--- title: Karbon Reviews meta_title: 'Karbon Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 918 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: 918 scale: '5' date_modified: '2026-08-12' 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:** 918 ## 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. 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. ### 2. Streamlined Client Communication with Easy Setup **Rating:** 5.0/5.0 stars **Reviewed by:** Shelby S. **Reviewed Date:** January 22, 2026 **What do you like best about Karbon?** I enjoy using Karbon at my accounting firm because it sends automated reminders, so I don't have to reach out manually. I love the email templates because they save me time and prevent me from forgetting anything important. Tagging my team internally is another feature I find beneficial, and the initial setup of Karbon was super easy! **What do you dislike about Karbon?** I am having trouble with Karbon for clients. My clients are not able to create a login or it is saying their email is not recognized. **What problems is Karbon solving and how is that benefiting you?** I use Karbon to send automated reminders, saving me from reaching out manually. The email templates prevent time waste and ensure I don't forget things. I also love tagging my team internally. ### 3. 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. ### 4. 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. ### 5. Exceptional for Workflow Management with Room for Improvement in Integrations **Rating:** 5.0/5.0 stars **Reviewed by:** Linh C. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 10, 2026 **What do you like best about Karbon?** I like Karbon's workflow management. Creating jobs with a very thorough template allows for transparent job status, and it uncovers job inefficiencies and staff unproductive time. **What do you dislike about Karbon?** I find the engagements and invoicing sync to Xero could be improved. **What problems is Karbon solving and how is that benefiting you?** Karbon helps with practice management and email triage, improving internal communications, workflow management, and tracking KPI and capacity. It allows for transparent job status and highlights inefficiencies and unproductive time, making our accounting practice more efficient. ### 6. Streamlined Client Communication with Effortless Setup **Rating:** 5.0/5.0 stars **Reviewed by:** Nikina H. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 29, 2026 **What do you like best about Karbon?** I like the communication with clients about all tasks, step by step. My clients are aware of all progress on a task throughout its process. The initial setup of Karbon was great and easy to follow thanks to the tutorial. **What do you dislike about Karbon?** Nothing **What problems is Karbon solving and how is that benefiting you?** I use Karbon for emails, time clock, jobs, and client tasks. It improves client communication with step-by-step task updates, keeping them informed throughout. ### 7. 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 ### 8. Great product **Rating:** 4.5/5.0 stars **Reviewed by:** Cerith W. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** February 27, 2024 **What do you like best about Karbon?** The time saves by triaging emails is immense. Pair that with the automatic emails to clients to request and update them on job progress is amazing. All around great product **What do you dislike about Karbon?** There are some bulk updates that require Karbon support to do. Having this feature would let us do thinks quicker. Also setting up joint mailboxes that I know is on the roadmap. **What problems is Karbon solving and how is that benefiting you?** Automation of everyday tasks. As emails are linked to jobs having timelines of everyone's emails is great in a team. Keeping documents linked to work items. **Official Response from Tiffany Thain:** > Cerith, thank you for your wonderful review! We're thrilled to hear that features like Triage and automatic client updates are saving you time, and that you're enjoying Karbon overall. We're here to support you every step of the way, so please don't hesitate to reach out to our team with any questions or further ideas for product enhancements. ### 9. 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. ### 10. Excellent Workflow Automation, Task Sharing, and Workload Management **Rating:** 4.0/5.0 stars **Reviewed by:** Mark P. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2026 **What do you like best about Karbon?** Work flow automation. Task sharing. Word load management **What do you dislike about Karbon?** The triage side of things is very poor and hasn't been developed as enthusiastically as other areas **What problems is Karbon solving and how is that benefiting you?** automated work flows, job assignment, client requested ### 11. This program is great in getting you organized and helps you stay on top of everything. