--- 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. Karbon Keeps Our Firm Organized **Rating:** 4.5/5.0 stars **Reviewed by:** Kaitlyn E. | Secretary/Book-keeper, Small-Business (50 or fewer emp.) **Reviewed Date:** September 30, 2025 **What do you like best about Karbon?** After using Karbon more, I really appreciate how well it keeps our team organized. The task management and workflow tracking make it easy to see what needs to be done and who is responsible. Communication is also much smoother because everything related to a client is in one place, which saves time and reduces the need to search through emails. Overall, it has become an important part of keeping our daily work efficient and on track. **What do you dislike about Karbon?** Karbon is a great platform overall, but there are a few areas that could be improved. I would like to see faster performance in some parts of the application, along with more customization options for workflows and dashboards. Better search capabilities and a few additional quality-of-life improvements for navigating between tasks and clients would also make the experience even better. Overall, these are minor improvements, and the software has been a great fit for our team. **What problems is Karbon solving and how is that benefiting you?** Karbon is solving the problem of keeping track of tasks, deadlines, and client communication all in one place. Before using it, things could easily get lost in emails or spreadsheets, but now the workflow automation makes sure nothing slips through the cracks. Having a centralized system helps my team collaborate more effectively, and I can see exactly where projects stand at any time. This has cut down on back-and-forth emails, improved accountability, and saved us a lot of time each week. The biggest benefit is that it gives me confidence that work is organized, clients are taken care of, and nothing is missed. ### 2. Transformational CRM with Robust Collaboration **Rating:** 5.0/5.0 stars **Reviewed by:** Shae-Lynne C. | Client Service Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** November 15, 2022 **What do you like best about Karbon?** Karbon's recent improvements that allow further insight on our team's KPIs and showing how work actually moves forward in the queue has been extremely invaluable to gaining information on where our bottlenecks are and how to improve them. Our biggest setback before was that we didn't have the data, and now that we do, we feel even more empowered to make decisions based on our reality. **What do you dislike about Karbon?** Engagements is still not where it needs to be at for us to adopt this system for our practice. The client portal also has some holes that are preventing us from using it - namely, the fact that you can not link it to a family grouping. We assign all of our T1 works to the family group instead of an individual, so without the ability to use family groups in the client portal, we would have to completely change the way we structure our work and client data. **What problems is Karbon solving and how is that benefiting you?** Karbon enhances transparency in client communications, centralizes client information, and tracks all work. Its AI features streamline reminders and summaries. It supports collaboration, benefiting our team's cohesion, and has transformed our business and client services with powerful data reporting, customization, task tracking, and email functions. ### 3. Best Workflow app ever **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 15, 2025 **What do you like best about Karbon?** What I like best about Karbon is how it brings everything into one place. Our team uses it for workflow management, time entry, and collaboration, and it makes the entire process seamless. The visibility it gives into deadlines, task ownership, and client communication has reduced confusion and improved accountability. I also like how intuitive the interface is—it’s easy to train new staff on, but powerful enough to handle complex engagements. **What do you dislike about Karbon?** "Occasionally, the platform can feel a bit slow, especially when loading large client timelines or switching between tasks. Some features, like reporting and search filters, could be more customizable to better fit our specific workflow needs. **What problems is Karbon solving and how is that benefiting you?** Karbon has solved our biggest challenges with visibility, communication, and time management. Before, we relied on scattered emails, spreadsheets, and manual tracking, which often led to missed details or duplicate work. Now, everything is centralized—tasks, deadlines, and client communication are all in one platform. This has streamlined our workflow, made it easier to track time accurately, and given our team confidence that nothing is slipping through the cracks. As a result, we’re saving hours each week, improving client response times, and keeping projects moving smoothly. ### 4. So effective and efficient **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** September 09, 2025 **What do you like best about Karbon?** Robust workflow automation and work templates help standardize tasks and boost productivity and performance which is so helpful. The email integration lets me turn emails into tasks and tag team members, which improves transparency across the team and unable to miss a task I use it on a daily basis. **What do you dislike about Karbon?** Setting up templates and navigating the interface can require time and patience and is a little complicated in starting Some users report slow response times when loading large lists or searching tasks. **What problems is Karbon solving and how is that benefiting you?** Karbon Offers centralized visibility into jobs, emails, client interactions, and workloads so nothing slips through the cracks Providing a collaborative workspace that replaces endless inbox threads, where team members can assign tasks, comment real-time, and track progress in one place. It reduces miscommunication, greater accountability, and definitely improves teamwork especially valuable for remote or hybrid teams. ### 5. 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. ### 6. 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. ### 7. 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. ### 8. 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. ### 9. 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 ### 10. 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). ### 11. Good for Firm organization **Rating:** 5.0/5.0 stars **Reviewed by:** Hope W. | Auditor, Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2025 **What do you like best about Karbon?** I like that now as someone who leads jobs, it’s easy to assign tasks. I also like that i can find all our clients email information since it’s attached to their client profile if i didnt have it before. **What do you dislike about Karbon?** I would improve the triage feature. I dont Really like my tasks being mangled in with my email. **What problems is Karbon solving and how is that benefiting you?