Karbon has been a game-changer for our firm — having client emails, tasks, and deadlines all in one shared workspace means nothing slips through the cracks and the whole team stays aligned. The workflow templates and automation alone have saved us countless hours on recurring engagements. Review collected by and hosted on G2.com.

The main drawbacks are the learning curve during onboarding — it takes time to get the whole team fully up to speed — and the cost, which can feel steep for smaller firms. A few features, like the client portal, also aren't as polished as dedicated standalone tools. Review collected by and hosted on G2.com.

What I like best is the ability to fully customise and automate our workflows, for example, client onboarding. Karbon allows us to build workflows tailored exactly to our internal processes. Once set up, the system automatically triggers the next steps, sends client communications, and manages automatic reminders for both our team and the client. Before Karbon, we relied heavily on spreadsheets to track our work, which quickly became a chaotic, manual process prone to human error. Karbon has solved this by moving everything into a centralised system. Review collected by and hosted on G2.com.

Occasionally, there is a minor glitch when inputting details where the system doesn't save the data on the first try. I sometimes have to navigate away from the page and come back to re-enter the information. It doesn't happen constantly, but it can be a bit frustrating when it interrupts the workflow. Review collected by and hosted on G2.com.

I like being able to keep all our client work and tasks organized and farm everything out to the team appropriately. It’s nice to have everything in one area, with emails in the timeline. I like the easy-to-use client interface, My Week for seeing what’s happening during the week, and the insights and analytics reports for managing team workload and the time people spend on each task. I also like triage for keeping things organized with comments. These features help with time management and make sure we don’t forget anything with our clients. Review collected by and hosted on G2.com.

I find it hard to go back to something after I respond and clear it from triage if nobody replies; it would be nice to save it for later. From a management perspective, I’d also like to see what happened on a particular day, including comments, triage, and client communication, in one daily summary. It took a while to get used to work items, and managing the automator within them can be tricky and harder to understand. Review collected by and hosted on G2.com.

Karbon really “tames” my email and helps me stay on top of my tasks by keeping everything organized. Review collected by and hosted on G2.com.

There isn’t anything specific that I dislike about the software. I’ve been using it for almost 10 years now, and I know I’m not taking full advantage of everything it offers, but it still makes my work life so much better by helping me stay on top of assignments and tasks. Review collected by and hosted on G2.com.

I love that Karbon lets us keep everything in one place. The way everything flows together makes it much easier to stay organized, especially when work items and correspondence are connected and easy to track in the same spot. Being able to add emails to client timelines or to the work item timeline has really been a game changer. Review collected by and hosted on G2.com.

I think the document sorting has some downfalls. It would be nice to be able to have folders that could be named where you can sort documents out instead of just by work item. Makes it a little harder to find documents quickly, especially if you are not sure what work item the document would have been loaded to. Review collected by and hosted on G2.com.

A fully built out suite of products and tools that support not only internal behind the scene workflows but also pushing deliverables out and client checklists. Integrates with our outside billing system seamlessly. With their Aider acquisition, AI support with month end close has resulted in huge time savings and a consistent standard applied across all of our firms clients. For our tax workflows their deep integration with Stanford has simplified and streamlined tax organizer and document collection that while not only saving time for the firm creates a seamless flow for our clients. Review collected by and hosted on G2.com.

Their native billing solution is in it's early stages. We may transition from an outside product once those features are a little more robust. I know their working on that! Review collected by and hosted on G2.com.

Karon helps me plan my day every day so I can stay efficient and finish my work on time. It also helps me set clear targets to work toward and stay on top of my responsibilities, which keeps me active and focused throughout the day. I use the "to-do" list to prioritize my tasks accordingly and this helps me submit my work on time and in a clean manner. It is quite easy to learn and integrate into your daily work life as the user interface is very clean and easy to understand. I am able to finish my work faster and submit before the deadline hits. I can also sort out my week in advance so that I have a clear vision of what I need to do next. Review collected by and hosted on G2.com.

If there are any phishing emails sent to your work email, you cannot flag it as a phishing email. Review collected by and hosted on G2.com.

I can find past emails with ease. I like being able to correspond on emails visible to both a team member and an external party, while adding internal comments on the same thread without the external party knowing. I can undo deleted email messages and retrieve them instead of worrying they’re permanently deleted. I also like being able to add a related job to an email’s timeline so it’s placed with the correct client and job. Triage stores emails, and if I accidentally delete one, it goes to Clear so I can retrieve it and put it back in Triage. The initial setup was super easy. Review collected by and hosted on G2.com.

When I search for a client or job, I only see a sample of related jobs until I press Enter, which takes me to another interface and covers the one I’m using. I’d rather see all the results on the same screen and still be able to see Triage while I search. Karbon can also be very detailed, so I had to learn the ropes. Review collected by and hosted on G2.com.

After using Karbon more, I really appreciate how well it keeps our team organized. The task management and workflow tracking make it easy to see what needs to be done and who is responsible. Communication is also much smoother because everything related to a client is in one place, which saves time and reduces the need to search through emails. Overall, it has become an important part of keeping our daily work efficient and on track. Review collected by and hosted on G2.com.

Karbon is a great platform overall, but there are a few areas that could be improved. I would like to see faster performance in some parts of the application, along with more customization options for workflows and dashboards. Better search capabilities and a few additional quality-of-life improvements for navigating between tasks and clients would also make the experience even better. Overall, these are minor improvements, and the software has been a great fit for our team. Review collected by and hosted on G2.com.

Karbon has been a tremendous tool for our business. It makes our admin work and communication with clients efficient. Clients can upload files, see what files we have, and check the progress of their work, which helps with communication and transparency. I can see a week or a month of work with one or two clicks, plan and prioritize urgent tasks, and monitor workflow and working capital. Timelines automate reminders and help me manage my calendar by prompting me about projects waiting for attention. I call it a useful companion in the office, and it’s a joy to work with the system and the team behind it. The team is receptive to our ideas. I found Karbon easier to use than it first seemed. The Carbon Academy has a lot of useful literature, and I find the system fairly straightforward, with a seamless transition from Microsoft. We learn new things and share them with the team. I also value having a shared platform where clients can upload documents and access the information we hold about them, helping us communicate and provide more transparency. Review collected by and hosted on G2.com.

I’m still working toward having Karbon cover our full client process, from onboarding through billing. It isn’t working for us as a complete management suite yet, and we still use separate systems for KYC/CDD and proposals and engagement letters. We’re testing Karbon’s proposals and engagement letters offering, and I’m hoping to make the Xero billing and Karbon workflow seamless. Review collected by and hosted on G2.com.