# Karbon vs UltraTax CS Comparison --- ## AI Generated Summary - **G2 reviewers report** that Karbon excels in user satisfaction, boasting a significantly higher overall rating compared to UltraTax CS. Users appreciate Karbon's intuitive interface, with one reviewer highlighting its simplicity and the effectiveness of its email feature, which even proofreads messages. - **According to verified reviews** , UltraTax CS has a strong integration capability with other Thomson Reuters applications, which users find beneficial for streamlining data entry and ensuring information flows smoothly from year to year. However, some users feel it struggles to meet specific workflow needs. - **Users say** that Karbon's workflow management is particularly robust, with features like Triage and a daily time entry format that significantly enhance day-to-day operations. This level of organization and tracking is something that many users find lacking in UltraTax CS. - **Reviewers mention** that Karbon provides exceptional support, with a high quality of assistance that users find invaluable. In contrast, UltraTax CS users have expressed concerns about the quality of support, indicating that it could be improved to better meet their needs. - **G2 reviewers highlight** that Karbon's ease of setup and administration is a strong point, making it a favorable choice for businesses looking for a quick onboarding process. Users have noted that UltraTax CS, while functional, may require more effort to configure effectively. - **According to recent user feedback** , both products cater primarily to small businesses, but Karbon's recent reviews indicate a more active user base, suggesting it may be more aligned with current market needs and trends compared to UltraTax CS, which has seen less recent engagement. | | Karbon | UltraTax CS | |---|---|---| | **Star Rating** | 4.8 out of 5 | 3.4 out of 5 | | **Total Reviews** | 895 | 61 | | **Largest Market Segment** | Small-Business (90.1% of reviews) | Small-Business (95.0% of reviews) | | **Entry Level Price** | $59.00 1 Users Per Month | No pricing available | --- ## Top Pros & Cons ### Karbon Pros: - Ease of Use (116 reviews) - Task Management (78 reviews) Cons: - Missing Features (33 reviews) - Email Issues (27 reviews) ### UltraTax CS Pros: - Customer Support (2 reviews) - Ease of Use (2 reviews) Cons: - Difficult Learning (1 reviews) - Expensive (1 reviews) --- ## Ratings Comparison | Rating | Karbon | UltraTax CS | |---|---|---| | **Meets Requirements** | 9.0 (693 reviews) | 7.7 (50 reviews) | | **Ease of Use** | 8.8 (700 reviews) | 7.6 (51 reviews) | | **Ease of Setup** | 8.0 (474 reviews) | 7.6 (14 reviews) | | **Ease of Admin** | 8.5 (277 reviews) | 6.0 (7 reviews) | | **Quality of Support** | 9.2 (662 reviews) | 6.7 (49 reviews) | | **Has the product been a good partner in doing business?** | 9.3 (278 reviews) | 5.0 (7 reviews) | | **Product Direction (% positive)** | 9.7 (647 reviews) | 6.2 (49 reviews) | --- ## Pricing ### Karbon #### Entry-Level Pricing Plan: Team Price: $59.00 1 Users Per Month Description: For smaller teams looking to consolidate workflows into an integrated collaboration platform. Key Features: - Integrated Email - Team Collaboration Tools - Workflow and To-Do Lists [Browse all 3 editions](https://www.g2.com/products/karbon-2025-03-03/pricing) #### Free Trial Yes ### UltraTax CS #### Entry-Level Pricing No pricing available #### Free Trial No information available --- ## Features Comparison By Category ### Workflow Management | Product | Score | Reviews | |---|---|---| | **Karbon** | 8.3/10 | 351 | | **UltraTax CS** | N/A | N/A | #### Setup | Feature | Karbon | UltraTax CS | |---|---|---| | **Activities** | 9.1 (310 reviews) | Not enough data | | **Flows** | 9.0 (310 reviews) | Not enough data | | **Dependencies** | 8.6 (286 reviews) | Not enough data | | **Notifications** | 8.9 (312 reviews) | Not enough data | #### Management | Feature | Karbon | UltraTax CS | |---|---|---| | **Updates** | 8.4 (293 reviews) | Not enough data | | **Audit Trail** | 8.7 (284 