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 23, 2023 **What do you like best about Karbon?** I love how I am able to connect my calendar to it. I can also plan my day out with my work schedule. It also allows me to comment on the email from clients rather than forwarding them to another colleague. **What do you dislike about Karbon?** I would say that I would want to be able to organize my triage more. There is too much communication going on at once. When I get tagged into something I already finished it still appears on my triage. **What problems is Karbon solving and how is that benefiting you?** It is helping us stay on top of our projects and not fall behind on work. It also has helped us be more communicative with our clients throughout the year with the automation. ### 12. Seamless Automation and Connectivity for Teams **Rating:** 5.0/5.0 stars **Reviewed by:** Stefanie J. | Client Resource Manager / Administrative Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** December 16, 2025 **What do you like best about Karbon?** The automation, the connectivity to the work and to your colleagues. How open you guys are to feedback and changes. **What do you dislike about Karbon?** Some parts are not very customizable, so it can make some workflows a bit clunky. **What problems is Karbon solving and how is that benefiting you?** The introduction of the queues was a huge help and allowed us to move away from spreadsheets. The integration options are useful and will help as we make changes to our file management processes. I know Karbon for Clients will be a game changer, as soon as we have the capacity to roll that out. ### 13. Effortless Information Sharing, Quick Setup **Rating:** 5.0/5.0 stars **Reviewed by:** Shawn V. **Reviewed Date:** December 23, 2025 **What do you like best about Karbon?** I really appreciate how Karbon makes information sharing easy. I don't need to ask clients for info since Karbon already has it. This feature is especially helpful because it allows me to access information easily, whether it's from myself or for getting to know clients I haven't worked with. Additionally, the setup of Karbon was so easy, it took no time at all. **What do you dislike about Karbon?** I find the search function is limited, which makes it difficult to find necessary client information beyond just their emails. **What problems is Karbon solving and how is that benefiting you?** I use Karbon to manage emails, and it helps by having all client info readily available, so I don't need to ask them directly. It makes information sharing easy, letting me access info quickly for clients I haven't worked with before. ### 14. 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. ### 15. Karbon works great but needs to make its own Karbon storage better **Rating:** 4.0/5.0 stars **Reviewed by:** Brian K. | Bookkeeper, Small-Business (50 or fewer emp.) **Reviewed Date:** December 18, 2025 **What do you like best about Karbon?** Triage is great, featuring a modern and simple design that gives it an appealing and straightforward look. Along with option to see all emails in work item and client. **What do you dislike about Karbon?** Karbon storage has some problems. When trying to download a single Excel or CSV file, we encounter an error. Additionally, clients occasionally cannot view their uploaded documents, and at times, we are unable to see all documents when multiple files have been uploaded. **What problems is Karbon solving and how is that benefiting you?** Communication and documents are received very quickly, and the design helps reduce unnecessary back and forth. ### 16. Customizable Workpieces and Seamless Team Communication **Rating:** 4.0/5.0 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 like that all work that I do has a workpiece for it, customised to each client from a template. It means that I never forget anything, and all details are available to be shared in the event of someone having to cover me. My favourite feature is being able to tag internal staff and communicate via comments rather than emails. **What do you dislike about Karbon?** I am not a fan of My Week. I don't tend to use it, and seems to be for the benefit of other people, not me. I don't like that a whole workpiece looks like it is assigned to me to do, even if only one task is mine. **What problems is Karbon solving and how is that benefiting you?** Ensures that all information is in the one place. I call it the source of truth. ### 17. Simplifies workflow management and allows transparency among team members **Rating:** 5.0/5.0 stars **Reviewed by:** Laura B. | Senior Tax Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** September 11, 2025 **What do you like best about Karbon?** I love using Triage to tag emails to specific work -- and then using the AI tool to summarize them. It definitely makes it easier to keep up to date on correspondence and work status. **What do you dislike about Karbon?