--- title: Karbon Reviews meta\_title: 'Karbon Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 918 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: 918 scale: '5' date\_modified: '2026-08-12' 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)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Booking.com for Business ](https://www.g2.com/products/booking-com-for-business/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Calendly ](https://www.g2.com/products/calendly/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") CCH Axcess™ Tax ](https://www.g2.com/products/cch-axcess-tax/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") ClientWindow ](https://www.g2.com/products/clientwindow/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Dext ](https://www.g2.com/products/dext/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Dropbox ](https://www.g2.com/products/dropbox/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Filed ](https://www.g2.com/products/filed/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Float.com ](https://www.g2.com/products/float-com/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Google Workspace ](https://www.g2.com/products/google-workspace/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Gusto ](https://www.g2.com/products/gusto/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") HubSpot Breeze ](https://www.g2.com/products/hubspot-breeze/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") HubSpot Marketing Hub ](https://www.g2.com/products/hubspot-marketing-hub/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Ignition ](https://www.g2.com/products/ignition/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Intuit Mailchimp All-in-One Marketing Platform ](https://www.g2.com/products/intuit-mailchimp-all-in-one-marketing-platform/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Intuit Mailchimp Email Marketing ](https://www.g2.com/products/intuit-mailchimp-email-marketing/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Intuit ProConnect Tax ](https://www.g2.com/products/intuit-proconnect-tax/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Intuit QuickBooks ](https://www.g2.com/products/intuit-quickbooks/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") LedgerSync ](https://www.g2.com/products/ledgersync/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Liscio ](https://www.g2.com/products/liscio/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Microsoft 365 ](https://www.g2.com/products/microsoft365/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Microsoft Entra ](https://www.g2.com/products/microsoft-entra/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Microsoft Exchange ](https://www.g2.com/products/microsoft-microsoft-exchange/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Microsoft OneDrive for Business ](https://www.g2.com/products/microsoft-onedrive-for-business/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Microsoft Outlook ](https://www.g2.com/products/microsoft-outlook/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Microsoft SharePoint ](https://www.g2.com/products/microsoft-sharepoint/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Microsoft Teams ](https://www.g2.com/products/microsoft-teams/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Moorepay ](https://www.g2.com/products/moorepay/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") QuickBooks Online ](https://www.g2.com/products/quickbooks-online/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") QuickBooks Online Accountant ](https://www.g2.com/products/quickbooks-online-accountant/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") QuickBooks Online Advanced ](https://www.g2.com/products/quickbooks-online-advanced/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") QuickBooks Time ](https://www.g2.com/products/quickbooks-time/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Sage 100 ](https://www.g2.com/products/sage-100/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Silverfin ](https://www.g2.com/products/silverfin/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Slack ](https://www.g2.com/products/slack/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") SmartVault ](https://www.g2.com/products/smartvault/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Snowflake ](https://www.g2.com/products/snowflake/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Soraban ](https://www.g2.com/products/soraban/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Spotlight Reporting ](https://www.g2.com/products/spotlight-reporting/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") StanfordTax ](https://www.g2.com/products/stanfordtax/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Stripe Payments ](https://www.g2.com/products/stripe-stripe-payments/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") SuiteFiles ](https://www.g2.com/products/suitefiles-suitefiles/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") SurveySparrow ](https://www.g2.com/products/surveysparrow/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Tallyfor ](https://www.g2.com/products/tallyfor/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Tax Bandits ](https://www.g2.com/products/tax-bandits/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Taxfyle ](https://www.g2.com/products/taxfyle/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Truss ](https://www.g2.com/products/truss-2024-09-27/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Typeform ](https://www.g2.com/products/typeform/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") UltraTax CS ](https://www.g2.com/products/ultratax-cs/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Vinyl ](https://www.g2.com/products/vinyl-vinyl/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") VXT ](https://www.g2.com/products/vxt/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Xero ](https://www.g2.com/products/xero/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Xero Practice Manager ](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.) 8/11/2026 "Karbon Keeps Our Team Accountable and Work Flowing Smoothly" 5/5 What do you like best about Karbon? Karbon keeps work flowing by increasing accountability and collaboration. I love that emails, documents, and questions can be categorized and shared. Even when team members are out of the office, relevant information is attached to jobs for me to use. Review collected by and hosted on G2.com. What do you dislike about Karbon? I never run out of work because my workflow is always loaded and planned. This isn’t really a problem, but I honestly couldn’t think of anything I truly didn’t like about Karbon. Review collected by and hosted on G2.com. What problems is Karbon solving and how is that benefiting you? Karbon leverages secure AI to help create emails and client correspondence that can tailor responses to match a client’s understanding of accounting and tax, while also providing a buffer for polite conversation when clients are less kind. 