reviews) | Not enough data | | **Integration** | 8.0 (233 reviews) | Not enough data | #### Generative AI | Feature | Karbon | UltraTax CS | |---|---|---| | **AI Text Generation** | 7.9 (108 reviews) | Not enough data | #### Agentic AI - Workflow Management | Feature | Karbon | UltraTax CS | |---|---|---| | **Autonomous Task Execution** | 7.7 (15 reviews) | Not enough data | | **Multi-step Planning** | 9.0 (16 reviews) | Not enough data | | **Cross-system Integration** | 8.1 (14 reviews) | Not enough data | | **Adaptive Learning** | 7.9 (14 reviews) | Not enough data | | **Natural Language Interaction** | 8.2 (14 reviews) | Not enough data | | **Proactive Assistance** | 7.7 (13 reviews) | Not enough data | | **Decision Making** | 7.8 (13 reviews) | Not enough data | ### Tax Practice Management | Product | Score | Reviews | |---|---|---| | **Karbon** | 8.5/10 | 114 | | **UltraTax CS** | N/A | N/A | #### Platform Additional Functionality | Feature | Karbon | UltraTax CS | |---|---|---| | **Cloud** | 9.3 (86 reviews) | Not enough data | | **Messaging** | 8.9 (93 reviews) | Not enough data | | **Payment** | 7.7 (78 reviews) | Not enough data | | **Portal** | 8.0 (82 reviews) | Not enough data | #### Platform Content | Feature | Karbon | UltraTax CS | |---|---|---| | **Automation** | 9.0 (98 reviews) | Not enough data | #### Platform Data | Feature | Karbon | UltraTax CS | |---|---|---| | **Dashboard** | 8.8 (89 reviews) | Not enough data | #### Agentic AI - Tax Practice Management | Feature | Karbon | UltraTax CS | |---|---|---| | **Autonomous Task Execution** | 8.3 (7 reviews) | Not enough data | | **Adaptive Learning** | 8.5 (8 reviews) | Not enough data | | **Natural Language Interaction** | 8.1 (8 reviews) | Not enough data | | **Proactive Assistance** | 8.3 (6 reviews) | Not enough data | | **Decision Making** | 8.3 (6 reviews) | Not enough data | ### Payment Processing | Product | Score | Reviews | |---|---|---| | **Karbon** | 8.0/10 | 12 | | **UltraTax CS** | N/A | N/A | #### Payment Processing | Feature | Karbon | UltraTax CS | |---|---|---| | **Encryption** | 9.4 (9 reviews) | Not enough data | | **Credit Card Processing** | 7.2 (10 reviews) | Not enough data | | **Mobile Payments** | 6.4 (7 reviews) | Not enough data | | **Digital Wallet Integration** | 7.9 (7 reviews) | Not enough data | #### Administration | Feature | Karbon | UltraTax CS | |---|---|---| | **Reporting & Analytics** | 9.0 (7 reviews) | Not enough data | | **E-commerce Integration** | 8.1 (6 reviews) | Not enough data | | **Processing Fees** | 8.5 (8 reviews) | Not enough data | | **POS Integration** | 8.1 (6 reviews) | Not enough data | | **Omnichannel** | 6.9 (6 reviews) | Not enough data | | **Levels 1 & 2** | 8.9 (6 reviews) | Not enough data | | **Level 3** | 7.8 (6 reviews) | Not enough data | #### Payment Options | Feature | Karbon | UltraTax CS | |---|---|---| | **Multi-Currency** | 7.2 (6 reviews) | Not enough data | | **Online payment portal** | 8.3 (7 reviews) | Not enough data | #### Security | Feature | Karbon | UltraTax CS | |---|---|---| | **POS Verification** | 8.6 (6 reviews) | Not enough data | #### Platform | Feature | Karbon | UltraTax CS | |---|---|---| | **Accounting integration** | 6.9 (7 reviews) | Not enough data | | **E-commerce Integration** | 8.3 (6 reviews) | Not enough data | ### Accounting Practice Management | Product | Score | Reviews | |---|---|---| | **Karbon** | 8.5/10 | 400 | | **UltraTax CS** | N/A | N/A | #### Communication | Feature | Karbon | UltraTax CS | |---|---|---| | **Client Portals** | 8.2 (282 reviews) | Not enough data | | **Automation** | 8.8 (298 reviews) | Not enough data | | **Consolidation** | 9.0 (297 reviews) | Not enough data | #### Collaboration | Feature | Karbon | UltraTax CS | |---|---|---| | **Collaboration** | 9.4 (337 reviews) | Not enough data | | **Tasks** | 9.4 (322 reviews) | Not enough data | | **Version Control** | Feature Not Available | Not enough data | #### Billing | Feature | Karbon | UltraTax CS | |---|---|---| | **Time** | 8.2 (271 reviews) | Not enough