--- title: Karbon Reviews meta_title: 'Karbon Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 923 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: 923 scale: '5' date_modified: '2026-08-14' 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:** 923 ## About Karbon Karbon is a Practice Management platform for accounting firms. It provides a truly collaborative platform to manage workflows, communicate with teams and deliver exceptional client work. By combining email, discussions, tasks and powerful workflows, Karbon aligns your team with a single place to communicate and collaborate, increasing capacity to deliver on time and budget. ## Karbon Pros & Cons **What users like:** - Users love the **ease of use** of Karbon, appreciating its functionality for managing workflow and correspondence. (116 reviews) - Users appreciate the **efficient task management** of Karbon, enhancing organization and productivity across their workflows. (78 reviews) - Users value the **efficiency** of Karbon, noting improved organization and streamlined task management that enhances productivity. (73 reviews) - Users commend Karbon for its **excellent communication and collaboration tools** , enhancing team workflows and client management. (63 reviews) - Users appreciate the **enhanced team collaboration** and streamlined task management in Karbon, boosting overall productivity. (54 reviews) - Organization (49 reviews) - Users praise the **efficiency improvement** from Karbon, enhancing organization and streamlining task management across their workload. (41 reviews) - Customer Support (37 reviews) - Email Management (37 reviews) - Helpful (37 reviews) **What users dislike:** - Users noted the **missing features** like a simple task list and mass client invite, affecting usability. (33 reviews) - Users find the **email integration confusing** , complicating email handling and causing issues with triage and organization. (27 reviews) - Users find the **steep learning curve** of Karbon challenging, particularly with customization and advanced features. (26 reviews) - Users struggle with **poor usability** in Karbon due to constant UI changes and a steep learning curve. (25 reviews) - Users find **email integration confusing** , complicating triage and making it hard to manage sensitive messages effectively. (22 reviews) - Search Functionality (20 reviews) - Difficult Setup (16 reviews) - Billing Issues (15 reviews) - Difficult Learning (15 reviews) - Email Functionality (15 reviews) ## Karbon Reviews ### 1. Terrible experience **Rating:** 2.5/5.0 stars **Reviewed by:** Madina B. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** January 26, 2026 **What do you like best about Karbon?** We were not able to start using Karbon so we cannot say anything about it because we were thrown off by a huge charge that they did not fulfill **What do you dislike about Karbon?** Unfortunately, my experience with this company has been extremely disappointing. I rarely write negative reviews, but I feel it’s important to warn other firms that may be considering this software. After reading other negative feedback, I can confirm that many of the concerns raised closely match what I experienced with Karbon. First, the sales process felt misleading. During the sales calls, the product and onboarding were described as seamless, fast, and largely handled for the firm. In practice, that was not true. Key details were not clearly disclosed, including that an annual membership fee is charged whether or not the software is actually implemented or used. Once payment was taken, there was no meaningful effort to address our concerns or work toward a reasonable resolution. Second, the implementation was extremely costly and ineffective. We were charged $7,000 for implementation, which amounted to roughly five or six Zoom calls. During those sessions, our firm was expected to independently migrate and redesign our entire internal workflow into a new platform. The effective cost was over $1,000 per hour, yet most of the work was pushed onto our team—professionals who are accountants and tax preparers, not IT specialists. Instead of hands-on support, the “implementation” largely consisted of assigning us extensive tasks. Third, the learning curve was far steeper than represented. We were told the entire team would be operational within one month, which was unrealistic. Even firms with experience using practice management software report that the learning curve is extremely steep, and the implementation support provided did not materially reduce that burden. Realistically, full adoption would take many months, if not more than a year. Fourth, the client experience was poor. Clients repeatedly complained that the system was difficult to use, citing a confusing interface and links that frequently expired. This created frustration for clients and added administrative work for our firm. Fifth, customer support has been consistently inadequate. Responses are slow, issues remain unresolved, and