I find Karbon incredibly useful for managing all our customer communication and workflows in one place, which keeps our work environment cohesive whether we're in the office or remote. I really like using the triage as my inbox since it makes processing emails so easy. Sharing information widely and having it easily referenced at a later date is a big plus. The workflows and automation features are fantastic for moving tasks between team members efficiently. Karbon's integration with tools like Vinyl is a major benefit, where meeting summaries automatically sync to client timelines. The system evolves quickly with valuable improvements based on user feedback. Working with the Karbon team is enjoyable; they're really easy to collaborate with and great at helping with setup and changes. The communication features, like tagging, make it easy to connect with the right groups in our firm. Review collected by and hosted on G2.com.

Honestly, nothing significant comes to mind. Karbon has been a great fit for our team and continues to improve with regular updates. Review collected by and hosted on G2.com.

I really like Karbon’s layout, and its commenting, email, and search features. I can see emails across our whole firm, including earlier client communications I wasn’t part of, which has been really helpful. I like the task descriptions and being able to make them my own and set them up to recur. The to-do list helps me plan my day and know what I need to do and when. I also like email triage because it helps me make sure emails get answered and lets me communicate with clients and teammates. Assigning emails helps me know someone will address them, or turn them into an action item for myself. It’s been really helpful for keeping things organized. Review collected by and hosted on G2.com.

I don't love the My Week setup or structure. It gets a little complicated and really hard to track, and no one at our firm has been able to get on board because it isn't super smooth. I wish I could temporarily assign tasks to someone else and have them assigned back to me afterward, and have subtasks within each task. It would also be helpful to have something that helps me prioritize my to-dos and schedule my day. I had some issues with my email when I set up, and there can be a bit of a learning curve for new hires. Review collected by and hosted on G2.com.

It has an easy to navigate interface, it is responsive and quick Review collected by and hosted on G2.com.

limited API connections and data in the snowflake database. I would love to see the snowflake to be the full dataset instead of a subset of views or a more robust API. The permissions are hit or miss where they are super general like needing the full billing view to be able to just look at invoices seems unnecessary due to some of the more sensitive nature billings can be, but this has gotten better with some of the newer features having more specific permissions. You do have to go into each individual user to provide the permissions, would be nice to assign them to a group and be able to update multiple users at once. I had liked the ability to connect with a support agent in the chat instead of having to route everything through the email and I understand that there are so many people that Karbon supports however some of the turnaround is slow. The communication isnt slow, its the actual solution that can take time. I would also like to be able to see all tickets I currently have open instead of having to rely on my email to make sure I didnt miss anything, and that would also have the ability to see if anyone else in the firm has submitted a support ticket for an action they might not have the permission to ask. Review collected by and hosted on G2.com.

At first I was a bit resistant, but after learning how Karbon works, I'm loving it. It's great for managing internal work and making sure nothing slips through the cracks. It helps me identify when an internal error happens and see how long work items have been delayed. I like the statuses and the visibility they give me to manage everything, and that I can create and save several management templates. Once I learned how to use it, I realized it was actually easy. Review collected by and hosted on G2.com.

I think Karbon AI could do more to help with management. It answers questions, but it can’t find emails on its own or reply to them, so I don’t really see a need for it right now. The email part is a bit confusing: I can’t create separate folders to archive emails by project, and there’s no search option to find an email. I’ve also noticed that Karbon takes a very long time to sync with QuickBooks. Another thing: Karbon could offer a Portuguese language option. Review collected by and hosted on G2.com.

The triage feature is a really nice way to integrate emails and have them assigned and organized for specific clients or projects. I haven’t seen this feature in any other software.

The UX is also easy to read and understand. It’s especially helpful when I need to take a quick glance at all currently assigned projects and see where everything stands in terms of progress. Review collected by and hosted on G2.com.