data | | **Reporting** | 7.6 (241 reviews) | Not enough data | | **Invoices** | 6.7 (207 reviews) | Not enough data | #### Onboarding | Feature | Karbon | UltraTax CS | |---|---|---| | **Templates** | 9.0 (282 reviews) | Not enough data | | **Checklists** | 9.2 (272 reviews) | Not enough data | | **New Client** | 8.9 (258 reviews) | Not enough data | #### Visibility | Feature | Karbon | UltraTax CS | |---|---|---| | **Job Status** | 9.3 (325 reviews) | Not enough data | | **Metrics** | 8.3 (243 reviews) | Not enough data | | **File Organization** | 8.2 (260 reviews) | Not enough data | | **Audit Trail** | 8.4 (249 reviews) | Not enough data | | **Notifications** | 8.7 (268 reviews) | Not enough data | | **Integrations** | 8.5 (267 reviews) | Not enough data | #### Agentic AI - Accounting Practice Management | Feature | Karbon | UltraTax CS | |---|---|---| | **Autonomous Task Execution** | 8.0 (22 reviews) | Not enough data | | **Multi-step Planning** | 8.8 (24 reviews) | Not enough data | | **Cross-system Integration** | 8.0 (22 reviews) | Not enough data | ### Corporate Tax | Product | Score | Reviews | |---|---|---| | **Karbon** | N/A | N/A | | **UltraTax CS** | 8.5/10 | 8 | #### Tax Planning | Feature | Karbon | UltraTax CS | |---|---|---| | **Strategies** | Not enough data | 8.5 (8 reviews) | | **Exemptions** | Not enough data | 8.3 (8 reviews) | | **Credits** | Not enough data | 8.8 (8 reviews) | | **Estimations** | Not enough data | 8.1 (8 reviews) | #### Tax Filing | Feature | Karbon | UltraTax CS | |---|---|---| | **Calculations** | Not enough data | 9.2 (8 reviews) | | **Rules & Regulations** | Not enough data | 8.5 (8 reviews) | | **Reporting** | Not enough data | 8.3 (8 reviews) | #### Workflows | Feature | Karbon | UltraTax CS | |---|---|---| | **Integrations** | Not enough data | 8.8 (8 reviews) | | **Importing** | Not enough data | 8.3 (8 reviews) | ### Professional Tax | Product | Score | Reviews | |---|---|---| | **Karbon** | N/A | N/A | | **UltraTax CS** | N/A | N/A | #### Tax Forms - Professional Tax Software | Feature | Karbon | UltraTax CS | |---|---|---| | **Federal Tax ** | Not enough data | Not enough data | | **State Tax** | Not enough data | Not enough data | #### Data management - Professional Tax Software | Feature | Karbon | UltraTax CS | |---|---|---| | **Data Import** | Not enough data | Not enough data | | **Data Export** | Not enough data | Not enough data | #### Tax filing - Professional Tax Software | Feature | Karbon | UltraTax CS | |---|---|---| | **E-filing** | Not enough data | Not enough data | | **eSignatures** | Not enough data | Not enough data | | **Calculation** | Not enough data | Not enough data | #### Reporting - Professional Tax Software | Feature | Karbon | UltraTax CS | |---|---|---| | **Tax Planning** | Not enough data | Not enough data | #### Integration and Support - Professional Tax Software | Feature | Karbon | UltraTax CS | |---|---|---| | **Payment ** | Not enough data | Not enough data | | **Client Portal** | Not enough data | Not enough data | | **Tax Advisor** | Not enough data | Not enough data | | **Mobile App** | Not enough data | Not enough data | ### Accounting & Finance | Product | Score | Reviews | |---|---|---| | **Karbon** | N/A | N/A | | **UltraTax CS** | N/A | N/A | #### Agentic AI - Accounting & Finance | Feature | Karbon | UltraTax CS | |---|---|---| | **Autonomous Task Execution** | Not enough data | Not enough data | --- ## Categories **Shared Categories (1):** [Tax Practice Management Software](https://www.g2.com/categories/tax-practice-management) **Unique to Karbon (3):** [Workflow Management Software](https://www.g2.com/categories/workflow-management), [Accounting Practice Management Software](https://www.g2.com/categories/accounting-practice-management), [Payment Processing Software](https://www.g2.com/categories/payment-processing) **Unique to UltraTax CS (2):** [Corporate Tax Software](https://www.g2.com/categories/corporate-tax), [Professional Tax Software](https://www.g2.com/categories/professional-tax) --- ## Reviewer