there is little sense of accountability. The recurring theme throughout this experience has been a lack of meaningful support after payment is collected. Finally, we were billed without service delivery, and a refund was refused. Despite implementation never being completed, the company charged $11,000 upfront for an annual contract covering 10 users, in addition to the $7,000 implementation fee. The annual contract allegedly began on October 15—immediately after the tax extension deadline—yet we were nowhere near being able to use the software. We repeatedly requested that charges be postponed until implementation was completed, but those requests were ignored. As of January 26, no refund has been issued, no implementation has occurred, and we have paid for months of software we could not use. With tax season approaching, implementation is no longer feasible for us, and our request for a full refund was denied. **What problems is Karbon solving and how is that benefiting you?** Unfortunately, it’s not solving any problem right now, but causing a lot more problems and a lot of time wasted ### 2. Great Time & Billing, but Triage and Email Could Be More Outlook-Like **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** August 12, 2026 **What do you like best about Karbon?** The time and billing function - This function is useful while the server is not overloaded **What do you dislike about Karbon?** The Triage and email function. Outlook easier **What problems is Karbon solving and how is that benefiting you?** Its solving the problem of communication channels through teams. Its keeping me accountable to the work I am completing ### 3. Onboarding and Support Need Improvement Despite Promising Automation **Rating:** 2.5/5.0 stars **Reviewed by:** Philip W. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** November 28, 2025 **What do you like best about Karbon?** Still learning but I like the automation features, however getting them to work properly and having visibility of when email are automatically going out is difficult **What do you dislike about Karbon?** I have been on Karbon for a month, have been assigned 3 different success managers and still have not had an onboarding meeting. It is really hard to setup karbon properly with no help, die client portal is confusing to me and clients, the work templates automates things and I am not sure why or how to change some of them **What problems is Karbon solving and how is that benefiting you?** staying on top of tasks. ### 4. Great Client Integration, But Needs a Daily Task List **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** December 18, 2025 **What do you like best about Karbon?** Everything is tied to the client. Notifications for work **What do you dislike about Karbon?** Lack of daily list of tasks. Shows in My Week but most team members would like a simple list **What problems is Karbon solving and how is that benefiting you?** Showing work completed on time and overdue. Allows us to determine which team members to monitor ### 5. Basic for task management, but there is much better out there **Rating:** 3.0/5.0 stars **Reviewed by:** Christopher F. | Account Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** January 19, 2021 **What do you like best about Karbon?** The fact that it had the Kanban board feature **What do you dislike about Karbon?** For the price, there's software that is much better out there - in terms of dependencies, UI, ease of use, etc. **Recommendations to others considering Karbon:** Check out Asana **What problems is Karbon solving and how is that benefiting you?** Triaging accounting tasks for clients. ### 6. A bit expensive and still lacking some key features needed for effective task management **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** December 15, 2021 **What do you like best about Karbon?** I love the comments feature most as well as ability to tag an email to a work item. **What do you dislike about Karbon?** It gets overwhelming to clear the Triage when you haven't been consistently clearing on a daily basis **Recommendations to others considering Karbon:** It's expensive so make sure you' re really utilising it effectively **What problems is Karbon solving and how is that benefiting you?** The timeline feature solved our problems of easily handing over client email trails from one staff to another ### 7. Has it's benefits and drawbacks **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** November 16, 2018 **Describe the project or task Karbon helped with:** Enabled our team to keep track of tasks that we all work on together - onboarding new clients, for example **What do you like best about Karbon?** The task lists and ability to "tag" colleagues in comments **What do you dislike about Karbon?