Karbon Reviews & Product Details

I like the cloud-based format of Karbon. It allows me to see correspondence across the business, providing full transparency. The work templates help me standardize work and tasks across my entire business. It's important for my fully virtual environment as it keeps my on-shore and off-shore team fully plugged in. The initial setup of Karbon was very good, and the transition was easy. Review collected by and hosted on G2.com.

I think AI prompts would be helpful to ensure that my team stays engaged and active in the key features of Karbon. For example, when my team is composing a reply, an AI prompt could engage with the user to suggest using Karbon AI to help compose an email reply. Another example might be in an AI prompt to help the user better use and engage in My Week. Review collected by and hosted on G2.com.

What I like the most about Karbon is the standardized checklists that you can create and generate for all clients. They call it a work item inside Karbon. This work item is most helpful for us as it supports a team-based approach, allowing everyone to operate and execute for serving clients on the same page. We document the good measure way for tasks like handling payroll or tax returns, reducing the likelihood of idiosyncrasies causing problems. The standardization within Karbon really helps our team operate more efficiently. Review collected by and hosted on G2.com.

The 'My Week' feature in Karbon has been a little bit harder to adopt. It's harder to actually plan out a calendar based on different items that are inside 'My Week', making it an area that's been harder for us to get value from. 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. UPDATE: After over a year of using Karbon this is still an issue for me. Email threads show the newest reply at the bottom and you must 'expand' it to read the entire responses. Review collected by and hosted on G2.com.

I love Karbon for its collaborative nature, allowing our whole team to be equally informed on everything, even when the main client owner is not available. It provides incredibly transparent access to client communications so that nothing gets lost between members, while also giving us a dedicated place to store everything for a client and track all of their works and emails. The AI and automatic features make reminders and summaries very convenient. It's a powerful platform with data reporting systems, workflow customization, task tracking, automations, and email functions. The progress and updates made since we began using the program in 2020 have been transformational for our business and client service. Additionally, the collaboration features bridge a significant communication gap across the teams handling various aspects of our clients' financial lives. These features are a huge plus for our firm. It's also great to have the Karbon support and Karbon Community to give feedback about the program and provide insight on things that can be improved. Review collected by and hosted on G2.com.

The Engagements and Billing features aren't quite as fleshed out as they need to be for our team to adopt them into our process. For Engagements, I'd like further customization and variables, better linking to clients/workflows, and notifications for approved/denied engagements. Regarding Billing, the ability to create one-off invoices that don't need to be repeated or attached to recurring works would be more convenient. It was fairly straightforward to transfer data from Jetpack to Karbon, but the details were nowhere near as complete as they needed to be, so a lot of customization and manual entry was required. Review collected by and hosted on G2.com.

I love that Karbon has a lot of great features and they're always improving. They're constantly keeping up with technology and AI and are always implementing new things. The API is fantastic because it allows us to integrate with different systems, making it easier to work with multiple tools. It was easy to set up thanks to the dedicated team member from Karbon who helped us import all of our data and ensured everything was running smoothly, even months after we started using it. I also appreciate the organization it brings to my CPA firm, making it easier to keep conversations going amongst the team and ensuring everyone knows what's going on with our clients. Plus, the timeline feature has been one of the biggest time savers for us. I definitely find the price point easier to handle compared to what we used before, which makes it a good fit for a small firm like ours. Review collected by and hosted on G2.com.

I work with a lot of Spanish-speaking clients, and Karbon does not have features that allow us to do tasks in Spanish, or even the client portal. That has been clunky. I know they're working on improving that. Review collected by and hosted on G2.com.

As a sole tax practitioner, I don't need to coordinate schedules with others, but I do need an effective way to monitor the progress of my work projects. Before I started using Karbon, I relied on a paper matrix to keep track of my project workflow—which was both time-consuming and often confusing. With Karbon, I can create workflow templates for different types of projects, such as individual tax returns, business tax returns, and quarterly tax reports. These templates include all the necessary steps for each project, and I can easily update the status of each step as I go. The "To Do" feature in Karbon is especially helpful for managing short-term tasks, like calling a tax agency on behalf of a client or getting a client to sign a POA (tax Power of Attorney). I use Karbon daily as Karbon simplifies my workflow. I also appreciate that Karbon integrates with Google Gmail, making it easy to link emails directly to a client or a specific work project, or even both. Review collected by and hosted on G2.com.

Karbon has added many functions in the past 2-3 years. So many in fact that I have not been able to explore all of them. However, I can say that so far there is nothing I dislike about Karbon. In fact, I look forward to renewing my subscription each year. Review collected by and hosted on G2.com.

It includes all the information required for an accounting practice Review collected by and hosted on G2.com.

The search button is located at the top right corner. This placement may be somewhat inconvenient, as it requires users to navigate to the right side of the screen when most tasks are typically performed on the left. A position on the top left, next to the Karbon logo, would be preferable.

Additionally, I would suggest changing the location of the "details" tab. When entering a new contact, the next tab should ideally be the "details" tab, followed by the work, time/budget, and other sections. Currently, the "details" tab is positioned at the very end, which raises the question of how to enter work details before inputting the contact's information.

I do love love love the Karbon AI. I use it on a daily basis for my emails (a few times per day). Review collected by and hosted on G2.com.

I like Karbon for internal and external communication and workflow management. It makes it super easy to create detailed checklists of work at client-specific levels. My favorite thing is being able to have work templates as a starting point, which I can customize to make the workflows as specific as needed by client. It's great that it saves all prior notes and communications as well. The work templates help me save hours because I can use them as a starting point instead of building everything from scratch. Review collected by and hosted on G2.com.

I don't like that we used to be able to see the checklists being sent to clients on the timeline and by whom. Now I can't see when the checklists were first sent, how many reminders they've received, etc. Review collected by and hosted on G2.com.

Karbon helps organize my daily and weekly tasks in a way that is easy to keep me on schedule and lets me easily track down past conversations or involve coworkers on a conversation where I want their input. Tagging internal users saves so much time when I want to catch someone up on an issue. I use Karbon throughout the day for correspondence and time-keeping. Review collected by and hosted on G2.com.

I wish there was a general folder for items that do not need to be cleared time-sensitively. If I could pin an email to a client where I could easily find it forever, that would be useful. I also wish that I could search emails and filter it to "sent" ones only. I still have to rely on gmail for this. Review collected by and hosted on G2.com.

What I liked most about Karbon is how well it supports day-to-day operations. It allowas detailed work items making it easy to track your progress. The time keeping and integration with Microsoft Outlook is also a strong feature since you don't need to open other applications. Review collected by and hosted on G2.com.

Although karbon has many great features, it can be complex overwhelming especially to new users. Review collected by and hosted on G2.com.