** Some features require total team adoption to function as well as they should, and some people don't tag emails, mark work completed, etc. **What problems is Karbon solving and how is that benefiting you?** Being aware of what work is in and ready to be worked on and who's "desk" it's on - especially since some of our staff are virtual ### 18. 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. ### 19. Karbon is one of my absolute favourite apps and has changed my business... **Rating:** 5.0/5.0 stars **Reviewed by:** Heather K. | Founder/Manager/Senior Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** December 03, 2021 **What do you like best about Karbon?** We have set up so many Work Items, and use all tons of Automators and templates, and as much of the functionality of Karbon as possible. All in all Karbon runs my business and is invaluable. **What do you dislike about Karbon?** Now it links with Google, it is fantastic. Still waiting on some improvement in the Email Templates though. **Recommendations to others considering Karbon:** When thinking about whether Karbon is the solution for you, think about the cost of NOT using it, not just the cost "to use it". Having an organised and productive team who do not feel overwhelmed by all the tasks they still need to complete is worth its weight in gold. And Time Management can be Time Consuming and Karbon does a fantastic job to minimise this. **What problems is Karbon solving and how is that benefiting you?** Overwhelm Solution; Makes prioritising easier; Much easier to allocate emails and make them a task than most other Task Management Software out there; I can see what my staff are working on and whether they are struggling to keep up; Things that are repetitive can be set up as Repeating Work Items, (and/or set up as Templates for Repeating Work Items). It saves us time in Time Management. It tracks all our time and I use it for Client Billing. So it is really becoming a one stop shop. ### 20. Streamlined Practice Management with Robust Workflow Features **Rating:** 4.5/5.0 stars **Reviewed by:** Dylan S. | Managing Director at ITS Group **Reviewed Date:** February 03, 2026 **What do you like best about Karbon?** I really like the Work filter view in Karbon. It allows me to see organizational workflows in a snapshot and specifically the status of each item. The initial setup of Karbon was great since we purchased the guided implementation, and Aaron Lee helped us do everything. **What do you dislike about Karbon?** The Instance manager feature with regards to repeating workflows could be optimized. It needs more robust filtering capacity to roll out template updates based on filters. Also, the billing feature is not optimized for South African users. **What problems is Karbon solving and how is that benefiting you?** Karbon automates workflows, tracks budgets for clients, and helps with resource allocation in our firm. ### 21. Exceptional Team Communication and Workflow Management **Rating:** 5.0/5.0 stars **Reviewed by:** Andrew C. | Intern, Small-Business (50 or fewer emp.) **Reviewed Date:** December 23, 2025 **What do you like best about Karbon?** Karbon offers numerous options to enhance team communication. I also appreciate its workflow management features. **What do you dislike about Karbon?** The ability to edit work templates in Karbon feels less detailed than I would like. Introducing an 'advanced' option that allows for more granular control over workflow templates could truly elevate the platform and make it exceptional. **What problems is Karbon solving and how is that benefiting you?** Karbon addresses one of the most significant business challenges by improving communication among team members. It also makes it easier to communicate with clients and to collect documents efficiently. ### 22. 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. ### 23. Slick UI and Efficient Email Management, But Needs Better Notifications **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** July 26, 2024 **What do you like best about Karbon?** I like the slick user interface of Karbon because it makes it easy to use. The progressive app update cycles keep it up to date with the latest AI advancements. I also appreciate the email triage feature, which helps me manage mountains of email quickly and effectively, encouraging firm communication. **What do you dislike about Karbon?** I dislike that there are no notifications. The system needs to be improved. Specifically, I want notifications every time a task is assigned to you or when you are mentioned in a comment or note. **What problems is Karbon solving and how is that benefiting you?** I use Karbon for practice management, particularly email and task management. The slick user interface and email triage make it easy to manage numerous emails efficiently, while fast app updates keep us current with AI advancements. ### 24. Karbon: A Significant Upgrade for Workflow **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** October 16, 2025 **What do you like best about Karbon?