** It is solving the issue of who is working on what and it is benefiting me by showing my bosses my work load and where i am at with jobs ### 12. 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. ### 13. 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. ### 14. Streamlined Operations with Communication Contextualization **Rating:** 5.0/5.0 stars **Reviewed by:** Ben C. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 30, 2023 **What do you like best about Karbon?** What I like the most about Karbon is the standardized checklists that you can create and generate for all clients. They call it a work item inside Karbon. This work item is most helpful for us as it supports a team-based approach, allowing everyone to operate and execute for serving clients on the same page. We document the good measure way for tasks like handling payroll or tax returns, reducing the likelihood of idiosyncrasies causing problems. The standardization within Karbon really helps our team operate more efficiently. **What do you dislike about Karbon?** The 'My Week' feature in Karbon has been a little bit harder to adopt. It's harder to actually plan out a calendar based on different items that are inside 'My Week', making it an area that's been harder for us to get value from. **What problems is Karbon solving and how is that benefiting you?** Karbon solves communication that is siloed or not contextualized by letting us tag and contextualize emails to deliverables. It standardizes our workflow with templates for tasks like payroll and bookkeeping, saving time and automating communication. ### 15. Streamlined Workflows with Flexible Customization **Rating:** 5.0/5.0 stars **Reviewed by:** Bridget E. | Project Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** November 15, 2022 **What do you like best about Karbon?** I like Karbon for internal and external communication and workflow management. It makes it super easy to create detailed checklists of work at client-specific levels. My favorite thing is being able to have work templates as a starting point, which I can customize to make the workflows as specific as needed by client. It's great that it saves all prior notes and communications as well. The work templates help me save hours because I can use them as a starting point instead of building everything from scratch. **What do you dislike about Karbon?** I don't like that we used to be able to see the checklists being sent to clients on the timeline and by whom. Now I can't see when the checklists were first sent, how many reminders they've received, etc. **What problems is Karbon solving and how is that benefiting you?** Karbon simplifies creating client-specific work checklists and saves notes and communication. It provides work templates to start with, saving me hours on onboarding by customizing workflows as needed for new clients. ### 16. Seamless Task Management and Team Collaboration **Rating:** 5.0/5.0 stars **Reviewed by:** Heather J. | Staff Accountant, Mid-Market (51-1000 emp.) **Reviewed Date:** December 16, 2025 **What do you like best about Karbon?** Karbon helps organize my daily and weekly tasks in a way that is easy to keep me on schedule and lets me easily track down past conversations or involve coworkers on a conversation where I want their input. Tagging internal users saves so much time when I want to catch someone up on an issue. I use Karbon throughout the day for correspondence and time-keeping. **What do you dislike about Karbon?** I wish there was a general folder for items that do not need to be cleared time-sensitively. If I could pin an email to a client where I could easily find it forever, that would be useful. I also wish that I could search emails and filter it to "sent" ones only. I still have to rely on gmail for this. **What problems is Karbon solving and how is that benefiting you?** Karbon provides all of my time-tracking and email but also lets me see where I am against budget for each client. Karbon is critical in a multi-client setting to keep track of everything for a given work item. Having monthly work items prevents having huge folders or a sprawling general inbox of mail. I can easily tag items to my week that I will get to within the next few days. Being able to mass-assign emails to a work item has been a lifesaver and one of my favorite recent updates. (Mass-assign to My Week would be awesome too!) ### 17. Streamlined Team Communication, Room for Improvement **Rating:** 4.5/5.0 stars **Reviewed by:** UpSide A. **Reviewed Date:** January 29, 2026 **What do you like best about Karbon?** I find it really helpful to be able to see the company as a whole, allowing me to keep track of all my fellow employees' tasks and know exactly when I need to jump in or when I don't. The ability to communicate with my fellow employees, my boss, and clients in one place is super handy. I like that the chatting area feels familiar, like a text chat or MSN. The feature where I can tag specific people in my comments and choose to share with the team, or just one person, or chat with an external client is great. It avoids the need to bounce between other forms of communication like email or phone, and back to Karbon. As an admin at an accounting firm, it's incredibly useful to finish a task and pass it to the next person seamlessly by tagging them. It's also very helpful to tag specific people when I have questions, directing them to the right person who might know the answer. **What do you dislike about Karbon?** I don't like having to click the blue button to refresh or see my new triage. I wish that would just come up when I click triage. I also wish I could move the window that pops up when I am saving something to a timeline or contact. My memory isn't great so I find myself clicking that button but forgetting the job or the company I am saving to. Because I cannot move that window, I just have to close it, re-read the info, and click it again. If I could move it over, up, or down, I can read the info behind it while saving at the same time. That would be really helpful. **What problems is Karbon solving and how is that benefiting you?** Karbon helps me see the company's big picture, manage tasks, and collaborate with colleagues and clients efficiently. I can tag specific people for questions and pass on tasks seamlessly, making communication integrated and smooth without switching between tools. ### 18. Meticulous Project Tracking That Streamlines Collaboration **Rating:** 3.5/5.0 stars **Reviewed by:** Brad T. | CPA, Small-Business (50 or fewer emp.) **Reviewed Date:** January 22, 2026 **What do you like best about Karbon?** The best thing about Karbon is how it meticulously tracks the progress of projects including multiple tasks associated with each project. For large projects, it is great way to collaborate with multiple internal people and clients. I also believe it helps clients stay focused and organized as well which makes the whole process much easier and simpler. **What do you dislike about Karbon?