# Karbon Reviews **Vendor:** KarbonHQ **Category:** [Accounting Practice Management Software](https://www.g2.com/categories/accounting-practice-management) **Average Rating:** 4.8/5.0 **Total Reviews:** 824 ## About Karbon Karbon is a Practice Management platform for accounting firms. It provides a truly collaborative platform to manage workflows, communicate with teams and deliver exceptional client work. By combining email, discussions, tasks and powerful workflows, Karbon aligns your team with a single place to communicate and collaborate, increasing capacity to deliver on time and budget. ## Karbon Pros & Cons **What users like:** - Users appreciate the **ease of use** of Karbon, especially with its seamless workflow and communication integrations. (138 reviews) - Users value the **efficient task management** of Karbon, streamlining workflows and enhancing productivity in client communications. (93 reviews) - Users commend Karbon for its **efficiency in managing workload** , streamlining communication and workflow to meet deadlines effortlessly. (83 reviews) - Users value the **effective communication** tools in Karbon, streamlining workflows and reducing internal emails significantly. (72 reviews) - Users value the **seamless team collaboration** in Karbon, simplifying workflows and enhancing project management efficiency. (65 reviews) - Organization (57 reviews) - Users praise the **efficiency improvement** from Karbon, enhancing organization and streamlining task management across their workload. (51 reviews) - Email Management (45 reviews) - Customer Support (44 reviews) - Helpful (42 reviews) **What users dislike:** - Users experience **missing features** in Karbon, lacking essential customization and functionality for effective team adoption. (38 reviews) - Users express frustration with **email issues** in Karbon, particularly around organization and editing functionality. (30 reviews) - Users find the **steep learning curve** of Karbon challenging, especially for teams new to the platform. (29 reviews) - Users find **poor usability** in Karbon due to inconvenient navigation and confusing tab placements affecting their workflow. (27 reviews) - Users note the **limitations in email integration** , preferring features like searching and filtering that are currently lacking. (24 reviews) - Search Functionality (21 reviews) - Billing Issues (17 reviews) - Difficult Learning (16 reviews) - Difficult Setup (16 reviews) - Email Functionality (16 reviews) ## Karbon Reviews ### 1. Transformed our CPA firm **Rating:** 5.0/5.0 stars **Reviewed by:** Andrew P. | Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** May 23, 2023 **What do you like best about Karbon?** Karbon works great for project management, checklists, client communication, scheduling out the projects on a calendar, and internal team communication (and there are probably more features I don't use). The best part about it is that when we started using Karbon, there was no functionality that would tie to my outlook calendar, but their development team listened to their customer base feedback and rolled out a calendar feature called My Week earlier this year. I have been very happy with the software and can't recommend Karbon enough. Thank you Karbon for helping our firm's bottom line along with helping me find a work/life balance as a small firm owner. We were lost without you, I would never go back. **What do you dislike about Karbon?** It is rare, but sometimes the system lags or goes down completely. I know that the developers are working to correct these issues, and they have been great at receiving feedback and implementing changes in the past, so I know they'll address these issues and make the software stronger. **What problems is Karbon solving and how is that benefiting you?** We were having problems with projects slipping through the cracks. Excel sheets were not cutting it. Karbon helps us track the project so that our team knows what they're supposed to be working on and when. It also tracks client communication as a CRM so all team members have visibility into the client communication. ### 2. Great tool and more features to come! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 23, 2023 **What do you like best about Karbon?** Karbon offers a range of powerful features that drive productivity and enhance reliability for our company. With its collaborative workflow tools, centralized email management, and comprehensive task and work management capabilities, Karbon empowers us to streamline our processes and achieve optimal efficiency. Additionally, Karbon's client collaboration and workflow automation features further contribute to our success. Moreover, as a SOC 2 compliant platform, Karbon ensures the security and integrity of our data. Key features of Karbon for us include: Collaborative workflow tools for seamless teamwork Centralized email management with shared inboxes and automated workflows Comprehensive task and work management capabilities for enhanced productivity and accountability Client collaboration features to foster transparency and strengthen relationships Workflow automation to reduce manual effort and ensure consistent execution SOC 2 compliance for data security and integrity **What do you dislike about Karbon?** While Karbon offers great features, there are a couple of areas that could be improved. One is their email functionality, which unfortunately doesn't let you mark emails as spam or report phishing. This can be a bit of a setback for organizations trying to ensure safety and compliance. Additionally, some workflows could be made more efficient. For example, by integrating roles within client teams and linking them to automators, staffing changes could be easily managed across all of Karbon's works. This would save us time and effort while ensuring consistency throughout the platform. **What problems is Karbon solving and how is that benefiting you?** Karbon enhances our productivity with automation and clear work item management, including defined deadlines. It streamlines processes, automates repetitive tasks, and provides a clear overview of work items, ensuring efficient prioritization and goal achievement. ### 3. Best practice manager for teams **Rating:** 5.0/5.0 stars **Reviewed by:** Emily M. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 23, 2023 **What do you like best about Karbon?