Demographics ### By Company Size | Segment | Karbon | UltraTax CS | |---|---|---| | **Small-Business** | 90.1% | 95.0% | | **Mid-Market** | 9.3% | 3.3% | | **Enterprise** | 0.6% | 1.7% | ### By Industry #### Karbon - **Accounting:** 95.7% - **Financial Services:** 1.6% - **Consulting:** 1.0% - **Marketing and Advertising:** 0.5% - **Law Practice:** 0.2% - **Real Estate:** 0.1% - **Media Production:** 0.1% - **Management Consulting:** 0.1% - **Information Technology and Services:** 0.1% - **Information Services:** 0.1% - **Other:** 0.5% #### UltraTax CS - **Accounting:** 93.2% - **Computer Software:** 3.4% - **Information Technology and Services:** 1.7% - **Chemicals:** 1.7% --- ## Alternatives ### Alternatives to Karbon - [TaxDome](https://www.g2.com/products/taxdome/reviews) — 4.7/5 stars (701 reviews) - [Canopy](https://www.g2.com/products/canopy-2026-05-12/reviews) — 4.6/5 stars (717 reviews) - [Financial Cents](https://www.g2.com/products/financial-cents/reviews) — 4.7/5 stars (247 reviews) - [Asana](https://www.g2.com/products/asana/reviews) — 4.4/5 stars (13793 reviews) - [Dext](https://www.g2.com/products/dext/reviews) — 4.6/5 stars (327 reviews) - [monday AI Work Platform](https://www.g2.com/products/monday-com/reviews) — 4.7/5 stars (16947 reviews) - [ClickUp](https://www.g2.com/products/clickup/reviews) — 4.6/5 stars (13162 reviews) - [Double](https://www.g2.com/products/double-double/reviews) — 5.0/5 stars (79 reviews) - [Progress ShareFile](https://www.g2.com/products/progress-sharefile/reviews) — 4.2/5 stars (1538 reviews) - [Teamwork.com](https://www.g2.com/products/teamwork-com/reviews) — 4.4/5 stars (1214 reviews) ### Alternatives to UltraTax CS - [Drake Tax](https://www.g2.com/products/drake-tax/reviews) — 4.6/5 stars (27 reviews) - [Intuit Lacerte Tax](https://www.g2.com/products/intuit-lacerte-tax/reviews) — 4.3/5 stars (187 reviews) - [CCH ProSystem fx Tax](https://www.g2.com/products/cch-prosystem-fx-tax/reviews) — 4.1/5 stars (133 reviews) - [Intuit ProSeries Tax](https://www.g2.com/products/intuit-proseries-tax/reviews) — 4.2/5 stars (87 reviews) - [Intuit ProConnect Tax](https://www.g2.com/products/intuit-proconnect-tax/reviews) — 4.4/5 stars (276 reviews) - [ProSystem fx Suite](https://www.g2.com/products/prosystem-fx-suite/reviews) — 4.0/5 stars (63 reviews) - [Avalara](https://www.g2.com/products/avalara/reviews) — 4.0/5 stars (825 reviews) - [Vertex](https://www.g2.com/products/vertex-inc-vertex/reviews) — 4.4/5 stars (466 reviews) - [TaxDome](https://www.g2.com/products/taxdome/reviews) — 4.7/5 stars (701 reviews) - [Canopy](https://www.g2.com/products/canopy-2026-05-12/reviews) — 4.6/5 stars (717 reviews) --- ## Top Discussions ### Karbon - Title: [Can I use karbon with IG, FB](https://www.g2.com/discussions/can-i-use-karbon-with-ig-fb) — 1 comment, 1 upvote > **Top comment:** "There are no native social integrations built in Karbon, but the possibilities are endless when using the open API." - Title: [Please tell me you are not going to remove "To Do",and the ability to focus in on only Today's Tasks](https://www.g2.com/discussions/please-tell-me-you-are-not-going-to-remove-to-do-and-the-ability-to-focus-in-on-only-today-s-tasks) — 1 comment, 2 upvotes > **Top comment:** "Karbon is working towards a more thoughtful approach to work. The end result will be different in many ways but will not be worse overall and will be better..." - Title: [Can you tell me more about Aliases? or Can you make a webinar for this topic?](https://www.g2.com/discussions/can-you-tell-me-more-about-aliases-or-can-you-make-a-webinar-for-this-topic) — 1 comment, 1 upvote > **Top comment:** "Hi Ciara, are you referring to using an alias email address, and using that with Karbon? If so, this help article might be helpful:..." ### UltraTax CS - Title: [Experience with multiple outages?](https://www.g2.com/discussions/experience-with-multiple-outages) — 1 comment, 1 upvote > **Top comment:** "Yes. They go down daily" --- **Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/karbon-2025-03-03-vs-ultratax-cs)