Karbon Features

Karbon

Collaborative work management software for accounting firms.

4.72/5 (123 reviews)

Karbon Feature Summary

  • 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.

Project Management & Planning Feature Comparison

Most popular features of all Project Management & Planning apps

API (201 other apps)
Activity Dashboard (129 other apps)
Activity Tracking (121 other apps)
Automatic Notifications (122 other apps)
Collaboration Tools (156 other apps)
Drag & Drop Interface (123 other apps)
Gantt Charts (113 other apps)
Multiple Projects (105 other apps)
Prioritizing (139 other apps)
Progress Tracking (122 other apps)
Project Management (162 other apps)
Project Planning (124 other apps)
Project Time Tracking (165 other apps)
Project Tracking (117 other apps)
Projections (335 other apps)
Task Management (137 other apps)
Task Planning (107 other apps)
Task Tracking (140 other apps)
Third Party Integration (128 other apps)
Timesheets (113 other apps)

Competitor Feature Comparison

Mobile apps

iOS App


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Android App


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Karbon Feature Reviews

25 reviewers had the following to say about Karbon's features:

Michael (MC) Carter

Verified Reviewer

Karbon is in a category of its own

2017-11-07

Pros

Smart concept to integrate the unified team inbox with the task and project management system.

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.

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: GetApp
Helpful?   Yes   No
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Stephen Hoffman

Verified Reviewer

Easy transition and short learning curve

2017-08-31

Pros

The project templates and scheduling is another amazing feature.

Cons

So far the only con would be the fee, but my contact has been awesome in working with me to get my team setup.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: GetApp
Helpful?   Yes   No
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Jeffrey Reimer, CPA, MBA

Verified Reviewer

Great app for remote teams tracking customer communications and projects

2017-11-09

Pros

I like that you can move work items between kanban columns with a simple click and drag feature. Also, the Karbon team is constantly improving the app and rolling out significant improvements on a regular basis.

Cons

I use a third-party app to integrate the apps in our processes, and it would be helpful to be able to pull Karbon into this type of process development.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: GetApp
Helpful?   Yes   No
Read more
Stephanie Somerset

Verified Reviewer

The best of task management software in the bookkeeping/accounting industry.

2018-05-31

Pros

Triage for emails can be allocated as a task to yourself or a colleague.

Cons

It doesn't integrate with alot of software like others do in this category.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: GetApp
Helpful?   Yes   No
Read more
Aaron Tatum

Verified Reviewer

Quick to learn and heaps of support!

2017-02-22

The support team at Karbon thoroughly listens and takes notes on what its users want and prioritizes and implements those things timely with lots of training and how-tos accessible.

Pros

There's less slipping-through-the-crack items Setting up projects is a breeze and recurring work ACTUALLY works Lots of customization within projects Creating to-dos from emails and on the fly Karbon support is the best

Cons

More people aren't using it!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Karbon

If you are looking for a software to house all your projects and maintain daily activities, Karbon is the solution!

Source: GetApp
Helpful?   Yes   No
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Leah Meredith

Verified Reviewer

Much Needed Workflow software

2018-09-13

Pros

Imagine sending an email and assigning a task to an employee and knowing when the task is completed or the progress of that task without asking.

Cons

I am slightly unhappy with the lack of reports of all jobs and tasks in one place.

Rating breakdown

Ease of use
Features

Time used: Free Trial

Frequency of use: Occasionally

Likelihood to recommend

7/10
Source: GetApp
Helpful?   Yes   No
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Anonymous
Lead Consultant (Accounting company, 1-10 employees)
Verified Reviewer

Project Management Tool Tailored to Accountants

2018-07-10

Pros

From a management perspective, you can slice and dice work items in many different ways (by team member, client, type of work, status of work, etc).

Cons

And it would be really great if you could get auto notifications when work or tasks were completed, or if tasks could be dependent on each other.

Rating breakdown

Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: GetApp
Helpful?   Yes   No
Read more
Emma Ward

Verified Reviewer

Karbon = Solution!

2016-06-23

Client communications, tasks, checklists, jobs, priorities; it's all there - amazing!

Pros

Functionality - not just another emailing platform - we schedule jobs, repeat checklists for repeated work, tick boxes (love that) Complete visibility of where everything is up to - including 'Waiting', 'Planned' and 'In Progress' to 'Complete' So innovative!

Cons

Not enough people know about it!

Rating breakdown

Value for money
Ease of use
Customer support

Time used: 6-12 months

Source: GetApp
Helpful?   Yes   No
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Anonymous
A verified reviewer

Revolutionary accounting software that, if used to its full, will transform your practice or firm.

2018-03-13

The automated aspect of the software is an indispensable quality for our industry and the option to create client tasks which are housed in their own space (outside of email threads where they often end up getting lost or missed) and the automatic reminders that underpin these, have transform our service delivery times and accountability measures.

Pros

The templates for work items which serve as company systems and procedures as well as project management allows us to monitor staff performance while resting assured that work is completed accurately and timely.

Cons

Integration with 3rd party applications is still quite limited - we find ourselves duplicating data entry in some areas.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Mariel Diaz

Verified Reviewer

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

2017-07-12

You can drag and drop tasks to different dates.

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).

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Karbon

If you need to be your most productive and clearly see what you need to do, then Karbon is for you. Great for delegation, project mgmt across multiple team members, & having one place for everything.

Source: GetApp
Helpful?   Yes   No
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Anne Sievewright

Verified Reviewer

Fantastic!

