# 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. (116 reviews) - Users value the **efficient task management** of Karbon, streamlining workflows and enhancing productivity in client communications. (78 reviews) - Users commend Karbon for its **efficiency in managing workload** , streamlining communication and workflow to meet deadlines effortlessly. (73 reviews) - Users value the **effective communication** tools in Karbon, streamlining workflows and reducing internal emails significantly. (63 reviews) - Users value the **seamless team collaboration** in Karbon, simplifying workflows and enhancing project management efficiency. (54 reviews) - Organization (49 reviews) - Users praise the **efficiency improvement** from Karbon, enhancing organization and streamlining task management across their workload. (41 reviews) - Customer Support (37 reviews) - Email Management (37 reviews) - Helpful (37 reviews) **What users dislike:** - Users experience **missing features** in Karbon, lacking essential customization and functionality for effective team adoption. (33 reviews) - Users express frustration with **email issues** in Karbon, particularly around organization and editing functionality. (27 reviews) - Users find the **steep learning curve** of Karbon challenging, especially for teams new to the platform. (26 reviews) - Users find **poor usability** in Karbon due to inconvenient navigation and confusing tab placements affecting their workflow. (25 reviews) - Users note the **limitations in email integration** , preferring features like searching and filtering that are currently lacking. (22 reviews) - Search Functionality (20 reviews) - Difficult Setup (16 reviews) - Billing Issues (15 reviews) - Difficult Learning (15 reviews) - Email Functionality (15 reviews) ## Karbon Reviews ### 1. Top-notch workload management and monitoring **Rating:** 5.0/5.0 stars **Reviewed by:** Dave P. | Conseiller en fiscalité, Mid-Market (51-1000 emp.) **Reviewed Date:** December 16, 2025 **What do you like best about Karbon?** The management of the week and communications. The views of the work to track our workload. **What do you dislike about Karbon?** The translation is not yet perfect, filtered views are limited in terms of column customization and information. It is possible to add items to our calendar but not to modify them (you have to go through the calendar provider directly) and the management of communication policies is still very deficient to this day. **What problems is Karbon solving and how is that benefiting you?** Better overview of everyone's workload. Better view on billing/collection. ### 2. Time-Saving Functionality That Makes Remote Work Easy **Rating:** 5.0/5.0 stars **Reviewed by:** Steve N. | President & Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** January 16, 2026 **What do you like best about Karbon?** Its functionality helps us save time and work remotely with ease. Customer support is world-class. **What do you dislike about Karbon?** Steep learning curve for new employees. A lot of details to manage. **What problems is Karbon solving and how is that benefiting you?** Keeping all communications centered around a work item. Saves time and improves quality. ### 3. Outstanding Collaboration with Team Comment Features **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** December 15, 2025 **What do you like best about Karbon?** I appreciate the comment section available for both internal and external teams. Additionally, I find the AI feature that helps generate an appropriate tone for emails to be quite useful. **What do you dislike about Karbon?** I have no complaints about Karbon. Each feature has proven to be extremely useful in my work. **What problems is Karbon solving and how is that benefiting you?** The reminder feature for work tasks assigned to each client is extremely useful. It allows me to keep track of my workflow efficiently and set priorities as needed. Additionally, being able to update the status for each client is also a valuable tool. ### 4. Outstanding Work Platform with Insightful Features **Rating:** 5.0/5.0 stars **Reviewed by:** Matthew M. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** December 16, 2025 **What do you like best about Karbon?** The work platform. I really like the insights section. **What do you dislike about Karbon?** The billing side of Karbon is still lacking. **What problems is Karbon solving and how is that benefiting you?** It helps our staff with workload. Organization of time allotment. Billing. It is where our firm contacts are tracked. Love the email attachment to our clients to see conversations taking place or that took place. ### 5. Easy Workflow Management with Clear Ownership **Rating:** 5.0/5.0 stars **Reviewed by:** Andy N. | Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** April 25, 2026 **What do you like best about Karbon?** Easy to manage workflow Know who’s handling the work **What do you dislike about Karbon?** Sometimes triage can be full of irrelevant emails **What problems is Karbon solving and how is that benefiting you?** To manage jobs and workflow among team members ### 6. Effective Workflow Management with Room for Improvement **Rating:** 4.0/5.0 stars **Reviewed by:** Joe K. **Reviewed Date:** January 22, 2026 **What do you like best about Karbon?** I like Karbon for its organization. I find the template work templates really helpful to hone in the workflow process and adjust as needed when things change. It's great how Karbon can adapt as legislation and rules change, making it really valuable for keeping things on track. **What do you dislike about Karbon?** Data reports. **What problems is Karbon solving and how is that benefiting you?** Karbon prevents work items from getting lost, enhancing organization and workflow management. Its templates allow me to adapt processes as legislation changes. ### 7. Effortless Access and Seamless Communication **Rating:** 4.5/5.0 stars **Reviewed by:** Liam L. | Junior Bookkeeper, Small-Business (50 or fewer emp.) **Reviewed Date:** December 17, 2025 **What do you like best about Karbon?