--- title: Karbon Reviews meta_title: 'Karbon Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 850 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: 850 scale: '5' date_modified: '2026-06-18' 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:** 850 ## 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 value the **ease of use** of Karbon, enhancing productivity in managing workflow and correspondence. (116 reviews) - Users find **task management and workflow features** invaluable for staying organized and efficiently meeting deadlines. (78 reviews) - Users find Karbon's **efficiency in task and workflow management** significantly enhances their productivity and organization. (73 reviews) - Users value the **superior communication and collaboration** features of Karbon, enhancing teamwork and client management significantly. (63 reviews) - Users appreciate the **seamless team collaboration** features of Karbon, enhancing client and 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 note the **missing features** in Karbon, such as a simple task list and advanced client management options. (33 reviews) - Users experience **email issues** , including difficulties with tagging, timing, and confusing integrations, affecting productivity. (27 reviews) - Users find the **learning curve steep** with Karbon, especially for advanced features and customization options. (26 reviews) - Users report **poor usability** in Karbon due to a steep learning curve and a cluttered interface. (25 reviews) - Users find the **email integration confusing** , complicating triage and contributing to overall workflow issues. (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. All Client Communication in One Place—A Streamlined Timeline **Rating:** 4.0/5.0 stars **Reviewed by:** carisa m. | Accounting Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** June 16, 2026 **What do you like best about Karbon?** I like that all of my communication around a client is in one platform. The team can chat with each other on work items, emails, and emails from clients along with notes all get attached to a client's timeline so you can view everything in one place. It has streamlined client communication for us! **What do you dislike about Karbon?** There are some tech features that are not quite setup correctly. They have AI inside but it doesn't quite work. Some of the settings are a little hard to understand especially when you start. The learning curve for the system is steeper than others. **What problems is Karbon solving and how is that benefiting you?** Karbon is solving our internal issue of one person having all of the knowledge. It is opening up our firm to more client transparency so when someone is out of the office for whatever reason the next person can step in and start working on the client because all of the background is there. It is also eliminating some of the other tools we used for time tracking, billing, email and putting everything in one tool. ### 2. Karbon Centralizes Email, Assignments, and Team Visibility in One Place **Rating:** 4.0/5.0 stars **Reviewed by:** Adam D. | Financial Accounting 1 & Coporate Governance 1 Tutor, Small-Business (50 or fewer emp.) **Reviewed Date:** June 15, 2026 **What do you like best about Karbon?** Pulls almost everything into one place from my emails, to tracking my assignments and work, to remembering to do my timesheet more often because I spend more and more time working through Karbon. It has also allowed to drive enhanced visibility across the team to ensure coordinated efforts happen at the right time from client onboarding through to engagement delivery. **What do you dislike about Karbon?** Disappointed that Triage does not update live the way Outlook does, this creates friction when trying to wholly manage my emails through Karbon and getting notified when something time sensitive has come in. Still getting used to the broader way of working in utilizing work items and assignments but at least I get to realise that feeling of clearing out my inbox almost every day now. Also wish there was a prebuilt connector to Claude, as our team use this a lot to manage tasks and deliver work so it would be amazing if Claude could read the status and allocation of work items and assignments to help manage my day better. **What problems is Karbon solving and how is that benefiting you?** Acting more as a one-stop shop that enables my entire team to see through the entire lifecycle of a client engagement from onboarding, engagement delivery and billing/reporting in one place. Its helping us to getter better control of how team member time is being spent between billable, non-billable, task areas and identify opportunities for developing people in the right direction. ### 3. Karbon Keeps Tasks and Emails Organized—Nothing Slips Through **Rating:** 4.5/5.0 stars **Reviewed by:** Patricia C. | Staff Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** June 17, 2026 **What do you like best about Karbon?** What I like most about Karbon is that it keeps all our tasks and emails organized in one place. It’s easy to see who is responsible for each task, and we can track everything to make sure nothing gets missed. It helps the team stay on top of work and gives me peace of mind knowing that no task is left behind. **What do you dislike about Karbon?** Currently, the features are amazing for me. However, the mobile version has some limitations, and there are fewer things we can do compared to the desktop version. **What problems is Karbon solving and how is that benefiting you?** Karbon helps us stay organized and keeps everything in one place. Before, it was easy for tasks to get buried in emails or for us to lose track of who was responsible for something. Now, we can clearly see what needs to be done, who is assigned to it, and its current status. ### 4. Great Workflow Management **Rating:** 5.0/5.0 stars **Reviewed by:** nicole g. | accounts administrator , Small-Business (50 or fewer emp.) **Reviewed Date:** May 15, 2024 **What do you like best about Karbon?** What I like best about Karbon is the improved workflow, it’s much more streamlined and efficient. Planning and managing the team’s workload has become significantly easier, which helps us stay organised and on track. Communication between team members has also improved a lot, making collaboration smoother. On top of that, everything related to a client is stored in one place, so it’s quick and easy to find the information we need. **What do you dislike about Karbon?** We have individual work related to company directors that sits on each person’s individual timeline, but it is ultimately billed to the organisation. It would be really helpful if we could bill organisation work and individual work together, rather than having to handle them separately. **What problems is Karbon solving and how is that benefiting you?** All problems that I have had have not been major and always solved quickly ### 5. Triage Reminders and Integrations Keep Us Organized—Karbon Keeps Getting Better **Rating:** 5.0/5.0 stars **Reviewed by:** Katina P. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2026 **What do you like best about Karbon?** Lots to love! I love triage and its reminders to help me stay organized and not forgot to take care of things. We also really love how Karbon is constantly making improvements and upgrades including really awesome integrations! **What do you dislike about Karbon?** The search function is challenging. Lots of time I have to go to Gmail to find things. Also would like if the sent items retained everything sent that day even if there are replies back and forth over several days. Also would help to see comments made by date somehow. Would also like to be able to get more practice management out of it including Engagement letter contract management and billing, especially recurring maintenance billing which is most of what we do. I know this is underway though. **What problems is Karbon solving and how is that benefiting you?** Really improved efficiencies and how to manage things. The integration of triage items to timelines for each client and job and now the added benefit of utilizing the Google Drive integration, it saves a lot of time and hassle. ### 6. All in One Workflow Tool for Professional Services **Rating:** 5.0/5.0 stars **Reviewed by:** Mitchell B. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** July 25, 2024 **What do you like best about Karbon?