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Karbon vs Jetpack Workflow Comparison

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Overview

Category Leaders

Karbon is the collaborative practice management platform for accounting firms.

Jetpack Workflow is a practice, client, and workflow management solution for accountants with tools for job management, time...

  • 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

No videos yet

Pricing

Starting from

59

/user

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

Starting from

36

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

User reviews

4.7

147

5

4

3

2

1

114

29

3

0

1

  • Value for money
  • Ease of use
  • Features
  • Customer support
98%
would recommend this app

4.8

48

5

4

3

2

1

40

6

1

1

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
94%
would recommend this app

Pros

We save time and gain efficiency and clarity with Karbon. The integration with Practice Ignition has been great as well.

AR

Anonymous Reviewer

Its better than its competitors. Great customer support - online support is super quick.

AR

Anonymous Reviewer

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

Olivia N.

Pros

I can't imagine running my business without it. They have a fantastic product and incredibly friendly and helpful staff.

EB

Emily B.

We use this keep our firm and team on top of task, projects and due dates. It does a great job in keeping you in shape with a nice and user-friendly interface.

MS

Mendel S.

Awesome project management & easy to use; helps me stay on track with my clients and their various projects and deadlines. Customer service is great.

SE

Sandra E.

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.

LM

Leah M.

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.
AvatarImg

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.

AR

Anonymous Reviewer

Cons

I always regret later when I procrastinate and DON"T use it to track a job. Every time I think I don't need to record something, it causes me grief.
AvatarImg

Mike C.

The main downside to Jetpack Workflow is the lack of a mobile app for the product. I also wish that I could assign emailed tasks to an individual.

AR

Anonymous Reviewer

It is difficult to prioritize without the deadline distinction.
AvatarImg

Robin M. R.

  • Vendor responds to reviews
  • Last review6 months ago
  • Vendor responds to reviews
  • Last review2 months ago

Key features

  • Total features99
  • @mentions
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Approval Workflow
  • Assignment Management
  • Audit Trail
  • Brainstorming
  • Budget Management
  • Business Process Automation
  • CRM
  • Chat/Messaging
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Commenting/Notes
  • Communication Management
  • Compliance Tracking
  • Configurable Workflow
  • Contact Management
  • Content Management
  • Create Subtasks
  • Customer Database
  • Customizable Branding
  • Customizable Dashboard
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Deadline Management
  • Discussions / Forums
  • Document Management
  • Document Storage
  • Drag & Drop
  • Due Date Tracking
  • Email Management
  • Email-to-Task Conversion
  • Employee Management
  • File Management
  • File Sharing
  • File Transfer
  • Financial Management
  • For Accountants
  • For CPA Firms
  • Import Tasks
  • Kanban Board
  • Messaging
  • Milestone Tracking
  • Mobile Access
  • Multi-Currency
  • Multiple Projects
  • Parent Task
  • Percent-Complete Tracking
  • Prioritization
  • Progress Tracking
  • Project Management
  • Project Planning
  • Project Planning/Scheduling
  • Project Templates
  • Project Time Tracking
  • Project Tracking
  • Project Workflow
  • Projections
  • Real Time Editing
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Updates
  • Recurring Tasks
  • 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
  • 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
  • To-Do List
  • Workflow Configuration
  • Workflow Management
  • Total features23
  • @mentions
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Approval Workflow
  • Assignment Management
  • Audit Trail
  • Brainstorming
  • Budget Management
  • Business Process Automation
  • CRM
  • Chat/Messaging
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Commenting/Notes
  • Communication Management
  • Compliance Tracking
  • Configurable Workflow
  • Contact Management
  • Content Management
  • Create Subtasks
  • Customer Database
  • Customizable Branding
  • Customizable Dashboard
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Deadline Management
  • Discussions / Forums
  • Document Management
  • Document Storage
  • Drag & Drop
  • Due Date Tracking
  • Email Management
  • Email-to-Task Conversion
  • Employee Management
  • File Management
  • File Sharing
  • File Transfer
  • Financial Management
  • For Accountants
  • For CPA Firms
  • Import Tasks
  • Kanban Board
  • Messaging
  • Milestone Tracking
  • Mobile Access
  • Multi-Currency
  • Multiple Projects
  • Parent Task
  • Percent-Complete Tracking
  • Prioritization
  • Progress Tracking
  • Project Management
  • Project Planning
  • Project Planning/Scheduling
  • Project Templates
  • Project Time Tracking
  • Project Tracking
  • Project Workflow
  • Projections
  • Real Time Editing
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Updates
  • Recurring Tasks
  • 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
  • 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
  • To-Do List
  • 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
  • Quickbooks Online
  • Salesforce Sales Cloud
  • Slack
  • Trello
  • Zapier
  • Zendesk
  • Total integrations6
  • Asana
  • Basecamp
  • Dropbox Business
  • GitHub
  • GitLab
  • Gmail
  • Google Calendar
  • Google Drive
  • Jira
  • Microsoft 365
  • Microsoft Excel
  • Microsoft Outlook
  • Microsoft Teams
  • QuickBooks Online Advanced
  • Quickbooks Online
  • Salesforce Sales Cloud
  • Slack
  • Trello
  • Zapier
  • Zendesk