** The platform is easy to access and makes communication between colleagues and clients straightforward. **What do you dislike about Karbon?** Perhaps I'm seeking a platform that is more straightforward and easier to use. **What problems is Karbon solving and how is that benefiting you?** I can easily communicate with my clients. ### 8. Ever-Expanding Integrations and Refined Email Triage **Rating:** 5.0/5.0 stars **Reviewed by:** Trevor B. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** January 15, 2026 **What do you like best about Karbon?** The ever expanding integrations, as well as the refined email traige. **What do you dislike about Karbon?** For myself, I wish it was a little specific to tax instead of accounting. **What problems is Karbon solving and how is that benefiting you?** It’s helping solve my workflow issues and keeping me on track. ### 9. Very Useful for Managing Work Time Frames and CIPC Annual Return Notifications **Rating:** 5.0/5.0 stars **Reviewed by:** Angeline N. | Operation Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** April 17, 2026 **What do you like best about Karbon?** Managing of work time frame CIPC notification of Annual returns **What do you dislike about Karbon?** i am still learning but I see it is very useful **What problems is Karbon solving and how is that benefiting you?** To manage my work finalising time ### 10. Effortless Team Collaboration and Email Management **Rating:** 4.5/5.0 stars **Reviewed by:** Ashleigh A. | Chief Operating Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** December 16, 2025 **What do you like best about Karbon?** Triage allows us to tag and comment on emails and threads, making it easier for the entire team to stay updated on client workflows and communications. This visibility ensures everyone is on the same page regarding client emails and ongoing projects. **What do you dislike about Karbon?** The reporting features aren't very strong, though I have noticed some improvement over time. However, I've also experienced a decline in the quality of support and service recently. **What problems is Karbon solving and how is that benefiting you?** The workflow management features provide a comprehensive overview of client projects and help monitor staff workloads effectively. ### 11. Love Using Karbon **Rating:** 4.5/5.0 stars **Reviewed by:** stephanie s. | Bookkeeper, Small-Business (50 or fewer emp.) **Reviewed Date:** July 26, 2024 **What do you like best about Karbon?** I like the flow and ease of keeping track of tasks and things I need to do for each client. **What do you dislike about Karbon?** I wish you had an easier way of searching old emails or topics. **What problems is Karbon solving and how is that benefiting you?** The workflow and tasks for each client. It helps keep me orgainized and on track. ### 12. treamlined collaboration and task management for our accounting firm **Rating:** 5.0/5.0 stars **Reviewed by:** Harry K. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** May 20, 2025 **What do you like best about Karbon?** I love how Karbon centralizes all communication and workflow management into one intuitive platform. The visibility across tasks, emails, and deadlines is a game-changer for keeping our team aligned and accountable. **What do you dislike about Karbon?** There’s a slight learning curve initially, but once the team is up to speed, it’s incredibly effective. Occasional minor bugs are quickly addressed by their responsive support team. Overall, any drawbacks are far outweighed by the platform’s benefits. **What problems is Karbon solving and how is that benefiting you?** Karbon solves several key operational challenges we faced as an accounting firm. Before Karbon, managing client communication, tracking job progress, and ensuring timely follow-ups was scattered across emails, spreadsheets, and to-do lists. Karbon brings everything into a single, collaborative workspace where emails, tasks, and timelines are all connected and visible to the team. This has significantly improved our internal communication, reduced missed deadlines, and increased accountability across staff. The automated workflows and task templates have saved us countless hours in admin work, allowing us to focus more on high-value client services. Overall, Karbon helps us deliver a more consistent and professional client experience while streamlining our team’s day-to-day operations. ### 13. Onboarding and Support Need Improvement Despite Promising Automation **Rating:** 2.5/5.0 stars **Reviewed by:** Philip W. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** November 28, 2025 **What do you like best about Karbon?** Still learning but I like the automation features, however getting them to work properly and having visibility of when email are automatically going out is difficult **What do you dislike about Karbon?** I have been on Karbon for a month, have been assigned 3 different success managers and still have not had an onboarding meeting. It is really hard to setup karbon properly with no help, die client portal is confusing to me and clients, the work templates automates things and I am not sure why or how to change some of them **What problems is Karbon solving and how is that benefiting you?** staying on top of tasks. ### 14. Onboarding New Client **Rating:** 5.0/5.0 stars **Reviewed by:** Carol W. | Owner, CPA firm., Small-Business (50 or fewer emp.) **Reviewed Date:** July 31, 2025 **What do you like best about Karbon?** We recently became a new Karbon customer. We decided to utilize the Guided Implementation to facilitate the onboarding setup. I wanted to complete the onboarding as soon as possible, so we could be functional in a short amount of time. The implementation team was wonderful. Our representative was very knowledgeable about the product, and was clear and concise in her instructions. She guided us through the building platform in a very logical order. In a matter of a few weeks we were ready to function on our own. While we still have many things to learn and discover, we are at a functional level. **What do you dislike about Karbon?