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.) 11/2/2023 "I find Karbon to be a wonderful program" 5/5 What do you like best about Karbon? I like the templates to make repords the most, I use those the most Review collected by and hosted on G2.com. What do you dislike about Karbon? Well right now, my karbon templates for making my reports keeps glitching & getting errors & not opening so there's that. Seems like an easy fix & the reports are great when I can use them Review collected by and hosted on G2.com. What problems is Karbon solving and how is that benefiting you? Every problem I have come across for my purposes, Karbon has fixed for me so I don't have any at the moment. I did have a problem pulling reports that were bringing up a whole bunch of inactive jobs. Karbon had to do a batch delete on them so I didn't have to manually delete them one by one, which was wonderful! Review collected by and hosted on G2.com. Show More 8/5/2026 Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Sakshi S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Sakshi S.") SS Sakshi S. Manager Small-Business (50 or fewer emp.) 12/2/2021 "Streamlined Workflow Management with Stellar Support" 5/5 What do you like best about Karbon? I really like the workflow management and timesheet tracking features of Karbon. The timesheet allows us to assess how long a job took, which helps with charging the client accordingly. It's also useful for team productivity, as it shows what work they have on hand and lets the team plan ahead for the week. The initial setup was very easy, and the Karbon team helped us out. Review collected by and hosted on G2.com. What do you dislike about Karbon? I wish clients could see what stage their workflow is at. It would be great if they had a portal where they can log in to see all the workflows we've created, and what's currently in progress or completed. 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, tracking job durations for billing, and improving team productivity and planning. Review collected by and hosted on G2.com. Show More 4/26/2026 Current UserValidated ReviewerSource: Organic ![Angel Coellin L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Angel Coellin L.") AL Angel Coellin L. Accounting Assistant Mid-Market (51-1000 emp.) 6/16/2026 "Integrates with Almost Everything and Stays User-Friendly" 5/5 What do you like best about Karbon? I like how it integrates with almost everything, and how user-friendly it is. Review collected by and hosted on G2.com. What do you dislike about Karbon? Nothing much to add, but when sending documents out for signing in bulk, if one of the signers doesn’t sign, you can’t view the document unless all signers have signed. Review collected by and hosted on G2.com. What problems is Karbon solving and how is that benefiting you? The biggest benefit has been increased efficiency and consistency in our processes. By having a single source of truth for work management, our team can collaborate more effectively, track client requests more easily, and ensure work is completed on time. This has improved both our internal productivity and the overall client experience. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Maggie H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Maggie H.") MH Maggie H. Client Accountant Mid-Market (51-1000 emp.) 8/7/2026 "Karbon Keeps our Team Organized & Informed" 5/5 What do you like best about Karbon? Karbon helps with organizing & saving work documents. It's a great way to make sure everyone in our department has access to information pertaining to work items. Review collected by and hosted on G2.com. What do you dislike about Karbon? Not being able to clear my sent e-mails in the same way as the triage is cleared is the only downside, but that might just be a user error on my end. Review collected by and hosted on G2.com. What problems is Karbon solving and how is that benefiting you? My e-mails seem to be syncing more quickly in Karbon. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Victor H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Victor H.") VH Victor H. Transcriptionist Small-Business (50 or fewer emp.) 8/3/2023 "I've since worked on Outlook. Karbon is much better. " 4.5/5 What do you like best about Karbon? Finding old emails and documents are so much easier. Also the search function is top tier. Review collected by and hosted on G2.com. What do you dislike about Karbon? Intergrate better with calendar. Or just make your own calendar, like Outlook. Would also be nice to have online meetings (like Teams or Google) directly intergrated. Review collected by and hosted on G2.com. What problems is Karbon solving and how is that benefiting you? To find emails and links and documents quickly, since it's categorised by type of work, thus saving time (efficiency). Also, to discuss emails in the comment section. Review collected by and hosted on G2.com. Show More 8/5/2026 Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Elizabeth Jolls G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Elizabeth Jolls G.") EG Elizabeth Jolls G. Managing Director Small-Business (50 or fewer emp.) 4/29/2026 "Perfect for Managing Tax Firm Workflows" 4.5/5 What do you like best about Karbon? I find Karbon to be an excellent CRM and Project Management system for my tax firm. It integrates well with my tax software, which is really important to me. The templates are extremely helpful, especially in managing a firm or practice in accounting and tax, unlike other project management systems that focus on flashier, creative fields. As a longtime user, I've seen many improvements over time, which I appreciate. Managing 50-100 different projects at once is much easier now, as before, I struggled to keep up with every step of an engagement. With Karbon, once I set up the project, I know exactly where I am. I also had a good personal onboarding experience at the beginning, which made the setup process smooth. Review collected by and hosted on G2.com. What do you dislike about Karbon? I was told there was more integration coming with ProConnect, QuickBooks, Calendly,and SmartVault, I really hope so. I can't really export billable time to QuickBooks, and I would like Karbon to add SmartVault as a DMS, as ProConnect has. Review collected by and hosted on G2.com. What problems is Karbon solving and how is that benefiting you? Karbon effectively manages clients, workflow, and engagements, integrates with my tax software, helps track 50-100 projects effortlessly, and includes beneficial templates designed for accounting and tax firms. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Rosalie M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Rosalie M.") RM Rosalie M. Accountant/Bookkeeper Small-Business (50 or fewer emp.) 4/27/2026 "Efficient Task Management and Time Tracking with Karbon" 5/5 What do you like best about Karbon? I use Karbon for organizing my work tasks and tracking time, which has made a noticeable difference in my efficiency. I appreciate having both organizing and time tracking in one place as it saves me time and reduces the need to switch between tools, making my work more streamlined. The time tracking feature is particularly useful for understanding how long I'm spending on tasks and ensuring productive use of my time. Another standout feature is the visibility it provides; I love having a clear, real-time overview of all my tasks, deadlines, and workload, which aids in planning and prioritization. The clean and intuitive interface makes it easy to get used to. I also use Karbon alongside Xero and QuickBooks, and I like how they integrate, keeping my financial data accurate and up-to-date. Onboarding was smooth, thanks to its intuitive platform, which didn't take long to learn how to navigate. Review collected by and hosted on G2.com. What do you dislike about Karbon? I think there's room for improvement in customization. Having more options to tailor workflows, dashboards, or views to better match specific working styles would make the experience even more efficient. One suggestion would be to allow more flexibility in how dashboards are set up, such as letting users create personalized views with widgets that highlight the metrics or tasks most relevant to them. This would make it easier to focus on priorities without having to navigate through multiple sections. Review collected by and hosted on G2.com. What problems is Karbon solving and how is that benefiting you? I use Karbon to organize tasks, track time, and see project status. It makes my workflows more efficient, saves time, and provides visibility across tasks and deadlines. The intuitive interface ensures I can manage my workload and prioritize effectively. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite on behalf of seller JK Jenn K. Senior Accountant Small-Business (50 or fewer emp.) 6/16/2026 "Everything in One Place—and Karbon Keeps Getting Better" 5/5 What do you like best about Karbon? That everything is in one place and Karbon is always getting better Review collected by and hosted on G2.com. What do you dislike about Karbon? Since I have been using Karbon for over 5 years, some of the newer features like My Week, I haven't been able to start using because I am overwhelmed with the number of things in there that need to be dealt with. So I just live in my triage, it works for me Review collected by and hosted on G2.com. What problems is Karbon solving and how is that benefiting you? I love that Karbon summarizes emails and notes, making it easy to get a quick overview of a client at a glance. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Tom N.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Tom N.") TN Tom N. Small-Business (50 or fewer emp.) 4/22/2026 "Streamlined Workflow with Room for Improved Email Integration" 4.5/5 What do you like best about Karbon? I find Karbon fairly intuitive to use once you are up and running. It allows me to focus on the top pages of work that are due by the due date, which really helps in managing tasks. The particular filters let me focus on what needs immediate attention and keep track of other work that needs to be managed. I appreciate the visibility it provides since everything is connected and easy to use, making it available for the whole firm to see. It's easy to mention someone to ensure things move along smoothly, which is a big plus for me. Review collected by and hosted on G2.com. What do you dislike about Karbon? The main frustration I have with Karbon is the inability to send emails with tables. More and more, I'm moving away from Outlook and trying to send emails via Karbon, but it just can't handle tables. When I send an action item table after a meeting, the formatting gets all messed up, and I have to go back to Outlook to send it properly. Another issue is the lack of better visibility and management of individual tasks within a broader piece of work. When multiple people are working on longer pieces of work concurrently, it gets tricky to know what individual tasks they should focus on. It's easy for things to slip through the cracks during busy periods. Additionally, I'd like to see better integrations, like with Xero, for things like time sheets and external signings, and having more client details like date of birth and address directly in Karbon. Review collected by and hosted on G2.com. What problems is Karbon solving and how is that benefiting you? Karbon gives us visibility over accounting and wealth clients, ensuring staff are on the same platform with access to work and correspondences. It helps manage work for existing and potential clients, making it easier to view timelines and maintain clear client communication. 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(713) [ 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(713) ](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 [Leading customer comms software for SaaS companies](https://www.g2.com/discussions/leading-customer-comms-software-for-saas-companies)[What are the top-rated DataOps solutions for large-scale deployments?](https://www.g2.com/discussions/what-are-the-top-rated-dataops-solutions-for-large-scale-deployments)[How does SolarWinds Database Observability perform in terms of analytics depth and total cost of ownership?](https://www.g2.com/discussions/how-does-solarwinds-database-observability-perform-in-terms-of-analytics-depth-and-total-cost-of-ownership) [What is the top-rated location intelligence platform for real estate?](https://www.g2.com/discussions/what-is-the-top-rated-location-intelligence-platform-for-real-estate)[Which file recovery programs can restore accidentally formatted external hard drives reliably for someone who did not have a backup and needs files back urgently?](https://www.g2.com/discussions/which-file-recovery-programs-can-restore-accidentally-formatted-external-hard-drives-reliably-for-someone-who-did-not-have-a-backup-and-needs-files-back-urgently)[Pros and Cons Details](https://www.g2.com/products/karbon-2025-03-03/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)