I really like how the tasks and projects flow and fit together. It’s really nice having our firm’s workflow, timekeeping, client portal, and billing under one umbrella, and Karbon has really helped our firm. I also like Karbon for Clients as a resource and tool for us and our clients, and I appreciate the constant updates and improvements Karbon makes. Review collected by and hosted on G2.com.

Sometimes I feel like Karbon tries to sprint before it masters walking. Karbon for Clients could do the basics of sending and receiving documents a little better. I’d like folders for clients to drop documents into and a way to move documents between folders. It would have been nice if Karbon had a document storage feature, though I understand that would take up a lot of space. The onboarding was decent but could have been improved, and some things come with experience using Karbon. Review collected by and hosted on G2.com.

Karbon's recent improvements that allow further insight on our team's KPIs and showing how work actually moves forward in the queue has been extremely invaluable to gaining information on where our bottlenecks are and how to improve them. Our biggest setback before was that we didn't have the data, and now that we do, we feel even more empowered to make decisions based on our reality. Review collected by and hosted on G2.com.

Engagements is still not where it needs to be at for us to adopt this system for our practice. The client portal also has some holes that are preventing us from using it - namely, the fact that you can not link it to a family grouping. We assign all of our T1 works to the family group instead of an individual, so without the ability to use family groups in the client portal, we would have to completely change the way we structure our work and client data. Review collected by and hosted on G2.com.

The top features that are most helpful for me are triage, assigning jobs, comments, posting notes, and having timelines within each client’s profile. I love that I don’t have to create another email just to forward something to my colleagues for their attention. Instead, I can simply reply and @comment them. I also love that you can create an internal group, so you can @comment everyone at once.

My inbox has never been cleaner because of the triage features, especially assigning tasks. I can easily pass on requests and assignments via notes as well, so everything stays visible in the client’s timeline by tagging the client in the notes. The workflow is very customisable too; you can add sections and tasks for yourself and for your clients. Our clients are also able to use it with ease. Overall, I like that it feels like I’m navigating a social media-style UI.

Karbon was also able to integrate with our cloud accounting platform and our document management system.

The triage processes incoming emails seamlessly with less than a minute's delay compared to when I receive the email in PIM. I have been a user since 2024 and have never experienced major issues with its performance.

I believe my company definitely got their money's worth, as we, the employees, were able to take on more jobs and cater to more clients, as Karbon was able to streamline our daily processes and boost productivity.

Since day one until now, we have been able to receive tips and tricks sessions from Cass Randall, which has been amazing and very helpful! The Karbon Academy is very fun to navigate and didn't bore me when I took my modules during onboarding.

There are heaps of AI features around Karbon, including composing and refining emails, summarisation, analytics (query builder), pop-up chats for any support you need, etc. Review collected by and hosted on G2.com.

What I experienced was that when I was doing invoicing, some entities would fail when I selected “change billing entity.” I was then shown the background links behind it (for example, where it might be linked to a different entity under billing, etc.).

This issue was resolved for me after Karbon added a new billing feature called “Move Time,” which removed the problem on my end. Review collected by and hosted on G2.com.

I like being able to maintain all my workflow in one place, with our jobs together so nothing slips through the cracks. Karbon gives me visibility into client emails sent to other staff and lets me find the history and context around work. I like tagging staff to communicate about specific jobs, and being able to go back and see what we discussed. I also like triage, where I can keep outstanding tasks together, leave them until I have time, and return to them later. When I clear it, I know I’m on top of everything. The filters help me see different types of jobs and what I need to do that day or week. I like sending clients documents and corresponding with them through Karbon, with the documents saved in one place. From the get-go, it was quite easy to use. Review collected by and hosted on G2.com.

I feel like My Week has potential, but it doesn’t work for me. There’s a lot of history sitting there, and sometimes jobs get lost. The Work screen works better with filters, but without set filters it can be difficult to navigate, and there can be a lot of old jobs sitting there. We’ve had occasions where things have got lost. Review collected by and hosted on G2.com.

Having emails, tasks and client work together is the biggest benefit for me. As a partner in an accounting firm, I need to see where jobs are up to without constantly asking the team for updates. Karbon makes that easier and gives us a clearer picture of what needs attention.

I also like being able to keep discussions attached to the relevant work. It makes it easier to pick up a job and understand the background without digging through separate email conversations. Review collected by and hosted on G2.com.

It takes some time to get your workflows set up properly and get everyone using the system consistently. It isn't something you can just switch on and expect to organise the practice for you. Keeping tasks and job statuses current still requires discipline from the team. Review collected by and hosted on G2.com.

