Karbon Reviews

I like the efficiency of Karbon. Karbon has been a great workflow management tool.

I do not have reasons to dislike Karbon. Karbon is so amazing.

Workflow functionality is great. Resource planning workbook is great.

Not well designed for longer duration projects. Limited to work with a duration of no longer than one week, otherwise manually intensive process to create longer duration work items.

Karbon support was great in helping get us set up and understand how to use the product. From there, your imagination is the limit of Karbon. You may not even need that with all the helpful tools and templates they have!

It could do better about helping report on capacity. They have a new feature, but costs extra too.

Well designed workflow management that addresses most of the aspects of information management that accountants need on a daily basis. I cannot imagine going back to a time without it.

No practical option to use custom fields for clients or client groups. Custom reporting is not great if you want to look at your whole database. Basically you have to just dump everything to excel. Not easy to bulk update client records. Requires intervention from Support. No simple csv import.

Allows me to have a wholistic view of our company through tools like My Week. Very useful to be able to manage and allocate work at the beginning of the week through the my week tool. Triage and the ability to assign/tasks/emails/mentions to employees, clients or client specific work. There is also an integration coming with suit files that will be very useful for practices i.e. some features that will come are document signing client portal integrations, and document management. This will help us automate a lot more. Auto-maters are definitely very useful, partially the ability to automatically change job statuses and assign tasks/work to colleges according where the job is in the process.

Definitely not being able to independently bulk update tasks without having to pay. Bulk update features are very important but not available (unless you pay the $999 build fee package, which might to expensive for some). The lack of integrations are (most notably, not integrating with Xero or XPM). The best option is if you already have Ignition (this allows content to flow from XPM to Ignition than to Karbon). No integrations into CRM systems. Automated do not have an "IF" functionality where if i.e. the client doesn't need to have more documents requested while the work is completed there should be the ability to tick a box that automatically triggers a different work flow.

Email tracking and assigning to clients and their monthly projects

The workflow was harder to use and the learning curve much longer than I wanted to spend

Sorting works and then individual tasks are great. Also, the auto-remind option is a huge time saver for our firm! I also really like the internal and external comments functions.

The analytics are a bit clunky to set up. It'd be really nice to be able to see projected budgeting, etc... but unless you have fixed prices for everything, it doesn't work and takes a long time to set up.

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

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.

A cloud-based, highly functional, simple UI application makes running our accounting practice much easier.

There is yet ot be a fully functional iOS app

Well where do we start - how we are now more productive with e-mails, the work flow tasks, the dashboards and now Insights!

Budgets, time and fees are the main things that are lacking as is the issue with the inflexibility of deadlines but hopefully we might have found a workaround.

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. The checklists for both our team and our clients are also revolutionary in terms of the way we work.

The reporting functionality is lacking. No calendar view of tasks.

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.

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

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.

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.

No more sticky notes! Easily delegate tasks between team members and no more missing deadlines! I don't know what I would do without Karbon!

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

I've been looking for a solution like Karbon for a few years. I'm a sole trader right in the middle of 52 different financial year end client jobs (I am juggling 52 clients in a 10 day window right now). I am normally out of control at this time of year, but I have found time write this. Each job is scheduled, I know who is waiting for who, how many hours I need and importantly the dollars to flow...

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I am looking forward to ongoing product development. I've seen great new features in the first 3 months already.

Karbon is a such a great tool for our team communication and overall management of our business. It helps to keep everyone on our team in the know with regards to what is happening with our clients with the easy to use features of assigning tasks, creating to-do lists & checklists, and following up on work. It's also helped take following up with clients off of our plate with their "assign to clients"...

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The only outstanding items right now are Outlook & TSheets features. We'd like to see folders in Karbon for ease of access and organization with emails, along outlook calendar visibility. We'd also like the ability to edit time in Karbon to avoid having to open up the TSheets application to view/edit. But I know they are diligently working on adding additional features and I'm hopeful that we aren't too far away from these.

