Karbon Features

Karbon

Collaborative work management software for accounting firms.

4.77/5 (145 reviews)

Competitor Feature Comparison

@mentions
API
Access Controls/Permissions
Accounting Integration
Activity Dashboard
Activity Tracking
Ad hoc Reporting
Agile Methodologies
Alerts/Notifications
Approval Process Control
Assignment Management
Audit Trail
Backlog Management
Brainstorming
Budget Management
Budgeting/Forecasting
Bug Tracking
Business Process Automation
CRM
Calendar Management
Campaign Management
Change Management
Charting
Chat/Messaging
Client Management
Client Portal
Collaboration Tools
Color Codes/Icons
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
Dashboard
Data Connectors
Data Import/Export
Data Visualization
Deadline Management
Deployment Management
Discussions / Forums
Document Management
Document Storage
Drag & Drop
Due Date Tracking
Email Management
Email-to-Task Conversion
File Management
File Sharing
File Transfer
For Accountants
For CPA Firms
For IT Project Management
Forms Management
Gantt/Timeline View
Goal Management
Goal Setting / Tracking
Idea Management
Import Tasks
Issue Management
Issue Scheduling
Issue Tracking
Iteration Management
KPI Monitoring
Kanban Board
Knowledge Management
Marketing Automation
Marketing Calendar
Media Planning
Messaging
Milestone Tracking
Mobile Access
Monitoring
Multiple Projects
Parent Task
Percent-Complete Tracking
Planning Tools
Portfolio Management
Prioritization
Private Dashboards
Process Change Tracking
Process Modeling & Designing
Product Roadmapping
Progress Tracking
Project Management
Project Planning
Project Planning/Scheduling
Project Templates
Project Time Tracking
Project Tracking
Project Workflow
Projections
Public Dashboards
Real Time Editing
Real Time Notifications
Real Time Reporting
Real-time Updates
Recurring Issues
Recurring Tasks
Release Planning
Reporting & Statistics
Reporting/Analytics
Reporting/Project Tracking
Requirements Management
Resource Management
Roadmapping
Role-Based Permissions
Rules-Based Workflow
SSL Security
Scheduling
Search/Filter
Secure Data Storage
Single Sign On
Staff Management
Status Tracking
Strategic Planning
Supports Agile
Supports Scrum
Surveys & Feedback
Tagging
Task Board View
Task Editing/Updating
Task Management
Task Planning
Task Progress Tracking
Task Scheduling
Task Tagging
Team Management
Template Management
Test Case Tracking
Test Run Tracking
Testing/QA Management
Third Party Integrations
Time & Expense Tracking
Time Tracking
Timeline Management
Timer
Timesheet Management
To-Do List
Traditional Methodologies
Vendor Management
Version Control
Visual Workflow Management
Visualization
Widgets
Workflow Configuration
Workflow Management
Learn moreCompare App
@mentions
API
Access Controls/Permissions
Accounting Integration
Activity Dashboard
Activity Tracking
Ad hoc Reporting
Agile Methodologies
Alerts/Notifications
Approval Process Control
Assignment Management
Audit Trail
Backlog Management
Brainstorming
Budget Management
Budgeting/Forecasting
Bug Tracking
Business Process Automation
CRM
Calendar Management
Campaign Management
Change Management
Charting
Chat/Messaging
Client Management
Client Portal
Collaboration Tools
Color Codes/Icons
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
Dashboard
Data Connectors
Data Import/Export
Data Visualization
Deadline Management
Deployment Management
Discussions / Forums
Document Management
Document Storage
Drag & Drop
Due Date Tracking
Email Management
Email-to-Task Conversion
File Management
File Sharing
File Transfer
For Accountants
For CPA Firms
For IT Project Management
Forms Management
Gantt/Timeline View
Goal Management
Goal Setting / Tracking
Idea Management
Import Tasks
Issue Management
Issue Scheduling
Issue Tracking
Iteration Management
KPI Monitoring
Kanban Board
Knowledge Management
Marketing Automation
Marketing Calendar
Media Planning
Messaging
Milestone Tracking
Mobile Access
Monitoring
Multiple Projects
Parent Task
Percent-Complete Tracking
Planning Tools
Portfolio Management
Prioritization
Private Dashboards
Process Change Tracking
Process Modeling & Designing
Product Roadmapping
Progress Tracking
Project Management
Project Planning
Project Planning/Scheduling
Project Templates
Project Time Tracking
Project Tracking
Project Workflow
Projections
Public Dashboards
Real Time Editing
Real Time Notifications
Real Time Reporting
Real-time Updates
Recurring Issues
Recurring Tasks
Release Planning
Reporting & Statistics
Reporting/Analytics
Reporting/Project Tracking
Requirements Management
Resource Management
Roadmapping
Role-Based Permissions
Rules-Based Workflow
SSL Security
Scheduling
Search/Filter
Secure Data Storage
Single Sign On
Staff Management
Status Tracking
Strategic Planning
Supports Agile
Supports Scrum
Surveys & Feedback
Tagging
Task Board View
Task Editing/Updating
Task Management
Task Planning
Task Progress Tracking
Task Scheduling
Task Tagging
Team Management
Template Management
Test Case Tracking
Test Run Tracking
Testing/QA Management
Third Party Integrations
Time & Expense Tracking
Time Tracking
Timeline Management
Timer
Timesheet Management
To-Do List
Traditional Methodologies
Vendor Management
Version Control
Visual Workflow Management
Visualization
Widgets
Workflow Configuration
Workflow Management
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@mentions
API
Access Controls/Permissions
Accounting Integration
Activity Dashboard
Activity Tracking
Ad hoc Reporting
Agile Methodologies
Alerts/Notifications
Approval Process Control
Assignment Management
Audit Trail
Backlog Management
Brainstorming
Budget Management
Budgeting/Forecasting
Bug Tracking
Business Process Automation
CRM
Calendar Management
Campaign Management
Change Management
Charting
Chat/Messaging
Client Management
Client Portal
Collaboration Tools
Color Codes/Icons
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
Dashboard
Data Connectors
Data Import/Export
Data Visualization
Deadline Management
Deployment Management
Discussions / Forums
Document Management
Document Storage
Drag & Drop
Due Date Tracking
Email Management
Email-to-Task Conversion
File Management
File Sharing
File Transfer
For Accountants
For CPA Firms
For IT Project Management
Forms Management
Gantt/Timeline View
Goal Management
Goal Setting / Tracking
Idea Management
Import Tasks
Issue Management
Issue Scheduling
Issue Tracking
Iteration Management
KPI Monitoring
Kanban Board
Knowledge Management
Marketing Automation
Marketing Calendar
Media Planning
Messaging
Milestone Tracking
Mobile Access
Monitoring
Multiple Projects
Parent Task
Percent-Complete Tracking
Planning Tools
Portfolio Management
Prioritization
Private Dashboards
Process Change Tracking
Process Modeling & Designing
Product Roadmapping
Progress Tracking
Project Management
Project Planning
Project Planning/Scheduling
Project Templates
Project Time Tracking
Project Tracking
Project Workflow
Projections
Public Dashboards
Real Time Editing
Real Time Notifications
Real Time Reporting
Real-time Updates
Recurring Issues
Recurring Tasks
Release Planning
Reporting & Statistics
Reporting/Analytics
Reporting/Project Tracking
Requirements Management
Resource Management
Roadmapping
Role-Based Permissions
Rules-Based Workflow
SSL Security
Scheduling
Search/Filter
Secure Data Storage
Single Sign On
Staff Management
Status Tracking
Strategic Planning
Supports Agile
Supports Scrum
Surveys & Feedback
Tagging
Task Board View
Task Editing/Updating
Task Management
Task Planning
Task Progress Tracking
Task Scheduling
Task Tagging
Team Management
Template Management
Test Case Tracking
Test Run Tracking
Testing/QA Management
Third Party Integrations
Time & Expense Tracking
Time Tracking
Timeline Management
Timer
Timesheet Management
To-Do List
Traditional Methodologies
Vendor Management
Version Control
Visual Workflow Management
Visualization
Widgets
Workflow Configuration
Workflow Management
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Mobile apps