What I liked most about Karbon was how everything was customizable to our firm. At first it can seem a bit overwhelming, but it is because there are so many ways to achieve the same goals. The way Karbon is built is to integrate directly what how you currently do your work and record it, and I firmly believe any firm can adopt Karbon and see immediate improvements in the way their store and manage their data.

APIs are something that are underutilized in the accounting industry and Karbon does an amazing job of educating non-technical staff on analyzing routine tasks, syncing systems, and creating event based automations. The team at Karbon has been supportive on every level from implementation through continuous coaching, Analytics sessions, and quarterly business reviews. Review collected by and hosted on G2.com.

To me it is the small quality of life features that Karbon is working on now that fall short. Items like having pre-filled text for invoicing, the ability to have multiple invoice templates, and not enough granular management of client reminders or staff notifications, are all my primary complaints. 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.

As compared to the traditional workflow applications from the "big three" it is probably more visually appealing to work with. It is probably easier to setup and create the templates, although that isn't too difficult with a learning curve. Review collected by and hosted on G2.com.

As I have discovered with a lot of these new applications, they try really hard to solve problems that aren't really there and ignore solving the real ones. For example, we do not have a good way to discern between our multiple offices. Why? It can't be that hard to give us another box to select. This employee is in the X office, this client is in the X office. This workflow is managed by the X office. Seems easy to me. Then the financials, the realization, the utilization, everything can be sorted by office. Why can we send invoices but not statements each month? We have learned that very few people want to pay their bills online when they learn about the "convenience" fees associated with card online payments. So not everyone pays their bill right then. We sometimes need to remind clients to send a check, but we can't do that right now through Karbon. It has to be done in QBO, but guess what, there is no discernment in QBO about which office an account is from, so that isn't feasible. Frankly, it is also kind of a pain to accept traditional payments from clients in Karbon. I guess we've figured out a way that makes it work, but you can tell that the designers always thought that the only payment method to consider would be the online type. Almost 5% of my clients still pay in cash and then the vast majority choose to write traditional checks. Why do we have to check every box in a task to close out a category and move the system to the next? Almost every other software out there has a master check box that will clear out everything in that category without having to check each and every box. Review collected by and hosted on G2.com.

Working in accounting offices for over 10 years, Karbon has been the most effective and efficient system I've used to create and track clients, work projects, and work flow. We're able to effortlessly track and review the variety of monthly, quarterly, and annual work our clients require, for both accounting and tax preparation. Review collected by and hosted on G2.com.

Karbon does require active participation by the users. If they do not stay on top of their triage or work flows, the system will over inundate their inbox with project notifications and assignments. Review collected by and hosted on G2.com.

What I like best about Karbon is how it brings email, tasks and client work together in one organised place, which has completely changed how I manage my day.

The interface is clean and intuitive. Once you understand the layout, it’s easy to move between your inbox, work items and client records, and the triage view makes it simple to turn emails into tasks in a few clicks.

Integrations are a big plus. Connecting my email means client conversations are automatically linked to the right work, and it works smoothly with the other tools we use, so I’m not constantly switching between systems.

Performance has been reliable. Pages load quickly, and even with many clients and active jobs, it stays responsive.

On pricing, it’s an investment, but the return is clear. The time we save on chasing clients, setting up recurring work and tracking deadlines more than justifies the cost.

Onboarding was well supported, with helpful training resources and a support team that responds quickly and actually solves the issue.

I also appreciate the AI features, which help summarise long email threads and draft replies. That saves time and helps me respond to clients faster.

Overall, Karbon makes our work more organised, efficient and stress-free. Review collected by and hosted on G2.com.

There isn’t much I dislike, but there are a few areas that could be improved.

The interface is clean, but there’s a learning curve at the start. With so many features, it can feel overwhelming at first, and it took some time to understand how everything connects.

Integrations work well for email, but I’d like deeper connections with more of the tools we use. Some integrations feel basic, and certain information still has to be updated manually.

Performance is generally good, though email syncing can occasionally lag, and some pages slow down slightly when there’s a lot of activity.

Pricing is on the higher side, especially for smaller teams, and some of the more useful features are only on higher plans. The value is there, but it takes time before you fully feel the return.

Onboarding resources are helpful, but setting up workflows and templates properly takes real time and effort. A more guided setup would make it easier for new teams.

The AI features are useful but still feel early. Draft replies sometimes need a lot of editing to sound personal, and I’d love to see the AI do more, like flagging overdue work or suggesting next steps.

None of these are deal breakers, and I’d still recommend Karbon, but improving these areas would make it even better. Review collected by and hosted on G2.com.