--- title: Karbon Reviews meta\_title: 'Karbon Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 915 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: 915 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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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 ![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.) 6/17/2026 "Karbon Boosts Productivity with an Intuitive Dashboard and Responsive Support" 4.5/5 What do you like best about Karbon? Karbon has a user-friendly navigation with a modern interface. The dashboard provides a clear overview of tasks, deadlines, team workloads, and client communications in one centralized location. It seamlessly integrates with a lot of core applications such as Monday.com, and delivers reliable performance with minimal downtime. Pricing may be challenging for very small firms, but there are significant productivity gains. The support team is very responsive, and it has built-in AI capabilities. Review collected by and hosted on G2.com. What do you dislike about Karbon? My primary concern with Karbon is its Outlook email integration. When pasting content such as images, screenshots, or hyperlinks into emails, the formatting can become inconsistent, often causing unexpected font changes and requiring manual corrections. Additionally, emails with multiple attachments can experience delays in loading or sending, which can impact efficiency when managing high volumes of client correspondence. While these issues do not outweigh the platform's overall benefits, they can be frustrating in day-to-day use. Review collected by and hosted on G2.com. What problems is Karbon solving and how is that benefiting you? Karbon solves the challenge of managing multiple clients, tasks, deadlines, and communications across different systems by bringing everything into one centralized platform. For me, the biggest benefit is increased efficiency and organization. Instead of tracking work through emails, spreadsheets, and separate applications, I can manage workflows, client communications, and task assignments in a single location. 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") CA Verified User in Accounting Small-Business (50 or fewer emp.) 7/3/2026 Business partner of the seller or seller's competitor, not included in G2 scores. "Easy to Use with a Well-Structured Layout" 4/5 What do you like best about Karbon? It’s easy to use, and I like how it’s structured. One thing I have a problem with is that I wish it had browser notifications. Maybe I just didn’t find the setting myself, but I’d like it to alert me every time I get a notification. Review collected by and hosted on G2.com. What do you dislike about Karbon? Assigning the work and managing the workflow. Review collected by and hosted on G2.com. What problems is Karbon solving and how is that benefiting you? Karbon is helping solve the problem of scattered workflow management. It gives better visibility over client work, outstanding tasks, responsibilities, and deadlines. For me, the biggest benefit is that it makes it easier to prioritise my work, track follow-ups, and understand the status of each client without relying on memory or separate messages. It also improves collaboration because the team can see the context and progress of the work in one place. Overall, it helps me stay organised, reduces missed tasks, and makes client work more structured and efficient. 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.) 6/16/2026 "Packed with Smart Email Triage, Scheduling, and Client Communication Timelines" 4/5 What do you like best about Karbon? There are so many useful features: triaging emails, scheduling emails to send later, and moving messages to address or follow up in future weeks. I also like the timelines that show communication with clients and the ability to summarise what’s been discussed. On top of that, scheduling work tasks and assigning them to colleagues makes it easier to stay organised. Review collected by and hosted on G2.com. What do you dislike about Karbon? Right now, we’re not able to send client requests from an account that isn’t tied to an individual user. For example, we may use a shared triage inbox for clients to email instead of a specific person when it relates to a particular service (e.g., payroll@companyname.com). As I understand it, at the moment we can’t send client requests or reminder emails from that shared triage inbox. Equally, client requests cannot be sent to mulitple individuals which is often required. It would be incredibly useful to do this, as all emails have to be sent manually. Review collected by and hosted on G2.com. What problems is Karbon solving and how is that benefiting you? It’s certainly helping us stay on top of task management. It also makes it easier to understand the efficiency of our team members and keep track of their tasks with much clearer visibility. It gives us clearer visibility than separate email threads with clients. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Education Management](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Education Management") AE Verified User in Education Management Mid-Market (51-1000 emp.) 6/16/2026 "Karbon Keeps Communication and To-Do Lists Effortlessly Organized" 5/5 What do you like best about Karbon? It is a great program for staying on top of communication and to do lists. One feature I love about the communication is that I can create work right from my email that will transfer to my to do list. Also, being able to save the email to several contacts to help keep things straight or share with the work I am doing in the to do lists. I also love how created work can be programed to automatically come up in each month, qtr, or year. Finally the templates have been invaluable in my HR Onboarding and Offboarding. Review collected by and hosted on G2.com. What do you dislike about Karbon? I honestly have not found one thing I dislike about Karbon. I have been very impressed with the performance, pricing, and AI features. Their support has been very good as well and I appreciate all the training opportunities they provide. Review collected by and hosted on G2.com. What problems is Karbon solving and how is that benefiting you? I am not a typical accounting firm user. I am a Business Manager who does everything financial for a small public school. I will be retiring soon and I asked Karbon if all my work in Karbon could be transferred to the person who will be taking over my role. They have given me a set of instructions on how this will work and will be available to help in the transition. 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") AA Verified User in Accounting Small-Business (50 or fewer emp.) 12/23/2025 "Workflows and Time Tracking That Drive Results" 4.5/5 What do you like best about Karbon? I think that their workflows are beneficial and when the software is being used to the fullest capability I think it is great. I also like the idea of the time tracking to the client, that is very beneficial to our company and how we assess employees and projects. Our team uses it every day. Review collected by and hosted on G2.com. What do you dislike about Karbon? I think that we were dealt a bad hand when it came to the implementation team, like I said when it is set up well it can do a lot of good, but our Karbon is a mess and while yes it is partially user error, we were never set up well and we just never had the time to clean everything up because there are many issues from implementation. We are a CPA firm so we have a lot of billable hours and a lot of client work to focus on, not so much admin/nonbillable time we are available so when we are fixing it, it usually gets done in our off time. Review collected by and hosted on G2.com. What problems is Karbon solving and how is that benefiting you? I think that Karbon is really working towards getting their automators tightened up. I also think they are continually working to make Karbon more flexible to where it works with other software and integrates to make your life less complex (after the setup process that is). Review collected by and hosted on G2.com. Show More 6/16/2026 Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Margery N.