--- title: Karbon Reviews meta_title: 'Karbon Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 896 reviews by the users' company size, role or industry to find out how Karbon works for a business like yours. aggregate_rating: rating_value: 4.8 review_count: 896 scale: '5' date_modified: '2026-07-24' parent_category: name: Accounting & Finance url: https://www.g2.com/categories/accounting-finance --- # 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:** 896 ## 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 love the **ease of use** of Karbon, appreciating its functionality for managing workflow and correspondence. (116 reviews) - Users appreciate the **efficient task management** of Karbon, enhancing organization and productivity across their workflows. (78 reviews) - Users value the **efficiency** of Karbon, noting improved organization and streamlined task management that enhances productivity. (73 reviews) - Users commend Karbon for its **excellent communication and collaboration tools** , enhancing team workflows and client management. (63 reviews) - Users appreciate the **enhanced team collaboration** and streamlined task management in Karbon, boosting overall productivity. (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 noted the **missing features** like a simple task list and mass client invite, affecting usability. (33 reviews) - Users find the **email integration confusing** , complicating email handling and causing issues with triage and organization. (27 reviews) - Users find the **steep learning curve** of Karbon challenging, particularly with customization and advanced features. (26 reviews) - Users struggle with **poor usability** in Karbon due to constant UI changes and a steep learning curve. (25 reviews) - Users find **email integration confusing** , complicating triage and making it hard to manage sensitive messages effectively. (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. Transformative Practice Management for Accounting Firms **Rating:** 5.0/5.0 stars **Reviewed by:** Tim P. | Shareholder **Reviewed Date:** December 16, 2025 **What do you like best about Karbon?** I find Karbon streamlines communication effectively for our accounting firm and provides objective data points for both internal team member review and external client relationships. It creates efficiencies in billing, reporting, and practice management, which are crucial for our operations. I like how Karbon is attentive to the needs of their users, unlike many larger software providers in the accounting industry, who tend to be disconnected from user needs. The initial setup was a surprisingly efficient process. **What do you dislike about Karbon?** As billing and collection functions continue to improve Karbon will continue to separate itself from the pack. **What problems is Karbon solving and how is that benefiting you?** Karbon streamlines communication, provides objective data for reviews, and creates efficiencies in billing, reporting, and practice management. ### 2. Effortless Organization with Continual AI Enhancements **Rating:** 5.0/5.0 stars **Reviewed by:** Teresa P. | Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** September 04, 2024 **What do you like best about Karbon?** I really like that Karbon is constantly adding new features and improving. The use of AI is great because it makes writing emails faster and more professional. **What do you dislike about Karbon?** The safe portal still has some glitches and could use better formatting. **What problems is Karbon solving and how is that benefiting you?** Karbon helps us stay organized and its AI features make writing emails faster and more professional. ### 3. Implementation process was easy, hands-on, and our customer service manager Lia was very attentive. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** September 26, 2025 **What do you like best about Karbon?** Karbon was very customizable to our firm's specific processes and customer support is super reachable and helpful. I find it easy to track emails, workload, and project statuses. You can also run as specific of reports as you'd like, and being able to create bulk work uploads is a huge timesaver! **What do you dislike about Karbon?** As much as I like triage, it would sometimes be helpful to have it work more like a regular email in that when I am typing an email, I wish I could pick a specific number size/font of text, the bullet points can be a bit tricky, I can't tab, and the printing feature is good but not great and adds extra blank pages to the pdf. **What problems is Karbon solving and how is that benefiting you?** Karbon is helpful in keeping track of work that comes in the door but can't necessarily be handled right away. When we get a client email regarding a notice, audit, etc., we create a project right away and assign out to handle. We can have the work populate reminders to complete which sets your mind at ease knowing it won't slip through the cracks! It's also great at being the source of truth. We can put all of our client's information in one easy-to-find place, the Details section. Here, we can note if clients are married filing separate, have K1s or Schedule Cs on their returns, if a business has monthly bookkeeping or quarterly, and other things that are helpful to know at a glance. ### 4. Best Task Tracker **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** February 20, 2025 **What do you like best about Karbon?** It is the best tracking tool that I used. I already have 5 years of work experience; this is the best so far. It allowed me to list all my recurring tasks and with so many clients that I'm handling this is very convenient. It is very easy to use as well you just have to check on the tasks that are done and you are good to go. **What do you dislike about Karbon?