** At this early stage, I am loving everything about Karbon. I believe it will allow us to centralize all our task in one easy to use platform. **What problems is Karbon solving and how is that benefiting you?** Karbon will eliminate multiple emails, and improve our staff to staff communication. Karbon will help organize and unify out completely remote practice. ### 15. User-Friendly but Overwhelming at Start **Rating:** 4.0/5.0 stars **Reviewed by:** Arsh e. **Reviewed Date:** December 16, 2025 **What do you like best about Karbon?** I use Karbon for time entry, communicating with clients, and organizing work at the office. I like that it helps me stay organized and is user-friendly. I really value being able to allocate client communication to specific file work. **What do you dislike about Karbon?** I don't like clearing my triage as I like going back to my emails in Outlook. The initial setup was a bit overwhelming, but the training helped. **What problems is Karbon solving and how is that benefiting you?** Karbon helps me stay organized in time entry, client communication, and work organization at the office. ### 16. Keeps My Work Organized and Responsibilities Clear **Rating:** 4.0/5.0 stars **Reviewed by:** Reniea L. | Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** January 22, 2026 **What do you like best about Karbon?** Able to organize my work and see what I am responsible for **What do you dislike about Karbon?** I would like to be able to search triage **What problems is Karbon solving and how is that benefiting you?** Central location to view workflow ### 17. Amazing workflow system. **Rating:** 5.0/5.0 stars **Reviewed by:** Rachel L. | Financial analyst, Small-Business (50 or fewer emp.) **Reviewed Date:** February 02, 2023 **What do you like best about Karbon?** Very user-friendly and organized. Customer Support is amazing!! **What do you dislike about Karbon?** Love all features. Only thing I dislike is that we can't @ someone in an email like Gmail. **What problems is Karbon solving and how is that benefiting you?** keeping all the work organized and making sure clients are happy. ### 18. My experience with Karbon has been great! **Rating:** 5.0/5.0 stars **Reviewed by:** Marc-Antoine S. | Associé délégué, Small-Business (50 or fewer emp.) **Reviewed Date:** May 15, 2025 **What do you like best about Karbon?** What stands out most about Karbon is its seamless integration of communication and workflow management. The ability to manage emails, tasks, and client work all in one place is a game-changer. Another standout feature is the workflow automation. Recurring tasks, client reminders, and status updates can all be automated, which saves time and reduces the risk of things slipping through the cracks. The implementation took some time to prepare, but I received the support from the team which made the implementation easy. **What do you dislike about Karbon?** One of the challenges is the learning curve. New users may find it overwhelming at first, especially when trying to fully utilize features like workflow templates, automation, and reporting. **What problems is Karbon solving and how is that benefiting you?** Karbon’s automation features have eliminated a lot of repetitive work, like sending reminders or updating task statuses. This has freed up time for higher-value activities and reduced the risk of human error. ### 19. Great tool for a fast growing firm! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** July 25, 2024 **What do you like best about Karbon?** Our team really appreciates the communication aspects of Karbon, specifically how e-mail is managed and the messaging capabilities. **What do you dislike about Karbon?** We would love to see more flexibility in the billing module. It would also helpful to have a more robust portal. **What problems is Karbon solving and how is that benefiting you?** The primary reason we switched to Karbon was to address some issues in tracking our workflow. This was becoming more difficult as our team and client base continued to grow. ### 20. Task Section Shines: Easy Notes and Colleague Tagging **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** April 26, 2026 **What do you like best about Karbon?** The Task section and being able to leave notes and tag your colleage **What do you dislike about Karbon?** It can get a bit overcrowded sometimes and hard to narrow down work **What problems is Karbon solving and how is that benefiting you?** Keeping a list of jobs so I don't forget about them if I just had a normal written list ### 21. Customisable Layouts Tailored to Our Firm's Needs **Rating:** 5.0/5.0 stars **Reviewed by:** Bryce F. | Payroll Administrator, Small-Business (50 or fewer emp.) **Reviewed Date:** January 11, 2026 **What do you like best about Karbon?** The ability to customise the layout to view the most important functions for your firm **What do you dislike about Karbon?** The thing I do not like about Karbon is the lack of custimation on invoicing including a layout to put a Purchase Order number, the inability to add a second description line if needed. **What problems is Karbon solving and how is that benefiting you?** It combined 3 different software tools we used into one ### 22. Great to bring the business workflows together in Karbon **Rating:** 5.0/5.0 stars **Reviewed by:** Adrian S. | Practice Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 28, 2025 **What do you like best about Karbon?** So far, the onboarding has been well-assisted and seamless. The team are embracing the new software and loving having everything consolidated. **What do you dislike about Karbon?** So far so good - no complaints! We have not come across any major issues - more just learning the best practice in the new software. **What problems is Karbon solving and how is that benefiting you?