** Karbon really shines in its workflow capabilities. The platform provides a highly detailed and customizable workflow structure, enabling us to break down tasks and timelines in a way that aligns closely with how we actually operate. Each step of a project is visible and trackable, which has made it easier to collaborate across teams and keep everyone on the same page. Another huge benefit has been the automation features (Automators). These tools have helped us eliminate a lot of the repetitive, manual work we were doing before—things like task assignments, email follow-ups, and status updates now happen automatically based on rules we set. This has not only saved time but has also reduced the chances of things falling through the cracks. **What do you dislike about Karbon?** While Karbon is powerful and feature-rich, it can feel a bit overwhelming at first. Some team members needed a bit more time and guidance to get comfortable navigating the interface and using all the features effectively. That said, once they were up to speed, the benefits became very clear. **What problems is Karbon solving and how is that benefiting you?** Karbon is solving several key problems that were holding our team back in terms of efficiency and visibility. With Karbon, everything is centralized. The integration with SharePoint has resolved our document storage challenges by allowing us to store, access, and collaborate on files directly within the platform. This alone has cut down on lost time and confusion. The detailed workflow structures give us a clear view of who is doing what and when, which has improved accountability and project transparency. Most notably, the automation features have eliminated a lot of repetitive manual tasks, such as sending follow-ups or updating statuses, freeing up our team to focus on higher-value work. Overall, Karbon has helped us streamline our operations, improve collaboration, and deliver work more consistently and efficiently. ### 25. 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 ### 26. 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. ### 27. 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. ### 28. Effortless Time Management with Karbon **Rating:** 5.0/5.0 stars **Reviewed by:** Wensly A. **Reviewed Date:** December 16, 2025 **What do you like best about Karbon?** I like that Karbon offers both real-time tracking and manual tracking for time management. The initial setup was pretty smooth, with each team member receiving an email with instructions, which made it convenient for everyone. The decision to switch from Gusto to Karbon was based on convenience and employee feedback. I also appreciate the accurate timekeeping Karbon provides. **What do you dislike about Karbon?** I believe everything works well. With the manual time tracking, you just have to know that it starts at the current date, so to fill in time for previous days worked, you need to select the proper date from the drop down. **What problems is Karbon solving and how is that benefiting you?** I use Karbon for time management and it offers accurate timekeeping with both real-time and manual tracking options. ### 29. Timely Job Management and Easy Timesheets **Rating:** 5.0/5.0 stars **Reviewed by:** Ravindu M. | Accounting Team Lead, Accounting, Mid-Market (51-1000 emp.) **Reviewed Date:** June 16, 2026 **What do you like best about Karbon?** Job management on a timely basis and time sheets **What do you dislike about Karbon?** It is better of you could reduce to login to email all the time we log in **What problems is Karbon solving and how is that benefiting you?** Job management ### 30. Work Item Feature Keeps Me Organized Effortlessly **Rating:** 5.0/5.0 stars **Reviewed by:** Annette S. | Operations Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** December 22, 2025 **What do you like best about Karbon?** I like the work item feature and live by it. It is the only way I can stay organized **What do you dislike about Karbon?** I wish I understood a little more about how our current integrations work. For example, Karbon to QBO and which side should be changed so that things don't end up being duplicated. We have A LOT of duplications in QBO and I believe that it's caused by our Ignition or QBO integrations or both. **What problems is Karbon solving and how is that benefiting you?** Keeping me organized ### 31. Excellent Deadline Management and Automated Emails **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** June 17, 2026 **What do you like best about Karbon?** Deadline management and automated emails **What do you dislike about Karbon?** Drafting of emails is much nicer feel on Outlook **What problems is Karbon solving and how is that benefiting you?