Time entry is a bit clunky because when making multiple entries the task type will typically save / default to the type used last which when in a hurry can create errors because the first entry could be for preparation of a 1040 but our next entry code be non billable work but if we don't double check the time entry we could be using a billable task type for a non billable client.

Something I'd like to see is when we make new entries the activity code defaults blanks. I'd also like to see a shortened list of task type based on the work selected. If the work selected is for a 1040 the task type should limit the types to only relevant task types instead of showing all possible task types. Review collected by and hosted on G2.com.

I love that it isn’t installed directly on my computer. Being able to log in from any internet-connected device means I can always access my time and budgets whenever I need to.

One key benefit that my work team has noticed is that Karbon's team is open to any suggestions for improvement, and we actually SEE results from our comments. Having a software that is utilized daily and also willing to improve is such an important characteristic in a management software. Review collected by and hosted on G2.com.

Currently, it's the change from one software to the next. As we learn the different time-entry tactics and nuances that come with software implementation, Karbon will be better utilized.

One thing that I'd really like time entry to have is the ability to search a drop-down list and the 'tab' to enter the appropriate item. Currently, if I tab the project or time code automatically reverts to the last-used item. Review collected by and hosted on G2.com.

I like that Karbon is web-based, so I can access it from my phone, and that it works in real time. It’s easier to manage a bunch of clients with it than with server-based software. I like that it’s customizable in some ways, has a lot of APIs and connections, and is innovative. Automators and Q’s are great, and I like that time entry is intuitive based on the tasks I complete. Karbon helps us stay organized and work efficiently, so we can focus more on client service instead of administrative tasks. The customer service team was great during setup. Review collected by and hosted on G2.com.

I wish Karbon’s permissions were better, since they can feel all or nothing. Due dates could also use a lot of work, and I wish Karbon integrated with the actual due dates posted by government websites. I’d also like a more robust document management system. Getting set up wasn’t easy because we had so many projects to bring over. The customer service team was great, but figuring out how to bridge the old and new systems and come up with a process took a lot of work on our end. Review collected by and hosted on G2.com.

What I like best about Karbon is that it brings our firm’s workflow, client communications, deadlines, and team responsibilities into one centralized system. It gives us clear visibility into the status of every engagement, helps prevent tasks from being overlooked, and makes it much easier for the team to collaborate and stay accountable. The email integration and customizable work templates are especially valuable for managing recurring tax, accounting, and legal-related workflows efficiently. Review collected by and hosted on G2.com.

There is not much I dislike about Karbon. The main limitation is that AI is not yet fully built into the platform, although those features are expected very soon. I also previously found that the engagement letter section did not allow us to create and work from a reusable template. However, Karbon listened to my feedback and implemented that change, which reflects how responsive the company is to its users. Review collected by and hosted on G2.com.

Consistency of the processes. Forces me to think about a task in sequential steps and record them. Then, later as I use the template, when I find areas of improvement by either adding or deleting steps, I do so on an ongoing basis. Review collected by and hosted on G2.com.

The on-boarding was not the smoothest. It took me almost 6 months before I finally understood how to efficiently build a workable template. I guess that's part of the process.

Then, the lack of a scheduling module. When I schedule tax returns for work at a later date, the scheduled work disappears from view. This makes is very difficult to know what's the load ahead and it also makes it almost impossible to move a project from one time slot to another. Review collected by and hosted on G2.com.

I use Karbon for practice management, and I find it great for time management and keeping track of what needs to be done for each client, whether tasks are recurring or one-off. I like that it notifies me when a colleague has completed their part. Client documents, information, and correspondence are kept in one place, so I can find and share them with colleagues. I don’t have to ask a colleague questions when the details are on the client file, and I have supporting documents to go back to for clients. Review collected by and hosted on G2.com.

I find Karbon’s search function harder to use than Outlook’s. Too many things pop up, and it doesn’t always pick up what I need. The initial setup was a mix of easy and complex: once I understood how it works, it was easy, but figuring it out initially was tricky. Review collected by and hosted on G2.com.