** So far I have not encounter any issues yet with karbon, really happy with it. **What problems is Karbon solving and how is that benefiting you?** I have multiple clients and Karbon allowed me to track each client task with no hassle. ### 5. Great Timesheets and Client Pages That Keep Work Organized **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** June 29, 2026 **What do you like best about Karbon?** I like the timesheet function, as well as the client pages **What do you dislike about Karbon?** I don't like how it is quite difficult to find individual emails at times, everything is tucked into a thread **What problems is Karbon solving and how is that benefiting you?** It is good for day-to-day emails, putting internal mentions under emails and keeping all team members in the loop ### 6. Improves the communications within the company. **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** June 23, 2026 **What do you like best about Karbon?** the ability to help me stay organized, by integrating with Outlook, calendar etc **What do you dislike about Karbon?** no junk folder, emails with multiple replies get messy and disorganized, they don't work well on the screen. **What problems is Karbon solving and how is that benefiting you?** sharing info with the team. I like the fact that the whole organization has visibility over the content of the e-mails. ### 7. Great Software **Rating:** 4.5/5.0 stars **Reviewed by:** Angelina B. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** January 26, 2023 **What do you like best about Karbon?** We make use of the automated checklists and workflow functionality, it is great. This is a key part of our business setup and the time we save on automated follows ups is fantastic. The willingness to help and assist by my Karbon client manager is amazing. **What do you dislike about Karbon?** Ah not dislikes as such, just requests on small tweaks :-) **What problems is Karbon solving and how is that benefiting you?** Time saving, automated followups. Making sure I don't forget jobs. ### 8. Effortlessly Manages Emails & Tasks **Rating:** 5.0/5.0 stars **Reviewed by:** Swati T. **Reviewed Date:** December 16, 2025 **What do you like best about Karbon?** I use Karbon for managing email and work tasks. I like the ease of accessing work tasks and submitting them to seniors. The triage and clear sections are helpful, and I like the task section where I can update remaining and updated points. It was very easy to set up, and I'd rate it 10/10 when recommending to others. **What do you dislike about Karbon?** If I am not adding in timeline so it is difficult to find that email. **What problems is Karbon solving and how is that benefiting you?** Karbon makes it easy to access work tasks and submit them to seniors. I like the triage and clear sections, and the task section where I can update remaining and updated points. ### 9. #1 Rated Task Management Software for a Reason **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** September 18, 2025 **What do you like best about Karbon?** Karbon is very user friendly, the implementation was incredibly simple. I found the learning pathways to be easy to follow. Our implementation lead was so knowledgeable and honest when answering questions. I have used customer support 2+ times, and they are readily available and provided me with detailed solutions to my problems & questions. We are using Karbon consistently throughout our day, and it has already improved our end of month close speed. Our internal team communication has never been more streamlined. As with any integration, there has been a learning curve, but when you have the right team, that learning curve is a healthy challenge that will lead to more succes. **What do you dislike about Karbon?** I could see some firms struggling with the learning curve and breaking "old habits." **What problems is Karbon solving and how is that benefiting you?** Karbon is helping us solve the "what am I working on now? and "what can I work on now?" The automation of moving working into each person's my week has been critical to our success in completing EOM close in a timely fashion. It has been such an amazing addition to our firm, propelling us into the future and allowing us to scale effectively by ### 10. Centralized Management but Improvable Research **Rating:** 4.0/5.0 stars **Reviewed by:** Pierre-Olivier P. **Reviewed Date:** December 16, 2025 **What do you like best about Karbon?** I use Karbon for my business and I particularly appreciate that everything is centralized. The management of mandates, internal comments, exchanges with clients, and billing are all gathered in one place. Moreover, Karbon allows us to write down the steps in a workflow, which prevents us from forgetting tasks to be completed for a particular mandate. This helps our employees free their minds from things to do. **What do you dislike about Karbon?** Include reminders for Notes. Searching through emails is very tedious, if not impossible. **What problems is Karbon solving and how is that benefiting you?** I use Karbon to avoid forgetting tasks and to free our team from to-dos by centralizing them. ### 11. Intuitive and Collaborative—A Game-Changer for Team Email Management **Rating:** 5.0/5.0 stars **Reviewed by:** Andrew C. | Accounting Intern, Small-Business (50 or fewer emp.) **Reviewed Date:** December 15, 2025 **What do you like best about Karbon?