** Because Karbon is a powerful tool, sometimes it can become overwhelming to learn how to navigate the entire system. However, they have good customer support which helps alot. **What problems is Karbon solving and how is that benefiting you?** Karbon is streamlining the process of tracking multiple projects which helps by dedicating less time to project management and focusing on the deliverables for clients. ### 19. Effortless Organization and Efficiency with Karbon **Rating:** 5.0/5.0 stars **Reviewed by:** Herbert B. | Bookkeeping Associate, Small-Business (50 or fewer emp.) **Reviewed Date:** December 23, 2025 **What do you like best about Karbon?** I appreciate that Karbon is a secure place to keep all your work and deliverables organized, especially if you work in a fast-paced environment and need to manage multiple clients at once. The timelines, assignment features, and to-dos all help ensure that nothing falls through the cracks. Additionally, the interface is very clean, which makes your workflow much more efficient. **What do you dislike about Karbon?** Honestly, I haven't seen downsides at all so far, and it's been almost two years using Karbon. **What problems is Karbon solving and how is that benefiting you?** Karbon helps us ensure that we don't overlook anything while managing work for multiple clients at our accounting firm. It keeps all our tasks organized and makes it easy to find information when we need it. This is especially useful for audit purposes or when we want to review what was done in a previous workflow. The comment feature, which allows us to discuss matters internally with coworkers, is fantastic. Our firm has a policy requiring every deliverable to be reviewed by at least one other person, and since we work collaboratively, Karbon makes this process very straightforward for us. ### 20. User-Friendly Portal with Strong Integration Features **Rating:** 4.5/5.0 stars **Reviewed by:** Matthew T. **Reviewed Date:** December 23, 2025 **What do you like best about Karbon?** I really like how Karbon serves as a single platform that is user-friendly for both me and my clients. Its strong capabilities with integrations into other useful platforms are a big plus. I find the workflow feature valuable as it allows me to track each job from start to finish, ensuring a timely work product. The Karbon for Clients portal also stands out for being a secure, user-friendly space that my clients enjoy, creating a connected and premium experience. I'm excited about the integration with Stanford Tax for the upcoming tax season. **What do you dislike about Karbon?** I dislike Karbon billing. There are still issues when passing on processing fees to the client; sometimes, the fee is charged back to me. Also, clients using debit are charged beyond the maximum amount, which makes them revert to check payment. I think they should make the processing fee more transparent. **What problems is Karbon solving and how is that benefiting you?** Karbon provides a single platform that's user-friendly for my team and clients, integrates well with other platforms, and lets me track jobs from start to finish. The secure portal enhances client experience. ### 21. Keeps Our Team Focused and Productive All Day **Rating:** 5.0/5.0 stars **Reviewed by:** Jonathan G. | Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** December 15, 2025 **What do you like best about Karbon?** Karbon is a powerful tool that keeps the team focused on the right work at the right time. Our team adopts it well and our client appreciates the clarity of our requests to them. We now use it for time and billing, and it has been great to have this centered in one tool. Our team is in Karbon all day long to move our work forward. **What do you dislike about Karbon?** New features are rolled out fast and do not always have the most impactful features in early versions. **What problems is Karbon solving and how is that benefiting you?** Tracking our work and deadlines, clarity in where our time goes, and what clients are absorbing team time. It also puts our communications with clients in visible and organized spaces. ### 22. Streamlined Workflow Yet UI Needs Improvement **Rating:** 5.0/5.0 stars **Reviewed by:** Ben D. **Reviewed Date:** December 19, 2025 **What do you like best about Karbon?** I use Karbon to manage our accountancy practice, and I find its workflow management quite beneficial. It really helps in managing workloads and each work item by breaking them down into tasks. The automation feature is one of the best things about Karbon as it takes a lot of manual work out of assigning tasks to different people. I also appreciate how tasks can consistently be assigned to the same team member each year, and the way it passes tasks between staff members as the work progresses is really good. Additionally, the onboarding team, especially Aaron, was fantastic during the setup, making our experience as seamless as it could have been given our practice size. **What do you dislike about Karbon?** The client interface in Karbon is probably its downfall. Clients have to tick a box to manage the checklist, which they find to be their biggest pain point as it's not intuitive or user-friendly. You also have to click on the comment section to expand and see what people have said, which isn't readily visible. **What problems is Karbon solving and how is that benefiting you?** We use Karbon to manage our accountancy practice, sending reminders and managing workflow, time budgets, and emails. It solves the issue of manually creating lists for reminders and eliminates spreadsheet use for team workflow, making time tracking against budget effortless. ### 23. KarbonHQ transformative and a must-have for professional services firms **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** August 03, 2023 **What do you like best about Karbon?** Karbon forever changes the mindset and approach to managing emails which then funnels into an efficient workflow management system that intelligently involves every team member. Emails are turned into actionable items that can be collobarated on with other team members. For work/job items, there is an array of features that ensure workflow management and completion is as efficient as possible. There are procedure checklists for template work/job. Timelines for notes/communication for not only clients but the work/job as well. Recurring feature is great too. The daily to-do list sets the tone from the get go and being able to easily manage it across team members makes things simple for managers. Support is fantastic and has always been able to help. Finally, KarbonHQ are always working to improve the software with little feature adds. Most recently, scheduling email responses. **What do you dislike about Karbon?** Nothing to note that would stop me from using the software! **What problems is Karbon solving and how is that benefiting you?** Email and workflow management is the problem that Karbon is solving. It enables effective delegation of tasks, strategic overview of all work/jobs outstanding and brings teams together remotely. ### 24. Innovative Time Tracking and Collaboration Made Easy **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** December 17, 2025 **What do you like best about Karbon?