** We had over 50 softwares and many Google Sheets - we are consolidating everything from communication to workflow, all into one platform to give the client a better experience and to be able to manage the practice with visibility. ### 23. Organizational Excellence with Room for Improvement **Rating:** 5.0/5.0 stars **Reviewed by:** maci H. **Reviewed Date:** January 15, 2026 **What do you like best about Karbon?** I like how Karbon helps keep things organized and how we can track everything. I also enjoy the reminders feature. **What do you dislike about Karbon?** I find making changes to repeating tasks challenging, and the initial setup of Karbon was kinda hard. **What problems is Karbon solving and how is that benefiting you?** I use Karbon for connecting with my bookkeeping clients, keeping things organized, and tracking everything efficiently. ### 24. Genuine Review of Karbon **Rating:** 5.0/5.0 stars **Reviewed by:** Apoorv T. | Team Lead, Mid-Market (51-1000 emp.) **Reviewed Date:** May 09, 2022 **What do you like best about Karbon?** The number of filters by which we can sort out the data which is required to use for the organization is the best thing. Being a manager, it's important to look for specific data of a specific employee, and Karbon does the best job in filtering it out for us. **What do you dislike about Karbon?** It would be great if Karbon could introduce multiple Inbox features like the one we have in MS Outlook. **Recommendations to others considering Karbon:** It is highly recommended. **What problems is Karbon solving and how is that benefiting you?** The tiring workload to prepare different reports was a problem. We can now get them with just a click of some buttons. Karbon functions save hours and we can invest our time in something more productive. ### 25. I don't remember the days when we weren't using Karbon **Rating:** 5.0/5.0 stars **Reviewed by:** Antoniya B. | M, Small-Business (50 or fewer emp.) **Reviewed Date:** October 29, 2021 **What do you like best about Karbon?** Karbon is a user-friendly platform that works as a combination of your e-mails, To-Do Lists, Clients and Contacts details, Work and the most amazing thing is that it allows you to collaborate with your team and keep on top of your work. It's a work management system with so many cool features! **What do you dislike about Karbon?** looking forward to seeing the app in action when it's resealsed **Recommendations to others considering Karbon:** I'd book a demo to see how the platform works - I think Karbon can be used by different businesses from different industries and it has some cool integrations - e.g. Microsoft Outlook, Xero, Quickbooks, Google Sheets etc. **What problems is Karbon solving and how is that benefiting you?** My To Do list was growing so big at one point that I was struggling to keep on top of my tasks and time management. Karbon has resolved this for me - I am now able to organise my work day, week, months and even create recurring work that I need to go through and complete on regular basis. When a colleague was away and I needed to help their clients with a query, I wasn't sure where to start and this often created confusion not only for me but also amongst my team. With Karbon you can see everything and help your clients much easier, it really benefits the client experience and makes our work more professional and response time way quicker. **Official Response from Tiffany Thain:** > It's fantastic to hear that Karbon has become such an integral part of your workflow! We're thrilled to know that you find it user-friendly and appreciate its ability to streamline various aspects of your work, from managing emails to collaborating with your team. Your recommendation to others considering Karbon is spot on - booking a demo is a great way to explore the capabilities of the platform firsthand. ### 26. Triage Feature Makes All the Difference **Rating:** 5.0/5.0 stars **Reviewed by:** Avinash J. | CELO, Small-Business (50 or fewer emp.) **Reviewed Date:** December 16, 2025 **What do you like best about Karbon?** The triage. I love how userfriendly it is **What do you dislike about Karbon?** I don't like the Karbon payments and we cannot use client info from a different platform **What problems is Karbon solving and how is that benefiting you?** Practice management and oversee ### 27. Streamlined Workflow Organization That Boosts Productivity **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** February 13, 2026 **What do you like best about Karbon?** Being able to organize workflow within the platform greatly increases productivity and simplifies busy scheduling. **What do you dislike about Karbon?** I wish there was a better search function within the Triage section of the e-mail inbox. **What problems is Karbon solving and how is that benefiting you?** Workflow management / organization /etc. ### 28. Easy Workflow Management with Responsive Customer Support **Rating:** 4.0/5.0 stars **Reviewed by:** Abbey O. | Office Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** January 15, 2026 **What do you like best about Karbon?** The ease of workflow management and customer support. **What do you dislike about Karbon?** Sometimes it can be hard to navigate and run reports that we would like to have (ex a report that shows work items by the date that statuses changed). **What problems is Karbon solving and how is that benefiting you?** All of our work is in one place and we really love that. ### 29. Fantastic Onboarding and Email Triage Features **Rating:** 4.0/5.0 stars **Reviewed by:** Owen G. | Someone Who Likes to Help Entrepreneurs, Accounting, Small-Business (50 or fewer emp.) **Reviewed Date:** December 16, 2025 **What do you like best about Karbon?** The on boarding process was fantastic. As far as features…definitely the email triage. **What do you dislike about Karbon?** My clients don’t like their interface so I have abandoned that. **What problems is Karbon solving and how is that benefiting you?