iOS App


11 reviews

Requires iOS 9.3 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


0 reviews

Karbon Feature Reviews

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

Ewa G.

Verified Reviewer

Karbon - The best software for accounting firms.

2021-09-23

Work, clients, planning and communication in one place.

Pros

Reports, dashboards and intelligent workflows give full control of work progress, team capacity/utilization and Time and Budget.

Cons

Integration with calendar and prioritizing work/tasks but Karbon team is working on it already.

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
Stephen H.

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
Read more
Michael (MC) C.

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
Read more
Leah M.

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
Read more
Anonymous
A verified reviewer
Verified Reviewer

KarbonHQ - Our Why

2020-10-07

Very good. The customer service is excellent, the updates are really regular - the forward focus is good. Overall, happy.

Pros

Our original investigation into programs like Karbon were based on our massive email issue - clients would email the account manager or the Director (myself) and then we would spend amazing amounts of time cc'ing the right people.

Cons

We use a different program for project/task management - but it synchronises broadly with Karbon - and we intergrated Karbon with T-Sheets to take care of time monitoring.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
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
Jeffrey R.

Verified Reviewer

Great app for remote teams tracking customer communications and projects

2017-11-09

Pros

Karbon is a flexible kanban style project management app that provides a visual way of seeing the status of various work items in process.

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
Randall O.

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

Email scheduler so we can do up an email and schedule to send it out later.

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
Fee B.

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
Natalie L.

Verified Reviewer

Accounting Practice App of the future

2019-05-11

Karbon allows total transparency across the entire practice allowing us to maximise efficiencies and streamline processes. We couldn’t work without it!

Pros

We love that all emails are shared with the entire team and that at any one time we can also view the status of any piece of work.

Cons

No calendar view of tasks.

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
Emma W.

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
Read more
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
Aaron T.

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
Read more
Mariel D.

Verified Reviewer

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

2017-07-12

Have you ever wanted ONE SPOT to check email, delegate task, manage projects and customers?

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
Read more
Rushabh S.

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

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
Stephanie S.

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
Anonymous
(Financial Services company, 10001+ employees)

All-in-one accounting software which increase productivity and output

2018-08-28

Pros

With this software, monitoring of deadlines and schedule reminders is easy and automated.

Cons

Limited integration is a disadvantage.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Anne S.

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
Andrew N.

Better but not Best

2020-11-13

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

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

Not enough control over tasks. Task list can be overwhelming and thus not useful No proactive feedback about assigned tasks or notes.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Marko D.

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
Anonymous
A verified reviewer
Verified Reviewer

Karbon fan

2019-05-01

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

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
Alison M.

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
Seema D.

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
Chad R.  N.

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