--- title: Karbon Reviews meta\_title: 'Karbon Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 912 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: 912 scale: '5' date\_modified: '2026-08-11' parent\_category: name: Accounting & Finance url: https://www.g2.com/categories/accounting-finance --- # Karbon Reviews & Product Details Visit Website 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. * * * Product Website Karbon Seller [KarbonHQ](https://www.g2.com/sellers/karbonhq) Discussions [Karbon Community](https://www.g2.com/products/karbon-2025-03-03/discuss) Languages Supported English, French Solution Type All-in-One Overview by Lachlan Macindoe Show More ## Pricing Pricing provided by Karbon. ### Team $59.00 1 Users Per Month [ View More Pricing Information ](https://www.g2.com/products/karbon-2025-03-03/pricing) ## Karbon Integrations (58) What do users say about integrations? 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CC Cynthia C. Tax Administrator Small-Business (50 or fewer emp.) 7/8/2026 "Work Tickets and Stanford Tax Integration Streamlined Our Tax Season" 4.5/5 What do you like best about Karbon? Having a work ticket to track through the workflow process helps keep projects moving smoothly among the team across the office. Adding the Stanford Tax Integration went smoothly as well, and it saved time and money this season by streamlining document management and supporting tax preparation. Review collected by and hosted on G2.com. What do you dislike about Karbon? We need an INTERNAL field that appears on the Account, Individual, and across ALL work items for statuses like “ON HOLD” (usually because payment is needed), so all employees can see it but the client cannot. We use several tags like this, including ON HOLD, NON-TECH, PRE-PAY, etc. I also dislike that, in the Client Request section, there is still no formatting toolbar. We have been requesting this for 3 years. It’s important to be able to use bullets and basic formatting like bold and underline when messaging clients. Another frustration is when a client is filing multiple years: we can’t “group/paperclip” the work tickets together so we can start with the earliest year and move forward in order. Review collected by and hosted on G2.com. What problems is Karbon solving and how is that benefiting you? Karbon continues to improve its workflow solutions, which helps us streamline our processes, enhance deliverables, and increase efficiency. Our document management has also improved significantly thanks to the integration with Stanford Tax. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Megan N.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Megan N.") MN Megan N. Senior Client Sevice Manager & Technology Lead Small-Business (50 or fewer emp.) 8/6/2026 "Fully Integrated Email Workflow with Great Visibility and Recurring Task Lists" 5/5 What do you like best about Karbon? It’s fully integrated with our email, which lets us assign work directly to team members and gives us full visibility into where each item stands. We also use recurring work items with task lists for our monthly and quarterly close clients, which helps keep everything consistent. The integrations with Gusto & Aider are another plus. Review collected by and hosted on G2.com. What do you dislike about Karbon? The only thing that comes to mind is that when a new feature is released, it can sometimes cause downtime or minor glitches. That said, these issues are usually resolved quickly. Review collected by and hosted on G2.com. What problems is Karbon solving and how is that benefiting you? It keeps all of our project management in one system, which helps us stay organized both individually and as a team. It also sends automated requests to clients, so those go out right away and speed up our ability to close our clients’ books. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: G2 invite on behalf of seller ![Damian G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Damian G.") DG Damian G. Senior Tax Consultant Small-Business (50 or fewer emp.) 6/25/2026 "Karbon Saves Hours Each Week with Powerful Workflow Automation" 5/5 What do you like best about Karbon? Karbon's workflow automation saves our team hours each week by reducing manual follow-ups, improving visibility across engagements, and keeping everyone aligned on tasks and deadlines. Review collected by and hosted on G2.com. What do you dislike about Karbon? While Karbon is a powerful practice management tool, some features can feel overly complex and require multiple clicks to complete simple tasks. Improvements to customization options and reporting functionality would make it easier to tailor the platform to different workflows and extract meaningful insights more efficiently. Review collected by and hosted on G2.com. What problems is Karbon solving and how is that benefiting you? Before implementing Karbon, we struggled to keep track of client work, deadlines, and team responsibilities across multiple systems and spreadsheets. Karbon has centralised our workflow management, allowing us to manage jobs, communicate internally, and monitor progress from a single platform. This has improved accountability, reduced the risk of missed deadlines, and saved several hours each week that were previously spent on manual follow-ups and status updates. The increased visibility across engagements has also helped us allocate resources more effectively and deliver a more consistent client experience. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Christina W.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Christina W.") CW Christina W. Marketing and Communications Mid-Market (51-1000 emp.) 6/23/2026 "Karbon’s Email Linking and Thread View Make Client Work Easy" 5/5 What do you like best about Karbon? I love that Karbon links to my email, so I can tag messages to specific jobs or clients. It’s also really helpful that I can view all the emails in a thread and quickly see the most recent one. I’m able to leave comments for other Karbon users as well, which makes it easier to communicate without having to wait. Review collected by and hosted on G2.com. What do you dislike about Karbon? You used to be able to expand an email and comment and review the full chain, and not lose your place on the page. Now it doesn't keep that view but adopts a more "Outlook" feel. I am used to it now, but I miss the way to expand and view before. Review collected by and hosted on G2.com. What problems is Karbon solving and how is that benefiting you? When I’m out of the office, other associates can still see the work I have without needing to be included on the email chains. They can review the work notes, see which tasks are in progress or not started, and leave memos for me to pick up when I get back. I can also quickly see where jobs and work stand without spending an hour tracking down information. Because you can build out work, I’m able to modify or adjust tasks to fit my needs. It’s easy to find what work is assigned to me or others, along with due dates, pricing, and other details. Overall, I save a lot of time with Karbon. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Sinoxolo N.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Sinoxolo N.") SN Sinoxolo N. Crypto Analyst Small-Business (50 or fewer emp.) 7/3/2026 "Karbon Streamlines Collaboration and Workflows for More High-Value Accounting Work" 4.5/5 What do you like best about Karbon? What I like most about Karbon is how it uses technology to make accounting firms more efficient by improving collaboration, streamlining workflows, and reducing administrative work. I also admire its focus on innovation and helping accounting professionals spend more time on high-value work, which aligns with my passion for data, process improvement, and finance. Review collected by and hosted on G2.com. What do you dislike about Karbon? I don't have any major dislikes. If anything, as a fast-growing company, I imagine change can happen quickly, which can sometimes be challenging. But I see that as an opportunity to learn, adapt, and contribute in a dynamic environment. Review collected by and hosted on G2.com. What problems is Karbon solving and how is that benefiting you? Karbon is solving the problem of inefficient workflows and fragmented communication in accounting firms by bringing work, communication, and collaboration into one platform. That benefits me because I enjoy working in organized, efficient environments where technology helps teams focus on delivering better results instead of spending time on manual administrative tasks. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Cheryl T.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Cheryl T.") CT Cheryl T. Senior Administrator Small-Business (50 or fewer emp.) 6/18/2026 "Karbon’s Integrations and “Work” Feature Make Tax Season Efficient" 5/5 What do you like best about Karbon? I like all of the integrations with Karbon, especially the Gmail. I also like that my colleagues and I are able to collaborate and hold each other accountable through the workflow. During tax season, I don't think I would be able to make it without the "Work" feature. There is just so much you can do on Karbon and it definitely makes the process a lot more efficient! I love Karbon and would recommend it to anyone! Review collected by and hosted on G2.com. What do you dislike about Karbon? The ONLY thing I dislike is I wish it offered all of the features that my Gmail did. My firm communicates with each other through Google Chat so if it wasn't for that, I would never have to open my Gmail. I have to keep it open because I'm the Administrator of the account and I'm always getting chats from the different employees all day long. If Karbon could somehow integrate that with our Gmail, that would make my life a lot easier! Review collected by and hosted on G2.com. What problems is Karbon solving and how is that benefiting you? I like that whichever employees I assign to a client can all communicate with the client and we can all see the communication so there are not any misunderstandings with "he said - she said". It's all listed right there and very organized for all of us to see and be a part of and add to if needed. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Donna H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Donna H.") DH Donna H. Licensed Accountant Small-Business (50 or fewer emp.) 6/18/2026 "Karbon Keeps Client Collaboration Organized and streamlined for the future" 5/5 What do you like best about Karbon? Karbon is a great tool, I love the functionality of being able to respond within the platform to clients' comments on requests for documents and that they are all kept within the specific task so everything is contained. The Integrations with Socket allow us to import our client details in effectively, helping us save time duplicating information across multiple platforms. The support team, even though they are US based, respond very quickly to any queries we have or are uncertain how to do a specific element but usually the community and training provided covers the majority of instances. I can't wait to see what else Karbon are set to bring out with the utilisation of AI etc. Review collected by and hosted on G2.com. What do you dislike about Karbon? The downside is that there aren't many Account managers based in the UK and have been assigned those in the states so even though the support team are great, it would be good to have UK equivalents. Also, worth noting that a lot of the product updates are early doors or late at night for UK customers. Review collected by and hosted on G2.com. What problems is Karbon solving and how is that benefiting you? Love that it keeps everything together in one place and saves time trying to find the right information. Keeps all client correspondence assigned to the relevant tasks rather than trawling through lots of emails trying to find the information you require. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![carisa m.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "carisa m.") CM carisa m. Accounting Manager Small-Business (50 or fewer emp.) 6/16/2026 "All Client Communication in One Place—A Streamlined Timeline" 4/5 What do you like best about Karbon? I like that all of my communication around a client is in one platform. The team can chat with each other on work items, emails, and emails from clients along with notes all get attached to a client's timeline so you can view everything in one place. It has streamlined client communication for us! Review collected by and hosted on G2.com. What do you dislike about Karbon? There are some tech features that are not quite setup correctly. They have AI inside but it doesn't quite work. Some of the settings are a little hard to understand especially when you start. The learning curve for the system is steeper than others. Review collected by and hosted on G2.com. What problems is Karbon solving and how is that benefiting you? Karbon is solving our internal issue of one person having all of the knowledge. It is opening up our firm to more client transparency so when someone is out of the office for whatever reason the next person can step in and start working on the client because all of the background is there. It is also eliminating some of the other tools we used for time tracking, billing, email and putting everything in one tool. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Adam D.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Adam D.") AD Adam D. Financial Accounting 1 & Coporate Governance 1 Tutor Small-Business (50 or fewer emp.) 6/15/2026 "Karbon Centralizes Email, Assignments, and Team Visibility in One Place" 4/5 What do you like best about Karbon? Pulls almost everything into one place from my emails, to tracking my assignments and work, to remembering to do my timesheet more often because I spend more and more time working through Karbon. It has also allowed to drive enhanced visibility across the team to ensure coordinated efforts happen at the right time from client onboarding through to engagement delivery. Review collected by and hosted on G2.com. What do you dislike about Karbon? Disappointed that Triage does not update live the way Outlook does, this creates friction when trying to wholly manage my emails through Karbon and getting notified when something time sensitive has come in. Still getting used to the broader way of working in utilizing work items and assignments but at least I get to realise that feeling of clearing out my inbox almost every day now. Also wish there was a prebuilt connector to Claude, as our team use this a lot to manage tasks and deliver work so it would be amazing if Claude could read the status and allocation of work items and assignments to help manage my day better. Review collected by and hosted on G2.com. What problems is Karbon solving and how is that benefiting you? Acting more as a one-stop shop that enables my entire team to see through the entire lifecycle of a client engagement from onboarding, engagement delivery and billing/reporting in one place. Its helping us to getter better control of how team member time is being spent between billable, non-billable, task areas and identify opportunities for developing people in the right direction. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Ross L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Ross L.") RL Ross L. Entrepreneurial Guru Small-Business (50 or fewer emp.) 7/25/2024 "Centralized Workflow Excellence with Karbon" 4.5/5 What do you like best about Karbon? I love that Karbon provides us with one source of truth for everything we do, including all our clients, workflows, and workflow items, with everything all in one place. I appreciate the ability to find almost anything in Karbon related to any client. I like the search feature, both globally and within a client, which is handy given the vast amount of information we have. The ability to tag members internally is also a big benefit for our team. Integrating Karbon with Outlook enhances our workflow, and despite the initial setup being a bit of work, it was worth every effort. Review collected by and hosted on G2.com. What do you dislike about Karbon? Sometimes I've got just a client phone number and finding a client by that phone number is a little bit difficult. Review collected by and hosted on G2.com. What problems is Karbon solving and how is that benefiting you? Karbon gives us one source of truth, combining all client, workflow, and email details in one place. The search feature is valuable, helping me find client info quickly, which is crucial given the volume of data we manage. Review collected by and hosted on G2.com. Show More 8/6/2026 Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ## Questions about Karbon? Ask real users or explore answers from the community Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights. [ Ask about Karbon ](https://www.g2.com/products/karbon-2025-03-03/discussions/new) ![Mutya O.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Mutya O.") MO Mutya Otani-Yumang • Last activity over 3 years ago Can I use karbon with IG, FB 1 Upvote 1 [ Join the conversation ](https://www.g2.com/discussions/can-i-use-karbon-with-ig-fb) ![Heather K.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Heather K.") HK Heather Kennedy • Last activity over 4 years ago Please tell me you are not going to remove "To Do",and the ability to focus in on only Today's Tasks 2 Upvotes 1 [ Join the conversation ](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) [ View all Discussions ](https://www.g2.com/products/karbon-2025-03-03/discuss) ## Pricing Options Pricing provided by Karbon. ### Team $59.00 1 Users Per Month ### Business $89.00 1 Users Per Month ### Enterprise Contact Us [ View More Pricing Information ](https://www.g2.com/products/karbon-2025-03-03/pricing) Karbon Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_5770d878862b57fabe977ea85a889ca0/canopy-2026-05-12%282%29.png "Product Avatar Image") Canopy 4.6/5(815) [ Compare Now ](https://www.g2.com/compare/canopy-2026-05-12-vs-karbon-2025-03-03) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_373f3658099a3fbbaadd55b05c2e1e51/taxdome.png "Product Avatar Image") TaxDome 4.7/5(711) [ Compare Now ](https://www.g2.com/compare/karbon-2025-03-03-vs-taxdome) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_d6670835d242fa1c20b36b40688856c3/financial-cents.png "Product Avatar Image") Financial Cents 4.7/5(250) [ Compare Now ](https://www.g2.com/compare/financial-cents-vs-karbon-2025-03-03) ##### ##### Karbon Features Setup Activities Flows Dependencies Management Updates Audit Trail Communication Client Portals Automation Consolidation Collaboration Collaboration Tasks [ View More Features ](https://www.g2.com/products/karbon-2025-03-03/features) ## Top-Rated Alternatives [ ![TaxDome](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "TaxDome") TaxDome 4.7/5(711) ](https://www.g2.com/products/taxdome/reviews) [ ![Canopy](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Canopy") Canopy 4.6/5(815) ](https://www.g2.com/products/canopy-2026-05-12/reviews) [ ![Financial Cents](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Financial Cents") Financial Cents 4.7/5(250) ](https://www.g2.com/products/financial-cents/reviews) [ View All Alternatives ](https://www.g2.com/products/karbon-2025-03-03/competitors/alternatives) ##### Categories on G2 [Workflow Management](https://www.g2.com/categories/workflow-management)[Payment Processing](https://www.g2.com/categories/payment-processing)[Accounting Practice Management](https://www.g2.com/categories/accounting-practice-management) [Workflow Management](https://www.g2.com/categories/workflow-management)[Payment Processing](https://www.g2.com/categories/payment-processing)[Accounting Practice Management](https://www.g2.com/categories/accounting-practice-management)[Tax Practice Management](https://www.g2.com/categories/tax-practice-management) [Show MoreShow Less](javascript:void(0);) ##### Explore More [Best online fraud protection software for startups](https://www.g2.com/discussions/best-online-fraud-protection-software-for-startups)[Which Salesforce document generation plugin also works well on mobile so field reps can generate and send documents without going back to their laptop?](https://www.g2.com/discussions/which-salesforce-document-generation-plugin-also-works-well-on-mobile-so-field-reps-can-generate-and-send-documents-without-going-back-to-their-laptop)[Which audience intelligence platforms work well for a marketing strategy team validating media channel choices based on real audience affinity data?](https://www.g2.com/discussions/which-audience-intelligence-platforms-work-well-for-a-marketing-strategy-team-validating-media-channel-choices-based-on-real-audience-affinity-data%20) [What platform provides analytics on job description usage?](https://www.g2.com/discussions/what-platform-provides-analytics-on-job-description-usage)[What's the most reliable enterprise employee identity protection platform with dark web monitoring?](https://www.g2.com/discussions/what-s-the-most-reliable-enterprise-employee-identity-protection-platform-with-dark-web-monitoring)[Pros and Cons Details](https://www.g2.com/products/karbon-2025-03-03/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)