** Keeping me organized. ### 30. Streamlined Workflow Management, No More Spreadsheets **Rating:** 4.5/5.0 stars **Reviewed by:** R P. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** December 17, 2025 **What do you like best about Karbon?** It helps with workflow management, being able to remove excel spreadsheets from our job management systems. **What do you dislike about Karbon?** I cant get rid of Microsoft Outlook calendar at the moment. It will only let us view 1 day at a time when I can plan staff work a week in advance using the calendar which is more better visual representation for work they will do. **What problems is Karbon solving and how is that benefiting you?** Workflow management ### 31. Good for Firm organization **Rating:** 5.0/5.0 stars **Reviewed by:** Hope W. | Auditor, Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2025 **What do you like best about Karbon?** It is good for knowing where people are at in a project. There is ease of transfer of projects if there needs to be. It was easy to learn for our new hires. It is used on our audit team all the time. **What do you dislike about Karbon?** I don't know how to clear stuff out of cleared which I find annoying. I also don't like the outlook intergration feature, I don't feel like it translates smoothly. **What problems is Karbon solving and how is that benefiting you?** It is solving the issue of who is working on what and it is benefiting me by showing my bosses my work load and where i am at with jobs ### 32. Effortless Task Tracking with Email Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Kayla B. | Staff Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** December 19, 2025 **What do you like best about Karbon?** Being able to link emails to work items - it makes reviewing current and previous tasks so much easier! **What do you dislike about Karbon?** I would like to be able to resize images in emails. **What problems is Karbon solving and how is that benefiting you?** It helps keep everything organized and helps not only train but guide current employees in how to carry out tasks properly and ensure nothing gets forgotten! ### 33. Streamlines Workflows and Makes Progress Easy to Track **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** January 15, 2026 **What do you like best about Karbon?** It streamlines the work so that it is easier to see what is being completed and what is not. The training was helpful in understading some of the features I had not used yet. **What do you dislike about Karbon?** Having to go through each work item and task to review what clients have said or sent. **What problems is Karbon solving and how is that benefiting you?** Disorganization - before Karbon tax season was very stressful and hectic, it was also difficult to remember where I was for books. Since Karbon the workflow has definitely improved. ### 34. Excellent Workflow and Collaboration for Teams **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** December 16, 2025 **What do you like best about Karbon?** I like the core workflow, task management and the communication and collaboration with the team and client. **What do you dislike about Karbon?** At first you will be overwhelmed with Karbon's extensive features and flexible workflows. Setting up templates, workflow and task management takes time. Pricing is also to consider when choosing Karbon. **What problems is Karbon solving and how is that benefiting you?** Karbon helps in missing deadlines thru centralized work management with clear owners and due dates. It also helps in better planning of the firm as it helps in real time dashboards of work statuses across the firms, no more chasing client' status updates. ### 35. Karbon has enabled us to be more efficient, productive and profitable **Rating:** 5.0/5.0 stars **Reviewed by:** Paul S. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** May 30, 2023 **What do you like best about Karbon?** The triage feature for emails and team communications is a massive time saver. Templates for work flows, and the ability to assign, view, review and action items with simple views and filters allows us to easily have a complete picture of where our workflows, outstanding actions and capacity scheduling for resource planning. Karbon provides us with visibility over all aspects of our accounting business including communications with clients; assigning actions and status; workflow creation, scheduling and monitoring; project management; creating efficiencies and more. The new Practice Intelligence has provide even more valuable insights into our data and how we operate leading to reduced wastage and more profit. Timesheets and Billing are simple to use and allow us to efficiently monitor budgets, pricing and team member efficiency. **What do you dislike about Karbon?** Nothing we dislike. Karbon is continually enhancing the product. **What problems is Karbon solving and how is that benefiting you?** The triage feature for emails and team communications is a massive time saver. Templates for workflows and the ability to assign, view, review and action items with simple views and filters allow us to easily have a complete picture of where our workflows, outstanding actions and capacity scheduling for resource planning. We save hours of time per day and have eliminated many unnecessary tasks leading to improved turnaround times for work, less rework , less cost and less unbilled scope creep. ### 36. Most progressive CRM for accounting firm **Rating:** 5.0/5.0 stars **Reviewed by:** Milla Y. | Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** September 09, 2025 **What do you like best about Karbon?** Karbon is one source of truth for managing client projects. Triage - super useful feature of managing inbox, assigning tasks to team members. Karbon for clients - powerful integrated portal with digital sign off. Easy to use and logical project flows. Easy to integrate. **What do you dislike about Karbon?** Billings and QBO integration is something Karbon needs to work on. **What problems is Karbon solving and how is that benefiting you?