** I really appreciate the timer feature and the ability to bill time directly to a work item. The way work items are set up is also something I enjoy; I haven't used a program with this functionality before, and it's been a fantastic way to keep track of both time and progress, ensuring that nothing gets overlooked. I also like that you can comment on an email with your team, which helps reduce the need for in-person discussions at the office. **What do you dislike about Karbon?** I would like the recently viewed section on the left-hand side to display more than just three items. Alternatively, having the ability to pin or select favorite clients to appear on the left would make it much easier for me to access them quickly, instead of having to search through Contacts every time. **What problems is Karbon solving and how is that benefiting you?** Karbon helps me manage my time, track tasks, and streamline my workflow. This is especially valuable since I have many clients, each with unique bookkeeping requirements and various deadlines to meet. The organizational features Karbon provides allow me to feel more at ease, letting me concentrate on my work instead of worrying about whether I might be forgetting something. ### 25. Streamlined Project Management and Communication Hub **Rating:** 5.0/5.0 stars **Reviewed by:** Deng G. **Reviewed Date:** December 17, 2025 **What do you like best about Karbon?** I use Karbon as the central hub for all project management, client communication, and email coordination in our accounting services team. I no longer have to worry about remembering what needs to be done or when, because I'm able to put all of that information into the system and allow it to remind me and keep me organized. Everything project management and client service communication is all in one place for me and the team, which is incredibly convenient. I love being able to create work items for the future and have an easy way to flag correspondence towards that work item until I need it. The ease of collaboration with internal team members is the best time-saving part. **What do you dislike about Karbon?** I'm looking forward to having work items that blend shared internal tasks with external tasks so customers can upload items directly into the work item with comments. I also wish the AI function could improve, especially for drafting difficult response messages. The initial setup was difficult and took some time, although it has gotten easier now. **What problems is Karbon solving and how is that benefiting you?** I use Karbon to organize project management, client communication, and email coordination, relieving me from remembering tasks. It centralizes everything for my team, allowing easy creation of future work items and seamless collaboration, saving time. ### 26. Effortless Workflow Tracking and Project Management **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** December 17, 2025 **What do you like best about Karbon?** Karbon has been very helpful in tracking the work we have and where it is in the workflow. It especially helps us to track the out of scope projects that we may not have billed for in the past. I also like how we can map email to work and post notes. This enables us to share information among the team with little effort. Karbon customer support has been great. They are available to answer any issues that I have. **What do you dislike about Karbon?** I dislike that Karbon does not have spell check on emails. I feel that this is a basic functionality and has been around for a long time. It is difficult to replace a team member who left. We found that we thought we should be able to just map that role to a new person, but sometime the roles were mixed up. I wish Karbon listed the role for each job and then assigned a person rather than assigning people to the role. This way the rolse would remain separate even if the same person may do multiple roles. **What problems is Karbon solving and how is that benefiting you?** Karbon is enabling us to keep our workflow organized. ### 27. Master of Task Management with Outstanding Features **Rating:** 5.0/5.0 stars **Reviewed by:** Victor F. **Reviewed Date:** December 16, 2025 **What do you like best about Karbon?** I use Karbon to schedule and prioritize my work tasks and record my time for billing. I like the ability to organize items within a task and task another associate with one item from several on a project. Karbon's feature of setting up recurring tasks is great because they pop up when it's time to do them without me having to think about it, so I don't miss any. When a task has many items, it's very helpful to assign an associate to assist without losing track of the item. **What do you dislike about Karbon?** At times, I find it hard to find something in the search bar. Also, the line items are not in chronological order in the timeline of a client. **What problems is Karbon solving and how is that benefiting you?** I use Karbon to schedule and prioritize my work tasks, record time for billing, and ensure I don't miss any tasks. It allows me to line tasks up in order and set up recurring tasks efficiently. ### 28. Streamlined Team Communication and Collaboration **Rating:** 5.0/5.0 stars **Reviewed by:** Stephanie S. | Payroll Concierge **Reviewed Date:** December 16, 2025 **What do you like best about Karbon?** I like the comment feature in Karbon; it makes things much easier than having to go back and forth with actual emails. It's easier to read than sifting through an email chain. If a team member is unexpectedly out for the day, another team member can easily jump in and look at the timeline to get some background on the client without having to pull anyone else in. We switched from using only Outlook to Karbon to allow any team member to be able to see all communication and handle someone else's work when necessary. I also like the work items because it helps me stay on top of my workload. **What do you dislike about Karbon?** Sometimes, it is hard to search for an old email or note when using the search feature. It could be better with bringing up old emails and notes because I've found that a lot of times, my old emails and notes don't come up when I search them and then I have to try and search for them in Outlook. It was a little tough at first, but we got through the glitches. **What problems is Karbon solving and how is that benefiting you?** Karbon lets any team member quickly see client communication timelines if someone is out, avoiding confusion. The comment feature simplifies discussions, making it easier to follow than email chains. ### 29. Outstanding Experience from Start to Finish **Rating:** 5.0/5.0 stars **Reviewed by:** Mariella Jenica C. | Generalist Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** December 15, 2025 **What do you like best about Karbon?