** The cumbersome nature of setting up work ## 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?filters%5Bnps_score%5D%5B%5D=3§ion=pricing&secure%5Bexpires_at%5D=2026-08-14+18%3A45%3A54+-0500&secure%5Bsession_id%5D=7a7d32cf-55d5-42c4-aa55-1c7f0f16b782&secure%5Btoken%5D=eedc47b53bde20b76496b1e868e5ab9526fd304adf4405eaaa8a5d7aed446ac2&format=llm_user) ## Karbon Integrations - [Aider](https://www.g2.com/products/aider/reviews) - [Anchor](https://www.g2.com/products/anchor-anchor/reviews) - [Annature](https://www.g2.com/products/annature/reviews) - [AskNicely](https://www.g2.com/products/asknicely/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) - [Dext](https://www.g2.com/products/dext/reviews) - 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Processing Fees - POS Integration - Omnichannel - Levels 1 & 2 - Level 3 - Payment Gateway Integration - ACH Payment Processing - Cryptocurrency Processing **Collaboration** - Collaboration - Tasks - Approval Process Control **Platform Data** - Activity Dashboard **Payment Options** - Multi-Currency - Self Service Portal **Billing** - Time - Reporting - Invoices - Activity Dashboard **Generative AI** - AI Text Generation - Generative AI **Security** - POS Verification **Onboarding** - Document Templates - Checklists - New Client - Customizable Templates **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 **Additional Functionality** - Drag & Drop - Template Management - Approval Process Control - Customizable Dashboard - Rules-Based Workflow - Document Management - Monitoring - Progress Tracking - Workflow Configuration - Collaboration Tools - Commenting/Notes - Task Management - Forms Management - No-Code - Data Import/Export - Email Management - Customizable Reports - Access Controls/Permissions - Graphical Workflow Editor - Real-Time Data - API - Search/Filter - AI Copilot - Mobile Access - Customizable Fields - Activity Tracking - Compliance Tracking - Role-Based Permissions - Reporting/Analytics - Project Workflow - Activity Dashboard **Additional Functionality** - ACH Payment Processing - Bank Reconciliation - API - Document Templates - Real-Time Updates - Email Reminders - Compliance Management - Timesheet Management - Task Management - Billing & Invoicing - Data Import/Export - Generative AI - Mobile Access - Access Controls/Permissions - Communication Management - Due Date Tracking - Tax Forms - Tax Filing - Configurable Workflow - Audit Management - Third-Party Integrations - Document Storage - Customizable Templates - AI Copilot - Approval Process Control - Alerts/Notifications - Project Management - Cash Management - Workflow Management - Status Tracking - Client Management - For Tax Practices - Reporting & Statistics - Employee Management - Time Tracking - Accounting - Document Management **Platform** - Accounting integration - E-commerce Integration **Visibility** - Job Status - Metrics - File Organization - Audit Trail - Notifications - Third-Party Integrations **Additional Functionality** - Data Synchronization - Transaction Monitoring - Purchasing & Receiving - Contactless NFC - Offline Access - Electronic Signature - PCI Compliance - Credit Card Management - Fraud Detection - SSL Security - Mobile Access - Generative AI - Returns Management - Discount Management - Reminders - Barcode/Ticket Scanning - Reporting & Statistics - Recurring/Subscription Billing - Compliance Management - Transaction History - Mobile Card Reader - Sales Tax Management - Customer Database - Receipt Management - Customizable Branding - Invoice Management - Cash Management - Remote Access/Control - Multi-Location - Sales Trend Analysis - CRM - Gift Card Management - Sales Reports - AI Copilot - Multiple Payment Options - Loyalty Program - Status Tracking - Alerts/Notifications - Activity Dashboard - Expense Tracking - Data Security - Payment Links - API - Payment Fraud Prevention - Payment Reconciliation - Data Import/Export - Search/Filter - Real-Time Data - Billing & Invoicing **Agentic AI - Accounting Practice Management** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration **Additional Functionality** - Invoice Management - Expense Tracking - Generative AI - Online Payments - Messaging - Financial Analysis - Email Management - Workflow Management - Customizable Reports - Client Management - Document Management - Time Tracking - Staff Management - Timer - Search/Filter - For Accountants - Multi-Currency - Financial Management - For CPA Firms - API - Progress Tracking - Task Management - Secure Data Storage - Electronic Payments - Reporting & Statistics - Credit Card Processing - Time & Expense Tracking - Project Management - Appointment Management - Approval Workflow - Billing & Invoicing - Document Storage - Status Tracking - Configurable Workflow - Due Date Tracking - Project Time Tracking - Reminders - Accounting - Data Import/Export - AI Copilot - Reporting/Analytics - Customizable Branding - Invoice Processing ## Top Karbon Alternatives - [TaxDome](https://www.g2.com/products/taxdome/reviews) - 4.7/5.0 (713 reviews) - [Canopy](https://www.g2.com/products/canopy-2026-05-12/reviews) - 4.6/5.0 (803 reviews) - [Financial Cents](https://www.g2.com/products/financial-cents/reviews) - 4.7/5.0 (245 reviews)