** No project/deadline gets missed. ### 37. Exceptionally User-Friendly and Intuitive Experience **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** December 16, 2025 **What do you like best about Karbon?** It is extremely user friendly and easy to navigate **What do you dislike about Karbon?** I do not think that there is anything that is not helpful as everything serves its purpose. **What problems is Karbon solving and how is that benefiting you?** It is helping me be more efficient by compiling the different software that I use on a daily for exaple my email. ### 38. Excellent Triage and Communication, Wish for More Design Personalization **Rating:** 5.0/5.0 stars **Reviewed by:** Kye M. | Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** October 23, 2025 **What do you like best about Karbon?** The triage feature. It's great overall but even better for simplified internal communication. **What do you dislike about Karbon?** It would be great if you could personalise the design etc. Not a necessity though. **What problems is Karbon solving and how is that benefiting you?** Task management, helping keep track of tasks more efficiently. ### 39. Karbon is fantastic and would recommend for other accounting firms to use. **Rating:** 5.0/5.0 stars **Reviewed by:** Brandon N. | Tax Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** October 31, 2023 **What do you like best about Karbon?** Easier to know what jobs to work on. The triage feature is quite useful. Customer support is great. We also got a great walkthrough to better understand how the features work in Karbon and it's been extremely helpful to track projects and make sure that we are on target for our busy season deadlines. **What do you dislike about Karbon?** Clients being able to access their documents and file when we send requests out. It's improved since we started to use Karbon. But, it can still use some improvement. **What problems is Karbon solving and how is that benefiting you?** Karbon is helpful with tracking efficiency and it's easy to setup budgets and review actual time entered for projects. It's also great there is a timer feature for tracking time. It's easy to know what jobs we are working on. When they are due and if we are going under or over budget with the time put into projects. We've been able to better track projects through our deadlines and it's quite easy to update on the status of projects and track based on tasks completed from staff where we stand. ### 40. Great Client Integration, But Needs a Daily Task List **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** December 18, 2025 **What do you like best about Karbon?** Everything is tied to the client. Notifications for work **What do you dislike about Karbon?** Lack of daily list of tasks. Shows in My Week but most team members would like a simple list **What problems is Karbon solving and how is that benefiting you?** Showing work completed on time and overdue. Allows us to determine which team members to monitor ### 41. Karbon Electric **Rating:** 5.0/5.0 stars **Reviewed by:** Muhammad A. | Senior Associate, Small-Business (50 or fewer emp.) **Reviewed Date:** May 18, 2025 **What do you like best about Karbon?** Control and oversight: With Karbon I can see my staff tasks and execution and completion on time... I could know how to control the incoming workload.. **What do you dislike about Karbon?** I am unable to move files from e mails to dropbox... At the moment this feature is if work item is created first and then we can access dropbox... I will surely like to know how it can be done right from your triage... **What problems is Karbon solving and how is that benefiting you?** I can comment. Earlier I could only go back to my communication channel such as sms or whatsapp as to what instructions I have received or given to my staff. Now I can see on every e mail what we are saying.... ### 42. User-Friendly with Impressive Email AI Features **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** December 18, 2025 **What do you like best about Karbon?** user friendly. I love the email AI feature. **What do you dislike about Karbon?** the "search button" on the right side of the screen. It would be better if it was on the left hand of the screen **What problems is Karbon solving and how is that benefiting you?** Now we are on top of our tasks with our clients ### 43. Keeps Projects on Track and Deadlines Met **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** December 18, 2025 **What do you like best about Karbon?** The projects and keeping up with the jobs, not missing a deadline **What do you dislike about Karbon?** Need to add extra tracking specialty fields on the main page of each client. **What problems is Karbon solving and how is that benefiting you?** Keeping up with projects and the timeline. Linking emails to projects, adding documents to projects. ### 44. Karbon Keeps Getting Better – A Game-Changer for Our Workflow **Rating:** 5.0/5.0 stars **Reviewed by:** Tanya N. | Executive Assistant to the CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** December 02, 2021 **What do you like best about Karbon?** We’ve been using Karbon HQ every day for 5 years now, and what truly sets it apart is how it keeps evolving. The team behind Karbon consistently rolls out meaningful updates and new features, making an already powerful tool even better. The collaborative workflow, automated tasks, and smart email management have streamlined how we handle our work, keeping everything organized and efficient. Every update brings something valuable—whether it’s improved integrations, enhanced reporting, or small quality-of-life improvements that make a big difference in daily use. Karbon isn’t just software; it’s a constantly improving solution that adapts to the needs of its users. If you’re looking for a tool that supports growth, efficiency, and seamless collaboration, this is it! Highly recommended for any team looking to level up their productivity. **What do you dislike about Karbon?