** Karbon brings all our essential tasks and communication into one platform with clear transparency. I've used Karbon to systemize and streamline how services are delivered while having enough flexibility to customize the specific details/processes for each client. I can assign tasks to team members directly from emails received from clients, which saves a ton of time, and by doing it this way, I am looped into the conversation when my team member picks up the work and responds to the client. As the owner, I can see progress on tasks and view communications to/from clients even when I am not part of the conversation. Karbon allows us to connect emails directly to tasks, so all relevant communication is where you need it instead of digging through email, and we can add notes and internal communication as well. It's been a game changer in y business and ideal for a remote team. The customer support is excellent. They host a very active community forum page where they regularly glean new ideas and improvements to take to their development team. I feel like they care about their clients and are developing this product so I can be successful. **What do you dislike about Karbon?** I am still waiting for more audit trails and time-stamped time cards. But the program integrates nicely with QB Time which provides both of those. My only other complaint is I can't seem to get the face palm emoji in the comments section, which I would use more than I should as I am trying to keep a positive spin on things (complain about clients less), so I guess it's best it isn't there. **What problems is Karbon solving and how is that benefiting you?** Karbon brings transparency to our work and communications. Karbon saves so much time by streamlining how we assign work and connect communications to tasks. ### 4. Best Task Management tool **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 24, 2023 **What do you like best about Karbon?** Karbon is a great task management tool that helps you stay on top of all emails and projects —no more time wasted searching for needed emails, creating to-do lists, and delegating and tracking tasks. It allows easily collaborate with other team members and even external users. By joining the Karbon world, we put all company's projects at our fingertips. **What do you dislike about Karbon?** I love everything about this tool. It took some time to master all the tricks and tips, but you can't stop using them once you get them. The reporting tab might be added to the insights model to track and print out all the company's and projects' KPIs and desired metrics (for management purposes). **What problems is Karbon solving and how is that benefiting you?** It helps my company to quickly onboard new clients, efficiently manage recurring tasks, and never miss deadlines. Karbon brings transparency and visibility to all working processes and allows efficiently collaborate and share experiences with colleagues. ### 5. Karbon is very easy to navigate and efficient in the workspace **Rating:** 5.0/5.0 stars **Reviewed by:** Stephanie G. | Administrative Assitant, Small-Business (50 or fewer emp.) **Reviewed Date:** May 03, 2022 **What do you like best about Karbon?** The most helpful thing Karbon has to offer is keeping everything in one place. If a client calls in and starts discussing something that my colleague has been dealing with, I can go to the client's account in Karbon and review any emails, notes or work being worked on in real-time. **What do you dislike about Karbon?** Although Karbon has a lot of great features, just like any CRM, it does have some disadvantages. I have run into situations where emails are lost or not accessible in Karbon at all. I have noticed that if we do not have an account for an individual, their email does not show up in triage or Karbon at all. **What problems is Karbon solving and how is that benefiting you?** The biggest issue within our business that Karbon is helping with is communication! I am aware of any situation that our clients are having because everything is in one place. ### 6. Very useful for tracking project progress **Rating:** 4.5/5.0 stars **Reviewed by:** Francis S. | Mid-Market (51-1000 emp.) **Reviewed Date:** November 01, 2023 **What do you like best about Karbon?** My Week - can be very useful for monitoring tasks and other things to do **What do you dislike about Karbon?** Time Budget - a little bit tricky for me **What problems is Karbon solving and how is that benefiting you?** Team monitoring and task delegation **Official Response from Tiffany Thain:** > Thank you for your review! We’re thrilled that "My Week" is proving effective in helping you monitor tasks and manage your to-do list. We appreciate your feedback on the Time Budget feature; it plays a critical role in guiding our ongoing enhancements to improve your experience. We're also pleased to hear how Karbon supports team monitoring and task delegation effectively. We are committed to continuously improving Karbon and look forward to bringing you even more updates in the future. ### 7. Amazing transparency across the team, helping us stay organized and improves the client experience. **Rating:** 5.0/5.0 stars **Reviewed by:** Tara W. | Director of Sales & Onboarding, Small-Business (50 or fewer emp.) **Reviewed Date:** July 27, 2022 **What do you like best about Karbon?** My favourite is the transparency of emails/timelines, and workloads & statuses. **What do you dislike about Karbon?** The only complaint I have so far is that our team has to go in and turn-on email sharing themselves, rather than admins being able to require it. **What problems is Karbon solving and how is that benefiting you?** They are constantly improving the software! Most recently they improved the overview for individual work view (My Week). Releasing soon is document integration (e.g. Sharepoint). In the works is Calendar integration and more! ### 8. Karbon gets the information out of our heads and into the knowledgebase of the firm **Rating:** 5.0/5.0 stars **Reviewed by:** Randall P. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 23, 2023 **What do you like best about Karbon?** We use Karbon for task tracking, projects, new client onboarding, reports, and a communication tool for our staff. We have templates setup for our core processes in a checklist format with additional instructions embedded within the task. **What do you dislike about Karbon?** The downside might be the price. It isn't cheap but it works and the time savings is substantial. I wish there was an way to create data forms within Karbon so that we could gather information easier from clients, especailly during the onboarding process. **What problems is Karbon solving and how is that benefiting you?** Client Onboarding Project Tracking and Workflow Consistent following of core processes and communication among various groups on our team Internal training and documentation ### 9. Great Project Management System **Rating:** 5.0/5.0 stars **Reviewed by:** Gary W. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 25, 2023 **What do you like best about Karbon?** Workflows are great. Having client tasks has been a God sent! The interaction within the system is amazing! **What do you dislike about Karbon?** I would like for Karbon to help with the fonts and templates. Having something we can bring in and use with the professional look. **What problems is Karbon solving and how is that benefiting you?** We have been consistent in our processes and allowing us to make sure we do not miss any steps. The ability to add more task for an individiual client and it creates it in the recurring workflow is awesome. Then to have the ability to create a task clients' communication built-in is also a time saver and reduces email!!! ### 10. Loving Karbon so far! **Rating:** 5.0/5.0 stars **Reviewed by:** McKenzie K. | Bookkeeper, Small-Business (50 or fewer emp.) **Reviewed Date:** August 02, 2022 **What do you like best about Karbon?** How emails can be added to tasks. Organization is most helpful. Keeping organized and up to date to make sure tasks are completed on time. I also really like the status features for each client. **What do you dislike about Karbon?** Creating recurring items can be tricky. I need a little more training on creating recurring tasks. Im sure once I figure out how to do it it will be easy enough. **What problems is Karbon solving and how is that benefiting you?** It is definitely making our virtual bookkeeping team to be able to keep in sync alot more easily. It sorts & organizes emails/tasks so nicely! Business is the same. ### 11. Karbon Successfully Streamlined our Operations **Rating:** 5.0/5.0 stars **Reviewed by:** John M. | Principal & Managing Director, Accounting, Small-Business (50 or fewer emp.) **Reviewed Date:** February 03, 2023 **What do you like best about Karbon?** We manage many clients' engagements, and keeping track of communications, attachments, due dates, etc., became very cumbersome. Karbon helped us organize our workflows and gave us a central location for our client work. It allows us to view progress at a macro and micro level and, if needed, communicate directly with team members on any given task or work item. The client task requests are a game changer and cuts down on requests for documents and information. **What do you dislike about Karbon?** Though Karbon integrates very well with email, I wish there was a way to manage spam other than to clear it from the Triage. It's not a full-fledged email client, so I can understand it missing some features, but further development in that area could make it so I rarely have to log in to my email account directly to manage spam or create rules for specific emails. **What problems is Karbon solving and how is that benefiting you?** We needed a central location for all of our tasks, client communications, and documents. Karbon solved all of those issues very efficiently in a way that did not require a TON of additional training. We can set up recurring work items and tasks easily and love the ability for our senior team to check in on work without a lot of back and forth between them and the team members. We also benefited from additional support from Karbon when we initially implemented the system and when we integrated new features into our operations. ### 12. Great email & work management solution for professional accounting services **Rating:** 5.0/5.0 stars **Reviewed by:** Tsveta A. | Virtual CFO, Small-Business (50 or fewer emp.) **Reviewed Date:** January 31, 2023 **What do you like best about Karbon?** I love all aspects of Karbon. It has made me reimagine the way I approach emails and work organization and has helped me feel more on top of my work. I love the ability to assign work to myself or a colleague and set a due date, and I love the timelines for contacts - such a great way to organize all related emails together. **What do you dislike about Karbon?** Nothing comes to mind. One of my favourite recent developments in Karbon is the ability to schedule emails for a future send-out date. Thank you for adding that on! **What problems is Karbon solving and how is that benefiting you?** Main problem for me - organizing my various work projects and keeping track of related emails/notes/information and delegating those within my team. Also, having visibility into my team's workplates. Karbon is hitting the nail on the head with these! We will soon likely try out Karbon's time tracking feature as well. It will be great to tie work to time. ### 13. The perfect program for team collaboration and accountability **Rating:** 5.0/5.0 stars **Reviewed by:** Katherine W. | Client Service Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** January 26, 2023 **What do you like best about Karbon?** Being able to view all email communications with a client is absolutely a game changer when you have multiple team members contacting the same person, or needing to find info from conversations with another team member. And making comments and tagging people! It's like facebook for workflows and the ease of communication is so key in our team's work management. **What do you dislike about Karbon?** There seem to be a lot of recent updates on Karbon KPIs, which, as far as I have seen, are not what people are asking for the most. We are looking for certain features to be improved on such as being able to send the client requests to multiple people at once, yet it seems that has been put on hold in favour of something that is virtually useless to our team. **What problems is Karbon solving and how is that benefiting you?** Transparency of client communication across the firm. It has benefited our team immensely as we can find conversations that we weren't even necessarily a part of in an easy, searchable format to more readily assist a client when needed. ### 14. Head of Technology **Rating:** 5.0/5.0 stars **Reviewed by:** Eric C. | Head of Technology, Small-Business (50 or fewer emp.) **Reviewed Date:** August 04, 2023 **What do you like best about Karbon?** Email Triage and work flow management system. The cherry on top is the ability to access all the data. **What do you dislike about Karbon?** Calendar features can be stronger and typically find myself back in outlook. **What problems is Karbon solving and how is that benefiting you?** Central point for all our data, operations work flow management, time tracking, and internal communication around email (triage tagging). Made huge improvements to our operations. ### 15. Wonderful for work management **Rating:** 5.0/5.0 stars **Reviewed by:** Jerica T. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 26, 2023 **What do you like best about Karbon?** The triage where you can assign or clear emails is my favorite part. **What do you dislike about Karbon?** No reminders for work due for the week. I still have to utilize calendar reminders a lot to remember to complete items. **What problems is Karbon solving and how is that benefiting you?** Tracking the status of works and being able to build out workflows so the team can pick up for someone else if needed. It definitely helps to see status without having to reach out to team members to see where they are with things, especially time-sensitive items like taxes or payrolls. ### 16. Karbon has increased our productivity! **Rating:** 5.0/5.0 stars **Reviewed by:** Tracie D. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 08, 2023 **What do you like best about Karbon?** That it centralizes everything I need to do my job and to oversee the bookkeepers work in one place. **What do you dislike about Karbon?** I think the My Week section could be a little easier to read and I wish it integrated with Sharefile. **What problems is Karbon solving and how is that benefiting you?** It has increased our communication which has increased our productivity. ### 17. A great way to organize work and communicate with staff and clients **Rating:** 5.0/5.0 stars **Reviewed by:** Max D. | Operations Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 05, 2021 **What do you like best about Karbon?** Karbon has excellent customer support. Karbon invests in its open API. Many of the staff are willing to help implement DIY customizations. Karbon is also flexible enough that we can make it work for our firm's working style. The entire company engages the customers and works hard to improve the software based on real-world feedback. **What do you dislike about Karbon?** I would also like to see better control over kanban boards, specifically the ability to sort columns outside of the five main categories. I would also like to see more CRM tools like batch emails, tags, SMS campaigns, etc. **Recommendations to others considering Karbon:** Commit yourself to the training and be willing to let go of the "old ways" of doing work. **What problems is Karbon solving and how is that benefiting you?** Before we switched to Karbon, our clients complained about submitting documents to our portal. Karbon's hybrid portal achieves the security and frictionless access our clients wanted. Karbon provides excellent visibility on workflow. ### 18. A dynamic and powerful tool for organization and collaboration **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** June 20, 2023 **What do you like best about Karbon?** Being able to communicate with my team directly on the emails, tasks, and work items related to a client gives us an unmatched opportunity to appear as a unified team to our clients. **What do you dislike about Karbon?** Some of the features could be more optimized. When searching up a client's name to tag something to a work item, the options are not tailored to the works that are most relevant to the client at the time. **What problems is Karbon solving and how is that benefiting you?** Karbon allows us to work as a unit on a client's work, because everyone has the ability to see everything related to that work item and can respond with a more full-picture understanding of the client's situation. ### 19. This tool is my office in itself **Rating:** 5.0/5.0 stars **Reviewed by:** Timothy W. | President|Tax Accountant, Financial Services, Small-Business (50 or fewer emp.) **Reviewed Date:** February 14, 2023 **What do you like best about Karbon?** I like the client tasks reminders and the my week. **What do you dislike about Karbon?** In the inability to do a select all to add a new user to a contact in Karbon. I would like to add a new user to multiple contacts at once. **What problems is Karbon solving and how is that benefiting you?** The ability to send a client tasks to multiple email addresses. This help us communicate with a the client properly. ### 20. Karbon, where have you been my whole career? **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 25, 2023 **What do you like best about Karbon?** Where do I start? Client portal, yes, it's got that. Client task lists with doc uploads and comments. Yes, it has that too. Automated reminders? Check. Clients comment on our excellent personal communication. We don't tell them it's automated. Karbon work templates help keep my staff on task, and I can track their progress. Oh! Did I mention integration with our document storage so everything is in one place? YES!!! I can't believe it took me so long to get my firm on Karbon. No matter how many calls I get from other software providers, Karbon is stuck with my firm for life. Thanks, Karbon! **What do you dislike about Karbon?** In a perfect world, Karbon would have multiple timers for client work. It's a pain when a client calls with work, and you already have a timer running. That being said, Karbon has a community forum where you can post your requests and ideas for upgrades. Others can vote if they like your suggestion or comment on a workaround. Fingers crossed, three of my suggestions are "gathering interest." **What problems is Karbon solving and how is that benefiting you?** Karbon has assisted our firm in communications, workflow optimization and staff accountability. Clients get personalized reminders and tasks from staff which improves customer service. Work templates allow staff to onboard new clients and new projects quickly. Firm standards aren't compromised ### 21. Game changing collaboration, workflow and capacity management **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 25, 2023 **What do you like best about Karbon?