** automated emails to clients so deadlines are being managed very well ### 32. Centralized Task Management with a Clean Interface **Rating:** 5.0/5.0 stars **Reviewed by:** Rebecca P. **Reviewed Date:** December 16, 2025 **What do you like best about Karbon?** I like that Karbon is easy to use and has a clean format. I appreciate the 'all in one place' feature, which makes it easy for me to keep everything organized. I also find it helpful that emails can be tied to clients and work, making it easy to refer back to what was mentioned. **What do you dislike about Karbon?** Sometimes sent emails don't show up very quickly in Karbon when they're sent from Outlook. It could have a quicker connection. **What problems is Karbon solving and how is that benefiting you?** Karbon helps ensure all work is completed on time, keeping tasks organized in one place. It ties emails to clients and work, making it easy to refer back to conversations and making sure all client needs are addressed. ### 33. 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. ### 34. 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. ### 35. Transformative Practice Management for Accounting Firms **Rating:** 5.0/5.0 stars **Reviewed by:** Tim P. | Shareholder **Reviewed Date:** December 16, 2025 **What do you like best about Karbon?** I find Karbon streamlines communication effectively for our accounting firm and provides objective data points for both internal team member review and external client relationships. It creates efficiencies in billing, reporting, and practice management, which are crucial for our operations. I like how Karbon is attentive to the needs of their users, unlike many larger software providers in the accounting industry, who tend to be disconnected from user needs. The initial setup was a surprisingly efficient process. **What do you dislike about Karbon?** As billing and collection functions continue to improve Karbon will continue to separate itself from the pack. **What problems is Karbon solving and how is that benefiting you?** Karbon streamlines communication, provides objective data for reviews, and creates efficiencies in billing, reporting, and practice management. ### 36. Effortless Organization with Continual AI Enhancements **Rating:** 5.0/5.0 stars **Reviewed by:** Teresa P. | Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** September 04, 2024 **What do you like best about Karbon?** I really like that Karbon is constantly adding new features and improving. The use of AI is great because it makes writing emails faster and more professional. **What do you dislike about Karbon?** The safe portal still has some glitches and could use better formatting. **What problems is Karbon solving and how is that benefiting you?** Karbon helps us stay organized and its AI features make writing emails faster and more professional. ### 37. 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. ### 38. 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. ### 39. Great Timesheets and Client Pages That Keep Work Organized **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** June 29, 2026 **What do you like best about Karbon?** I like the timesheet function, as well as the client pages **What do you dislike about Karbon?** I don't like how it is quite difficult to find individual emails at times, everything is tucked into a thread **What problems is Karbon solving and how is that benefiting you?** It is good for day-to-day emails, putting internal mentions under emails and keeping all team members in the loop ### 40. Improves the communications within the company. **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** June 23, 2026 **What do you like best about Karbon?** the ability to help me stay organized, by integrating with Outlook, calendar etc **What do you dislike about Karbon?** no junk folder, emails with multiple replies get messy and disorganized, they don't work well on the screen. **What problems is Karbon solving and how is that benefiting you?** sharing info with the team. I like the fact that the whole organization has visibility over the content of the e-mails. ### 41. Great Software **Rating:** 4.5/5.0 stars **Reviewed by:** Angelina B. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** January 26, 2023 **What do you like best about Karbon?** We make use of the automated checklists and workflow functionality, it is great. This is a key part of our business setup and the time we save on automated follows ups is fantastic. The willingness to help and assist by my Karbon client manager is amazing. **What do you dislike about Karbon?** Ah not dislikes as such, just requests on small tweaks :-) **What problems is Karbon solving and how is that benefiting you?** Time saving, automated followups. Making sure I don't forget jobs. ### 42. Effortlessly Manages Emails & Tasks **Rating:** 5.0/5.0 stars **Reviewed by:** Swati T. **Reviewed Date:** December 16, 2025 **What do you like best about Karbon?