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Karbon vs SuiteDash Comparison
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Overview
Karbon is the collaborative practice management platform for accounting firms.
SuiteDash is an all-in-one business software that enables collaboration with teams and optimizes interaction with clients.
- 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
19
Per month
- Free trial available
- Credit cardless trial
- Free account
- Subscription based
User reviews
Pros
We save time and gain efficiency and clarity with Karbon. The integration with Practice Ignition has been great as well.
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.
Pros
Users are well supported by the staff who are passionate about their product, something that gives confidence about how it will continue to improve and evolve as it continues to grow.
As operations manager, I have been able to gain a much better understanding of what my customers do, what they like, what they don´t, and better ways to serve them quickly and efficiently.
Our clients were immediately impressed with our white label. We love it when any tool we use instills confidence in our clients to do business with us.
Rob A.
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
The e-signature functions look so ugly, are not very customizable, and are limited with source documents. Seems a little behind the curve with integrations to other systems & platforms.
However I understand how difficult this must be with all the features they offer. Also the contract generation process is a little confusing and not flexible enough.
Also the limitation on integration to only Quickbooks accounting software is a bit of a downside as those based in Australia and New Zealand mostly uses Xero as their accounting software.
Christopher E.
Key features
- Total features109
- @mentions
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Approval Process Control
- Approval Workflow
- Assignment Management
- Audit Management
- Audit Trail
- Billing & Invoicing
- Billing Portal
- Brainstorming
- Budget Management
- Business Process Automation
- CRM
- Calendar Management
- Chat/Messaging
- Client Management
- Client Portal
- Collaboration Tools
- Commenting/Notes
- Communication Management
- Compliance Tracking
- Configurable Workflow
- Contact Database
- Contact Management
- Content Library
- Content Management
- Create Subtasks
- Customer Database
- Customizable Branding
- Customizable Dashboard
- Customizable Fields
- Customizable Forms
- Customizable Invoices
- Customizable Reports
- Customizable Templates
- Data Import/Export
- Data Security
- Deadline Management
- Discussions/Forums
- Document Management
- Document Storage
- Drag & Drop
- Due Date Tracking
- Electronic Payments
- Email Management
- Email-to-Task Conversion
- Employee Management
- Employee Portal
- Enrollments/Onboarding
- File Management
- File Sharing
- File Transfer
- Financial Management
- For Accountants
- For CPA Firms
- For Creative Agencies
- For Small Businesses
- Forms Automation
- Forms Management
- Hourly Billing
- Import Tasks
- Invoice Creation
- Invoice History
- Invoice Management
- Invoice Processing
- Kanban Board
- Knowledge Base Management
- Marketing Automation
- Messaging
- Milestone Tracking
- Mobile Access
- Mobile App
- Multi-Currency
- Multiple Projects
- Online Invoicing
- Online Payments
- Parent Task
- Percent-Complete Tracking
- Portfolio Management
- Prioritization
- Process Modeling & Designing
- Progress Tracking
- Project Billing
- Project Management
- Project Planning
- Project Planning/Scheduling
- Project Templates
- Project Time Tracking
- Project Tracking
- Project Workflow
- Projections
- Quotes/Estimates
- Real Time Data
- Real Time Editing
- Real Time Notifications
- Real Time Reporting
- Real-Time Chat
- Real-time Updates
- Recurring Invoicing
- Recurring Tasks
- Recurring/Subscription Billing
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Reporting/Project Tracking
- Resource Management
- Role-Based Permissions
- Rules-Based Workflow
- SSL Security
- Sales Tax Management
- Scheduling
- Search/Filter
- Secure Data Storage
- Self Service Portal
- Single Sign On
- Staff Management
- Status Tracking
- Subscription Plan Management
- Tagging
- Task Board View
- Task Editing/Updating
- Task Management
- Task Planning
- Task Progress Tracking
- Task Scheduling
- Task Tagging
- Tax Calculation
- Template Management
- Third Party Integrations
- Time & Expense Tracking
- Time Tracking
- Timer
- To-Do List
- Training Management
- Usage Tracking/Analytics
- Version Control
- Web-based Deployment
- Workflow Configuration
- Workflow Management
- Total features99
- @mentions
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Approval Process Control
- Approval Workflow
- Assignment Management
- Audit Management
- Audit Trail
- Billing & Invoicing
- Billing Portal
- Brainstorming
- Budget Management
- Business Process Automation
- CRM
- Calendar Management
- Chat/Messaging
- Client Management
- Client Portal
- Collaboration Tools
- Commenting/Notes
- Communication Management
- Compliance Tracking
- Configurable Workflow
- Contact Database
- Contact Management
- Content Library
- Content Management
- Create Subtasks
- Customer Database
- Customizable Branding
- Customizable Dashboard
- Customizable Fields
- Customizable Forms
- Customizable Invoices
- Customizable Reports
- Customizable Templates
- Data Import/Export
- Data Security
- Deadline Management
- Discussions/Forums
- Document Management
- Document Storage
- Drag & Drop
- Due Date Tracking
- Electronic Payments
- Email Management
- Email-to-Task Conversion
- Employee Management
- Employee Portal
- Enrollments/Onboarding
- File Management
- File Sharing
- File Transfer
- Financial Management
- For Accountants
- For CPA Firms
- For Creative Agencies
- For Small Businesses
- Forms Automation
- Forms Management
- Hourly Billing
- Import Tasks
- Invoice Creation
- Invoice History
- Invoice Management
- Invoice Processing
- Kanban Board
- Knowledge Base Management
- Marketing Automation
- Messaging
- Milestone Tracking
- Mobile Access
- Mobile App
- Multi-Currency
- Multiple Projects
- Online Invoicing
- Online Payments
- Parent Task
- Percent-Complete Tracking
- Portfolio Management
- Prioritization
- Process Modeling & Designing
- Progress Tracking
- Project Billing
- Project Management
- Project Planning
- Project Planning/Scheduling
- Project Templates
- Project Time Tracking
- Project Tracking
- Project Workflow
- Projections
- Quotes/Estimates
- Real Time Data
- Real Time Editing
- Real Time Notifications
- Real Time Reporting
- Real-Time Chat
- Real-time Updates
- Recurring Invoicing
- Recurring Tasks
- Recurring/Subscription Billing
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Reporting/Project Tracking
- Resource Management
- Role-Based Permissions
- Rules-Based Workflow
- SSL Security
- Sales Tax Management
- Scheduling
- Search/Filter
- Secure Data Storage
- Self Service Portal
- Single Sign On
- Staff Management
- Status Tracking
- Subscription Plan Management
- Tagging
- Task Board View
- Task Editing/Updating
- Task Management
- Task Planning
- Task Progress Tracking
- Task Scheduling
- Task Tagging
- Tax Calculation
- Template Management
- Third Party Integrations
- Time & Expense Tracking
- Time Tracking
- Timer
- To-Do List
- Training Management
- Usage Tracking/Analytics
- Version Control
- 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 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
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