** Their customer support is responsive and helpful, which is great when we need assistance. One feature that could further enhance support would be an option for video calls with screen sharing when troubleshooting more complex issues. While their existing support is excellent, having this as an option could make problem-solving even smoother. **Recommendations to others considering Karbon:** Don't hesitate to ask for help from the support team. Continue learning about Karbon. Take some free Training and Expert Certification Training. **What problems is Karbon solving and how is that benefiting you?** Problems of Communication, collaboration and monitoring of task and work assigned are solved using Karbon. The benefits I have realized is that it makes the daily and ad hoc work become more effective and effecient. Features are totally great. ### 45. Efficient Data Management Made Easy **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** December 16, 2025 **What do you like best about Karbon?** Client Data Management and automation of tasks using AI. **What do you dislike about Karbon?** Constantly UI changes which creates problem for old school users to adapt. **What problems is Karbon solving and how is that benefiting you?** It helps reduce manpower involvement using AI which is mostly accurate and helps reducing the workforce as required. ### 46. Effortless Team Communication and Seamless Workflows **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** December 15, 2025 **What do you like best about Karbon?** Its so easy to use! And every workflow really helps to communicate with the team members and clients **What do you dislike about Karbon?** None so far. All is great and working so well! **What problems is Karbon solving and how is that benefiting you?** Communication with client and workflow in our internal processing ### 47. We have been a Karbon user for over 9 years **Rating:** 5.0/5.0 stars **Reviewed by:** Bernie A. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** August 14, 2023 **What do you like best about Karbon?** The addition of API's and integrations with software programs that we use has been invaluable. The newest exeamples are Stanford Tax and TaxNow. Its portal "Karbon For Clients" is the best portal that I have ever seen in the marketplace to communicate with our customers. **What do you dislike about Karbon?** Still waiting for Box and Zoom Phone Integration. Chats with customers need the ability to be captured on the customer's time line. Billing has been slow to develop to have the features we need so that module can be used by our firm. **What problems is Karbon solving and how is that benefiting you?** Manages our work Flow very well ### 48. One stop shop for communicating with co-workers and clients and seeing our workflow! **Rating:** 5.0/5.0 stars **Reviewed by:** Marty A. | Accounting Technician, Small-Business (50 or fewer emp.) **Reviewed Date:** April 27, 2022 **What do you like best about Karbon?** My favourite feature of Karbon's is its workflow system and the email integration. In particular, I like that I can see my status on a job at a glance and that I can make notes and tag coworkers on specific jobs/tasks. For email, I like that I can action and organize instantly. The search function is also really great! **What do you dislike about Karbon?** We like that email is integrated into Karbon but dislike that there is no grammar support. It would be nice if an auto-correct system was implemented within the textboxes. **Recommendations to others considering Karbon:** If you are losing track of your emails and workflow, then Karbon could be your fix! **What problems is Karbon solving and how is that benefiting you?** Karbon allows my firm to prepare for the upcoming week/month/year extremely well. File-sharing can be difficult at times, Karbon acts as the perfect bucket for shared files. The major benefit is being able to go to one spot for everything! ### 49. Essential Tool for Client Management and Communication **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** November 20, 2024 **What do you like best about Karbon?** I love the seamless integration between Karbon and Microsoft Outlook, which ensures all client communication is effectively tracked. This feature greatly benefits our firm by enhancing communication, both internally and externally, leading to a better client engagement process. I also appreciate the ongoing updates and priority on customer service, which give me confidence in the product’s future improvements. **What do you dislike about Karbon?** I find that the integration with Outlook isn't as easy or effective when it comes to writing emails in Karbon compared to Outlook. It would be helpful if more formatting features were readily available when using Karbon. **What problems is Karbon solving and how is that benefiting you?** Karbon improves communication internally and externally, tracks client engagement efficiently, and integrates with Microsoft Outlook, enhancing our workflow and client interaction effectively. ### 50. Mission Critical App to Run our Accounting Firm **Rating:** 5.0/5.0 stars **Reviewed by:** Lee B. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** February 27, 2024 **What do you like best about Karbon?** Love the continual innovation including the recently launched approvals, esignatures, and AI features. The team has leveraged AI for those difficult client emails. **What do you dislike about Karbon?** We rely on Karbon to manage our practice, and it does an awesome job. I do have to purchase a CRM for my tech stack as Karbon has not seemed to develop a ton in that area. I don't need a lot, but being able to communicate effectively and efficiently with clients is critical and Karbon does not facilitate this. The mobile app has been neglected. The simple act of being able to access my contact list is still not a possibility on my phone in the app. **What problems is Karbon solving and how is that benefiting you?