** Karbon is extremely intuitive, making it easy to use. What I appreciate most is that emails are shared among everyone, which is definitely its best feature. **What do you dislike about Karbon?** The limited granularity for certain workflows means our firm is required to use additional software, rather than being able to manage everything within a single platform. **What problems is Karbon solving and how is that benefiting you?** The platform enables smooth communication between clients and company employees. Improved communication consistently benefits a business. ### 12. Seamless Project Management and Communication **Rating:** 5.0/5.0 stars **Reviewed by:** Trevor B. | President **Reviewed Date:** December 17, 2025 **What do you like best about Karbon?** I use Karbon for keeping track of my emails, bookkeeping projects, and tax return projects. I find it solves organization and workflow problems for me. I like the ease of use and that the initial setup was very easy. I love the scheduled emails because they allow me to postdate them so clients don't think I'm available late at night. The AI feature is great because it helps with the tone in my emails. **What do you dislike about Karbon?** None **What problems is Karbon solving and how is that benefiting you?** I use Karbon for tracking emails, bookkeeping, and tax projects. It solves organization and workflow issues. Scheduled emails and AI help with timing and email tone, improving client perceptions. ### 13. Seamless Task Assignment That Boosts Team Efficiency **Rating:** 5.0/5.0 stars **Reviewed by:** Lynn K. | Accounting Technician, Small-Business (50 or fewer emp.) **Reviewed Date:** January 29, 2026 **What do you like best about Karbon?** The work efficiency allows me to seamlessly assign work or pieces of work to other colleagues without having to sit in front of them and tell them what to do. **What do you dislike about Karbon?** I don't have anything negative to add this point, there was a time when you weren't able to update the due date on repeating work and had to delete the work then readd it, but that has since been resolved. **What problems is Karbon solving and how is that benefiting you?** There are no problems that I need help solving at this time. ### 14. Karbon is an office game changer! **Rating:** 5.0/5.0 stars **Reviewed by:** Albert T. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** September 11, 2025 **What do you like best about Karbon?** Karbon provides so many facets to help organize workflows, track time, assess project momentum, and involve clients more using the client-facing product. It is used daily here by all of our team members. After some trainings (those were very easy to consume and learn from) we moved from using multiple sites/apps to a single source for nearly all our client accounting services and support. We thought the learning curve for this would be longer but it was painless. The Karbon Support Team was amazing though the whole process too. We would recommend Karbon to anyone looking to take a giant step forward in streamlining processes and gaining traction on tracking in a way they helps your office leverage all its assets to grow. **What do you dislike about Karbon?** Some of the interfaces are not a 100% intuitive. The associations between contact/orgs and work is was not fully understood initially. We would have spent more time on the first set of contacts import has we understood it better. **What problems is Karbon solving and how is that benefiting you?** Tracking tasks, hours, and project momentum are things we have metrics for now that we did not in the past. It is better helping us define profitability by client, trends in workflows, and possible margins where teams can take on more clients. ### 15. Support Support Support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** September 11, 2025 **What do you like best about Karbon?** I love that it captures emails, both received and sent to the clients profile. And I like how easy it is to send an invoice. Customer support has been great. Our CSM and online help work really hard to understand our issues and correct them, even if that means jumping on a call to screenshare. **What do you dislike about Karbon?** The view is very different from other project & CRM's but it just gets some getting used to I suppose. We are a very small company, 6 people, with out an inhouse IT or Operations person, so it would have very helpful to have ongoing weekly support for a while after implementation. Our time is limited and it takes a lot of effort and time to figure out who this platform can work best for our use case. **What problems is Karbon solving and how is that benefiting you?** For us it is great to have a point of reference to keep client contact information, history, work, and documents in one place. ### 16. Efficient Practice Management with Great Features **Rating:** 4.5/5.0 stars **Reviewed by:** Emiliano B. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 09, 2025 **What do you like best about Karbon?** I appreciate how efficient Karbon makes our processes, aiding in workflow, capacity, and work planning. The onboarding was swift, with support from a client success manager and easy-to-use Carbon Academy. The automation features and templates for processes are invaluable, streamlining our operations significantly. I also find the integration with tools like QuickBooks Online, Slack, and Google Drive very useful. Furthermore, the ability to set up new users easily and manage tasks using the timeline and pinned notes enhances our daily operations. **What do you dislike about Karbon?