Being able to send automated emails and checklists to clients with reminders is absolutely brilliant You can also create you own templates and roll them out with different timing for each task i.e. after creating the task another task can be due 2 days after which is great

Hard to see a contact task list as the screen is locked about half way down and when you have recurring tasks these are created for about a month so if you say had a daily task and others it’s hard to distinguish between them

Shared workflows fully integrated with our email system. Good privacy control recently introduced, Communications with team members that avoids the use of email, I could go on and on but best you see for yourself

No mobile app yet. Integration with Xero contacts would be nice but basically an excellent system though there are always more things we as users would want, we are never satisfied!

It's completely streamlined our business, increased profitability and reduced time wasted on looking for things, or duplicating tasks. It's really easy to setup and maintain and you don't need an administrator to manage it for you. We have much more control over our emails now, assigning them to work and colleagues and setting up work such as on-boarding, system setup, or IAS and BAS is a breeze using templates. Client tasks help us receive information from clients in a more timely manner. There are too many features to list! But I'd pretty much tried everything on the market prior to Karbon and this - well it just ticks ALL the boxes and does what it's meant to do!

I'd love to be able to pin a note to the top of the work timelime. But that's not really a con, it's just a feature request!!!

Most of our team already used their email inbox as a todo list, Karbon takes this functionality so much further and incorporates other workflows, CRM and team management. Client Tasks allow automation of regular information requests from clients helping our team focus on the actual work. The fortnightly release sprints are one of our favourite things about Karbon. When we on boarded the Karbon team promised lots of features and everyone has materialised.

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.

The software is so simple but yet so amazingly powerful. You don't have to spend hours and hours getting it set up. You can just jump right in and use it and then add more as you get familiar with the software. So many times I have to invest tens of hours to get an application set up only to be frustrated that it is not functional weeks after purchase. With Karbon you can just jump right in and start using it and refine it as you learn and use the software. The onboarding team is amazing and very responsive. Customer support is the best I have ever experienced. Available 24/7 and immediately responsive. This experience will be the one I measure all others by, from now on everyone must meet the Karbon Standard.

No cons were added to this review

I love the system in general. The personal training for team members was amazing. Additionally, it is wonderful to work with a company that really listens to feedback and suggestions. There are constant improvements and upgrades that the development team rolls out based on customer needs. All of the above combined with the basic features have made the product addictive! I truly cannot imagine my workday without Karbon.

It's a big investment for a small firm. I wish that the cost would come down a bit. However, if used properly this product can increase efficiency assisting to create capacity within a firm. It was also difficult to get full team "buy-in". There is a lot of initial set-up required to create full usability; however, once the time is invested it pays HUGE dividends by way of efficiency and standardized processes.

Thanks to Karbon, we are totally organised and know where we're at all times. With each email, you can either clear from the triage or assign to a colleague with a due date of expected completion which is attached to a piece of work. You will never forget a task again. Their search function make's it easy to locate information from many different platforms within Karbon. Karbon is so user friendly and their support team is the best I've ever experience. Can't rate this product high enough.

No time tracking - but I know it's coming as they listen to their users. Karbon are always looking at ways to improve their product.

Karbon is the answer to all our problems. We have struggled with other software in the past. We have always found we needed to change the way that we do things to fit the system, rather than the system suit the way we do things. With Karbon we don't need to change anything. It suits the way we work. It has a huge amount of flexibility without being so flexible you don't know where to start. You just get started and go from there. There is no huge learning curve and even if you do need help the Support is fantastic.

None. There is nothing to say other than positive things. Even if there were some the Karbon team are very approachable about new features or tweaks.

Super easy to set up Very responsive support Makes scheduling work very easy Makes keeping on top of ad-hoc jobs and regular jobs very, very easy Constant innovation and improvement of the app Keeps all correspondence and emails relating to each job in one place Searchable emails, work, contacts etc

I can't think of any cons!