** Managing email through Triage and My Week is novel and much more effective than managing one's work life the typical way, through an email inbox. Moreover, the ability to assign emails to staff for action/follow up, comment and @ mention staff on emails, and the fact that emails are visible to staff even if they weren't copied on the message facilitates team collaboration and streamlines everyone's work. Managing client work through Karbon work items, especially being able to create standardized work templates and repeating work, is how our firm stays organized. We've recently integrated timekeeping in Karbon (through an integration with QuickBooks Time) and are now using Karbon to manage our project budgets. Our next steps are to begin managing our firm's capacity using Karbon. Where Karbon particularly excels is in the integration with other key apps. Our tech stack includes Ignition (proposals) and QuickBooks Time (staff time tracking). When a client signs a proposal, these integrations allow for automated creation of the new client in Karbon & QB Time, automated creation of Karbon work items from templates, and automated setup of related time codes in QB Time. This results in significant time savings and allows us to focus on the more meaningful aspects of client onboarding to enhance the client experience. Karbon has a vibrant user community, and they regularly provide helpful content for accounting practitioners in the form of blog posts/email newsletters and engaging webinars. Many of our staff enjoy scouring the Karbon Community site for past webinars on topics relevant to our firm and share them across our firm. Lastly, I'm amazed at how regularly Karbon updates/upgrades the software and adds new functionality. They listen to their users' requests - users can suggest enhanced features and vote on others' suggestions). This tool keeps getting better each year. **What do you dislike about Karbon?** Karbon doesn't do email signatures well - we use CodeTwo as a simple and inexpensive way to get around this. Karbon's calendar functionality is limited, so we still use Outlook to manage our calendars. There isn't currently a way to have an assistant manage your Triage on your behalf i.e. delegate access like you'd find in Outlook. We have put in several enhancement requests - to better customize views in My Week, date formatting in repeating work items, etc. None of these are reasons not to use Karbon, but they are tweaks that would make working in Karbon even more delightful. **What problems is Karbon solving and how is that benefiting you?** Karbon helps us standardize our workflows, keep track of ownership and status of client deliverables, manage our budgets for client deliverables, and use email more effectively. ### 22. KARBON HAS HELPED OUR OFFICE BECOME MORE EFFICIANT and streamline our work **Rating:** 5.0/5.0 stars **Reviewed by:** Michele Cherie C. | STAFF ACCOUNTANT, Small-Business (50 or fewer emp.) **Reviewed Date:** November 17, 2022 **What do you like best about Karbon?** THE TASK MANAGER FUNCTION. IT HELPS KEEP TRACK OF WHAT NEEDS TO BE DONE AND WHAT IS COMPLETE. Also I like the ability to view all my work that is due. **What do you dislike about Karbon?** THE CALENDAR FUNCTION. I WISH IT WAS MORE LIKE THE CALENDAR IN OUTLOOK **What problems is Karbon solving and how is that benefiting you?** THE PROBLEM IT IS HELPING WITH IS SEEING OUR WORK FLOW AND HELPS US STREAMLINE OUR WORK. WE CAN SEE WHAT IS DUE WHAT IS COMING UP DUE . ### 23. Karbon's Turn Key Platform **Rating:** 4.5/5.0 stars **Reviewed by:** Mitchell B. | Small Business Accounting Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** April 27, 2022 **What do you like best about Karbon?** Karbon helps you set up work and tasks with all your needed details and procedures, then lets you repeat such items for continue repeating work. **What do you dislike about Karbon?** Karbon has limited reporting. The dashboard and summary information is excellent. But not much exists to dive into the results of and timing of one's work and performance. **Recommendations to others considering Karbon:** Karbon has integrations to further automation. We connect to our contract software that helps us kick off projects faster. Our contracts and agreements quickly turn in to work and tasks ready to be scheduled and assigned. **What problems is Karbon solving and how is that benefiting you?** Automation is solved by using Karbon. Once a work item is set up for a client, we only need to review such quarterly or annually. We can quickly look at what work is scheduled and if any changes are needed. ### 24. Great way to manage workflow within an accounting team **Rating:** 4.0/5.0 stars **Reviewed by:** Mackenzie G. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 12, 2023 **What do you like best about Karbon?** How easy it is to assign work, manage the workflow of staff within the team, re-allocate work when someone is away etc. **What do you dislike about Karbon?** Not having WIP management built-in makes my job harder than it needs to be. In order to ensure I bill everything I need to, I have to use three different software platforms, which is annoying. **What problems is Karbon solving and how is that benefiting you?** It helps us manage the workflow of our team a lot more effectively. Especially when people are away- and we can re-assign things. I also like how triage is not automatically updated - it keeps us from getting too distracted. ### 25. Game changer for my business **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 23, 2023 **What do you like best about Karbon?** The 2 things I find most useful and that I use the most, is the email triage/filing system, and the recurring task checklists. Client requests are also great, but the other 2 functions I can't live without. **What do you dislike about Karbon?** The biggest downside for me as a micro business is the cost. However, I try to justify it to myself by looking at the cost as a wage for an assistant, which then becomes more viable in my mind. **What problems is Karbon solving and how is that benefiting you?** Recurring work items with the checklists is the biggest problem solver for me, making sure that even in my busiest periods I don't miss any important steps along the way. ### 26. I have very amazing experience with Karbon. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 10, 2022 **What do you like best about Karbon?** The most helpful thing regarding karbon is we can access all of our tasks, deadlines, and emails very quickly and easily. Comparatively, this product is better than other products available. **What do you dislike about Karbon?** There is nothing to dislike about karbon. The only issue I have faced is forwarding the emails from the timeline. There should be an option available where we can forward emails directly from the timeline. **Recommendations to others considering Karbon:** Please go for it!! **What problems is Karbon solving and how is that benefiting you?** We have saved our time and energy by using this product. In financial terms, Karbon helped us to generate more money in less time because of its speedy customer communication. ### 27. Director of Operations **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** August 03, 2023 **What do you like best about Karbon?** The transparency and workflow are amazing! **What do you dislike about Karbon?