** What I like best about Karbon is how it centralises everything in one place. Tasks, emails, deadlines, and client information are all connected, which makes it much easier to stay organised and avoid missing anything. The most helpful feature is the workflow and task management. It clearly shows what needs to be done, who is responsible, and when it’s due. The email integration is also very useful because all client communication is visible to the team, improving collaboration and continuity. **What do you dislike about Karbon?** One of the main drawbacks is that Karbon can feel overwhelming at times, especially for new users. There are many features and layers, which can make simple tasks feel more complex than necessary. There is no pop-up notification for new emails or comments. **What problems is Karbon solving and how is that benefiting you?** Karbon solves the problem of disorganised workflows and scattered communication. Before using Karbon, tasks, emails, and client information could be spread across different systems, increasing the risk of missed deadlines or duplicated work. By centralising task management, workflows, and client communication, Karbon provides better visibility over what needs to be done and who is responsible. This helps reduce errors, improve accountability, and ensure work is completed on time. Karbon also helps manage recurring and deadline-driven work, which is especially beneficial in bookkeeping and accounting. It allows for consistent processes, better planning, and smoother collaboration within the team, ultimately improving efficiency and reducing stress. ### 30. Efficient Data Management Made Easy **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** December 16, 2025 **What do you like best about Karbon?** Client Data Management and automation of tasks using AI, client onboarding and easily tracking leads and constant updates about AI features. **What do you dislike about Karbon?** Constantly UI changes which creates problem for old school users to adapt. **What problems is Karbon solving and how is that benefiting you?** It helps reduce manpower involvement using AI which is mostly accurate and helps reducing the workforce as required. Automating the manual tasks in-build reminders. ### 31. Karbon provided a lot of meaningful insights **Rating:** 5.0/5.0 stars **Reviewed by:** Lisa R. | Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** September 17, 2024 **What do you like best about Karbon?** A new integration that I have been really benefitting from is the updated QBO integration, this now pulls in payments received as well as the invoices issued. This has eliminated all manual bookkeeping on the sales side for me allowing me to focus on budgeting, expenses, and operations. Additionally, they recently added real time write up and write down disclosure on billing of jobs, this has been hugely valuable as I'm able to identify the profitability of jobs immediately, further investigate where things went wrong, and respond in a timely manner to issues in workflow and policies. Finally, I've also gotten such positive feedback from clients on the updated portal, clients are so happy with the new portal and the ability to easily provide files and updates to any workflow I have, but what they are most excited about is the real-time updates on job status' in Karbon without needing to redundantly have to follow up with me for job status; the feedback from clients has been 100% positive and satisfied with this newest update! I'm still absolutely thrilled with Karbon, this was a fantastic pick for me and my firm. **What do you dislike about Karbon?** As with my previous review the only improvement I could ask for is more transparent time sheets. I'd love the timesheets to disclose the times that a staff member worked on a job (rather then just the time spent) to be more compliant with my institute guidelines, to better problem solve billing and time issues, and to better support my firm if the time entries were to ever be challenged by a client or some other stakeholder. **What problems is Karbon solving and how is that benefiting you?** Streamlining multiple apps and programs into one convenient location that allows for better management, forecasting, and transparency in workflow and processes. ### 32. All-in-One Solution That Streamlines Team Collaboration **Rating:** 5.0/5.0 stars **Reviewed by:** Sarah S. | Head of Bookkeeping, Small-Business (50 or fewer emp.) **Reviewed Date:** December 30, 2025 **What do you like best about Karbon?** It minimises the amount of other apps I need. It allows me to manage email, client information, workflows, tasks, capacity, budgeting all in one place. It's easy to update and share information with my team. **What do you dislike about Karbon?** It would be nice to see at a glance the triage or other team members. I would also like to see it integrate with XPM. **What problems is Karbon solving and how is that benefiting you?** Capacity planning - I can easily see the capacity of my team. The Kanban is great when team members go on leave and makes it super easy to transfer work between team members. I love the intuitive nature of the workflows and how they're easy to keep up to date so other team members can see where things are up to. And communicating with clients is easy and seamless through the platform, again keeping things in one place. ### 33. LOVE KARBON! **Rating:** 5.0/5.0 stars **Reviewed by:** Jean S. | Director of Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** September 13, 2024 **What do you like best about Karbon?** The ability to manage workflow, engagements and communications in a 60 person firm with thousands of work items is critical to our ability to function. We not only function, but we are able to do more with less and improve our overall communications both internally and externally. From managing the inflow of emails to completing work and everything in between is accomplished using KARBON. We would be lost without it. The KARBON folks are great to work with and super helpful all year long. **What do you dislike about Karbon?** KARBON is a comprehensive system with its own terminology and nuances. It takes a while to get comfortable with it, therefore, implementation is challenging. **What problems is Karbon solving and how is that benefiting you?** Having a view at your fingertips of all of the work that is in process is something we hadn't had prior to implementing KARBON. We can use our work views to get that picture and take action depending upon how long a task has been in that status. It's easier to know who to followup, what is needed and where the delay might be in getting work out the door. Communicating internally and externally. Sharing of information is a cornerstone of KARBON. Information isn't held in one person's in box or on their desk. Recently KARBON implemented a "QUEUE" system to allow us to track the order for which work arrived in our office to be processed. This is tremendously helpful in prioritizing work. ### 34. Karbon has become the backbone of our accounting firm’s workflow **Rating:** 4.5/5.0 stars **Reviewed by:** Varun S. | Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** September 10, 2025 **What do you like best about Karbon?