Karbon Reviews & Product Details

The To Do list is my best friend. It helps to organize my life and saves so much time not having to hand write notes of what I need to do. Organizing/tagging emails by client helps me visually segregate tasks for each client. Having email threads clumped together also is such a time saver not having to go back to each email to search for attachments, and also helps you to respond to the most recent email on the thread (before I would work backwards in my outlook and respond to emails that already had responses but I hadn't gotten that far in my emails to see- this is no longer an issue with Karbon!) Review collected by and hosted on G2.com.

My outlook calendar is now integrated, but it doesn't pop up alerts/reminders so I still rely on that portion of my outlook calendar.

Searching for emails isn't always the easiest if you don't know the exact subject line, so I rely on my outlook Archive folder still to seach emails better Review collected by and hosted on G2.com.

The upside of using Karbon would be that I can eliminate the need to use multiple platforms to get tasks done. Although we have chat software that we can use as a team, I love that I can mention someone in my work and have everything in one place.

UPDATE: Karbon is now incorporating AI into their platform and it comes in handy! For those TLDR emails Karbon now includes a nice summarize button which usually hits everything dead on. For those of us that struggle with composing emails, you can compose a draft and there is now a feature to change the tone and modify the draft for you!

UPDATE 11/19/24: One thing I originally disliked about Karbon was for the client request, you could only send those to one individual. Karbon has since updated that and we can include multiple clients on the request! I am in love with this feature! Additionally, we now have a new way to view triage/emails. If you are a gmail user you can setup your account to display the same way or if you prefer Outlook style then you have that option. Also with my firm onboarding new employees and clients this has been a great tool for the entire team to collaborate in one place! Review collected by and hosted on G2.com.

One feature that I love is the client sections and being able to request information right from my work item. The downside to that is that if I am reaching out to one person but need to CC someone on the task as well, that option is not available.

UPDATE 11/19/24: Currently there isn't anything I dislike, all my original concerns has since been incorporated into the platform. Review collected by and hosted on G2.com.

The most helpful feature is the increased visability of all client information in one place. We extensively use the timeline to check on who has said what to the client in the last few months and with click of a button get an updated summary from AI.

However, there is far more to Karbon than this and no job is finalised in the office now without a workflow plan.

We also love being able to schedule emails, put the newsletters into low priority and save emails into later so that we can often during the working day easily attain zero inbox, which leads us to feel efficient and on top of growing workloads. Review collected by and hosted on G2.com.

Sometimes I lose an email - it's usually because i have not filtered it and allocated it to the right place the first time I correspond with someone. Its usually quickly remedied by the search feature. Review collected by and hosted on G2.com.

Our team’s productivity skyrocketed after switching to Karbon. The tool’s seamless workflow organisation, task delegation, and powerful communication features have transformed the way we manage client work.

1. Unmatched Workflow Management:

One of the standout features of Karbon is its ability to streamline complex workflows. It lets us assign tasks, track progress, and see our entire team's workload at a glance. This transparency has been invaluable in keeping everyone on the same page and moving efficiently towards our deadlines.

2. Integrated Communication & Collaboration:

Karbon’s integration of communication within tasks is a huge bonus. Emails, notes, and comments are all tied to specific tasks, making it easy to find critical conversations without digging through endless inbox threads. It saves us so much time and makes follow-ups with clients and team members much easier.

3. Task Prioritisation and Automation:

The customisable task views and automation features have really helped us stay on top of priorities. Automating repetitive tasks has freed up more time for client-focused work, and we can set recurring reminders for deadlines, ensuring nothing falls through the cracks.

4. Comprehensive Client and Workflow Insights:

Karbon’s dashboards and reporting give us insight into where projects stand, which team members might need additional support, and which clients might need extra attention. This data-driven approach to workflow management has made a big difference in our decision-making.

5. Stellar Customer Support and Training Resources:

Karbon’s support team is knowledgeable and responsive, and their onboarding resources are thorough, which made our transition smooth and efficient. They also offer regular updates and enhancements that reflect user feedback, which shows they’re truly invested in their customers’ success.