** Team collaboration, client communication, workflow management. **Official Response from Tiffany Thain:** > Thank you for taking the time to share such a comprehensive review, Lee! It's so great to hear how Karbon serves as an essential tool for your accounting firm, enhancing communication, project management, and task handling. Your insights on the seamless integration with Microsoft365 and other tools like VXT and Ignition highlight the practical impact of Karbon on your day-to-day operations. We're delighted that workflow automators and AI-driven email assistance are making a significant difference. Your value your feedback and helping to guide our continuous improvement. Thanks again for your support! ## 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=4§ion=pricing&secure%5Bexpires_at%5D=2026-05-26+22%3A38%3A52+-0500&secure%5Bsession_id%5D=ad9e55f5-9259-421c-a19e-0f6bdfc21846&secure%5Btoken%5D=e985e255fbc80782dbb05ffadc593fdecf6d1111d231bd9692e82d687fb0cf58&format=llm_user) ## Karbon Integrations - [Aider](https://www.g2.com/products/aider/reviews) - [Anchor](https://www.g2.com/products/anchor-anchor/reviews) - [BambooHR](https://www.g2.com/products/bamboohr/reviews) - [Booking.com for Business](https://www.g2.com/products/booking-com-for-business/reviews) - [Calendly](https://www.g2.com/products/calendly/reviews) - [CCH Axcess™ Tax](https://www.g2.com/products/cch-axcess-tax/reviews) - [ClientWindow](https://www.g2.com/products/clientwindow/reviews) - [Dropbox](https://www.g2.com/products/dropbox/reviews) - [Filed](https://www.g2.com/products/filed/reviews) - [Float.com](https://www.g2.com/products/float-com/reviews) - [Google Workspace](https://www.g2.com/products/google-workspace/reviews) - [HubSpot Marketing Hub](https://www.g2.com/products/hubspot-marketing-hub/reviews) - [Ignition](https://www.g2.com/products/ignition/reviews) - [Intuit Mailchimp All-in-One Marketing Platform](https://www.g2.com/products/intuit-mailchimp-all-in-one-marketing-platform/reviews) - [Intuit Mailchimp Email Marketing](https://www.g2.com/products/intuit-mailchimp-email-marketing/reviews) - [Intuit ProConnect Tax](https://www.g2.com/products/intuit-proconnect-tax/reviews) - [LedgerSync](https://www.g2.com/products/ledgersync/reviews) - [Liscio](https://www.g2.com/products/liscio/reviews) - [Microsoft 365](https://www.g2.com/products/microsoft365/reviews) - [Microsoft Entra](https://www.g2.com/products/microsoft-entra/reviews) - [Microsoft Exchange](https://www.g2.com/products/microsoft-microsoft-exchange/reviews) - [Microsoft OneDrive for Business](https://www.g2.com/products/microsoft-onedrive-for-business/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [Microsoft SharePoint](https://www.g2.com/products/microsoft-sharepoint/reviews) - [Microsoft Teams](https://www.g2.com/products/microsoft-teams/reviews) - [Moorepay](https://www.g2.com/products/moorepay/reviews) - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews) - [QuickBooks Online Accountant](https://www.g2.com/products/quickbooks-online-accountant/reviews) - [QuickBooks Online Advanced](https://www.g2.com/products/quickbooks-online-advanced/reviews) - [QuickBooks Time](https://www.g2.com/products/quickbooks-time/reviews) - [Silverfin](https://www.g2.com/products/silverfin/reviews) - [Slack](https://www.g2.com/products/slack/reviews) - [SmartVault](https://www.g2.com/products/smartvault/reviews) - [Snowflake](https://www.g2.com/products/snowflake/reviews) - [Spotlight Reporting](https://www.g2.com/products/spotlight-reporting/reviews) - [StanfordTax](https://www.g2.com/products/stanfordtax/reviews) - [SuiteFiles](https://www.g2.com/products/suitefiles-suitefiles/reviews) - [SurveySparrow](https://www.g2.com/products/surveysparrow/reviews) - [Tallyfor](https://www.g2.com/products/tallyfor/reviews) - [Tax Bandits](https://www.g2.com/products/tax-bandits/reviews) - [Taxfyle](https://www.g2.com/products/taxfyle/reviews) - [Truss](https://www.g2.com/products/truss-2024-09-27/reviews) - [Typeform](https://www.g2.com/products/typeform/reviews) - [Vinyl](https://www.g2.com/products/vinyl-vinyl/reviews) - [VXT](https://www.g2.com/products/vxt/reviews) - [Xero](https://www.g2.com/products/xero/reviews) - [Xero Practice Manager](https://www.g2.com/products/xero-practice-manager/reviews) - [Zapier](https://www.g2.com/products/zapier/reviews) ## Karbon Features **Setup** - Activities - Flows - Dependencies - Notifications **Platform Additional Functionality** - Cloud - Messaging - Payment - Portal **Payment Processing** - Encryption - Credit Card Processing - Mobile Payments - Digital Wallet Integration **Communication** - Client Portals - Automation - Consolidation **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Management** - Updates - Audit Trail - Integration **Platform Content** - Automation **Administration** - Reporting & Analytics - E-commerce Integration - Processing Fees - POS Integration - Omnichannel - Levels 1 & 2 - Level 3 **Collaboration** - Collaboration - Tasks **Platform Data** - Dashboard **Payment Options** - Multi-Currency - Online payment portal **Billing** - Time - Reporting - Invoices **Generative AI** - AI Text Generation **Security** - POS Verification **Onboarding** - Templates - Checklists - New Client **Agentic AI - Tax Practice Management** - Autonomous Task Execution - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - Workflow Management** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Platform** - Accounting integration - E-commerce Integration **Visibility** - Job Status - Metrics - File Organization - Audit Trail - Notifications - Integrations **Agentic AI - Accounting Practice Management** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration ## Top Karbon Alternatives - [TaxDome](https://www.g2.com/products/taxdome/reviews) - 4.7/5.0 (699 reviews) - [Canopy](https://www.g2.com/products/canopy-2026-05-12/reviews) - 4.6/5.0 (676 reviews) - [Financial Cents](https://www.g2.com/products/financial-cents/reviews) - 4.7/5.0 (238 reviews)