** This software is very user friendly, making it easy on the eyes and not overwhelming. I have used other platforms (Practice Ignition, Asana, etc.) and those tools required more steps and time. I am currently moving my billing to Karbon as they continue to innovate and add on valuable services on their platform. **What do you dislike about Karbon?** I currently still bill my clients outside of Karbon. They have added payment processing in 2024 which is great. However, I do not see a control over managing fees, as I prefer to pass these to my clients. I do expect to transition over in 20256as simplifying my back-office systems is a high priority and benefit. **What problems is Karbon solving and how is that benefiting you?** Karbon solves the need to consolidate my processes into one place. This benefits my work as I can do my emails, notes from calls, engagement setup, work tasks, and billing all in one place. This is a huge benefit when you think that some practices or businesses have 3-4 softwares rather than 1 software (Karbon). ### 7. KARBON - What more could you want? **Rating:** 5.0/5.0 stars **Reviewed by:** Nikki D. | Director, BAS Agent, Office Manager, Bookkeeper, Small-Business (50 or fewer emp.) **Reviewed Date:** May 15, 2025 **What do you like best about Karbon?** KARBON is a really easy product to use and navigate. With it's various integrations continually improving, it's bound to be the stand out product in the market for an all-in-one CRM. Setup was easy and painless (from memory), we use it all day, everyday. **What do you dislike about Karbon?** The 'billing' feature has been a bit clunky in the past, but now with the added integration directly with XERO, I see this being a much smoother process in the future. Customer support can sometime be difficult due to the time differences, so finding your local rep is essential. **What problems is Karbon solving and how is that benefiting you?** KARBON is like outlook on steroids - not only does it mirror my outlook inbox, but I can tag the emails to each specific client. These emails and notes are then visible on each client's timeline. I can create work tasks with checklists and set due dates, and also set them up on a recurring schedule so that I don't have to re-create them each week/month/quarter/year, etc. I can delegate work tasks to me team members, and check their progress using 'my week'. My team and I can log times against each work task or just log a time against a specific client. Once work tasks have been completed (or partially completed) I can then complete the end of month billing that integrates directly with my chosen Accounting software. Easy!! ### 8. Karbon Boosts Productivity with an Intuitive Dashboard and Responsive Support **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** June 17, 2026 **What do you like best about Karbon?** Karbon has a user-friendly navigation with a modern interface. The dashboard provides a clear overview of tasks, deadlines, team workloads, and client communications in one centralized location. It seamlessly integrates with a lot of core applications such as Monday.com, and delivers reliable performance with minimal downtime. Pricing may be challenging for very small firms, but there are significant productivity gains. The support team is very responsive, and it has built-in AI capabilities. **What do you dislike about Karbon?** My primary concern with Karbon is its Outlook email integration. When pasting content such as images, screenshots, or hyperlinks into emails, the formatting can become inconsistent, often causing unexpected font changes and requiring manual corrections. Additionally, emails with multiple attachments can experience delays in loading or sending, which can impact efficiency when managing high volumes of client correspondence. While these issues do not outweigh the platform's overall benefits, they can be frustrating in day-to-day use. **What problems is Karbon solving and how is that benefiting you?** Karbon solves the challenge of managing multiple clients, tasks, deadlines, and communications across different systems by bringing everything into one centralized platform. For me, the biggest benefit is increased efficiency and organization. Instead of tracking work through emails, spreadsheets, and separate applications, I can manage workflows, client communications, and task assignments in a single location. ### 9. Packed with Smart Email Triage, Scheduling, and Client Communication Timelines **Rating:** 4.0/5.0 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?** There are so many useful features: triaging emails, scheduling emails to send later, and moving messages to address or follow up in future weeks. I also like the timelines that show communication with clients and the ability to summarise what’s been discussed. On top of that, scheduling work tasks and assigning them to colleagues makes it easier to stay organised. **What do you dislike about Karbon?** Right now, we’re not able to send client requests from an account that isn’t tied to an individual user. For example, we may use a shared triage inbox for clients to email instead of a specific person when it relates to a particular service (e.g., payroll@companyname.com). As I understand it, at the moment we can’t send client requests or reminder emails from that shared triage inbox. Equally, client requests cannot be sent to mulitple individuals which is often required. It would be incredibly useful to do this, as all emails have to be sent manually. **What problems is Karbon solving and how is that benefiting you?** It’s certainly helping us stay on top of task management. It also makes it easier to understand the efficiency of our team members and keep track of their tasks with much clearer visibility. It gives us clearer visibility than separate email threads with clients. ### 10. Karbon Keeps Communication and To-Do Lists Effortlessly Organized **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Education Management | Mid-Market (51-1000 emp.) **Reviewed Date:** June 16, 2026 **What do you like best about Karbon?** It is a great program for staying on top of communication and to do lists. One feature I love about the communication is that I can create work right from my email that will transfer to my to do list. Also, being able to save the email to several contacts to help keep things straight or share with the work I am doing in the to do lists. I also love how created work can be programed to automatically come up in each month, qtr, or year. Finally the templates have been invaluable in my HR Onboarding and Offboarding. **What do you dislike about Karbon?** I honestly have not found one thing I dislike about Karbon. I have been very impressed with the performance, pricing, and AI features. Their support has been very good as well and I appreciate all the training opportunities they provide. **What problems is Karbon solving and how is that benefiting you?** I am not a typical accounting firm user. I am a Business Manager who does everything financial for a small public school. I will be retiring soon and I asked Karbon if all my work in Karbon could be transferred to the person who will be taking over my role. They have given me a set of instructions on how this will work and will be available to help in the transition. ### 11. Workflows and Time Tracking That Drive Results **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** December 23, 2025 **What do you like best about Karbon?** I think that their workflows are beneficial and when the software is being used to the fullest capability I think it is great. I also like the idea of the time tracking to the client, that is very beneficial to our company and how we assess employees and projects. Our team uses it every day. **What do you dislike about Karbon?** I think that we were dealt a bad hand when it came to the implementation team, like I said when it is set up well it can do a lot of good, but our Karbon is a mess and while yes it is partially user error, we were never set up well and we just never had the time to clean everything up because there are many issues from implementation. We are a CPA firm so we have a lot of billable hours and a lot of client work to focus on, not so much admin/nonbillable time we are available so when we are fixing it, it usually gets done in our off time. **What problems is Karbon solving and how is that benefiting you?** I think that Karbon is really working towards getting their automators tightened up. I also think they are continually working to make Karbon more flexible to where it works with other software and integrates to make your life less complex (after the setup process that is). ### 12. Revolutionized Our Practice Management with Seamless Collaboration **Rating:** 5.0/5.0 stars **Reviewed by:** Margery N. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 16, 2026 **What do you like best about Karbon?** I find Karbon's team-wide communication and collaboration fantastic, allowing everyone to see the emails and messages sent to clients. It keeps all communications summarized in a specific timeline, making it easy to catch up by reading reviews or using the AI summary system. I like the ability to create very detailed workflows where we can outline each step in the process of a task, like filing a tax return, and have the work move from person to person. This feature makes it easy to see where bottlenecks are and who is responsible for each part of the work. I appreciate the accountability Karbon provides, as every task is assigned to a role or person who knows it’s their responsibility, holding them accountable to deadlines. Additionally, I am happy with the expanded list of integrations that is published almost quarterly. **What do you dislike about Karbon?** My only issue is that new features from Karbon and new integrations with other software programs are often brought into production without all of the promised/advertised features. I appreciate the pace of innovation and the ability get started, but a clear roadmap of functionality would be very helpful. **What problems is Karbon solving and how is that benefiting you?** I find Karbon enhances team-wide communication and collaboration, letting everyone see client emails and messages in a summarized timeline. It allows creating detailed workflows, ensuring accountability and making it easy to track tasks, spot bottlenecks, and manage responsibilities. ### 13. Streamlined Client Work and Team Visibility in One Place **Rating:** 5.0/5.0 stars **Reviewed by:** Jim P. | Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** June 16, 2026 **What do you like best about Karbon?** It has helped us manage our client work much more effectively and has replaced several other tools we were previously using. We also really appreciate being able to see all of our staff’s work in one place and share tasks with others who may not be as busy. **What do you dislike about Karbon?** It takes some time to get used to using Triage to manage emails, especially if you’re coming from Outlook. Also, the invoicing module isn’t quite where it needs to be yet, so we still handle invoicing in QB Online, while we manage our time in Karbon. **What problems is Karbon solving and how is that benefiting you?** Managing all work, time, capacity, client communication, message tracking and doing it all in one platform ### 14. Streamlined Workflow **Rating:** 5.0/5.0 stars **Reviewed by:** Cassandra Z. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** April 27, 2022 **What do you like best about Karbon?** I like that I can see all my team and their work in Karbon. It's helpful to do e-signatures and send them to my clients. Recording my work, sending out emails, and keeping track of job statuses for lodgments are really convenient with Karbon. It's efficient and productive, giving us more value for money. We're able to fill out more time and make more profit because of the efficiencies. **What do you dislike about Karbon?** I would love to have a better to-do list. I also would prefer to have a search functionality or, like, filtering in the triage. It would be great to filter per email address similar to Outlook. **Recommendations to others considering Karbon:** Take the time to set up properly Think about how you want this to run for your business. **What problems is Karbon solving and how is that benefiting you?** I use Karbon to streamline my workflow, enabling efficient email communication, e-signatures, and team visibility, which enhances productivity and profitability. ### 15. Karbon has made our work so much easier **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** October 31, 2023 **What do you like best about Karbon?** I love that Karbon allows us to request info directly from the client and send tasks to them automatically. The workflows are easy to use. I love using the templates feature so we don't have to reinvent the wheel every time a task comes along. It allows us to have repeatable consistent workflows that take the mental load off of our staff. The customer support is amazing, they are prompt in replying to any online chat queries and always point in the right direction. **What do you dislike about Karbon?** Karbon Time doesn't allow you to track start and end times for time entries. This is a vital feature that we need for our time tracking **What problems is Karbon solving and how is that benefiting you?** Karbon allows us to automate our workflows and makes our client experience simple yet effective. We have had so many clients say that they love the onboarding process when they first sign up with us and that is due to the Karbon client requests that we have set up to automatically send clients the info they need and to let them know what they need to send to us. ### 16. Intuitive Navigation and Flexible Views Make Karbon a Joy to Use **Rating:** 5.0/5.0 stars **Reviewed by:** John B. | Operations Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** April 29, 2026 **What do you like best about Karbon?** The navigation and different ways to view work or client information is very intuitive and seamless. I love the my week view to keep track of my schedule, Triage is easy to see things that require my attention and it is easy to move to my week, and the work view has so many variables to sort on that it is hard to not find a view that is helpful. **What do you dislike about Karbon?** The contacts view is not great. I am not sure why I can download a file of contact info with way more information and the view within Karbon has none of that information. Would love a view that is similar to the Work view. **What problems is Karbon solving and how is that benefiting you?** Easy to track current work, future work, and services provided to current clients. ### 17. Emails, Tasks, and Client Work Unified for Effortless Deadline Tracking **Rating:** 5.0/5.0 stars **Reviewed by:** Tyrique Q. | Cloud Accountant, Mid-Market (51-1000 emp.) **Reviewed Date:** June 17, 2026 **What do you like best about Karbon?** One of the biggest benefits is having emails, tasks, and client work all linked in one place. This reduces the need to switch between multiple systems and makes it much easier to keep track of deadlines and outstanding work. **What do you dislike about Karbon?** hile Karbon is a powerful platform, there is a learning curve for new users due to the number of features available. It can take some time for team members to become fully comfortable with the system. **What problems is Karbon solving and how is that benefiting you?** Without a centralized system, tasks can be forgotten, deadlines missed, and responsibilities unclear. Karbon provides visibility over who is doing what and when it is due. ### 18. Streamlined Workflow Management with Stellar Support **Rating:** 5.0/5.0 stars **Reviewed by:** Sakshi S. | Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** December 02, 2021 **What do you like best about Karbon?** I really like the workflow management and timesheet tracking features of Karbon. The timesheet allows us to assess how long a job took, which helps with charging the client accordingly. It's also useful for team productivity, as it shows what work they have on hand and lets the team plan ahead for the week. The initial setup was very easy, and the Karbon team helped us out. **What do you dislike about Karbon?** I wish clients could see what stage their workflow is at. It would be great if they had a portal where they can log in to see all the workflows we've created, and what's currently in progress or completed. **What problems is Karbon solving and how is that benefiting you?** I use Karbon for workflow management, tracking job durations for billing, and improving team productivity and planning. ### 19. Integrates with Almost Everything and Stays User-Friendly **Rating:** 5.0/5.0 stars **Reviewed by:** Angel Coellin L. | Accounting Assistant, Mid-Market (51-1000 emp.) **Reviewed Date:** June 16, 2026 **What do you like best about Karbon?** I like how it integrates with almost everything, and how user-friendly it is. **What do you dislike about Karbon?** Nothing much to add, but when sending documents out for signing in bulk, if one of the signers doesn’t sign, you can’t view the document unless all signers have signed. **What problems is Karbon solving and how is that benefiting you?