2017-08-22

Pros

the feeling that emails don't get lost or unanswered the ability to delegate tasks to colleagues easily being able to track the workload

Cons

can be a little overwhelming at first, understanding how the substructure (client, tasks, contact, etc)

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: GetApp
Helpful?   Yes   No
Read more
Fee Bonhote

Verified Reviewer

Task Management - We're now at our best!

2017-05-15

Pros

You will never forget a task again. Their search function make's it easy to locate information from many different platforms within Karbon.

Cons

No time tracking - but I know it's coming as they listen to their users.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: GetApp
Helpful?   Yes   No
Read more
Marko Damjanovic

Verified Reviewer

Karbon Efficient

2018-05-31

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: GetApp
Helpful?   Yes   No
Read more
Rushabh Shah

Verified Reviewer

Review of Karbon

2018-08-21

Pros

It is a great tool for project management. it helps us to know what work is pending and how it can be completed.

Cons

Nothing as such you can include calender in this

Rating breakdown

Value for money
Ease of use
Features

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: GetApp
Helpful?   Yes   No
Read more
Anonymous
A verified reviewer
Verified Reviewer

Practice Management made easy

2019-06-05

What I would love is if the time tracking integration was not limited to tsheets as I have tested tsheets and it is more of a payroll focussed time management tool as opposed to a billing tool or tracking of job efficiencies tool - I would prefer if this integration was expanded to include a tool like Harvest for this purpose.

Pros

I am constantly writing out "to do lists" and then I get to the end of the week and I need to consolidate those lists to make sure nothing drops off - with Karbon I always have my to do list available and up to date. I also enjoy the fact that i have better control of my e-mails and previously where I forwarded a mail to a staff member by way of delegating it to them i had no way of checking that the mail was attended to unless I added it to my to do list - whereas now I can add it to their to do list and monitor whether or not it was completed

Cons

there is a quite a bit of set up involved in terms of getting the work templates in place but that is to be expected I guess - although once set up those work templates will serve as a sort of process manual so it kills two birds with one stone - its just where I am a small practice the time taken to get all set up will take longer as it is only me setting it up in between still trying to manage practice and keep up to date with client work

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: GetApp
Helpful?   Yes   No
Read more
Seema Doad

Verified Reviewer

Karbon is a great practice organizer!

2019-05-02

Overall we enjoy the product, we use it to manage our projects, time and communication internally.

Pros

Its a practical approach to creating standardized work, assigning tasks and having accountability.

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: GetApp
Helpful?   Yes   No
Read more
Alison Medhurst

Good Project Management - Still Needs a Little Work

2018-03-08

Pros

The client task option is also great for reminding our clients of outstanding items we need from them.

Cons

It's slow to load your work and sometimes work gets lost in the To-do's if they aren't assigned correctly by your colleagues (which is common when we are really busy). Karbon is willing to take our comments and ideas into consideration and always have great customer service.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Brooks Wheatley

Verified Reviewer

Karbon is Legit

2018-06-22

Pros

There is now no question on who is performing what task and responsible which project, and all the information we need to perform our tasks is right there.

Cons

It will force you to re-think how you work, which is the entire point! If you think this is a con, take it as such, but for all of us who are looking for a better way to work, Karbon is for you.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: GetApp
Helpful?   Yes   No
Read more
Tania Franolic, CPB

Verified Reviewer

Amazing CRM Program

2017-11-15

Pros

Love that I can see what is going on within my company & with my clients from the dashboard. Also love being able to turn my emails into tasks.

Cons

Would be good to assign tasks to multiple people in 1 task.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: GetApp
Helpful?   Yes   No
Read more
Amy Price

Not worth the money - there are lots of other options

2018-04-05

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.

Pros

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.

Cons

For example, Karbon integrates with QuickBooks Online, but I cannot understand why.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

1/10
Source: Software Advice
Helpful?   Yes   No
Read more
Kamille Navarro, ASA

Verified Reviewer

Workflow management solution!

2017-05-25

Pros

In addition to that, it has been easier for us to track what each and everyone has been working on, which sort of helped us in capacity planning. What made Karbon more helpful for us is the Client Task functionality where we could send out email reminders/checklists to clients.

Cons

I think it needs more email formatting options, and hope there could be a mobile app soon!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: GetApp
Helpful?   Yes   No
Read more
Randall Orser

Verified Reviewer

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

2018-06-07

Pros

The workflow management using Kanban just makes it so easy to see what needs to be today, tomorrow and in the future.

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: GetApp
Helpful?   Yes   No
Read more
Chad R.  Naro

Verified Reviewer

Amazing!

2019-05-01

Easily track outstanding items and deadlines!

Pros

Easily delegate tasks between team members and no more missing deadlines!

Cons

If I had to pick one thing, it would be that not everyone uses it!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: GetApp
Helpful?   Yes   No
Read more
Shauna Wortinger

Verified Reviewer

Great Management App

2017-08-02

Pros

Assigning my emails to tasks so that they don't get lost was HUGE for me!

Cons

Wish it had a calendar view with my appointments as I find that I have to open up Outlook for seeing my appointments.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: GetApp
Helpful?   Yes   No
Read more
Diane King

Verified Reviewer

Great practice management tool

2018-02-08

Pros

In one view I can see what work is planned, in progress, what is waiting on the client etc.

Cons

The client tasks need to be little easier to manage.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: GetApp
Helpful?   Yes   No
Read more