** Client contact information. It is terrible! We actually link a Notion page because we can't get the information in Karbon in a useful way. **What problems is Karbon solving and how is that benefiting you?** When used properly anyone on our team can pick up a piece of work and move forward. I run a lot of reports to keep on top of workflow and Karbon allows me to run the reports that I need. ### 28. Very easy to use **Rating:** 4.0/5.0 stars **Reviewed by:** Loren V. **Reviewed Date:** January 30, 2023 ### 29. Karbon is efficient but still has kinks and can be confusting to customers. **Rating:** 4.0/5.0 stars **Reviewed by:** Briana B. | Mid-Market (51-1000 emp.) **Reviewed Date:** August 03, 2023 **What do you like best about Karbon?** The task make out process organized and easy to follow. **What do you dislike about Karbon?** The customer facing emails seem to be confusing and the customers may have issues. **What problems is Karbon solving and how is that benefiting you?** Automated emails, notifications of process updates, organizatoin ### 30. Karbon keeps me on track and organized. **Rating:** 4.0/5.0 stars **Reviewed by:** Heather G. | Onboarding Supervisor, Small-Business (50 or fewer emp.) **Reviewed Date:** January 26, 2023 **What do you like best about Karbon?** Karbon is great at keeping me on track with what has been done and what still needs to be done. I love being able to communicate internally about clients and client requests. **What do you dislike about Karbon?** There isn't much I dislike. I wish it was integrated with Google Drive, but there are workarounds. I wish we could text multiple people (outside our organization) simultaneously and have all text conversations show up in Karbon. For example, if I need to text the client, the entity's manager, and the CPA at the same time. **What problems is Karbon solving and how is that benefiting you?** They are working on texting; you can now text with one person in Karbon. They have come up with a solution to not integrating with Google Drive. I love having the files in the work item. ### 31. The best CRM/ Collaboration tool for accountants! **Rating:** 5.0/5.0 stars **Reviewed by:** Elisha S. | Operations Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 23, 2023 **What do you like best about Karbon?** We love all of the features and how easy it is to collaborate with the team in real-time! We can assign, create to do's manage work flow and they have integrations with Onedrive! **What do you dislike about Karbon?** I wish you could customize the features a little more to incorporate some more project management aspects **What problems is Karbon solving and how is that benefiting you?** Karbon allows us to manage work flows, projects, communicate with clients and our internal team ### 32. Karbon is a game changer! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 23, 2023 **What do you like best about Karbon?** Karbon allows us to have full control of our firm. Karbon brings all communication together, not only between our clients but internally as well. We are able to see what status our projects are in using dashboards and truly understand how our business is flowing. **What do you dislike about Karbon?** The best part of karbon can also be overwhelming. Having all communication in one place can create a lot of notifications and overwhelm our staff. However, they continue to work on the platform to make this easier such as filtering, to-do lists, & now AI integration. **What problems is Karbon solving and how is that benefiting you?** Karbon gives us control and understanding of our practice and it's workflows. ### 33. The modern accounting platform we've all been wanting! **Rating:** 5.0/5.0 stars **Reviewed by:** Sadie C. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 23, 2023 **What do you like best about Karbon?** I love that it is online vs a desktop installation. I also love how many ways you can view your work/to dos. The work templates are especially easy to customize to exactly what your firm needs. **What do you dislike about Karbon?** Sometimes there's an update lag in completing a project and it showing complete in "My Week" **What problems is Karbon solving and how is that benefiting you?** Everything in one place, including client contact information and client portal communication. ### 34. Karbon is life changing! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** August 08, 2023 **What do you like best about Karbon?** Karbon has done an incredible job of solving the pain points we face in the accounting profession. I would hate my job without it at this point. :) **What do you dislike about Karbon?** The only thing I have to work around is the inability to send a client checklist to multiple people. But, that feature is in the works and coming soon! **What problems is Karbon solving and how is that benefiting you?** Karbon makes a full inbox manageable. Emails are no longer lost and it's so easy to track communication and where a project sits. At a glance, I know if the project is waiting on me or if I'm waiting on the client. ### 35. Everything In One Place **Rating:** 5.0/5.0 stars **Reviewed by:** David E. | Virtual CFO, Small-Business (50 or fewer emp.) **Reviewed Date:** December 15, 2022 **What do you like best about Karbon?** Being able to see clients' emails on a work timeline without me being cc'd on every email is a huge help! Move an email to My Week. **What do you dislike about Karbon?** On My Week, I can't assign some tasks/work for today. Sometimes I can find my self scrolling down my week to search what I still need to complete today. Moving it to Working On Now is also not the best because I'm working on a lot of projects everyday. **What problems is Karbon solving and how is that benefiting you?** We used Trello before Karbon, we always struggled to be able to see all open works that we had for a specific client since we had multiple boards for each type of work. With Karbon, I can go to the client's profile/or filter the work view and see all worse related to the client. I can even see it on a group level! ### 36. Karbon is great for team collaboration. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 23, 2023 **What do you like best about Karbon?** The most helpful thing about Karbon is the enhanced team collaboration we have when using Karbon. Users know their role in each job, and we can easily see the status of each job in Karbon. **What do you dislike about Karbon?** It takes a fair amount of practice to get through all the features of Karbon, which is not a downside but the learning curve could be reduced with some better training. **What problems is Karbon solving and how is that benefiting you?