User reviews that mention these apps

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Karbon logo

Karbon

it is so easy to use!

Reviewed a year ago

It has been great! we moved from Jetpack which is fairly new and has some time to go before they are as easy and useful and powerful as Karbon.

Pros

The common sense language is fantastic and navigation and training are both just so easy!

Cons

the layout isn't always the most simple but were getting used to it

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

Share this review:

Karbon logo

Karbon

Karbon Review

Reviewed 2 years ago

Great workflow management tool.

Pros

The email feature is very good. It enables a remote team to pick up things even if the email was sent to someone else

Cons

Flexibility of changing the templates e.g. attaching a pdf file

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Karbon logo

Karbon

Karbon simply rocks my world!

Reviewed 3 years ago

I am able to onboard clients quicker and provide a more seem less entrance to our workflow. Staff are able to collaborate and share work more effectively while I see the overall plan of work from beginning to end. I start and end my day in Karbon and could not live without it to run my business.

Pros

Karbon is intuitive and flexible in it's approach to managing our workflow. Their support is on hand if we need it anytime. Using Karbon has revolutionised our Workflow and enabled us to increase efficiency and visibility over the team.

Cons

In the beginning Karbon set up and customisation can seem a little daunting

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Karbon logo

Karbon

has been amazing by getting the whole team organised in what they need to do

Reviewed 5 years ago
Pros

Visibility on the team and Workflow management and transparency Checklists for all work items

Cons

The search function in emails is not as cohesive as gmail and find myself jumping back to gmail for specific searches

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

Karbon logo

Karbon

Excellent progressive software

Reviewed 5 years ago
Pros

Workflow visibility over the whole team and sub-teams and email management. Regular update releases.

Cons

Ability to create recurring To-do's rather than just recurring work items.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Karbon logo

Karbon

The future of practice mgmt!

Reviewed 5 years ago
Pros

-Email - workflow integration -its better than its competitors -great customer support - online support is super quick

Cons

-triage clunky compared to outlook 365 for the following reasons: -limited short cut keys -visually not as easy to find and review particular email streams -no calendar -work and workflow templates need to have job types

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Karbon logo

Karbon

An app that keeps us organized and on top of our workflow

Reviewed 4 years ago
Pros

The workflow management using Kanban just makes it so easy to see what needs to be today, tomorrow and in the future. Workflow templates are an awesome way to get organized and allow for an efficient way to get client work done. The checklist format in work templates is great, one of our staff setup a complicated payroll for a client via a template that now anyone can go in and do that client's payroll without wonder if they missed something. Definitely a must have app for accounting workflow.

Cons

No custom fields ability, we send out birthday cards to our clients and we can't keep track of that in Karbon at the moment. Email scheduler so we can do up an email and schedule to send it out later. Email templates would be a great feature too.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Karbon logo

Karbon

An excellent project management and client communication tool with excellent support

Reviewed a year ago
Pros

Client communication is so simple yet secure. Automation works very well. It integrates with other products that I use.

Cons

Lack of control over sorting of work items in kanban so it's hard to practice first-in first-out workflow. Lack of flexibility in the templates so it's hard to do A/B testing and continuous improvement.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

Karbon logo

Karbon

No more lost emails

Reviewed 5 years ago
Pros

We love the ability to link emails to clients and jobs, no longer are our emails lost in each individual silo. The to-do list is an excellent feature - far superior to sticky notes and bits of paper. It is great for our remote team as well.

