--- 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? Verified by Karbon [ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Aider ](https://www.g2.com/products/aider/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Anchor ](https://www.g2.com/products/anchor-anchor/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Annature ](https://www.g2.com/products/annature/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") AskNicely ](https://www.g2.com/products/asknicely/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") BambooHR ](https://www.g2.com/products/bamboohr/reviews)[ 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](https://www.g2.com/products/xero-practice-manager/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Zapier ](https://www.g2.com/products/zapier/reviews) Show More ![Verified User in Accounting](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Accounting") UA Verified User in Accounting Small-Business (50 or fewer emp.) 5/15/2025 "Best Workflow app ever" 5/5 What do you like best about Karbon? What I like best about Karbon is how it brings everything into one place. Our team uses it for workflow management, time entry, and collaboration, and it makes the entire process seamless. The visibility it gives into deadlines, task ownership, and client communication has reduced confusion and improved accountability. I also like how intuitive the interface is—it’s easy to train new staff on, but powerful enough to handle complex engagements. Review collected by and hosted on G2.com. What do you dislike about Karbon? "Occasionally, the platform can feel a bit slow, especially when loading large client timelines or switching between tasks. Some features, like reporting and search filters, could be more customizable to better fit our specific workflow needs. Review collected by and hosted on G2.com. What problems is Karbon solving and how is that benefiting you? Karbon has solved our biggest challenges with visibility, communication, and time management. Before, we relied on scattered emails, spreadsheets, and manual tracking, which often led to missed details or duplicate work. Now, everything is centralized—tasks, deadlines, and client communication are all in one platform. This has streamlined our workflow, made it easier to track time accurately, and given our team confidence that nothing is slipping through the cracks. As a result, we’re saving hours each week, improving client response times, and keeping projects moving smoothly. Review collected by and hosted on G2.com. Show More 8/6/2026 Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller AU Alexis U. Tax Accountant Small-Business (50 or fewer emp.) 8/6/2026 "Clear Project Budgets and Time Tracking All in One Place" 4.5/5 What do you like best about Karbon? 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. What do you dislike about Karbon? 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. What problems is Karbon solving and how is that benefiting you? Before Karbon, our old software made it complicated to see time incurred on a project. I was also unable to see other colleague's time incurred on a specific project. Karbon has gotten rid of this problem and makes it easy and transparent to see this information. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Alexa E.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Alexa E.") AE Alexa E. Founder Small-Business (50 or fewer emp.) 9/10/2024 "Great for service providers - not just accountants" 5/5 What do you like best about Karbon? I'm excited about the new AI features that are rolling out to automate my workload; We're playing around with Engagements right now, which should save us money on e-signatures, speed up our process of writing agreements, and make our admin work for onboarding take less time. As the leader of a lean team, I'm especially excited to see how agentic AI speeds up our delivery of services and reduces unprofitable admin time, and how native meeting transcription can create more visibility in my Karbon. Review collected by and hosted on G2.com. What do you dislike about Karbon? There's SO MUCH coming out in terms of new platform capabilities, that knowing what to implement first can feel a little overwhelming. I earned a Karbon Expert Certification in 2020 or 2021, and it was a great way to learn the system. I'd love to see some more robust tutorial info for these new features. Review collected by and hosted on G2.com. What problems is Karbon solving and how is that benefiting you? Karbon solves the problem of knowing what emails to take action on, and which aren't essential, without an endless list of folders in my inbox. Review collected by and hosted on G2.com. Show More 8/5/2026 Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ![nicole g.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "nicole g.") NG nicole g. accounts administrator Small-Business (50 or fewer emp.) 5/15/2024 "Great Workflow Management" 5/5 What do you like best about Karbon? What I like best about Karbon is the improved workflow, it’s much more streamlined and efficient. Planning and managing the team’s workload has become significantly easier, which helps us stay organised and on track. Communication between team members has also improved a lot, making collaboration smoother. On top of that, everything related to a client is stored in one place, so it’s quick and easy to find the information we need. Review collected by and hosted on G2.com. What do you dislike about Karbon? We have individual work related to company directors that sits on each person’s individual timeline, but it is ultimately billed to