--- title: Karbon Reviews meta\_title: 'Karbon Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 914 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: 914 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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](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") 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 AC Amanda C. Small-Business (50 or fewer emp.) 6/25/2026 "Task Management Made Effortless, Email Needs Work" 5/5 What do you like best about Karbon? I like the tasking in Karbon. It allows us to update a job and move the job around from person to person for clarity, ensuring things don't get lost. I also like how we can record information against each task and each job, and it stays with the clients. So if we have to go back in the future to look for something, it's all specific to that client. This helps me not lose information and keep up to date with the client. Being able to record all that information efficiently means that I can always go back to a client file and find what I'm looking for. It also helps me ensure I don't miss anything. Review collected by and hosted on G2.com. What do you dislike about Karbon? I'm not a fan of the emailing side of things. I don't like the way it connects old emails or does the email history. I just find it hard to follow. It's, sometimes when you go into email, and you're trying to find an attachment, it's not always easy to track the attachment back. It just seems a little bit clunky at times or overwhelming, I guess, is probably the word. It was a bit clunky at first. The person who did do it wasn't really across what should have happened, and it was, we did make a bit of a mess of it in the beginning. We still have had a few hiccups with things because there's so much involved, I guess, in the back end, especially when you're doing repetitive type tasking. Review collected by and hosted on G2.com. What problems is Karbon solving and how is that benefiting you? Karbon helps keep our tasks aligned and ensures we don't miss anything. It maintains client-specific information like contact details and entity structures, making it easier to track against each task and job efficiently, ensuring clarity and preventing anything from slipping through the cracks. 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") UA Verified User in Accounting Small-Business (50 or fewer emp.) 6/24/2026 "Karbon Keeps Emails on Track and Workloads Organised with My Week" 4.5/5 What do you like best about Karbon? I have two key reasons why I recommend Karbon. First, the tag emails feature is extremely helpful because it means emails very rarely go missing, and it also allows colleagues to stay up to date when someone is on annual leave, etc. Second, I really like the My Week feature. It essentially gives you an online, priority-based to-do list and helps keep your workload organised in a manageable order. Review collected by and hosted on G2.com. What do you dislike about Karbon? The only minor issue I’ve found with Karbon is that when sending emails, it doesn’t include an importance option. That feature can be really helpful when you need to flag an urgent email to clients, colleagues, and others. Review collected by and hosted on G2.com. What problems is Karbon solving and how is that benefiting you? Karbon is helping solve several key challenges for our practice by bringing workflows, communication, and client management together in a single platform. One of the biggest benefits has been improved visibility and control over our work. Previously, tracking jobs, deadlines, and client communications across multiple systems created inefficiencies and increased the risk of something being missed. With Karbon, we have a clear, intuitive workflow that makes it easy for the team to see the status of every job, understand priorities, and manage workloads more effectively. The user interface is clean and easy to navigate, which has supported adoption across the team and reduced the time needed for training and onboarding. Having emails, tasks, notes, and client information connected in one place means staff spend less time searching for details and more time focused on client work. Karbon’s integrations with our existing systems have also improved efficiency by reducing manual data entry and helping information flow more smoothly between platforms. This has streamlined processes and lifted overall productivity. From a performance perspective, Karbon has enabled greater consistency in how work is delivered. It has improved accountability and helped us meet deadlines more reliably. The reporting and visibility into team capacity also support better resource planning and day-to-day decision-making. Support and onboarding have been strong, with responsive assistance and practical guidance that helped us implement the platform successfully and realise value quickly. More recently, Karbon’s AI capabilities have started to reduce administrative effort by assisting with communication summaries, task creation, and workflow management. These features have the potential to further increase efficiency and allow the team to focus more on higher-value advisory and client-facing work. Overall, Karbon has delivered a strong return on investment through improved productivity, better collaboration, greater operational visibility, and a more scalable way to manage our practice. Review collected by and hosted on G2.com. Show More 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.) 6/23/2026 "Karbon Streamlines Client Triage and Collaboration with Minimal Downtime" 5/5 What do you like best about Karbon? Karbon helps me see my progress with multiple clients at the same time, helping me triage who needs my attention most on a given day. It is also a simple matter of a few clicks to assign work to a colleague if I need assistance, or to simply tag them on an internal note if I need their input. Karbon truly makes collaborating with our distributed workforce very smooth and easy. It is key in allowing us to standardize our workflows across clients, and making the small adjustments to meet specific needs is also simple and clear. It was incredibly easy to pick up the basics as a new user, and my coworker who knew the system better was able to guide me in deeper utilization of the tools. The price is also excellent, given how much time I spend using Karbon each day. And compared to the rest of our tech stack, Karbon has had the least glitches or down time. Review collected by and hosted on G2.com. What do you dislike about Karbon? Because Karbon is complex, there are sometimes issues with not reassigning work at the correct level, or editing a repeating workflow but not reloading future items....but these are user errors and not an issue with the software itself. I haven't yet encountered an issue with the program, but I assume I will at some point. Given their regular rollout of updates and new features, I expect any problems would be fixed quickly. Review collected by and hosted on G2.com. What problems is Karbon solving and how is that benefiting you? Our workforce is remote, so having Karbon as a central repository for all our work items is helpful to give oversight, support, and quality checks. My coworkers can all see my list and I can see theirs. I can see when someone is putting in extra hours on something that should take less time and offer support or problem solving. Karbon also takes care of so much of the Monday load-in brain draining planning that other jobs have required. I log in, I check my Triage, I look at my work week and make any adjustments based on new information. This saves me easily 3 hours a week on average. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Christopher R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Christopher R.") CR Christopher R. Financial Analyst Small-Business (50 or fewer emp.) 4/29/2026 "Karbon- great do it all practice management system." 4.5/5 What do you like best about Karbon? One of my favorite features in Karbon is the work timelines. It makes it really easy to have all the communication regardless of which team member it is going to or from, all in one spot and related to different work items. The usual setup is very easy and pretty straightforward. If you already have information in a system, it makes it pretty easy just to transfer into Karbon. Review collected by and hosted on G2.com. What do you dislike about Karbon? One area of improvement in Karbon would be the billing platform. There's a couple of things that I think should be better. One would be to have if you have a flat monthly fee, to be able to automatically send out invoices and charge that fee. Currently, it's a manual process. Another one would be to have the option to send an invoice and not have it on autopay. If the autopay method is in someone's profile, if you send an invoice, it automatically gets paid with no option to just have an invoice sent without that payment being drafted. Review collected by and hosted on G2.com. What problems is Karbon solving and how is that benefiting you? Karbon helped integrate multiple systems into one, combining work items, workflow, and organizing communication—all integrated with our billing. Review collected by and hosted on G2.com. Show More 6/23/2026 Validated ReviewerIncentivizedSource: G2 invite on behalf of seller EW Emily W. Operations Manager Small-Business (50 or fewer emp.) 6/22/2026 "Full visibility, great support, constantly improving" 4.5/5 What do you like best about Karbon? The client timeline is one of the most prominent and also one of the best features of Karbon. Being able to see not just my own emails but those of colleagues, plus internal notes and tags, means we have the full picture of what's happening with a client without having to ask around. This is particularly useful when a client calls unexpectedly or we're picking up work usually dealt with by another team member. Close behind that is how intuitive the platform is — even without formal training, it's easy to find your way around, which in practice means new team members get up to speed very quickly and even if you've not done something before, it's incredibly easy to work it out. The support is also worth highlighting. We have regular meetings with Ryan, our Customer Success Manager, who provides us with an overview of our firms usage and is on hand to help with new features and provide training to individuals and the team as a whole. Finally, the fact that we've been with Karbon since 2020 and have actively reviewed competitors in that time — and still not moved — probably says it all. Review collected by and hosted on G2.com. What do you dislike about Karbon? There aren't many features we dislike and Karbon are constantly improving the platform, so issues don't tend to stick around for long. That said, there are a couple of areas that could work better for us. A number of our staff have struggled with the My Week feature, particularly those whose workload comes from emails rather than work items. Tasks that arrive via email aren't easy to plan into My Week, meaning it isn't utilised as much as it could be across the whole team. The other area I'd flag is the search function. Being able to search within cleared or sent items would be really useful — finding older email correspondence isn't as straightforward as it could be, which can slow you down when you need to refer back to something. Review collected by and hosted on G2.com. What problems is Karbon solving and how is that benefiting you? One of the biggest problems Karbon solves for us is being able to collect, share and collate client information across staff who work across multiple locations. The Karbon checklists collect all of the required information for a job, which is then saved to the documents tab and ready for anyone who needs it to access. This makes jobs quicker and easier to complete with less back and forth and manually scanning in data. It is also easier from the client's side, being able to upload all of their documents in one place. The AI features have also been a real benefit, particularly the ability to summarise long email threads. Being able to pull out the salient points before calling a client, rather than scrolling back through months of correspondence, saves several minutes each time — and across a busy practice with a high volume of client calls, that adds up to a significant time saving across the team. 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") UA Verified User in Accounting Small-Business (50 or fewer emp.) 6/19/2026 "Flexible, Customizable Workflow That Keeps Tasks and Communication in One Place" 4.5/5 What do you like best about Karbon? Karbon is a flexible system that lets you customize it to the needs of the firm, the client, and the team. It makes it very easy to communicate with both the client and the work group, and it is very easy to set up work items and access everything about a given task or project all in one place. Review collected by and hosted on G2.com. What do you dislike about Karbon? There are some opportunities for user error to stop the workflow without it being flagged anywhere. So if a work item is reassigned but the tasks within it are not, it will not move to the work week on either staff member. Review collected by and hosted on G2.com. What problems is Karbon solving and how is that benefiting you? Communication and access to have been greatly improved because everyone has access to emails, documents, and team notes all in one place. The overall timeline gives you an overview of what's been happening if you are at the supervisory level, while the notes and details within the tasks help the team working on the day-to-day items can communicate quickly with specific details. Karbon also makes it easy to create a work item based upon an email or conversation: making follow up, document gathering, and time tracking easier. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![jennifer .](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "jennifer .") J jennifer . Small-Business (50 or fewer emp.) 6/19/2026 "Great for Managing Client Workflow and Communication" 4.5/5 What do you like best about Karbon? I use Karbon to manage client work, track tasks, and handle client communication and deadlines. I like the workflow and task setting capabilities, especially since my team is spread across various locations. I find the ability to set deadlines per task very practical, and it's helpful to see who is working on what. The automated client communication and reminders are also very useful, making the whole process smoother. Review collected by and hosted on G2.com. What do you dislike about Karbon? I would like all emails to go into a particular inbox to make it easier to track rather than having to open the contact. This is something you can do in Microsoft but not in Karbon. Also the document folder could be improved; maybe we can batch them into folders by date instead of all being together, so if a client said they sent something on a certain date, you just need to check that date. Review collected by and hosted on G2.com. What problems is Karbon solving and how is that benefiting you? I use Karbon to manage client work, track tasks, handle client communication, and manage deadlines. It helps with workflow, seeing communication from all team members, setting deadlines per task, and automating client communication and reminders. 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") AA Verified User in Accounting Small-Business (50 or fewer emp.) 8/6/2026 "Karbon’s All-in-One Platform Keeps Our Firm’s Workload Running Smoothly" 5/5 What do you like best about Karbon? Karbon is an all-in-one tool that helps us manage our firm’s entire workload, from client onboarding and project management to billing, time tracking, and document management. It also keeps evolving to accommodate even more. Review collected by and hosted on G2.com. What do you dislike about Karbon? The transition from the original setup and procedures to adapting as Karbon grows and makes changes (which are great!) tends to be difficult and/or time-consuming, rather than a smooth, easy transition. Review collected by and hosted on G2.com. What problems is Karbon solving and how is that benefiting you? Before, we relied on Excel workbooks for project and time management, and for billing. As you can imagine, that was a nightmare when it came time to bill. With Karbon, everything is available at our fingertips. The workflow within the system feels very organic, and all the data you need to do your work is right there when you need it. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Steven R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Steven R.") SR Steven R. Accountant Small-Business (50 or fewer emp.) 6/18/2026 "Streamlined Workflow Management with Room for Mobile Improvement" 5/5 What do you like best about Karbon? I appreciate using Karbon as our practice management platform in our accountancy firm. It significantly helps with workflow management, particularly with the Triage function, which enhances email management, tracking, customer service, and internal communication. The Triage and Comments features are my favorite because they offer visibility and allow sharing client communications across the business, which aids in internal communication and reduces email traffic. The Triage feature also allows me to manage my inbox more effectively by tagging emails to clients and work items, and it enables me to comment team members into them when necessary. It provides valuable visibility across the business on how we are performing in email management. The browser experience for Triage is really good, allowing me to do everything I need to do. We also linked Karbon with our proposal tool and Xero, our accounting system, which is quite beneficial. Switching from Senta to Karbon was driven by Karbon's good reviews in the market. Furthermore, paying an additional fee to have the Karbon team assist with the setup was definitely worth it, as it made the transition smoother than past software changes. Review collected by and hosted on G2.com. What do you dislike about Karbon? The mobile app is probably the main thing I struggle with. The features within the mobile app just aren't fully there yet, so you find yourself defaulting back to the browser, and I like to work on mobile / iPad. Review collected by and hosted on G2.com. What problems is Karbon solving and how is that benefiting you? I use Karbon for workflow management in my accountancy firm. The Triage function helps with email management, tracking, customer service, and internal communication, speeding up these processes. It allows tagging emails and commenting teammates, which reduces email traffic and offers visibility on performance. Review collected by and hosted on G2.com. Show More 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) ![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) ![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) [ 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(712) [ 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(712) ](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 [Intent Data](https://www.g2.com/glossary/intent-data-definition)[Top rated Product Information Management apps](https://www.g2.com/discussions/top-rated-product-information-management-apps)[What release notes management software works best for 50-500 employee organizations in SaaS?](https://www.g2.com/discussions/what-release-notes-management-software-works-best-for-50-500-employee-organizations-in-saas%20) [Which desktop publishing software is most trusted by marketing managers at B2B SaaS and professional services companies, based on user reviews?](https://www.g2.com/discussions/which-desktop-publishing-software-is-most-trusted-by-marketing-managers-at-b2b-saas-and-professional-services-companies-based-on-user-reviews)[What is the most affordable vulnerability scanner for SMBs?](https://www.g2.com/discussions/what-is-the-most-affordable-vulnerability-scanner-for-smbs)[Pros and Cons Details](https://www.g2.com/products/karbon-2025-03-03/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)