** The biggest benefit has been increased efficiency and consistency in our processes. By having a single source of truth for work management, our team can collaborate more effectively, track client requests more easily, and ensure work is completed on time. This has improved both our internal productivity and the overall client experience. ### 20. Perfect for Managing Tax Firm Workflows **Rating:** 4.5/5.0 stars **Reviewed by:** Elizabeth Jolls G. | Managing Director, Small-Business (50 or fewer emp.) **Reviewed Date:** April 29, 2026 **What do you like best about Karbon?** I find Karbon to be an excellent CRM and Project Management system for my tax firm. It integrates well with my tax software, which is really important to me. The templates are extremely helpful, especially in managing a firm or practice in accounting and tax, unlike other project management systems that focus on flashier, creative fields. As a longtime user, I've seen many improvements over time, which I appreciate. Managing 50-100 different projects at once is much easier now, as before, I struggled to keep up with every step of an engagement. With Karbon, once I set up the project, I know exactly where I am. I also had a good personal onboarding experience at the beginning, which made the setup process smooth. **What do you dislike about Karbon?** I was told there was more integration coming with ProConnect, QuickBooks, Calendly,and SmartVault, I really hope so. I can't really export billable time to QuickBooks, and I would like Karbon to add SmartVault as a DMS, as ProConnect has. **What problems is Karbon solving and how is that benefiting you?** Karbon effectively manages clients, workflow, and engagements, integrates with my tax software, helps track 50-100 projects effortlessly, and includes beneficial templates designed for accounting and tax firms. ### 21. Centralized Excellence with Room for Billing Improvements **Rating:** 4.0/5.0 stars **Reviewed by:** Christopher R. | Financial Analyst, Small-Business (50 or fewer emp.) **Reviewed Date:** April 29, 2026 **What do you like best about Karbon?** I really appreciate Karbon's ability to manage email communication through timelines. It's very nice to have a timeline dedicated specifically for work, almost like a dedicated folder, where anything related to a job automatically gets tagged or added into that timeline. This feature stores and saves everything in one location, which I find incredibly helpful. It makes Karbon more valuable by allowing every email from multiple team members to be in one central location, eliminating silos of email communication. This organization helps us stay on top of things and to confirm and track what has been done or sent out without worrying if someone was left out in emails. Additionally, I find that the initial setup of Karbon was fairly straightforward thanks to their good implementation process, making it an intuitive software if you're familiar with project management structures. **What do you dislike about Karbon?** I think one of the biggest areas of improvement I would like to see is around billing and engagements. Specifically, just flexibility in billing. Everything all our billing for the most part that we run is a fixed flat monthly fee. So I love for those to be able to be auto-drafted without having to go in and send each individual invoice. That's always a big pain when those have to come out. **What problems is Karbon solving and how is that benefiting you?** Karbon centralizes our practice management, tracking and monitoring work, billing, and timekeeping. It streamlines emails and communication, connecting them directly to tasks, helping track project budgets, and reducing silos in our firm. ### 22. Efficient Task Management and Time Tracking with Karbon **Rating:** 5.0/5.0 stars **Reviewed by:** Rosalie M. | Accountant/Bookkeeper, Small-Business (50 or fewer emp.) **Reviewed Date:** April 27, 2026 **What do you like best about Karbon?** I use Karbon for organizing my work tasks and tracking time, which has made a noticeable difference in my efficiency. I appreciate having both organizing and time tracking in one place as it saves me time and reduces the need to switch between tools, making my work more streamlined. The time tracking feature is particularly useful for understanding how long I'm spending on tasks and ensuring productive use of my time. Another standout feature is the visibility it provides; I love having a clear, real-time overview of all my tasks, deadlines, and workload, which aids in planning and prioritization. The clean and intuitive interface makes it easy to get used to. I also use Karbon alongside Xero and QuickBooks, and I like how they integrate, keeping my financial data accurate and up-to-date. Onboarding was smooth, thanks to its intuitive platform, which didn't take long to learn how to navigate. **What do you dislike about Karbon?** I think there's room for improvement in customization. Having more options to tailor workflows, dashboards, or views to better match specific working styles would make the experience even more efficient. One suggestion would be to allow more flexibility in how dashboards are set up, such as letting users create personalized views with widgets that highlight the metrics or tasks most relevant to them. This would make it easier to focus on priorities without having to navigate through multiple sections. **What problems is Karbon solving and how is that benefiting you?** I use Karbon to organize tasks, track time, and see project status. It makes my workflows more efficient, saves time, and provides visibility across tasks and deadlines. The intuitive interface ensures I can manage my workload and prioritize effectively. ### 23. Everything in One Place—and Karbon Keeps Getting Better **Rating:** 5.0/5.0 stars **Reviewed by:** Jenn K. | Senior Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** June 16, 2026 **What do you like best about Karbon?** That everything is in one place and Karbon is always getting better **What do you dislike about Karbon?** Since I have been using Karbon for over 5 years, some of the newer features like My Week, I haven't been able to start using because I am overwhelmed with the number of things in there that need to be dealt with. So I just live in my triage, it works for me **What problems is Karbon solving and how is that benefiting you?** I love that Karbon summarizes emails and notes, making it easy to get a quick overview of a client at a glance. ### 24. Streamlined Workflow with Room for Improved Email Integration **Rating:** 4.5/5.0 stars **Reviewed by:** Tom N. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 22, 2026 **What do you like best about Karbon?** I find Karbon fairly intuitive to use once you are up and running. It allows me to focus on the top pages of work that are due by the due date, which really helps in managing tasks. The particular filters let me focus on what needs immediate attention and keep track of other work that needs to be managed. I appreciate the visibility it provides since everything is connected and easy to use, making it available for the whole firm to see. It's easy to mention someone to ensure things move along smoothly, which is a big plus for me. **What do you dislike about Karbon?** The main frustration I have with Karbon is the inability to send emails with tables. More and more, I'm moving away from Outlook and trying to send emails via Karbon, but it just can't handle tables. When I send an action item table after a meeting, the formatting gets all messed up, and I have to go back to Outlook to send it properly. Another issue is the lack of better visibility and management of individual tasks within a broader piece of work. When multiple people are working on longer pieces of work concurrently, it gets tricky to know what individual tasks they should focus on. It's easy for things to slip through the cracks during busy periods. Additionally, I'd like to see better integrations, like with Xero, for things like time sheets and external signings, and having more client details like date of birth and address directly in Karbon. **What problems is Karbon solving and how is that benefiting you?** Karbon gives us visibility over accounting and wealth clients, ensuring staff are on the same platform with access to work and correspondences. It helps manage work for existing and potential clients, making it easier to view timelines and maintain clear client communication. ### 25. Powerful Templates, Smooth Client Requests, and Valuable Integrations **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** April 22, 2026 **What do you like best about Karbon?