Overall, Karbon has elevated our team’s productivity, improved client relationships, and made day-to-day operations far more manageable. Highly recommended for any professional services firm looking to optimise collaboration, task management, and client workflows. Review collected by and hosted on G2.com.

I cant encrypt emails. This is a huge factor within our business as we wish to be safe when sending sensitive information to clients. It would also be good to have a secure step before sending emails such as - have you checked the client's email address - this ensures that the emails that we are sending are going to the right addressee. Review collected by and hosted on G2.com.

Managing workflow is a breeze. Our team are able to organise their day and their priorities swiftly and efficiently.

If we have issues or need support, we get quick responses and resolutions are reached swiftly.

Karbon integrates brilliantly with our SharePoint document platform.

One of the biggest benefits of using Karbon has been that the company listens to all feedback from the customer community and updates the platform to add features as requested.

These updates are broadcast to users regularly to keep us informed of upcoming changes.

Overall very impressed, have already recommended to another professional practice. Review collected by and hosted on G2.com.

It took longer to implement than we expected - but we were advised at the beginning that we needed to allow sufficient time. I am impatient, so I put this issue down to my attitude rather than Karbon.

I advise and highly recommend investing in the implementation service to get the platform built properly from the beginning. Review collected by and hosted on G2.com.

I find that Karbon helps our firm through transparency. All team members can easily look to a timeline for a client and get an overview of what is going on with that client. The work projects are easily navigated through and the external comment feature has helped greatly in cutting down the numerous emails from clients. We use it all day, every day! The integration process from the end-user standpoint was a chore, but the customer support from our implementation team is amazing! Review collected by and hosted on G2.com.

I would love to see a change in the design of how the Triage is displayed. The email threads can be a bit difficult to navigate. Frankly, that is my only issue with the design and ease of use at the moment. Review collected by and hosted on G2.com.

It litterally saved us a whole salary for scheduling and coordinating the files. We are able to assure our clients that their year-end will never be forgotten! We feel reassured that the documents are transmitted in a secure way. We have been able to get more clients after the implementation. Review collected by and hosted on G2.com.

I can't find anything. It's been going smoothly so far! Review collected by and hosted on G2.com.

Karbon has significantly streamlined my workflow management. I can now effectively plan my day while still having ample time for additional tasks. One feature I particularly appreciate is the ability to email my clients directly from their profiles. This functionality reduces the time I would usually spend switching between applications, making the entire process more efficient. Review collected by and hosted on G2.com.

The drawback of Karbon is the inability to customize the application's themes. I would prefer to personalize the interface to reflect my personality and make the experience more engaging and enjoyable. Review collected by and hosted on G2.com.

- Ability to manage the team

- Workflow management

- Internal communications and options to add comments instead of sending emails

- Timesheet and My week options are very useful.

- Simple and effective user interface. Review collected by and hosted on G2.com.

Few features are missing like:

- Formating the email is sometimes a bit difficult.

- Can't save the email templates for quickly writing an email.

- Integration with Grammarly software. Review collected by and hosted on G2.com.

I love the automation that comes with Karbon that helps to create efficiencies in job management and completion while still allowing for a user friendly interface and keeping jobs on task. The implmentation was relatively easy to undertake and had a lot of really useful templates that were already available and that were easy to use and universal to a large part of the standard accounting services that many firms provide. I had one minor issue that came up during my implementation that the customer support team had resolved in less than 24 hours which was stellar and completely hands off for me. The integration with my email and QBO is one of the best pieces of integration that my firm could benefit from and I could not be happier with it. I use Karbon daily and it has become an essential part of my workflow tracking, but also essential in job tasking and checklists which are inherently already built into the template jobs. I'm very pleased with this purchase. Review collected by and hosted on G2.com.

The only improvement I could ask for is more transparent time sheets. I'd love the timesheets to disclose the times that a staff member worked on a job (rather then just the time spent) to be more compliant with my institute guidelines, to better problemsolve billing and time issues, and to better support my firm if the time entries were to ever be challenged by a client or some other stakeholder. Review collected by and hosted on G2.com.