I like that all of my communication around a client is in one platform. The team can chat with each other on work items, emails, and emails from clients along with notes all get attached to a client's timeline so you can view everything in one place. It has streamlined client communication for us! Review collected by and hosted on G2.com.

There are some tech features that are not quite setup correctly. They have AI inside but it doesn't quite work. Some of the settings are a little hard to understand especially when you start. The learning curve for the system is steeper than others. Review collected by and hosted on G2.com.

Pulls almost everything into one place from my emails, to tracking my assignments and work, to remembering to do my timesheet more often because I spend more and more time working through Karbon. It has also allowed to drive enhanced visibility across the team to ensure coordinated efforts happen at the right time from client onboarding through to engagement delivery. Review collected by and hosted on G2.com.

Disappointed that Triage does not update live the way Outlook does, this creates friction when trying to wholly manage my emails through Karbon and getting notified when something time sensitive has come in. Still getting used to the broader way of working in utilizing work items and assignments but at least I get to realise that feeling of clearing out my inbox almost every day now. Also wish there was a prebuilt connector to Claude, as our team use this a lot to manage tasks and deliver work so it would be amazing if Claude could read the status and allocation of work items and assignments to help manage my day better. Review collected by and hosted on G2.com.

Karbon provides so many facets to help organize workflows, track time, assess project momentum, and involve clients more using the client-facing product. It is used daily here by all of our team members.

After some trainings (those were very easy to consume and learn from) we moved from using multiple sites/apps to a single source for nearly all our client accounting services and support. We thought the learning curve for this would be longer but it was painless.

The Karbon Support Team was amazing though the whole process too.

We would recommend Karbon to anyone looking to take a giant step forward in streamlining processes and gaining traction on tracking in a way they helps your office leverage all its assets to grow. Review collected by and hosted on G2.com.

Some of the interfaces are not a 100% intuitive. The associations between contact/orgs and work is was not fully understood initially. We would have spent more time on the first set of contacts import has we understood it better. Review collected by and hosted on G2.com.

Karbon helps us be more joined up in how we manage workload and client communications across the team. Triage is a game changer. I like having emails, work reminders, and internal comments all in one place. We also really liked Karbon when we first looked at it. Review collected by and hosted on G2.com.

I find Karbon’s search function difficult to use, so I often search in Outlook instead. I’d like to be able to search by contact and add extra search terms and dates. Setup was still quite time-consuming, even with help from the implementation team. When we first looked at Karbon, its price point was a lot higher. Review collected by and hosted on G2.com.

I appreciate that Karbon’s support team is responsive and the software is fast and reliable. It provides practice management, time, and billing, and addresses problems related to CCH Axcess. I like that it feels fresh, new, and innovative, and is always improving. I use the API most to help get data in, keep it in sync across systems, and provide firms with a unified experience. The system is fairly easy to set up, though data migration can get more challenging as it progresses. Review collected by and hosted on G2.com.

I've heard billing could be improved. I’d also like to customize views, add columns, and export tables from the interface with more information. The interface could be more usable and customizable, with enhanced reporting and analytics. Setup is pretty easy. Review collected by and hosted on G2.com.

What I like best about Karbon is how it brings everything into one place. Our team uses it for workflow management, time entry, and collaboration, and it makes the entire process seamless. The visibility it gives into deadlines, task ownership, and client communication has reduced confusion and improved accountability. I also like how intuitive the interface is—it’s easy to train new staff on, but powerful enough to handle complex engagements. Review collected by and hosted on G2.com.

"Occasionally, the platform can feel a bit slow, especially when loading large client timelines or switching between tasks. Some features, like reporting and search filters, could be more customizable to better fit our specific workflow needs. Review collected by and hosted on G2.com.

I like that I can do most of everything from my job within the Karbon environment. I appreciate the ability to communicate, with features like users commenting on emails, tagging people, and having all insights viewable within the triage feature. It's also very convenient that all our correspondence, file work, workflow management, and time entry are all under one roof with Karbon. Review collected by and hosted on G2.com.

I find the document management component of Karbon and integration with SharePoint could be smoother, and I need better functionality for opening native desktop apps within Karbon. Review collected by and hosted on G2.com.

I like that I can see the estimated budget for each project, the time incurred on each project, and all projects assigned to me for the year under one website/software. Review collected by and hosted on G2.com.

So far there has been no dislikes. I wish I could see prior year budgets and invoices but I am unable to right now because my company just switched over to Karbon a few months ago. Review collected by and hosted on G2.com.

I'm excited about the new AI features that are rolling out to automate my workload; We're playing around with Engagements right now, which should save us money on e-signatures, speed up our process of writing agreements, and make our admin work for onboarding take less time. As the leader of a lean team, I'm especially excited to see how agentic AI speeds up our delivery of services and reduces unprofitable admin time, and how native meeting transcription can create more visibility in my Karbon. Review collected by and hosted on G2.com.

There's SO MUCH coming out in terms of new platform capabilities, that knowing what to implement first can feel a little overwhelming. I earned a Karbon Expert Certification in 2020 or 2021, and it was a great way to learn the system. I'd love to see some more robust tutorial info for these new features. Review collected by and hosted on G2.com.

Karbon helps with disjointedness in our office workflow, and its bit of automation speeds things up. I find it simple and user-friendly. I really enjoy the workflow, especially the My Work section, because it lets us oversee work in the office, plan our day, and plan capacity. I can see what jobs are on our list, their status, and who they’re assigned to, so I can see where everything is sitting in the office. Review collected by and hosted on G2.com.

I don't like using email in Karbon, so I prefer Gmail. We also had to hack the setup to get all the different statuses the way we wanted, but we got there in the end. Review collected by and hosted on G2.com.