** Work templates, especially the new feature to assign job roles to tasks. Introducing that level of automation means that our work flows remain fluid and easily adaptable as our business scales. Also very much appreciate the client request forms, this has made collecting information from clients far more seamless than the manual process we had in place before and also provides that audit trail which is essential in a senior role like myself. The fact it integrates with a number of other apps we use such as ignition is invaluable. The support is good and usually quick, someone has always been able to chat over the help desk. I've never had issues with speed or Karbon being able to handle larger work flows. **What do you dislike about Karbon?** I still feel like Karbon is rather clunky and isn't yet fully water tight. The email stacking is making it difficult for us to fully transition over to using Karbon exclusively for emails, because it's very difficult to easily search and find key information within the stacks, if it were to perfectly mimic an inbox in Outlook we'd be all over it. The search function is frustrating and difficult to find things easily. Being able to re-assign team members to roles is clunky and I find I have to reset the whole work in order to do this, as if a single team member has multiple roles it doesn't allow to reassign just one of the roles. The diary cannot handle a shared calendar and only seems to pick up my main outlook calendar rendering it useless for me. It would be nice to have more automation, i.e if a client disengages, be able to click a button to stop all repeating work items, rather than this be a manual process. The AI functionality could still use some work as it's not always accurate. It would be nice to be able to schedule more than just a client request to go out at a certain point, i.e scheduling reminder emails for clients to go out at a certain date under a template would be amazing. It would be amazing to be able to organise the order of work within categories in My Week, at the moment this is only possible when work is in the 'Working on' area, but would be nice to have that flexibility. It would be nice to be able to flag triage emails, rather than just set an alert. Also it would be super helpful to have a notification bar pop up when something new pops into the triage as just a red dot in the corner means things go missed quite regularly! Also an AI function to build out work templates would be insane! **What problems is Karbon solving and how is that benefiting you?** Collecting client data, managing work flows, managing time sheets and team members. Delegating tasks, leaving audit trail comments and review notes for teams. Onboarding clients via client request forms. We're starting to explore the analytics functionality which we're finding useful, however we can't fully make use of it due to the frustrations we have with the email functionality. Karbon also makes it easier to manage a colleagues emails when they're on annual leave through shared triages. ### 26. Karbon workflow and Team collaboration will save us time and frustration! **Rating:** 5.0/5.0 stars **Reviewed by:** Bryan K. | Managing Shareholder, Small-Business (50 or fewer emp.) **Reviewed Date:** February 02, 2026 **What do you like best about Karbon?** The workflow and collaboration tools will be invaluable for managing our tax season and post-tax-season projects. Being able to link emails to client timelines so the team can easily reference them, will save time and effort and help keep everyone in the loop. In addition being able to assign tasks to team members with commenting and then see the status of completion will also be a huge time saver! **What do you dislike about Karbon?** There are two challenges I’ve noticed so far with Karbon. First, we aren’t able to delete spam or garbage emails from triage, so they don’t clutter the cleared email bin. I receive at least 100 emails a day that I delete from Outlook as spam or junk, and I’d like to be able to remove those in Karbon as well. Second, we can’t roll back a task completion step to a prior step, including having the automators roll back the related work and task changes after an accidental or incorrect task completion. This will create some challenges in keeping the workflow properly aligned. **What problems is Karbon solving and how is that benefiting you?** Before Karbon, managing everything from large projects to smaller day-to-day work tasks was a very manual process for us. With Karbon and its built-in collaboration tools, we’ll be able to better manage team workloads, keep tasks from falling through the cracks, and ensure major projects and tax season stay on track. ### 27. Enhances Workflow Efficiency but Integration Limits **Rating:** 5.0/5.0 stars **Reviewed by:** Jenny T. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 19, 2026 **What do you like best about Karbon?** I appreciate how Karbon ensures emails are tracked against the necessary client and tasks. It's intuitive and I've received positive feedback from clients about its ease of use. I really like the work templates and how they can be tailored to my practice. Collaboration with my team using internal notes and comments is also a standout feature for me. The initial setup was great, and the team was prompt in addressing any queries. Shahani is a proactive and engaging account manager. **What do you dislike about Karbon?** Karbon is quite restricted in integrating with other systems. I use make.com to automate a lot of my functions and repetitive tasks, but Karbon has restrictions that limit my automation capabilities within the software. Only Karbon contact details can be synced using Zapier or make.com, but I'm trying to automate Sharepoint folder linking within Karbon via make.com, which is not currently feasible. **What problems is Karbon solving and how is that benefiting you?** I use Karbon to track emails with clients and tasks, which is intuitive and gets positive feedback. It helps tailor work templates for my niche market and enables real-time collaboration with my team member through internal comments. ### 28. Karbon Brings Clarity and Efficiency—Everything in One Place **Rating:** 5.0/5.0 stars **Reviewed by:** Marinella C. | Senior Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** February 01, 2026 **What do you like best about Karbon?** Karbon has completely transformed the way our team works. The most helpful part is having everything in one place—internal conversations, client emails, and documents—all connected to the right project. The triage and timeline features also make it much easier to prioritize tasks and keep multiple projects moving without losing track. The upsides are clear: better organization, faster workflows, smoother team collaboration, and no more missed emails or tasks. For an accounting firm managing multiple clients, Karbon brings clarity, efficiency, and real peace of mind. **What do you dislike about Karbon?** While Karbon is incredibly helpful, the learning curve can feel steep at first—especially for teams transitioning from multiple tools. It takes time to get comfortable with the workflow and fully understand how the features fit together. This is most noticeable on the client request side: I’d personally prefer to have the same view as the client so that, when someone asks for help, I can immediately see exactly what they’re seeing and support them more efficiently. A dedicated “client perspective” view within Karbon would make handling and managing client requests even smoother. **What problems is Karbon solving and how is that benefiting you?** Before Karbon, our team was juggling multiple tools, and tasks or client requests would sometimes slip through the cracks. Now that everything is centralized—internal conversations, client emails, documents, and project timelines—we have clear, end-to-end visibility into every project. That visibility has made our workflows more efficient, helped us miss fewer tasks and emails, strengthened team collaboration, and enabled us to respond to clients more quickly and confidently. ### 29. Karbon Streamlines Our Workflow with Seamless Collaboration and Top-Tier Support **Rating:** 5.0/5.0 stars **Reviewed by:** Anne Nicole S. | Senior Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** February 01, 2026 **What do you like best about Karbon?