** I find the client portal in Karbon difficult to locate. It feels like a hidden capability within the software, rather than being easily accessible. I believe it should be straightforward to find with a dedicated menu or dashboard for accessing the client portals. **What problems is Karbon solving and how is that benefiting you?** I find Karbon enhances our efficiency in processes, aids in workflow, capacity planning, managing client requests, and communication. It's crucial for keeping records and exchanging emails, thereby streamlining our practice management. ### 17. Streamlines Workflow, Perfect for Team Communication **Rating:** 5.0/5.0 stars **Reviewed by:** Melisa G. **Reviewed Date:** December 17, 2025 **What do you like best about Karbon?** I use Karbon for several key functions like workflow, email triage, and e-signatures. I really appreciate how it opens communication among our team and streamlines our workflow into one place. It integrates well with applications like Office 365, Ignition, and Humi, which is really convenient. I like its user-friendly nature and how it takes communication out of our emails, making things more efficient. It allows us to scale with peace of mind, which is important for my team. **What do you dislike about Karbon?** Their billing module is a bit primitive. **What problems is Karbon solving and how is that benefiting you?** Karbon opens communication among our team, streamlines workflows in one place, and integrates well with applications. ### 18. Excellent Work Management Features **Rating:** 4.5/5.0 stars **Reviewed by:** Stephanie W. | Office Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** December 18, 2025 **What do you like best about Karbon?** Work management, ease of use, I am able to reassign work duties and manage what the other employees are working on. **What do you dislike about Karbon?** Karbon for clients, I would like their to be a mass invite for all of my clients. Would also like to see a report to see what clients have set up karbon for clients. **What problems is Karbon solving and how is that benefiting you?** Keeping up with client assignments, managing my employees ### 19. Great Timeline Organization and Team Visibility, But Search Needs Work **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 14, 2026 **What do you like best about Karbon?** organizing timelines and team visibility **What do you dislike about Karbon?** searching for things is super hard to do **What problems is Karbon solving and how is that benefiting you?** email visibility across the team. it helps us to more easily communicate about client requests ### 20. Effortless Billing and Work Tracking **Rating:** 5.0/5.0 stars **Reviewed by:** Kyle B. | Office manager/director of marketing, Small-Business (50 or fewer emp.) **Reviewed Date:** December 15, 2025 **What do you like best about Karbon?** The billings and tracking of work item/where they are in the process. **What do you dislike about Karbon?** Having to create a work item to track our time and having each work item that we use for invoices to show up on the invoices. **What problems is Karbon solving and how is that benefiting you?** Instead of having our boss come around to our offices and see where were are at with it and has helped a little bit with it ### 21. Outstanding Customer Support Sets It Apart **Rating:** 5.0/5.0 stars **Reviewed by:** Ryan S. | Operations Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** December 22, 2025 **What do you like best about Karbon?** The customer support is incredible at making sure you are taken care of. **What do you dislike about Karbon?** Just like every product on the market. Just wishing that the suggestions and Ideas you have for the product could be implemented right away. **What problems is Karbon solving and how is that benefiting you?** Karbon has addressed the visibility challenges that arise when managing numerous clients and workflows. I find their Kanban dashboard to be excellent. ### 22. Karbon captures workflow and some of my time that otherwise would have been missed. **Rating:** 5.0/5.0 stars **Reviewed by:** Jonathan C. | Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** May 14, 2024 **What do you like best about Karbon?** Karbon is very intuitive to learn how to use and their customer support has been great in stepping in to assist whenever necessary. **What do you dislike about Karbon?** Created a lot of extra administrative work in the first year of adoption. **What problems is Karbon solving and how is that benefiting you?** workflow and deadline management - captures more billable time which translates into a better bottom line. Almost no work items get "lost in the shuffle" ### 23. "Death by 1,000 apps" - No more! The chaos of email, @mentions, and tasks now organized. **Rating:** 5.0/5.0 stars **Reviewed by:** Alicia G. | Director of Systems, Accounting, Mid-Market (51-1000 emp.) **Reviewed Date:** June 17, 2025 **What do you like best about Karbon?** Triage and the filtering by internal comments, contacts, and not contacts. And I have all of that in ONE location now, not going to 5 different apps to see who has @mentioned me or has a task for me. ALSO, being able to attach my emails to Work Items and Contacts is a GAME CHANGER. Having all of the context for something at my finger tips is great. I also love the reporting and insights I can get on my team and their capacity, and I love being able to eliminate internal emails! Oh and Timetracking against the works and clients makes seeing the team's capacity so much easier. And the fact that I have a secure client portal for clients to help eliminate THOSE emails - and I can assign them tasks! AI Summaries on timelines are gold for our team members who are working across divisions, as well as managers when they are speaking with a client (or even to the internal team). It's impossible to pick just 1 think I like! **What do you dislike about Karbon?