--- 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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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 ![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.) 4/22/2026 "Powerful Templates, Smooth Client Requests, and Valuable Integrations" 4/5 What do you like best about Karbon? Work templates, especially the new feature to assign job roles to tasks. Introducing that level of automation means that our work flows remain fluid and easily adaptable as our business scales. Also very much appreciate the client request forms, this has made collecting information from clients far more seamless than the manual process we had in place before and also provides that audit trail which is essential in a senior role like myself. The fact it integrates with a number of other apps we use such as ignition is invaluable. The support is good and usually quick, someone has always been able to chat over the help desk. I've never had issues with speed or Karbon being able to handle larger work flows. Review collected by and hosted on G2.com. What do you dislike about Karbon? I still feel like Karbon is rather clunky and isn't yet fully water tight. The email stacking is making it difficult for us to fully transition over to using Karbon exclusively for emails, because it's very difficult to easily search and find key information within the stacks, if it were to perfectly mimic an inbox in Outlook we'd be all over it. The search function is frustrating and difficult to find things easily. Being able to re-assign team members to roles is clunky and I find I have to reset the whole work in order to do this, as if a single team member has multiple roles it doesn't allow to reassign just one of the roles. The diary cannot handle a shared calendar and only seems to pick up my main outlook calendar rendering it useless for me. It would be nice to have more automation, i.e if a client disengages, be able to click a button to stop all repeating work items, rather than this be a manual process. The AI functionality could still use some work as it's not always accurate. It would be nice to be able to schedule more than just a client request to go out at a certain point, i.e scheduling reminder emails for clients to go out at a certain date under a template would be amazing. It would be amazing to be able to organise the order of work within categories in My Week, at the moment this is only possible when work is in the 'Working on' area, but would be nice to have that flexibility. It would be nice to be able to flag triage emails, rather than just set an alert. Also it would be super helpful to have a notification bar pop up when something new pops into the triage as just a red dot in the corner means things go missed quite regularly! Also an AI function to build out work templates would be insane! Review collected by and hosted on G2.com. What problems is Karbon solving and how is that benefiting you? Collecting client data, managing work flows, managing time sheets and team members. Delegating tasks, leaving audit trail comments and review notes for teams. Onboarding clients via client request forms. We're starting to explore the analytics functionality which we're finding useful, however we can't fully make use of it due to the frustrations we have with the email functionality. Karbon also makes it easier to manage a colleagues emails when they're on annual leave through shared triages. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller BK Bryan K. Managing Shareholder Small-Business (50 or fewer emp.) 2/2/2026 "Karbon workflow and Team collaboration will save us time and frustration!" 5/5 What do you like best about Karbon? The workflow and collaboration tools will be invaluable for managing our tax season and post-tax-season projects. Being able to link emails to client timelines so the team can easily reference them, will save time and effort and help keep everyone in the loop. In addition being able to assign tasks to team members with commenting and then see the status of completion will also be a huge time saver! Review collected by and hosted on G2.com. What do you dislike about Karbon? There are two challenges I’ve noticed so far with Karbon. First, we aren’t able to delete spam or garbage emails from triage, so they don’t clutter the cleared email bin. I receive at least 100 emails a day that I delete from Outlook as spam or junk, and I’d like to be able to remove those in Karbon as well. Second, we can’t roll back a task completion step to a prior step, including having the automators roll back the related work and task changes after an accidental or incorrect task completion. This will create some challenges in keeping the workflow properly aligned. Review collected by and hosted on G2.com. What problems is Karbon solving and how is that benefiting you? Before Karbon, managing everything from large projects to smaller day-to-day work tasks was a very manual process for us. With Karbon and its built-in collaboration tools, we’ll be able to better manage team workloads, keep tasks from falling through the cracks, and ensure major projects and tax season stay on track. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller JT Jenny T. Small-Business (50 or fewer emp.) 4/19/2026 "Enhances Workflow Efficiency but Integration Limits" 5/5 What do you like best about Karbon? I appreciate how Karbon ensures emails are tracked against the necessary client and tasks. It's intuitive and I've received positive feedback from clients about its ease of use. I really like the work templates and how they can be tailored to my practice. Collaboration with my team using internal notes and comments is also a standout feature for me. The initial setup was great, and the team was prompt in addressing any queries. Shahani is a proactive and engaging account manager. Review collected by and hosted on G2.com. What do you dislike about Karbon? Karbon is quite restricted in integrating with other systems. I use make.com to automate a lot of my functions and repetitive tasks, but Karbon has restrictions that limit my automation capabilities within the software. Only Karbon contact details can be synced using Zapier or make.com, but I'm trying to automate Sharepoint folder linking within Karbon via make.com, which is not currently feasible. Review collected by and hosted on G2.com. What problems is Karbon solving and how is that benefiting you? I use Karbon to track emails with clients and tasks, which is intuitive and gets positive feedback. It helps tailor work templates for my niche market and enables real-time collaboration with my team member through internal comments. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Marinella C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Marinella C.") MC Marinella C. Senior Accountant Small-Business (50 or fewer emp.) 2/1/2026 "Karbon Brings Clarity and Efficiency—Everything in One Place" 5/5 What do you like best about Karbon? Karbon has completely transformed the way our team works. The most helpful part is having everything in one place—internal conversations, client emails, and documents—all connected to the right project. The triage and timeline features also make it much easier to prioritize tasks and keep multiple projects moving without losing track. The upsides are clear: better organization, faster workflows, smoother team collaboration, and no more missed emails or tasks. For an accounting firm managing multiple clients, Karbon brings clarity, efficiency, and real peace of mind. Review collected by and hosted on G2.com. What do you dislike about Karbon? While Karbon is incredibly helpful, the learning curve can feel steep at first—especially for teams transitioning from multiple tools. It takes time to get comfortable with the workflow and fully understand how the features fit together. This is most noticeable on the client request side: I’d personally prefer to have the same view as the client so that, when someone asks for help, I can immediately see exactly what they’re seeing and support them more efficiently. A dedicated “client perspective” view within Karbon would make handling and managing client requests even smoother. Review collected by and hosted on G2.com. What problems is Karbon solving and how is that benefiting you? Before Karbon, our team was juggling multiple tools, and tasks or client requests would sometimes slip through the cracks. Now that everything is centralized—internal conversations, client emails, documents, and project timelines—we have clear, end-to-end visibility into every project. That visibility has made our workflows more efficient, helped us miss fewer tasks and emails, strengthened team collaboration, and enabled us to respond to clients more quickly and confidently. 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 [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);)