** Honestly, Karbon has been a total lifesaver for our team’s daily workflow. It’s easily the best tool we’ve found for keeping tasks organized and making collaboration feel seamless rather than chaotic. We’re in the app literally all day, every day, it’s the first tab I open and the last one I close. I was honestly bracing myself for a nightmare during setup, but the implementation was surprisingly smooth. It didn’t feel like we had to reinvent the wheel. Whenever we did hit a snag, their customer support was top-tier. They don't just send you a link to a help article; they actually talk to you like a human. It feels like they’re genuinely invested in making sure the platform works for our specific quirks. The sheer number of features is impressive, but it doesn't feel bloated. Everything feels intentional. For example, the ease of integration with our existing tech stack (like our email and document storage) was a huge win. I love that I can turn a random email into a prioritized task with just a click, no more copy-pasting between windows. One of my favorite features is still the secure client portal. In our line of work, privacy is everything, and this gives both us and our clients real peace of mind knowing confidential files aren't just floating around in emails. Also, a huge shoutout to the automated reminders! It’s one less thing for me to worry about every day. Karbon handles the follow-ups automatically. It’s definitely made our workday much lighter. **What do you dislike about Karbon?** If I had to nitpick, the one thing that bugs me is how the comment section handles copy-pasting. Often, I’ll have text already formatted (like with bolds, bullet points, or specific spacing) but when I paste it into a Karbon comment, all that formatting just disappears. It’s a bit of a pain to have to manually re-format everything just so my team can read it clearly. It’s a small detail, but fixing that would definitely speed up my workflow. **What problems is Karbon solving and how is that benefiting you?** The biggest problem Karbon solved for me was the manual overhead. I used to live and die by manual checklists, but having a standardized workflow that repeats every month has saved me so much mental energy. I don't have to 'reinvent the wheel' every time a new work item pops up. Also, the automated client reminders are pure gold. When I’m super busy, the last thing I want to do is hunt through my notes to see who needs a follow-up. Now, I don’t need sticky notes all over my desk—Karbon handles the chasing so I don't have to. ### 30. For a Long Time Accounting Office Worker, There's No Better System **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** February 27, 2024 **What do you like best about Karbon?** Working in accounting offices for over 10 years, Karbon has been the most effective and efficient system I've used to create and track clients, work projects, and work flow. We're able to effortlessly track and review the variety of monthly, quarterly, and annual work our clients require, for both accounting and tax preparation. **What do you dislike about Karbon?** Karbon does require active participation by the users. If they do not stay on top of their triage or work flows, the system will over inundate their inbox with project notifications and assignments. **What problems is Karbon solving and how is that benefiting you?** Operating as an office admin, it's easy to create new clients, add the necessary projects and repeating schedules they require, and see where the workflow is at with emails or notes applicable to the specific work projects. ### 31. Core Hub for our business **Rating:** 5.0/5.0 stars **Reviewed by:** Scott K. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** December 04, 2021 **What do you like best about Karbon?** The work item tracking by team member along with the tracking of work statuses gives such peace of mind knowing that nothing is getting missed. Also, the comments shared via tagging with relevant team members is such a great communication tool. **What do you dislike about Karbon?** The ability to summarize or generate summary dashboard reporting for work status seems more challenging than it should be **What problems is Karbon solving and how is that benefiting you?** Karbon helps us keep track of all our tax return, payroll processing, monthy bookkeeping, tax planning deadlines along with keeping relevant team members aware of communication with our customers ### 32. Boosts Clarity and Workflow with Minor Hurdles **Rating:** 4.5/5.0 stars **Reviewed by:** Richie L. | Founder, CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** April 17, 2026 **What do you like best about Karbon?** As the owner of Around Finance, I really appreciate how Karbon helps us manage and produce great work in every possible way. We call it our 'Factory' because it brings clarity to our team, making work delivery smooth. I like that Karbon is designed to promote good work practices by triaging emails into tasks and prioritizing them, which helps our accountants focus on task delivery without getting bogged down by email admin. It's a great piece of kit, the best on the market, and we're happy with it. The team at Karbon is also great, which adds to the positive experience. We're not inclined to move to another product anytime soon. **What do you dislike about Karbon?** Data input around budget creation is super slow and manual. Also, creating repeating work items can be finicky and glitchy at times. Karbon's AI email bot is not great. Initial setup was very difficult and required a lot of effort. **What problems is Karbon solving and how is that benefiting you?** Karbon provides our accounting team with clarity, streamlining work delivery. It converts emails into tasks, prioritizes them, and promotes good work practices. This workflow reduces noise, freeing our team from email admin and allowing them to focus more on actual work delivery. ### 33. Clear Weekly View, Fast Performance, and Insightful Analytics in Karbon **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** April 17, 2026 **What do you like best about Karbon?** I like being able to see everything that’s due within the week in one clear view. I also appreciate how easy it is to view all work by type or by client, whether it still needs to be completed or should already have been completed. I like the option of different integration's within Karbon and with new ones on the horizon. Its always working at a good speed between working on different sections. Pricing is fare based on what business insights Karbon provides and the extra small cost for the signatures. As the approval process is great for most bits other than when needing the signature. We had a great experience when we were onboarded as to help us move all tasks from our previous system. We have also had amazing calls with our client handler Ryan Field as to walk us through how we perform as a company against others with use of Karbon. And also with then using the analytics and engagement's beta. There is the AI which I think with some more work will be better for when it is trying to generate the email based from the notes. **What do you dislike about Karbon?** I think not having easy access to the email templates for when sending approval and signatures and also to have more flexibility on customisation of text. **What problems is Karbon solving and how is that benefiting you?** Engagements is a big one as we have been using two different websites to try and build engagement's. As to then make an easier workflow for creating the contact and tasks on karbon. ### 34. Transformative Task Management and Communication Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Lissa H. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 11, 2026 **What do you like best about Karbon?** Karbon has been a life-changing program for me, giving me back so much time. I love that I can track every job and see its status at any given time, which helps in managing tasks efficiently. The communication on the job through Karbon limits the need for emails, and the ability to upload workpapers for review is a game-changer. Logging all phone calls in Karbon makes it a one-stop shop that meets all my compliance needs. I appreciate that I can see which jobs are completed and manage my staff effectively by tracking where they are with a job. The feature to put notes on file with any issues and tag the staff members who need attention is very helpful. The weekly view and Excel view options are great, providing flexibility depending on personal preference. Once I got used to it, Karbon has been indispensable, and having used it for years, I've never looked back. **What do you dislike about Karbon?