** I use Karbon for managing email and work tasks. I like the ease of accessing work tasks and submitting them to seniors. The triage and clear sections are helpful, and I like the task section where I can update remaining and updated points. It was very easy to set up, and I'd rate it 10/10 when recommending to others. **What do you dislike about Karbon?** If I am not adding in timeline so it is difficult to find that email. **What problems is Karbon solving and how is that benefiting you?** Karbon makes it easy to access work tasks and submit them to seniors. I like the triage and clear sections, and the task section where I can update remaining and updated points. ### 43. #1 Rated Task Management Software for a Reason **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** September 18, 2025 **What do you like best about Karbon?** Karbon is very user friendly, the implementation was incredibly simple. I found the learning pathways to be easy to follow. Our implementation lead was so knowledgeable and honest when answering questions. I have used customer support 2+ times, and they are readily available and provided me with detailed solutions to my problems & questions. We are using Karbon consistently throughout our day, and it has already improved our end of month close speed. Our internal team communication has never been more streamlined. As with any integration, there has been a learning curve, but when you have the right team, that learning curve is a healthy challenge that will lead to more succes. **What do you dislike about Karbon?** I could see some firms struggling with the learning curve and breaking "old habits." **What problems is Karbon solving and how is that benefiting you?** Karbon is helping us solve the "what am I working on now? and "what can I work on now?" The automation of moving working into each person's my week has been critical to our success in completing EOM close in a timely fashion. It has been such an amazing addition to our firm, propelling us into the future and allowing us to scale effectively by ### 44. Centralized Management but Improvable Research **Rating:** 4.0/5.0 stars **Reviewed by:** Pierre-Olivier P. **Reviewed Date:** December 16, 2025 **What do you like best about Karbon?** I use Karbon for my business and I particularly appreciate that everything is centralized. The management of mandates, internal comments, exchanges with clients, and billing are all gathered in one place. Moreover, Karbon allows us to write down the steps in a workflow, which prevents us from forgetting tasks to be completed for a particular mandate. This helps our employees free their minds from things to do. **What do you dislike about Karbon?** Include reminders for Notes. Searching through emails is very tedious, if not impossible. **What problems is Karbon solving and how is that benefiting you?** I use Karbon to avoid forgetting tasks and to free our team from to-dos by centralizing them. ### 45. Intuitive and Collaborative—A Game-Changer for Team Email Management **Rating:** 5.0/5.0 stars **Reviewed by:** Andrew C. | Accounting Intern, Small-Business (50 or fewer emp.) **Reviewed Date:** December 15, 2025 **What do you like best about Karbon?** Karbon is extremely intuitive, making it easy to use. What I appreciate most is that emails are shared among everyone, which is definitely its best feature. **What do you dislike about Karbon?** The limited granularity for certain workflows means our firm is required to use additional software, rather than being able to manage everything within a single platform. **What problems is Karbon solving and how is that benefiting you?** The platform enables smooth communication between clients and company employees. Improved communication consistently benefits a business. ### 46. Seamless Project Management and Communication **Rating:** 5.0/5.0 stars **Reviewed by:** Trevor B. | President **Reviewed Date:** December 17, 2025 **What do you like best about Karbon?** I use Karbon for keeping track of my emails, bookkeeping projects, and tax return projects. I find it solves organization and workflow problems for me. I like the ease of use and that the initial setup was very easy. I love the scheduled emails because they allow me to postdate them so clients don't think I'm available late at night. The AI feature is great because it helps with the tone in my emails. **What do you dislike about Karbon?** None **What problems is Karbon solving and how is that benefiting you?** I use Karbon for tracking emails, bookkeeping, and tax projects. It solves organization and workflow issues. Scheduled emails and AI help with timing and email tone, improving client perceptions. ### 47. Seamless Task Assignment That Boosts Team Efficiency **Rating:** 5.0/5.0 stars **Reviewed by:** Lynn K. | Accounting Technician, Small-Business (50 or fewer emp.) **Reviewed Date:** January 29, 2026 **What do you like best about Karbon?** The work efficiency allows me to seamlessly assign work or pieces of work to other colleagues without having to sit in front of them and tell them what to do. **What do you dislike about Karbon?