** Karbon has streamlined how our team collaborates and manages client work. The email integration helps turning client emails into tasks directly within Karbon, ensuring nothing slips through the cracks. The workflow automation and templates save us hours by standardizing recurring tasks and setting up automated reminders, especially during tax season. I also appreciate the collaboration tools like shared timelines and visibility across client files, which give the entire team clarity without the need for constant check-ins. Our team is a daily user of Karbon and relies heavily on client and project management. Integrations with Sharepoint and other apps through API takes the use of the program to the next level. Customer Support is immediate through chats. Their user guides and help menus are the best in business. **What do you dislike about Karbon?** There’s a bit of a learning curve during the initial setup, particularly when building out detailed work templates. However, once the system is customized for your firm, it pays off quickly. **What problems is Karbon solving and how is that benefiting you?** Karbon has solved our biggest challenge: keeping client work organized and ensuring nothing gets missed. Before Karbon, tasks were scattered across emails, spreadsheets, and separate tools, which made it hard to track progress. Now, everything is in one place. The email-to-task feature helps us turn client communication into actionable work instantly, cutting down on follow-ups and reducing the chance of errors. The workflow templates and automation have brought consistency to recurring jobs like bookkeeping and tax returns, which saves hours and reduces stress during busy periods. Overall, Karbon has improved accountability, efficiency, and client service across the firm. It’s helped us grow without adding unnecessary overhead or losing control of deadlines. ### 35. Modern Project Management with Insightful Visibility **Rating:** 4.5/5.0 stars **Reviewed by:** Barrett Y. | Marketing Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** November 19, 2025 **What do you like best about Karbon?** I love Karbon's intuitive interface and simple framework, which make it easy to spin up new projects and involve the team, enhancing our workflow and efficiency in managing tax and accounting projects at our CPA firm. The timesheets and invoicing features, although we are still in early adoption, already stand out as sensible and user-friendly additions. I am also eager to explore more of the integration partners that Karbon offers to further streamline our processes. Karbon serves as a modern project management tool that scales appropriately with enterprise needs, providing me with increased visibility and insight into the status of our team's work at any given moment, an invaluable benefit in ensuring we stay on top of client commitments and track progress efficiently across our 15 team members. **What do you dislike about Karbon?** I would love to see an integrated calendar tool soon. Additionally, the initial setup of Karbon was not very easy. Our workflow and project load is a bit more complex as an established business, so even with white glove implementation, it required a significant amount of manual thinking and setup time. **What problems is Karbon solving and how is that benefiting you?** Karbon provides visibility across email inboxes and client commitments, tracking work progression across our 15 team members. It's intuitive, simplifies project management, and offers useful features like timesheets and invoicing, giving me more insight into current work status. ### 36. Streamlined Workflow Management with Robust Integrations **Rating:** 4.5/5.0 stars **Reviewed by:** Jabbar D. | CPA, Small-Business (50 or fewer emp.) **Reviewed Date:** November 12, 2025 **What do you like best about Karbon?** I really appreciate Karbon for its excellent workflow integrations. The seamless integration with Google Drive has been a game-changer, alleviating the issue of client files being scattered across various platforms like Google Drive and Canopy. This integration makes document management much more efficient and organized. Karbon's timeline feature stands out as it allows all client communications and activities to be listed in sequential order. This order facilitates easy reference to past discussions and ensures that team members are on the same page without redundant queries. Additionally, having multiple tools integrated within Karbon is a significant asset, vastly improving the streamlining of our workflow processes. The visibility into communication across team members has enhanced our collaborative efforts, and these features together solve many of the challenges we previously faced. **What do you dislike about Karbon?** The user interface (UI) of Karbon's workflows could be improved, as it doesn't feel entirely intuitive. Additionally, while the email management features, including the triage function, are generally effective, I find that emails can sometimes slip through the cracks, prompting me to rely on other tools to ensure comprehensive email oversight. Another concern is with the integration of the billing function; the connection with Ignition for automation isn't fully operational. This partial integration with billing processes means it's challenging to track payments accurately without resorting to using Karbon's billing feature separately. **What problems is Karbon solving and how is that benefiting you?** I use Karbon to manage workflow processes, solve data scattering, enhance communication visibility, and integrate multiple tools, streamlining operations and improving team efficiency. ### 37. Keeps Me Organized and On Track Every Day **Rating:** 5.0/5.0 stars **Reviewed by:** Marcy A. | Partner, Mid-Market (51-1000 emp.) **Reviewed Date:** December 16, 2025 **What do you like best about Karbon?** It keeps me organized and on track. I can log in at any time and know what is expected of me. No more using my email as a to do list. **What do you dislike about Karbon?** Some of the repeat frequencies are not friendly. They do not accommodate for holidays or weekends well - specifically with monthly or semi monthly payrolls. We have to manually edit and track a lot of those work items. **What problems is Karbon solving and how is that benefiting you?** I am not a part of that process. I know the team works with our ELT to hear our issues and try to fix them. ### 38. Centralized Client Management and Seamless Communication **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** December 17, 2025 **What do you like best about Karbon?** Having all of our client information and workflows, in the same place as our emails. Using the @mention feature as it completely eliminates 99.9% of all internal emails. We also love Karbon Intelligence which we haven't fully optimized within our company just yet, but working on getting all of our work items up to date, to be able to get more accurate analytics. We use Karbon everyday. Customer support has always been easy to reach. **What do you dislike about Karbon?