** Nothing that i really dislike about this program, its just getting better and better, **What problems is Karbon solving and how is that benefiting you?** Karbon gave me back time, keeps me on top of jobs, limits emails, logs calls, and meets compliance needs. I manage tasks, track job completions, and effectively manage staff. ### 35. Streamlined Our Accountancy Practice Seamlessly **Rating:** 5.0/5.0 stars **Reviewed by:** Adam P. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 10, 2026 **What do you like best about Karbon?** I like using Karbon to run my accountancy practice, schedule and delegate work. It solves most of my problems by allowing me to schedule work on a repeating basis and manage it to deadlines at scale across the team, so we never miss a beat. I appreciate the ability to schedule work as it ensures that nothing is left for someone to remember, and very little slips through the cracks. I love being able to allocate all communications to a contact and workflow for traceability, which eliminates any ambiguity in the work being done. Additionally, I enjoy templating our communications to standardize our voice and style and being able to @ the team to delegate work. The initial setup of Karbon was also very easy. **What do you dislike about Karbon?** Time tracking could be a bit more flexible and operate at a client level. We need to track time across clients and have a clear view of how much throughout the year is spent. **What problems is Karbon solving and how is that benefiting you?** Karbon helps me run my accountancy practice by scheduling and delegating work efficiently. It manages work deadlines at scale, ensuring nothing slips through the cracks. Communication is traceable and standardized, enhancing clarity and accountability. ### 36. Effortless Workflow Management Made Easy **Rating:** 5.0/5.0 stars **Reviewed by:** Janine A. | Bookkeeper/ BAS Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** May 23, 2023 **What do you like best about Karbon?** I use Karbon to keep emails from clients grouped together, set reminders, use workflows, and organize my work life effectively. I love how easy it is to use; it's like having my own personal assistant. The ease of setup was impressive as the Karbon team assisted with integration and training from day one. I also love the E-sign feature, which adds to the overall efficiency. **What do you dislike about Karbon?** I would love for the current work items to be first on the list when adding an email to a work item. **What problems is Karbon solving and how is that benefiting you?** Karbon helps keep client emails grouped, sets reminders, organizes my workflow, and collates information, making it easier to stay on top of client business. ### 37. Intuitive and Comprehensive, But AI Needs Improvement **Rating:** 5.0/5.0 stars **Reviewed by:** Ana Laura C. | Bookkeeper, Small-Business (50 or fewer emp.) **Reviewed Date:** June 18, 2024 **What do you like best about Karbon?** I use Karbon every day to organize my work, receive emails, schedule work items, and stay in touch with my colleagues. I like that it's very intuitive; once you start working with Karbon, you realize it's very easy to use. It's a really good software for organizing not only my work but also communications, files, and contacts. I strongly recommend Karbon because it's really useful, allowing you to save a lot of time. **What do you dislike about Karbon?** Sometimes when I use artificial intelligence to write an email from a draft, it's not very precise. And sometimes I try to write an email and the AI doesn't understand and writes a reply, so it's very confusing. I have to use a different tool for that. **What problems is Karbon solving and how is that benefiting you?** I use Karbon to organize work, manage emails, schedule items, and communicate with colleagues, all in one place. It's intuitive and helps centralize communications, work items, files, and contacts. ### 38. Streamlined Practice Management with Advanced Email Triage **Rating:** 5.0/5.0 stars **Reviewed by:** David C. | Founder / Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** April 30, 2026 **What do you like best about Karbon?** I love the email management system, called triage, in Karbon. It feels game-changing because it allows me to track emails against clients and projects and stage them to work on when I have time. This makes it possible to manage and accomplish the overwhelming amount of emails. I also find invoicing incredibly simple and quick, which helps me to get paid faster. Additionally, the initial setup of Karbon was very, very easy. **What do you dislike about Karbon?** Karbon is improving the ability to send out engagements and work agreements. That is the current weakness that I see that they are addressing. **What problems is Karbon solving and how is that benefiting you?** I use Karbon to manage emails and projects, which prevents me from missing due dates. It simplifies tracking work and priorities, making invoicing quick and easy. The email management system tackles inbox overload, and enables efficient client communication and workflow tracking. ### 39. Easy Project Tracking with Seamless Tool Integrations **Rating:** 5.0/5.0 stars **Reviewed by:** Gioacchino B. | CPA, Small-Business (50 or fewer emp.) **Reviewed Date:** April 25, 2026 **What do you like best about Karbon?** We love how easy it is to track all of our projects, and that Karbon integrates with all of our favorite tools, which makes it simple to automate our processes. **What do you dislike about Karbon?** Karbon sometimes overpromises on timelines, so we don't have as much time as expected to get the tools ready for the upcoming tax season. **What problems is Karbon solving and how is that benefiting you?** Karbon helps solve the challenge of automating administrative work through integrations and tracking projects without losing any data. With the new K4C portal, all client data is now housed in the same place as our project tracking, which makes it easier to keep everything organized and consistent. ### 40. Flexible Workflows with Effortless Client Task Automation **Rating:** 4.5/5.0 stars **Reviewed by:** Stephen S. | Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** January 15, 2026 **What do you like best about Karbon?** - workflow flexibility - the ability to send client tasks and automate the sending of those emails & reminders - kanban to view everything on one screen **What do you dislike about Karbon?** - no dark mode for eye protection - can't add icon links in signature - not having a "delete email" feature when sorting through triage, as there are emails that i would not want to be archived - no "delay send" when sending replies, as sometimes i'd like to recall emails shortly after sending to fix typos and/or missed information instead of sending consecutive emails **What problems is Karbon solving and how is that benefiting you?** - the ability to file emails under work items help me track conversations related to them, so I don't need to backtrack & remember / search up to recall the conversations with my clients - i don't need to remember to send out the list of items monthly once they are automated & send out subsequent reminders if they were not received - repeating work items helps me to track the to-do list for each client, with statuses to remind me the progression of each work item so i don't need to keep track myself on sheets of paper / in my brain ### 41. Karbon Makes My Practice Easy **Rating:** 4.5/5.0 stars **Reviewed by:** Chester R. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** July 28, 2022 **What do you like best about Karbon?** 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. **What do you dislike about Karbon?** 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. **What problems is Karbon solving and how is that benefiting you?** It was so difficult starting to work each morning and trying to work through my old paper matrix. With Karbon, it is so easy to start the day, see the projects that need attention and see what projects I am behind on (which I am usually running behind). I save a couple of hours each day using Karbon versus my old paper matrix. Thanks, Karbon for the extra time (not to mention money). ### 42. Working Smarter Not Harder **Rating:** 5.0/5.0 stars **Reviewed by:** Stephanie R. | Account Manager, Enterprise (> 1000 emp.) **Reviewed Date:** November 12, 2024 **What do you like best about Karbon?