Karbon Reviews & Product Details

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.

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.

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.

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 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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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 I like best about Karbon is how it brings everything into one place. Our team uses it for workflow management, time entry, and collaboration, and it makes the entire process seamless. The visibility it gives into deadlines, task ownership, and client communication has reduced confusion and improved accountability. I also like how intuitive the interface is—it’s easy to train new staff on, but powerful enough to handle complex engagements. Review collected by and hosted on G2.com.

"Occasionally, the platform can feel a bit slow, especially when loading large client timelines or switching between tasks. Some features, like reporting and search filters, could be more customizable to better fit our specific workflow needs. Review collected by and hosted on G2.com.

I like that I can see the estimated budget for each project, the time incurred on each project, and all projects assigned to me for the year under one website/software. Review collected by and hosted on G2.com.

So far there has been no dislikes. I wish I could see prior year budgets and invoices but I am unable to right now because my company just switched over to Karbon a few months ago. Review collected by and hosted on G2.com.