** Would love if there was more resources on intelligence. Video how to's would be very helpful. The resource within it, is very wordy and can take a significant amount of time for someone whose never used Power BI. **What problems is Karbon solving and how is that benefiting you?** No internal emails. Workflows that the team understands. Both all around, make the entire team more efficient. ### 39. It is very helpful and easy to use **Rating:** 4.0/5.0 stars **Reviewed by:** Carrie B. | Salon Department Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** January 26, 2023 **What do you like best about Karbon?** I really enjoy how it helps keep me on track and plan my day. I like being able to have all of the items I need for the day in one place **What do you dislike about Karbon?** I would love it if you could send client requests/tasks to more than one person without having to create a separate section **What problems is Karbon solving and how is that benefiting you?** Making it easier to work within the team. When you have multiple team members that work on a client it is easy to assign the work. Being able to work through the client with other team members ### 40. Effortless Job Management and Seamless Team Collaboration **Rating:** 5.0/5.0 stars **Reviewed by:** Kristy Rae P. | Customer Service Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** December 16, 2025 **What do you like best about Karbon?** The system allows us to create detailed jobs and easily assign tasks to each team member. The email functionality and customizable email templates are extremely helpful, along with many other great features. Honestly, I really love the entire system. The customer support is also exceptional—responses are quick, and issues are resolved promptly. **What do you dislike about Karbon?** I don’t dislike it at all, I just feel there’s potential for us to do more. **What problems is Karbon solving and how is that benefiting you?** It helps us take note of important details and we can easily discuss matters with our clients incase the discussion happened years ago. ### 41. Karbon Keeps Our Team, Tasks, and Clients Organized and Easy to Manage **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** January 15, 2026 **What do you like best about Karbon?** I really appreciate how intuitive and organized Karbon is. The platform makes managing client work, emails, and tasks in one place seamless. I love that everything—from team collaboration to client communication—is centralized, which saves me a ton of time and keeps everyone on the same page. The dashboard and workflow views make it easy to see what’s coming up and prioritize work efficiently. **What do you dislike about Karbon?** While Karbon is extremely powerful, sometimes the learning curve can feel a bit steep for new users. Certain features, like advanced reporting or automations, can take a little time to figure out. Occasionally, the interface can feel a bit cluttered if you have a lot of clients and tasks in progress, but overall it’s manageable. **What problems is Karbon solving and how is that benefiting you?** Karbon solves the challenge of juggling multiple clients, tasks, and emails at once. Before using it, it was easy for things to slip through the cracks or for communication to get fragmented. Now, I have a clear overview of my team’s work, deadlines, and client interactions, which reduces stress and keeps projects on track. It also improves accountability and collaboration, meaning we can deliver higher-quality work more efficiently. ### 42. Centralized Client Management and Beneficial Workflow **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** December 16, 2025 **What do you like best about Karbon?** I appreciate the central database for storing all of our clients and being able to securely receive needed documentation. I appreciate being able to create work items to help us manage our workflow in a more productive manner. The Karbon customer service is outstanding! **What do you dislike about Karbon?** Up until two weeks ago, I would have said the worst part of Karbon was not being able to bulk update work items to a template; but, as of this week, we now have this capability. This will be so advantageous. Some things are difficult to figure out at first, but Karbon provides excellent customer service and videos to help with implementation. **What problems is Karbon solving and how is that benefiting you?** Karbon enhances our communications with our clients; it keeps our workflow more on track, keeping our clients more satisified. ### 43. Streamlined Practice Management, Needs Billing Flexibility **Rating:** 5.0/5.0 stars **Reviewed by:** Grant H. **Reviewed Date:** December 16, 2025 **What do you like best about Karbon?** I love the timeline and task time-stamping features because they provide accountability for all staff members and allow us to track what each person is doing and when. I also love the client request feature that doesn't require a password, as it works well by running through the email inboxes without needing an account to be made. **What do you dislike about Karbon?** I would like to see new features rolled out a little later in the development process when they are more polished. I would also like the billing functions to offer a little more flexibility for things like invoicing and crediting accounts. **What problems is Karbon solving and how is that benefiting you?** Karbon helps us manage practice and workflow, track project completion, and organize emails. It also facilitates secure client communication and provides visibility firm-wide. ### 44. Organized My LIFE! **Rating:** 5.0/5.0 stars **Reviewed by:** Ashley K. | Senior Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 03, 2023 **What do you like best about Karbon?** Karbon Automators and client tasks have made life so much easier as well. No more email follow ups on outstanding client items- Karbon does it for you! **What do you dislike about Karbon?** Bringing back the personalized Karbon stats of your year (# of emails cleared, comments, etc). This is such a great summary and makes you feel accomplished at the end of the year! **What problems is Karbon solving and how is that benefiting you?** Segregation of duties and clearly showing who is responsible for what task, and assigning a due date let's my team know what my expectations are on when the task should be completed ### 45. Great digital tool for workflow **Rating:** 5.0/5.0 stars **Reviewed by:** James P. | He, Small-Business (50 or fewer emp.) **Reviewed Date:** March 22, 2022 **What do you like best about Karbon?** Triage, linking emails to clients and work items, aging of work and to do lists. **What do you dislike about Karbon?** Lots of my Triage is filled with internal notifications and @mentions. **Recommendations to others considering Karbon:** Just do it! You won't regret it. **What problems is Karbon solving and how is that benefiting you?