Karbon Reviews for 2025
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What is Karbon?
Karbon is a collaborative practice management platform designed for accounting firms. It provides visibility, control, and connectivity, allowing teams to work seamlessly regardless of their location.
With Karbon, firms can streamline communication and workflows, automate tasks, standardize processes, and gain insights through business analytics. The platform integrates email, tasks, clients, and work, enabling efficient collaboration and eliminating out-of-context communication. Also, it offers features like client management, centralized knowledge, document management, and calendar integration.
To summarize, with automation, efficiency, and powerful team collaboration, Karbon empowers accounting firms to enhance productivity, deliver exceptional client service, and make data-driven decisions for business success.
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Best For
- StartUps
- Small Business
- Medium Business
Karbon Pricing
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Karbon Features
- Access Controls/Permissions
- Alerts/Notifications
- Approval Process Control
- Business Process Automation
- Collaboration Tools
- Content Management
- Data Import/Export
- Document Management
- Drag & Drop
- Project Management
- Real Time Data
- Real Time Notifications
- Real Time Reporting
- Reporting/Analytics
- Rules-Based Workflow
- Search/Filter
- Task Management
- Task Progress Tracking
- Templates
- Third-Party Integrations
- Workflow Configuration
- Workflow Management
- @mentions
- API
- Accounting
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Approval Workflow
- Assignment Management
- Audit Trail
- Brainstorming
- Budget Management
- CRM
- Calendar Management
- Chat/Messaging
- Client Management
- Client Portal
- Commenting/Notes
- Customizable Branding
- Customizable Dashboard
- Communication Management
- Compliance Tracking
- Customizable Fields
- Customizable Reports
- Configurable Workflow
- Contact Management
- Create Subtasks
- Customer Database
- Customizable Templates
- Deadline Management
- Discussions/Forums
- Document Storage
- Due Date Tracking
- Email Management
- File Management
- Email-to-Task Conversion
- Employee Management
- File Sharing
- File Transfer
- Financial Management
- Import Tasks
- Kanban Board
- Messaging
- Project Planning
- Project Planning/Scheduling
- Milestone Tracking
- Mobile Access
- Multi-Currency
- Multiple Projects
- Parent Task
- Percent-Complete Tracking
- Portfolio Management
- Project Templates
- Project Time Tracking
- Prioritization
- Progress Tracking
- Project Tracking
- Project Workflow
- Real Time Editing
- Real Time Updates
- Projections
- Recurring Tasks
- Reminders
- Reporting & Statistics
- Reporting/Project Tracking
- Resource Management
- Role-Based Permissions
- SSL Security
- Scheduling
- Secure Data Storage
- Single Sign On
- Staff Management
- Status Tracking
- Task Board View
- Task Editing/Updating
- Web-based Deployment
- Task Planning
- Task Scheduling
- Time & Expense Tracking
- Task Tagging
- Template Management
- Time Tracking
- Timer
- To-Do List
User Sentiment - Karbon Reviews
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High Overall Rating
Karbon has received a high overall rating of 4.7 out of 5 from 168 reviews on GetApp, which indicates strong user satisfaction.
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Great Customer Support
Multiple reviews highlight the excellence of Karbon’s customer support, noting the quick and helpful online support.
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Continuous Improvement:
Users appreciate the software’s constant development and the addition of new features.
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Customization and Productivity
The customization options available in Karbon are highly praised, along with its positive impact on productivity once the initial setup is completed.
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Visibility and Management
Karbon is commended for providing visibility over all aspects of accounting businesses, streamlining practice operations through its comprehensive suite of tools, including task automation, client management, and project management.
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Initial Learning Curve
Some users find the software initially “clunky” to use, indicating a learning curve that can be improved for better user onboarding.
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Limited Email Functionality
The lack of some basic email functions, leading users to occasionally revert to using their standard email platforms for certain tasks.
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Integration Limitations
The inability to integrate with personal calendars effectively, necessitating users to maintain use of additional software like Outlook for complete functionality.
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Lack of Comprehensive Reporting
Users have noted the absence of a unified reporting feature that encompasses all jobs and tasks, which could enhance the management overview and strategic planning.
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Limited Number of Reviews on TrustRadius
As of now, there are only 4 reviews available on TrustRadius, suggesting a need for more feedback to better assess the software’s performance across different user groups.
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Karbon Company Details
Company Name
KarbonHQ
Headquarters
United States
Website
karbonhq.com
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