** I don't have anything negative to add this point, there was a time when you weren't able to update the due date on repeating work and had to delete the work then readd it, but that has since been resolved. **What problems is Karbon solving and how is that benefiting you?** There are no problems that I need help solving at this time. ### 48. Karbon is an office game changer! **Rating:** 5.0/5.0 stars **Reviewed by:** Albert T. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** September 11, 2025 **What do you like best about Karbon?** Karbon provides so many facets to help organize workflows, track time, assess project momentum, and involve clients more using the client-facing product. It is used daily here by all of our team members. After some trainings (those were very easy to consume and learn from) we moved from using multiple sites/apps to a single source for nearly all our client accounting services and support. We thought the learning curve for this would be longer but it was painless. The Karbon Support Team was amazing though the whole process too. We would recommend Karbon to anyone looking to take a giant step forward in streamlining processes and gaining traction on tracking in a way they helps your office leverage all its assets to grow. **What do you dislike about Karbon?** Some of the interfaces are not a 100% intuitive. The associations between contact/orgs and work is was not fully understood initially. We would have spent more time on the first set of contacts import has we understood it better. **What problems is Karbon solving and how is that benefiting you?** Tracking tasks, hours, and project momentum are things we have metrics for now that we did not in the past. It is better helping us define profitability by client, trends in workflows, and possible margins where teams can take on more clients. ### 49. Support Support Support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** September 11, 2025 **What do you like best about Karbon?** I love that it captures emails, both received and sent to the clients profile. And I like how easy it is to send an invoice. Customer support has been great. Our CSM and online help work really hard to understand our issues and correct them, even if that means jumping on a call to screenshare. **What do you dislike about Karbon?** The view is very different from other project & CRM's but it just gets some getting used to I suppose. We are a very small company, 6 people, with out an inhouse IT or Operations person, so it would have very helpful to have ongoing weekly support for a while after implementation. Our time is limited and it takes a lot of effort and time to figure out who this platform can work best for our use case. **What problems is Karbon solving and how is that benefiting you?** For us it is great to have a point of reference to keep client contact information, history, work, and documents in one place. ### 50. Efficient Practice Management with Great Features **Rating:** 4.5/5.0 stars **Reviewed by:** Emiliano B. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 09, 2025 **What do you like best about Karbon?** I appreciate how efficient Karbon makes our processes, aiding in workflow, capacity, and work planning. The onboarding was swift, with support from a client success manager and easy-to-use Carbon Academy. The automation features and templates for processes are invaluable, streamlining our operations significantly. I also find the integration with tools like QuickBooks Online, Slack, and Google Drive very useful. Furthermore, the ability to set up new users easily and manage tasks using the timeline and pinned notes enhances our daily operations. **What do you dislike about Karbon?** I find the client portal in Karbon difficult to locate. It feels like a hidden capability within the software, rather than being easily accessible. I believe it should be straightforward to find with a dedicated menu or dashboard for accessing the client portals. **What problems is Karbon solving and how is that benefiting you?** I find Karbon enhances our efficiency in processes, aids in workflow, capacity planning, managing client requests, and communication. It's crucial for keeping records and exchanging emails, thereby streamlining our practice management. ## 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?page=5§ion=pricing&secure%5Bexpires_at%5D=2026-08-12+10%3A57%3A05+-0500&secure%5Bsession_id%5D=ad07e271-194c-4609-a65f-73f49edfce7d&secure%5Btoken%5D=892612726d9268308f7c9b9c9a2efff273270b460d4637f3501ec060194b3e91&format=llm_user) ## Karbon Integrations - 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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 (708 reviews) - [Canopy](https://www.g2.com/products/canopy-2026-05-12/reviews) - 4.6/5.0 (801 reviews) - [Financial Cents](https://www.g2.com/products/financial-cents/reviews) - 4.7/5.0 (245 reviews)