the organisation. It would be really helpful if we could bill organisation work and individual work together, rather than having to handle them separately. Review collected by and hosted on G2.com. What problems is Karbon solving and how is that benefiting you? All problems that I have had have not been major and always solved quickly Review collected by and hosted on G2.com. Show More 6/17/2026 Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Katina P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Katina P.") KP Katina P. Owner Small-Business (50 or fewer emp.) 4/28/2026 "Triage Reminders and Integrations Keep Us Organized—Karbon Keeps Getting Better" 5/5 What do you like best about Karbon? Lots to love! I love triage and its reminders to help me stay organized and not forgot to take care of things. We also really love how Karbon is constantly making improvements and upgrades including really awesome integrations! Review collected by and hosted on G2.com. What do you dislike about Karbon? The search function is challenging. Lots of time I have to go to Gmail to find things. Also would like if the sent items retained everything sent that day even if there are replies back and forth over several days. Also would help to see comments made by date somehow. Would also like to be able to get more practice management out of it including Engagement letter contract management and billing, especially recurring maintenance billing which is most of what we do. I know this is underway though. Review collected by and hosted on G2.com. What problems is Karbon solving and how is that benefiting you? Really improved efficiencies and how to manage things. The integration of triage items to timelines for each client and job and now the added benefit of utilizing the Google Drive integration, it saves a lot of time and hassle. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Mitchell B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Mitchell B.") MB Mitchell B. Owner Small-Business (50 or fewer emp.) 7/25/2024 "All in One Workflow Tool for Professional Services" 5/5 What do you like best about Karbon? This software is very user friendly, making it easy on the eyes and not overwhelming. I have used other platforms (Practice Ignition, Asana, etc.) and those tools required more steps and time. I am currently moving my billing to Karbon as they continue to innovate and add on valuable services on their platform. Review collected by and hosted on G2.com. What do you dislike about Karbon? I currently still bill my clients outside of Karbon. They have added payment processing in 2024 which is great. However, I do not see a control over managing fees, as I prefer to pass these to my clients. I do expect to transition over in 20256as simplifying my back-office systems is a high priority and benefit. Review collected by and hosted on G2.com. What problems is Karbon solving and how is that benefiting you? Karbon solves the need to consolidate my processes into one place. This benefits my work as I can do my emails, notes from calls, engagement setup, work tasks, and billing all in one place. This is a huge benefit when you think that some practices or businesses have 3-4 softwares rather than 1 software (Karbon). Review collected by and hosted on G2.com. Show More 4/27/2026 Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Accounting](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Accounting") UA Verified User in Accounting Small-Business (50 or fewer emp.) 7/7/2026 "Great for Managing Client Work in One Place" 5/5 What do you like best about Karbon? What I like best about Karbon is how it brings everything into one place. Managing emails, tasks, workflows, and client communication from a single platform makes it much easier to stay organized and keep track of work. The collaboration features are excellent, and the visibility across projects helps our team stay aligned and meet deadlines more consistently. It's intuitive to use and has significantly improved our efficiency. Review collected by and hosted on G2.com. What do you dislike about Karbon? One area I'd like to see improved is the template reset functionality. When work templates are reset or updated, comments and certain contextual information don't always carry over or remain easily accessible. It would be incredibly helpful if Karbon could preserve these notes or allow users to overlay stored information onto the new template. This would reduce duplicate work, retain valuable historical context, and make template updates much more seamless. Review collected by and hosted on G2.com. What problems is Karbon solving and how is that benefiting you? Keeping client work, communication, and team collaboration organized in one place. Instead of switching between emails, spreadsheets, and multiple systems, everything is centralized, making it much easier to track deadlines, manage workloads, and collaborate with colleagues. This has improved our efficiency, reduced the risk of work falling through the cracks, and given our team much better visibility into the status of every client engagement. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Nikki D.