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Margery N.") MN Margery N. Small-Business (50 or fewer emp.) 6/16/2026 "Revolutionized Our Practice Management with Seamless Collaboration" 5/5 What do you like best about Karbon? I find Karbon's team-wide communication and collaboration fantastic, allowing everyone to see the emails and messages sent to clients. It keeps all communications summarized in a specific timeline, making it easy to catch up by reading reviews or using the AI summary system. I like the ability to create very detailed workflows where we can outline each step in the process of a task, like filing a tax return, and have the work move from person to person. This feature makes it easy to see where bottlenecks are and who is responsible for each part of the work. I appreciate the accountability Karbon provides, as every task is assigned to a role or person who knows it’s their responsibility, holding them accountable to deadlines. Additionally, I am happy with the expanded list of integrations that is published almost quarterly. Review collected by and hosted on G2.com. What do you dislike about Karbon? My only issue is that new features from Karbon and new integrations with other software programs are often brought into production without all of the promised/advertised features. I appreciate the pace of innovation and the ability get started, but a clear roadmap of functionality would be very helpful. Review collected by and hosted on G2.com. What problems is Karbon solving and how is that benefiting you? I find Karbon enhances team-wide communication and collaboration, letting everyone see client emails and messages in a summarized timeline. It allows creating detailed workflows, ensuring accountability and making it easy to track tasks, spot bottlenecks, and manage responsibilities. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Nishit C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Nishit C.") NC Nishit C. External Auditor Small-Business (50 or fewer emp.) 6/23/2026 "Amazing UI and Collaborative features for the entire team." 4/5 What do you like best about Karbon? The UI is quite good overall. The triage function is particularly helpful, and the My Week section comes in very handy as well. Being able to tick off tasks also works as a solid checklist and makes it easy to keep track of what I’ve done. Review collected by and hosted on G2.com. What do you dislike about Karbon? The timesheet-filling function could be a bit better. It should remember which type of work item I selected for a particular job, instead of making me choose it again. Review collected by and hosted on G2.com. What problems is Karbon solving and how is that benefiting you? Helping me keep track of items and work. Mentions and posting notes help keep everyone updated. Email sharing for clients is a good way to keep everyone involved and on the same page. 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.) 9/9/2025 "So effective and efficient" 5/5 What do you like best about Karbon? Robust workflow automation and work templates help standardize tasks and boost productivity and performance which is so helpful. The email integration lets me turn emails into tasks and tag team members, which improves transparency across the team and unable to miss a task I use it on a daily basis. Review collected by and hosted on G2.com. What do you dislike about Karbon? Setting up templates and navigating the interface can require time and patience and is a little complicated in starting Some users report slow response times when loading large lists or searching tasks. Review collected by and hosted on G2.com. What problems is Karbon solving and how is that benefiting you? Karbon Offers centralized visibility into jobs, emails, client interactions, and workloads so nothing slips through the cracks Providing a collaborative workspace that replaces endless inbox threads, where team members can assign tasks, comment real-time, and track progress in one place. It reduces miscommunication, greater accountability, and definitely improves teamwork especially valuable for remote or hybrid teams. Review collected by and hosted on G2.com. Show More 7/6/2026 Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Jim P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jim P.") JP Jim P. Partner Small-Business (50 or fewer emp.) 6/16/2026 "Streamlined Client Work and Team Visibility in One Place" 5/5 What do you like best about Karbon? It has helped us manage our client work much more effectively and has replaced several other tools we were previously using. We also really appreciate being able to see all of our staff’s work in one place and share tasks with others who may not be as busy. Review collected by and hosted on G2.com. What do you dislike about Karbon? It takes some time to get used to using Triage to manage emails, especially if you’re coming from Outlook. Also, the invoicing module isn’t quite where it needs to be yet, so we still handle invoicing in QB Online, while we manage our time in Karbon. Review collected by and hosted on G2.com. What problems is Karbon solving and how is that benefiting you? Managing all work, time, capacity, client communication, message tracking and doing it all in one platform 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(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 [What cloud migration assessment tools combine automated discovery with technical debt analysis and cloud readiness scoring?](https://www.g2.com/discussions/what-cloud-migration-assessment-tools-combine-automated-discovery-with-technical-debt-analysis-and-cloud-readiness-scoring)[Which provider directory solutions support bulk import from multiple source systems simultaneously?](https://www.g2.com/discussions/which-provider-directory-solutions-support-bulk-import-from-multiple-source-systems-simultaneously)[Best software for multi-channel content performance tracking](https://www.g2.com/discussions/what-s-the-best-software-for-multi-channel-content-performance-tracking) [What platform provides analytics on support resolution times?](https://www.g2.com/discussions/what-platform-provides-analytics-on-support-resolution-times)[Which cloud security monitoring platforms work best for a fintech or healthcare company that has strict regulatory requirements around cloud data and audit trails?](https://www.g2.com/discussions/which-cloud-security-monitoring-platforms-work-best-for-a-fintech-or-healthcare-company-that-has-strict-regulatory-requirements-around-cloud-data-and-audit-trails)[Pros and Cons Details](https://www.g2.com/products/karbon-2025-03-03/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)