** Karbon helps users know which jobs are assigned to them and the steps needed to complete each job. It makes our team much more productive and timely with job completion. ### 37. My Personal View of Karbon Work-Hub **Rating:** 4.5/5.0 stars **Reviewed by:** Rafal P. | Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** November 18, 2022 **What do you like best about Karbon?** The most valuable part of Karbon is the ability to discuss/query things with clients via Checklist-style query lists. This way, they can go back to me with whatever they can with as many answers as they are able at the time and add new things when possible instead of sending me 15 e-mails with answers and attachments. It's all in one place. I can't stress enough how much difference this makes. **What do you dislike about Karbon?** I want to be able to mark an e-mail to be a task in a task list. I am aware of the fact that I can add it to work, but that is not enough. Some Clients like to send things in many e-mails. It would be handy to push them through as, for example, 50 tasks on a task list in 1 work and tick them off as needed. **What problems is Karbon solving and how is that benefiting you?** Once I have automated some tasks, it is beneficial that at specific points in time, Karbon reminds Clients to send me the information I need to complete some work for them on time. One less thing for me to worry about and keep track of! Karbon does it for me. ### 38. Simple to use and effective in managing both staff and job stages **Rating:** 5.0/5.0 stars **Reviewed by:** Becky C. | Director of Bookkeeping and Payroll, Small-Business (50 or fewer emp.) **Reviewed Date:** November 15, 2022 **What do you like best about Karbon?** I've been using Karbon for over a year following trialing several different accountancy CRMs and have found this to be the best in terms of simplicity, existing work templates that are built in and fully customisable and makes it very easy to manage tasks, deadlines and also monitoring colleague progress on tasks etc. Great value for money for a new startup bookkeeping & payroll firm like myself and love the recurring task and email chase functions as it hugely reduces company admin time. **What do you dislike about Karbon?** Very few billing options for most clients. In order to set up a direct debit you must pay over £10,000 per month in subscription fees so most firms have to pay by recurring card payments only. **What problems is Karbon solving and how is that benefiting you?** Monitoring client tasks and prioritising by deadline order. I also like the automated due date on individual tasks based on the job's due date overall. This prevents work from being completed at the last minute. ### 39. Streamlines Workflows/Team Work **Rating:** 5.0/5.0 stars **Reviewed by:** Ashley N. | Business Management Director, Small-Business (50 or fewer emp.) **Reviewed Date:** January 26, 2023 **What do you like best about Karbon?** The ability to see all of my work in one place, and to communicate with team members directly on each work item, email, and task as needed rather than needing multiple systems to manage this. **What do you dislike about Karbon?** There are certain functionalities that it doesn't make sense that aren't available - such being able to bulk assign items in triage. For example, I get 15-20 emails on Thursday mornings from the same client for bills, and I have to manually assign each one to the client/work item. **What problems is Karbon solving and how is that benefiting you?** Just having everything in one place, email, communications with the team, time tracking, client information, work items, to-do's, etc. Before, we had to use 3-5 different softwares to accomplish this. ### 40. A multi-functional platform for the entire practice **Rating:** 5.0/5.0 stars **Reviewed by:** Danie K. | Bookkeeper, Small-Business (50 or fewer emp.) **Reviewed Date:** November 16, 2022 **What do you like best about Karbon?** Karbon has brought our entire practice together in one place. We currently use the platform as a workplace tool for internal communication, client correspondence, recording time spent on client tasks, tracking budgets, and drawing reports on team performance. **What do you dislike about Karbon?** Unfortunately, not all the "insight" features for tracking the team's performance are available on the standard monthly subscription. We would love to see more features made available. **What problems is Karbon solving and how is that benefiting you?** Internal communication has been improved exponentially. Karbon allows every team member to view all client correspondence, even if they weren't part of the email conversation. We're also able to create a piece of work directly from a client email and then assign it to a specific team member. ### 41. Karbon **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** August 07, 2023 **What do you like best about Karbon?** Karbon enables great visibility for the team to support collaboration. Triage and My Week let you easily and quickly sort out work and make priorities. **What do you dislike about Karbon?** There are some limitations with regards to integrations with other business tool **What problems is Karbon solving and how is that benefiting you?** Visibility for the whole team to know what needs to be done, when and by whom ### 42. Great toll to manage workflow & workflow automation, manage team members, keep detailed notes **Rating:** 5.0/5.0 stars **Reviewed by:** Louie B. | A, Small-Business (50 or fewer emp.) **Reviewed Date:** December 02, 2021 **What do you like best about Karbon?** A couple to name, automation of emails, keeping notes for future work, communicating with team members, repeating work and work templates **What do you dislike about Karbon?** Limited option in sending automated reminders (no ability to create your own preferred auto-reminder setting) **What problems is Karbon solving and how is that benefiting you?** We have improved record and note keeping, efficiency in the team has been improved ### 43. Very satisfied with Karbon **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 25, 2023 **What do you like best about Karbon?** HelpsKarbon helps to organize the schedule, meet deadlines, and manage workflows by combining email, discussions, and tasks; you can communicate with team members. **What do you dislike about Karbon?** I would say the ability to search and filter emails by date/ name. Also, reminders of what is due today and inability to integrate with my Calendar. Mobile app constantly logged out. **What problems is Karbon solving and how is that benefiting you?