** One new thing I’ve been enjoying about Karbon is the improved visibility and organization it gives me when planning my day, along with how seamlessly I can now communicate with clients directly from their profiles, which further reduces app switching and makes my workflow even more efficient. **What do you dislike about Karbon?** One area where Karbon could improve is by offering more customization options, such as adjustable themes or interface personalization, which would make the platform feel more engaging and allow users to tailor the experience to their personal preferences. Preferably a dark theme! **What problems is Karbon solving and how is that benefiting you?** Karbon has been instrumental in addressing several challenges within our organization. It provides our account managers with the capability to efficiently track time while simultaneously monitoring the jobs associated with each client. This tool has proven to be beneficial by reclaiming valuable time in our day that was previously spent on these tasks, allowing us to focus on more strategic initiatives. ### 43. All-in-One Integration Streamlined Our Accounting Process **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 02, 2022 **What do you like best about Karbon?** I like that Karbon integrates everything into one tool and they consistently improve the software. It integrates with systems like Xero, emails, and our document management system, which saves us time through automations and integrations. The initial setup was very easy with a lot of support from the team, and I find it very intuitive and easy to use. **What do you dislike about Karbon?** I think Karbon could improve by integrating more with AI. I'm excited to see when they implement this throughout the platform. **What problems is Karbon solving and how is that benefiting you?** Karbon lets me see a full picture of the work, track staff assignments, due dates, and have all client communication in one space. It integrates with our systems, saving time with automations. ### 44. Centralized Workflow That Keeps Us Organized and Efficient **Rating:** 5.0/5.0 stars **Reviewed by:** Jgyl B. | Accountant, Mid-Market (51-1000 emp.) **Reviewed Date:** December 19, 2025 **What do you like best about Karbon?** What I like best about Karbon is how it centralizes tasks, emails, and workflows in one platform. I use it every day, and it keeps my work organized, helps prevent missed deadlines, and makes team collaboration smooth and efficient. **What do you dislike about Karbon?** So far, I haven’t encountered any issues. It works smoothly and efficiently. **What problems is Karbon solving and how is that benefiting you?** Karbon helps streamline task management, communication, and workflow tracking. It reduces missed deadlines and keeps everyone aligned, especially in a fast-paced accounting environment. Because of this, my daily work runs more smoothly and efficiently. ### 45. Karbon Boosts Team Collaboration and Streamlines Workflow **Rating:** 4.0/5.0 stars **Reviewed by:** J Hill Books H. | Managing Director, Small-Business (50 or fewer emp.) **Reviewed Date:** June 16, 2026 **What do you like best about Karbon?** We have found Karbon great for team collaboration & have found it cuts down our overall number of emails. It's a useful tool for workflow management. **What do you dislike about Karbon?** I am finding Karbon is expensive for my bookkeeping practice personally. I also found the onboarding challenging even after paying for assisted onboarding. **What problems is Karbon solving and how is that benefiting you?** We use Karbon for Workflow Management. Client tasks are useful for those clients who aren't scared of them. It's also great for team collaboration. ### 46. Collaborative Platform with Significant Payoff **Rating:** 4.0/5.0 stars **Reviewed by:** Jared C. **Reviewed Date:** April 22, 2026 **What do you like best about Karbon?** I like that Karbon gives our hybrid team a platform to work collaboratively and communicate well. As an owner, it gives me visibility into how well work is progressing. I appreciate that it's a collaborative platform that also acts as a single source of truth. Every piece of work is assigned to someone, which ensures ownership. The ability to leave notes, comments, and tag teammates is really helpful from a collaboration perspective. Although the initial setup was intensive, the payback is significant. **What do you dislike about Karbon?** The product has expanded significantly and so is complex, but we only use 40% of features. **What problems is Karbon solving and how is that benefiting you?** I use Karbon for designing workflows, tracking deadlines, and collaborating effectively as a hybrid team. It gives me visibility into work progression and ensures task ownership. The feature to leave notes and tag teammates enhances teamwork and communication. ### 47. Easy-to-Manage Templates and Outstanding Support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** April 29, 2026 **What do you like best about Karbon?** It’s easy to set up project templates and update them as needed, which helps track and maintain quality control for complex valuation reports. This also lets us assign portions of the work to staff with the appropriate skills, improving overall efficiency. Sara and her team are always available, and they consistently provide helpful insight and practical solutions. **What do you dislike about Karbon?** The Karbon for Clients is cumbersome. A way to opt into a simpler portal would be ideal. **What problems is Karbon solving and how is that benefiting you?** We operate virtually, and before Karbon we never quite knew whose desk a case was on. Karbon helps us coordinate and stay connected on cases, so now we can clearly see who is working on each one at any given time. It also includes reporting, which helps us identify where our bottlenecks are and supports constant, continuous improvement. ### 48. All Client Comms and Jobs in One Convenient Place **Rating:** 4.5/5.0 stars **Reviewed by:** Hazel S. | Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** May 28, 2026 **What do you like best about Karbon?** Having all our client comms and work jobs in one convenient place for all the team **What do you dislike about Karbon?** Unfortunately not all of Karbon's features are available in Spain, like the invoice/billing sections....... and I find some of the email threads are difficult to follow **What problems is Karbon solving and how is that benefiting you?** Keeping all of the client work on our radar, and on track with deadlines. And with the shared triage, we can all see and work on client comms without sending more emails ### 49. One-Stop Solution for Client Management & Automation **Rating:** 4.5/5.0 stars **Reviewed by:** Nicole C. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 19, 2026 **What do you like best about Karbon?** I like that Karbon is a one-stop shop and it's the only thing I need to use for my clients. It helps with automation, so I'm not having to redo things. It also allows another staff member to pick up a job or an email and assist the client if I'm out of the office. I also appreciate the work tasks feature where I can keep track of what I need to do for every client and by what due date, which serves as a great reminder. **What do you dislike about Karbon?** At the moment, I'm improving the billing side and automation side. **What problems is Karbon solving and how is that benefiting you?** I use Karbon to collect client emails and documents, share tasks as reminders within the staff, automate processes, reduce redundant work, and enable staff to take over tasks seamlessly if I'm out. ### 50. Cloud-Based Platform for Transparent and Standardized Workflow **Rating:** 5.0/5.0 stars **Reviewed by:** Kirk J. | CEO, president, Small-Business (50 or fewer emp.) **Reviewed Date:** October 26, 2021 **What do you like best about Karbon?** 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. **What do you dislike about Karbon?** 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. **What problems is Karbon solving and how is that benefiting you?** Karbon helps me manage email overload and streamline workflows. Its cloud-based format keeps my global team connected. I appreciate the transparency across our business. Work templates standardize tasks, ensuring quality performance. ## 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?section=pricing&secure%5Bexpires_at%5D=2026-06-18+11%3A48%3A49+-0500&secure%5Bsession_id%5D=ca9158cf-4023-4e6f-afa4-fad329cf71e0&secure%5Btoken%5D=72e3ab205dd2c4c1f4d8d10d66593dbce460eaa7ef7404df5b5aaecbd8766166&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 (692 reviews) - 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