Cons

The job workflow still needs a few more functions/search categories to make it even better, but I am told some of these new functions are currently in the pipeline and I look forward to them being released.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Karbon logo

Karbon

Karbon Efficient

Reviewed 4 years ago
Pros

Simple and easy to use Effective workflow management tool Convenient client communication Lean coding allows for a lot of hacks within the system to be made to achieve certain goals where feature limitations exist

Cons

A tonne of feature limitations as it is a young piece of software: no API, tasks cannot be assigned to "general" roles once assigned to a 'real' person, etc.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Karbon logo

Karbon

Exceeds expectations

Reviewed 9 months ago

Karbon has solved the ‘silo’ problem in my Busenius. Complete visibility of communications between team member and customer is now a reality. The Karbon development team and support team are amazing and really care about me and my business.

Pros

Triage has eased the pain of dealing with the ever growing problem and distractions of managing emails. Digital communication with the customer and team members is smooth and easy. Workflow management and process templates has been a real game changer!

Cons

Can’t think of any Cons… I feel this is a good thing. 😉

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

Share this review:

Karbon logo

Karbon

Core App for Growthwise

Reviewed 6 years ago

Karbon solved a huge issue for Growthwise, one central place for all our work, lodgement deadlines, checklists and to-do's. Karbon is the 1 system that everyone in the team opens every morning and is our go-to for all information about our clients as well as work that needs to be done. It’s also great for workflow and transparency, as communication is visible between all clients for all users, meaning no searching for that email sent to someone else. It has saved us countless hours of workflow control time and allowed us to process jobs even quicker.

Pros

No pros were added to this review

Cons

No cons were added to this review

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

Share this review:

Karbon logo

Karbon

Karbon is an amazing app for Accountants that are serious about their service delivery.

Reviewed 5 years ago
Pros

Great features & the development team is continuing to enhance the features & functionality of the software. Karbon covers most of the software needs for accounting firms. It can be used as a CRM, workflow management, Customer service, Team collaboration, Client Communication, and email management solution. I really dig it!

Cons

I Would like to see a more integration with other apps. Currently there is a quick books integration.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Karbon logo

Karbon

Karbon fan

Reviewed 3 years ago
Pros

1) Easily triage my emails and turn them into tasks 2) Collaborate on emails and tasks with employees seamlessly 3) Monitor workflow and job status of employees via dashboards and reports in Karbon 4) Document detailed procedures for staff and clients and easily roll out across all jobs

Cons

Does not have a calendar view to manage meeting invites

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Karbon logo

Karbon

Simply Awesome Software

Reviewed 4 years ago
Pros

- One stop shop to see everything that is going on within the firm - Multiple ways to view information to manage work or see the tasks I need to do - Easy to oversee lots of pieces of work - Manageable inbox - Work templates make workflow standardized and easy to accomplish - Team actually uses (and loves) it!

Cons

- A bit hard to navigate to information within a client record - simple design mean sometimes there is a lot of clicking - No mail merge/email template database yet - have to keep an external email template database and add to commonly sent emails. - Beautiful design can come at a cost of having to click around a bit.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

Karbon logo

Karbon

Karbon is in a category of its own

Reviewed 5 years ago
Pros

Smart concept to integrate the unified team inbox with the task and project management system. This unique combination of features puts Karbon in its own app category really, as there are plenty of project and workflow management apps out there, but they don't include the email inbox as an integral aspect, as Karbon does.

Cons

Some missing features are sure to come in time, such as the ability to search on Tasks and not just Work items (projects), Emails and Contacts — and more extensive keyboard shortcuts will be nice, too. The Karbon team are releasing new features on a consistent basis.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

Karbon logo

Karbon

Karbon is a great practice organizer!

Reviewed 3 years ago

Overall we enjoy the product, we use it to manage our projects, time and communication internally. It has been a great addition to our practice and has allowed us more efficient onboarding, ease of access to information and is a great collaborative team tool.

Pros

Karbon helps our firm stay on top of work items and allows us to share items between colleagues while avoiding lengthy email chains. Its a practical approach to creating standardized work, assigning tasks and having accountability. We love the integrations with other software applications that we use, it has truly made our workflow smoother and more transparent for the whole team.

Cons

Sometimes we don't necessarily want to create a new work item- Like if we were visiting a set of client for a marketing initiative- we would want to record the visits but would like a way to do this without creating a work item.