** Time management, workflow organization, email feature, full control of work progress, team collaboration, and client tasks allow automation of recurring information/statements requests from clients helping our team focus on the actual work. ### 44. Karbon makes organization and task delegating a breeze **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** June 28, 2023 **What do you like best about Karbon?** Task management system. Karbon helps our business stay organized and prioritizes tasks to meet our client's needs when deadlines arise. **What do you dislike about Karbon?** I feel for new employees without much experience in the industry, it is quite a learning curve because of the terminology, but eventually, with practice using Karbon they seem to catch on. **What problems is Karbon solving and how is that benefiting you?** organizing my workload priorities, putting emails and messages all in my triage is a big help ### 45. Nothing beats it! **Rating:** 5.0/5.0 stars **Reviewed by:** Nicola C. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 23, 2023 **What do you like best about Karbon?** I love how you can manage your emails and workflow all in one! My favourite feature is how you can add an email to your future work tasks so that you don't forget to action it, but can clear it from your inbox. After trying several other workflows for managing client bookkeeping, Karbon is far superior and worth the investment. **What do you dislike about Karbon?** It would be great if you can export the timesheet to pay staff payroll in Xero. **What problems is Karbon solving and how is that benefiting you?** Managing client deadlines and workflow from start to finish ### 46. Incredibly useful tool **Rating:** 5.0/5.0 stars **Reviewed by:** Tommy R. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 23, 2023 **What do you like best about Karbon?** Great way to manage/link emails with tasks/projects **What do you dislike about Karbon?** There have been a few features that took me awhile to understand, but once I figured them out, they were great. No complaints. **What problems is Karbon solving and how is that benefiting you?** Helps me focus on tasks I've prioritized. Tracks all communications related to each task. Data repository. ### 47. Changed the Way We worked **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 23, 2023 **What do you like best about Karbon?** It provides full visibility over every aspect of work, making sure that each member of the team responsible is aware of what is expected and where the progress is. **What do you dislike about Karbon?** It is challenging to manage annual leave; I can't give access to my triage to a team member to manage while I'm away; this means when I get back from leave, it is time-consuming to work through my triage. **What problems is Karbon solving and how is that benefiting you?** Managing workflow across our team, which is geographically spread. Leading to more efficient work practices. ### 48. Karbon review **Rating:** 4.0/5.0 stars **Reviewed by:** Mei Y. | Assistant Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** May 13, 2022 **What do you like best about Karbon?** Karbon is an excellent tool for managing workload. It is useful when email conversations and client/work items are linked. **What do you dislike about Karbon?** The search function and the way it store and sort attachments **What problems is Karbon solving and how is that benefiting you?** Trace through email chains for a history of what has been communicated with clients ### 49. My 3 year experience using Karbon **Rating:** 4.5/5.0 stars **Reviewed by:** Tim S. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 09, 2023 **What do you like best about Karbon?** Karbon's triage interface is very well done it's so easy to add emails to work or create and assign to-do's from emails **What do you dislike about Karbon?** Biggest complaint is the lack of a client portal specifically the missing ability to send client to-do's to more than one individual at a time **What problems is Karbon solving and how is that benefiting you?** As the onboarding manager at my firm, I have been able to create a robust onboarding template that I can assign tasks to my team efficiently. **Official Response from Rachel Peng:** > Hi Tim, Thanks for the positive review and we're so glad to hear that you've had a good experience using Karbon! Regarding your comment on the client portal, we're currently developing the 'send client requests to multiple recipients' feature. Hopefully that will solve one of your biggest pain points with the platform once the feature is released. Karbon is constantly taking in our customers' product feedback and making improvements. Stay tuned with our product news and hope you continue to enjoy Karbon! ### 50. Scaling your accounting business **Rating:** 5.0/5.0 stars **Reviewed by:** Shaun S. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** November 21, 2022 **What do you like best about Karbon?** Primarily it's design fosters effective management for scaling a firm: - Like Xero redesigned bank recs, Karbon resigned your email inbox - Triage encourages categorising inbound items by importance and urgency; - MyWeek helps teams collaborate on the week ahead - Calendar helps block out time for those 'important, non-urgent tasks' (if you dont block them out they'll never get done) - Kanban view helps team leaders manage capacity and bottle necks - Practice Intelligence allows deep data analysis on trends **What do you dislike about Karbon?** Nothing for too long, the product team is incredible at moving the software forward **What problems is Karbon solving and how is that benefiting you?** - Gave our business real time visibility over timeliness and efficiency of work items - Enabled cross functional collaboration on clients by making email inboxes transparent/shared - Enabled incredibly fast reporting on trends that can be sliced many ways ## Karbon Discussions - [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 - [Can I use karbon with IG, FB](https://www.g2.com/discussions/can-i-use-karbon-with-ig-fb) - 1 comment, 1 upvote - [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 - [View Karbon pricing details and edition comparison](https://www.g2.com/products/karbon-2025-03-03/reviews?page=9§ion=pricing&secure%5Bexpires_at%5D=2026-05-26+04%3A11%3A06+-0500&secure%5Bsession_id%5D=be814e4c-4b4c-403c-beb7-5bddc7dd4991&secure%5Btoken%5D=7ff943304ae3d5294a1f9494c890dfcad8a236b8050c81cfc83f13d76de7298f&format=llm_user) ## Karbon Integrations - 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