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Nikki D.") ND Nikki D. Director, BAS Agent, Office Manager, Bookkeeper Small-Business (50 or fewer emp.) 5/15/2025 "KARBON - What more could you want?" 5/5 What do you like best about Karbon? KARBON is a really easy product to use and navigate. With it's various integrations continually improving, it's bound to be the stand out product in the market for an all-in-one CRM. Setup was easy and painless (from memory), we use it all day, everyday. Review collected by and hosted on G2.com. What do you dislike about Karbon? The 'billing' feature has been a bit clunky in the past, but now with the added integration directly with XERO, I see this being a much smoother process in the future. Customer support can sometime be difficult due to the time differences, so finding your local rep is essential. Review collected by and hosted on G2.com. What problems is Karbon solving and how is that benefiting you? KARBON is like outlook on steroids - not only does it mirror my outlook inbox, but I can tag the emails to each specific client. These emails and notes are then visible on each client's timeline. I can create work tasks with checklists and set due dates, and also set them up on a recurring schedule so that I don't have to re-create them each week/month/quarter/year, etc. I can delegate work tasks to me team members, and check their progress using 'my week'. My team and I can log times against each work task or just log a time against a specific client. Once work tasks have been completed (or partially completed) I can then complete the end of month billing that integrates directly with my chosen Accounting software. Easy!! Review collected by and hosted on G2.com. Show More 4/21/2026 Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![John L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "John L.") JL John L. Chief Financial Officer Small-Business (50 or fewer emp.) 6/29/2026 "Robust Workflow Management, But Billing Needs Flexibility" 4/5 What do you like best about Karbon? The workflow management is very robust, and along with Triage, it has the biggest impact on my day-to-day work. I like the time entry format - daily, with a weekly time card - which makes things easy to track. The timeline feature, the Triage, and the integration with email make managing a busy inbox much more manageable. I use all of those items on a daily basis. Karbon's workflow management is better developed than what I had with Canopy. The implementation specialist we had, Brian, was very good. Some aspects of setup were easy, some time consuming, but not very complicated. The positives outweigh the negatives. Review collected by and hosted on G2.com. What do you dislike about Karbon? {"Billing is not as easy as other PMs I have used. It needs to be more flexible.","It should allow the grouping of multiple time entries into a line item for billing, and then the grouping of other time entries into a separate line item - all on one invoice.","Stripe is far too expensive - especially for an ACH.","The engagement function is useless at this point. I know it is in Beta.","It should allow for engagement agreements to be sent - using my firm's letterhead and branding - and esigned.","We have 500 clients - and we have to manually send out 500 engagement letters. We won't be using engagements until that can be done 1) in bulk using client data, 2) done on our branded letters.","These are big limitations - and there are more."} Review collected by and hosted on G2.com. What problems is Karbon solving and how is that benefiting you? I use Karbon for practice management - workflow management, secure file transfer including portal, time tracking and billing. The workflow management is very robust. The daily time entry with weekly time card makes tracking easy. The timeline, Triage, and email integration make managing a busy inbox much more manageable. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Accounting](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Accounting") IA Verified User in Accounting Small-Business (50 or fewer emp.) 6/26/2026 "Karbon Streamlines Practice Management with Powerful Workflow Automation" 5/5 What do you like best about Karbon? Karbon is a cloud-based practice management platform that helps accounting and bookkeeping firms streamline their work by centralizing client communication, task management, workflows, and team collaboration. Its most helpful features include email integration, automated recurring workflows, progress tracking, client request management, and workload planning, allowing teams to stay organized, improve efficiency, reduce manual administration, and ensure deadlines are met while providing full visibility into the status of client work. Review collected by and hosted on G2.com. What do you dislike about Karbon? One of the least helpful aspects of Karbon is that it can have a steep learning curve due to its wide range of features and workflow customization options. Smaller firms or new users may find it takes time to set up and fully adopt, and some advanced reporting and customization capabilities are more limited than those offered by specialized analytics or business intelligence tools. Additionally, its pricing can be relatively high for small teams or businesses with simple workflow needs. Review collected by and hosted on G2.com. What problems is Karbon solving and how is that benefiting you? Karbon helps solve several common business challenges faced by accounting and professional services firms, including inefficient workflow management, poor team collaboration, missed deadlines, and fragmented client communication. By centralizing tasks, emails, client information, and work progress in one platform, it improves operational efficiency, increases visibility across teams, standardizes processes through automation, and helps ensure work is completed accurately and on time, resulting in better client service and increased productivity. Review collected by and hosted on G2.com. Show More Current UserValidated 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);)