OCD go nuts when looking at the client list.
The most difficult thing is having to change how you run your practice to incorporate the program.
I think there are some repetitive features within the software.
Key features
- Total features109
- @mentions
- ACH Payment Processing
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Approval Process Control
- Approval Workflow
- Assignment Management
- Audit Management
- Audit Trail
- Bank Reconciliation
- Billable & Non-Billable Hours
- Billing & Invoicing
- Billing Portal
- Brainstorming
- Budget Management
- Business Process Automation
- CRM
- Calendar Management
- Charting
- Chat/Messaging
- Client Management
- Client Portal
- Clock In/Out
- Collaboration Tools
- Commenting/Notes
- Communication Management
- Compliance Tracking
- Configurable Workflow
- Contact Database
- Contact Management
- Content Management
- Cost-to-Completion Tracking
- Create Subtasks
- Credit Card Processing
- Customer Database
- Customizable Branding
- Customizable Dashboard
- Customizable Fields
- Customizable Invoices
- Customizable Reports
- Customizable Templates
- Data Import/Export
- Deadline Management
- Discussions/Forums
- Document Management
- Document Storage
- Drag & Drop
- Due Date Tracking
- Electronic Payments
- Email Management
- Email-to-Task Conversion
- Employee Database
- Employee Management
- Employee Time Tracking
- File Management
- File Sharing
- File Transfer
- Financial Analysis
- Financial Management
- For Accountants
- For CPA Firms
- For Creative Agencies
- For Small Businesses
- Hourly Billing
- Import Tasks
- Invoice Creation
- Invoice History
- Invoice Management
- Invoice Processing
- Kanban Board
- Messaging
- Milestone Tracking
- Mobile Access
- Mobile Payments
- Multi-Currency
- Multiple Billing Rates
- Multiple Projects
- Online Invoicing
- Online Payments
- Online Time Tracking
- Parent Task
- Payment Processing
- Payroll Management
- Percent-Complete Tracking
- Planning Tools
- Portfolio Management
- Prioritization
- Productivity Analysis
- Progress Tracking
- Project Billing
- Project Management
- Project Planning
- Project Planning/Scheduling
- Project Templates
- Project Time Tracking
- Project Tracking
- Project Workflow
- Projections
- QuickBooks Integration
- Real Time Data
- Real Time Editing
- Real Time Notifications
- Real Time Reporting
- Real-time Updates
- Recurring Tasks
- Recurring/Subscription Billing
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Reporting/Project Tracking
- Resource Management
- Role-Based Permissions
- Rules-Based Workflow
- SSL Security
- Scheduling
- Search/Filter
- Secure Data Storage
- Single Sign On
- Spreadsheet View
- Staff Management
- Status Tracking
- Tagging
- Task Board View
- Task Editing/Updating
- Task Management
- Task Planning
- Task Progress Tracking
- Task Scheduling
- Task Tagging
- Template Management
- Third Party Integrations
- Time & Expense Tracking
- Time Tracking
- Timer
- Timesheet Management
- To-Do List
- Web-based Deployment
- Workflow Configuration
- Workflow Management
- Total features110
- @mentions
- ACH Payment Processing
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Approval Process Control
- Approval Workflow
- Assignment Management
- Audit Management
- Audit Trail
- Bank Reconciliation
- Billable & Non-Billable Hours
- Billing & Invoicing
- Billing Portal
- Brainstorming
- Budget Management
- Business Process Automation
- CRM
- Calendar Management
- Charting
- Chat/Messaging
- Client Management
- Client Portal
- Clock In/Out
- Collaboration Tools
- Commenting/Notes
- Communication Management
- Compliance Tracking
- Configurable Workflow
- Contact Database
- Contact Management
- Content Management
- Cost-to-Completion Tracking
- Create Subtasks
- Credit Card Processing
- Customer Database
- Customizable Branding
- Customizable Dashboard
- Customizable Fields
- Customizable Invoices
- Customizable Reports
- Customizable Templates
- Data Import/Export
- Deadline Management
- Discussions/Forums
- Document Management
- Document Storage
- Drag & Drop
- Due Date Tracking
- Electronic Payments
- Email Management
- Email-to-Task Conversion
- Employee Database
- Employee Management
- Employee Time Tracking
- File Management
- File Sharing
- File Transfer
- Financial Analysis
- Financial Management
- For Accountants
- For CPA Firms
- For Creative Agencies
- For Small Businesses
- Hourly Billing
- Import Tasks
- Invoice Creation
- Invoice History
- Invoice Management
- Invoice Processing
- Kanban Board
- Messaging
- Milestone Tracking
- Mobile Access
- Mobile Payments
- Multi-Currency
- Multiple Billing Rates
- Multiple Projects
- Online Invoicing
- Online Payments
- Online Time Tracking
- Parent Task
- Payment Processing
- Payroll Management
- Percent-Complete Tracking
- Planning Tools
- Portfolio Management
- Prioritization
- Productivity Analysis
- Progress Tracking
- Project Billing
- Project Management
- Project Planning
- Project Planning/Scheduling
- Project Templates
- Project Time Tracking
- Project Tracking
- Project Workflow
- Projections
- QuickBooks Integration
- Real Time Data
- Real Time Editing
- Real Time Notifications
- Real Time Reporting
- Real-time Updates
- Recurring Tasks
- Recurring/Subscription Billing
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Reporting/Project Tracking
- Resource Management
- Role-Based Permissions
- Rules-Based Workflow
- SSL Security
- Scheduling
- Search/Filter
- Secure Data Storage
- Single Sign On
- Spreadsheet View
- Staff Management
- Status Tracking
- Tagging
- Task Board View
- Task Editing/Updating
- Task Management
- Task Planning
- Task Progress Tracking
- Task Scheduling
- Task Tagging
- Template Management
- Third Party Integrations
- Time & Expense Tracking
- Time Tracking
- Timer
- Timesheet Management
- To-Do List
- Web-based Deployment
- Workflow Configuration
- Workflow Management
Integrations
- Total integrations12
- Asana
- Basecamp
- Dropbox Business
- GitHub
- GitLab
- Gmail
- Google Calendar
- Google Drive
- Jira
- Microsoft 365
- Microsoft Excel
- Microsoft Outlook
- Microsoft Teams
- QuickBooks Online Advanced
- Salesforce Sales Cloud
- Slack
- Trello
- Xero
- Zapier
- Zendesk Suite
- Total integrations8
- Asana
- Basecamp
- Dropbox Business
- GitHub
- GitLab
- Gmail
- Google Calendar
- Google Drive
- Jira
- Microsoft 365
- Microsoft Excel
- Microsoft Outlook
- Microsoft Teams
- QuickBooks Online Advanced
- Salesforce Sales Cloud
- Slack
- Trello
- Xero
- Zapier
- Zendesk Suite
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