** I know the status of all my work at any time. Nothing gets missed. Easy to follow up on old, stale work items. Work actually "flows" more smoothly in and out my door. ### 46. User-Friendly and Organizes Seamlessly **Rating:** 5.0/5.0 stars **Reviewed by:** Christine K. | Office Manager **Reviewed Date:** December 16, 2025 **What do you like best about Karbon?** I use Karbon every day for client communication, task tracking, and project tracking. I find Karbon very user-friendly, and it helps me keep my work organized. The features I value the most are email responses, the to-do list, and work items because they help me communicate with clients and keep all of my work organized. I honestly like all features in Karbon. The initial setup was very easy to understand. **What do you dislike about Karbon?** I think including the start date at the top in work items would be an improvement. **What problems is Karbon solving and how is that benefiting you?** I use Karbon for client communication and organization, which helps me keep my work organized. It's user-friendly and the tools like email responses, to-do-lists, and work items help communicate with clients effectively. ### 47. Best practice management **Rating:** 5.0/5.0 stars **Reviewed by:** Ivan R. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** September 04, 2024 **What do you like best about Karbon?** Karbon is one of the best apps I have used. It helps me keep my work, tasks, and notes all in one place, making it much easier to stay organized. **What do you dislike about Karbon?** Integrations take some time to be refined. For example, I have been requesting that the Karbon team address our firm's connection with Intuit ProConnect so that we can have a true two-way integration. **What problems is Karbon solving and how is that benefiting you?** It helps to have more transparency with my team about client communications. ### 48. Karbon is a life saver **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** December 15, 2025 **What do you like best about Karbon?** As an accountant, I liked that Karbon has collaborated our team effort into one; you can easily mention anyone by using @, comment on the work/queries, and even attach links and documents for the job. The integration with Outlook made our lives easier. Our workflow became consistent and reduced errors since we are using checklists that track our work; my boss will just comment or approve any work done—a lifesaver indeed! **What do you dislike about Karbon?** Of course, Karbon is not perfect; it has room for improvement. One of the disadvantages for me of Karbon is having too many clicks and making the workflow click-heavy when in reality it can be simply done and also making templates for the first time; it is time-consuming but later on helpful when the workflow is ongoing. **What problems is Karbon solving and how is that benefiting you?** Since we are dealing with multiple clients, Karbon helped us to properly task and track all our jobs that were assigned to specific people and properly track the status of each job for specific clients. My manager can track what I am doing but is not micromanaging me. ### 49. Implementation process was easy, hands-on, and our customer service manager Lia was very attentive. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** September 26, 2025 **What do you like best about Karbon?** Karbon was very customizable to our firm's specific processes and customer support is super reachable and helpful. I find it easy to track emails, workload, and project statuses. You can also run as specific of reports as you'd like, and being able to create bulk work uploads is a huge timesaver! **What do you dislike about Karbon?** As much as I like triage, it would sometimes be helpful to have it work more like a regular email in that when I am typing an email, I wish I could pick a specific number size/font of text, the bullet points can be a bit tricky, I can't tab, and the printing feature is good but not great and adds extra blank pages to the pdf. **What problems is Karbon solving and how is that benefiting you?** Karbon is helpful in keeping track of work that comes in the door but can't necessarily be handled right away. When we get a client email regarding a notice, audit, etc., we create a project right away and assign out to handle. We can have the work populate reminders to complete which sets your mind at ease knowing it won't slip through the cracks! It's also great at being the source of truth. We can put all of our client's information in one easy-to-find place, the Details section. Here, we can note if clients are married filing separate, have K1s or Schedule Cs on their returns, if a business has monthly bookkeeping or quarterly, and other things that are helpful to know at a glance. ### 50. Best Task Tracker **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** February 20, 2025 **What do you like best about Karbon?** It is the best tracking tool that I used. I already have 5 years of work experience; this is the best so far. It allowed me to list all my recurring tasks and with so many clients that I'm handling this is very convenient. It is very easy to use as well you just have to check on the tasks that are done and you are good to go. **What do you dislike about Karbon?** So far I have not encounter any issues yet with karbon, really happy with it. **What problems is Karbon solving and how is that benefiting you?** I have multiple clients and Karbon allowed me to track each client task with no hassle. ## 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%5Bsentiment_snippet%5D=1663084&qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-08-15+00%3A14%3A28+-0500&secure%5Bsession_id%5D=108879dd-99ea-4e35-9b02-c4f3fcc872de&secure%5Btoken%5D=d7f0bd68ed960ec866695263a9350d348ec6eeef8fff4c06ae11905b9d8f2bb7&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) - [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) - [Gusto](https://www.g2.com/products/gusto/reviews) - [HubSpot Breeze](https://www.g2.com/products/hubspot-breeze/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) - [Intuit QuickBooks](https://www.g2.com/products/intuit-quickbooks/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) - [Sage 100](https://www.g2.com/products/sage-100/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) - [Soraban](https://www.g2.com/products/soraban/reviews) - [Spotlight Reporting](https://www.g2.com/products/spotlight-reporting/reviews) - [StanfordTax](https://www.g2.com/products/stanfordtax/reviews) - [Stripe Payments](https://www.g2.com/products/stripe-stripe-payments/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) - [UltraTax CS](https://www.g2.com/products/ultratax-cs/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 - Calendar Management - Business Process Automation **Platform Additional Functionality** - Cloud - Messaging - Payment - Client Portal **Payment Processing** - Encryption - Credit Card Processing - Mobile Payments - Digital Wallet Integration - Debit/Credit Card Processing - Online Payments - Partial Payments - In-Person Payments - Digital Wallet Payments **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 - 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)