** There is SO MUCH customization in Karbon, and every decision you make will effect something else (reporting wise). Sometimes it's really hard to understand the implications of any decision you're making to your setup/structure, and while they do have a wonderful Help Wiki and support team, it's just alot to learn. I also really long for the "softer side" in Karbon (it's pretty clinical - I'd like options to soften it with different colors, include Gifs in comments, etc.). I also wish the recurring work scheduling wasn't so difficult - it's not very intuitive and I understand why it's structure that way, but it's like I have to learn a new language and most of my team do not have the time to learn how to do that, so it's a very large administrative burden for Work creation/setup. **What problems is Karbon solving and how is that benefiting you?** We used to have email, contacts, time tracking, task management and tax practice manage all in separate softwares. You're checking everywhere constantly to see if you've missed a comment or task, but now I don't have to do that anymore! ### 24. Easy Task Assignment and Clear Team Tracking **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2026 **What do you like best about Karbon?** Easy to assign tasks to team members and also to keep track of your tasks **What do you dislike about Karbon?** the email system is a bit difficult to understand **What problems is Karbon solving and how is that benefiting you?** Keeping track of tasks per project ### 25. Effortless Email Management and Outstanding Responsiveness **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?** Triage makes it convenient to attach emails to future work items, ensuring they are accessible whenever I need them. **What do you dislike about Karbon?** I haven't encountered any significant downsides. The problems I experience tend to be connected to newly released features. Karbon has consistently been very responsive to feedback and quick to address and resolve issues within the software. **What problems is Karbon solving and how is that benefiting you?** Karbon enabled us to eliminate the need for passing around stacks of tax document folders in the office. Additionally, we've found it effective for reassigning certain tasks to other team members, allowing those tasks to be completed by others. ### 26. Effortless to Use and Easy to Learn **Rating:** 5.0/5.0 stars **Reviewed by:** Michelle D. | Business Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** December 16, 2025 **What do you like best about Karbon?** the ease of the site, still learning all about it, though **What do you dislike about Karbon?** when I click I've processed bookkeeping, it auto changes to the next person who has a task, but does not change the status to Ready for Review, I have to manually change the status. **What problems is Karbon solving and how is that benefiting you?** one place for emails and notes - I like this feature ### 27. Keeps Me on Track and Helps to Meet Deadlines **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** June 22, 2026 **What do you like best about Karbon?** Helps keep me on track step by step and ensures I meet my deadlines. **What do you dislike about Karbon?** I do not think anything major needs to change, maybe just the look and style. **What problems is Karbon solving and how is that benefiting you?** Karbon is helping me meet my goals as scheduled. ### 28. 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. ### 29. 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. ### 30. Email Tagging to Jobs Makes Collaboration Easy **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** June 16, 2026 **What do you like best about Karbon?** The tagging of emails to jobs & also commenting to internal or external users. **What do you dislike about Karbon?** The collapsing and opening of email trails, sometimes the screens jump around. **What problems is Karbon solving and how is that benefiting you?** Able to triage emails and have visibility over other team members emails. ### 31. 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. ### 32. 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. ### 33. 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 ### 34. 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. ### 35. 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. ### 36. 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. ### 37. 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 ### 38. 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. ### 39. 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. ### 40. 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. ### 41. 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. ### 42. 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. ### 43. 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. ### 44. 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 ### 45. 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. ### 46. 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. ### 47. 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. ### 48. 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 ### 49. 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 ### 50. 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. ## 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 - 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