--- 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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AS Anne Nicole S. Senior Accountant Small-Business (50 or fewer emp.) 2/1/2026 "Karbon Streamlines Our Workflow with Seamless Collaboration and Top-Tier Support" 5/5 What do you like best about Karbon? Honestly, Karbon has been a total lifesaver for our team’s daily workflow. It’s easily the best tool we’ve found for keeping tasks organized and making collaboration feel seamless rather than chaotic. We’re in the app literally all day, every day, it’s the first tab I open and the last one I close. I was honestly bracing myself for a nightmare during setup, but the implementation was surprisingly smooth. It didn’t feel like we had to reinvent the wheel. Whenever we did hit a snag, their customer support was top-tier. They don't just send you a link to a help article; they actually talk to you like a human. It feels like they’re genuinely invested in making sure the platform works for our specific quirks. The sheer number of features is impressive, but it doesn't feel bloated. Everything feels intentional. For example, the ease of integration with our existing tech stack (like our email and document storage) was a huge win. I love that I can turn a random email into a prioritized task with just a click, no more copy-pasting between windows. One of my favorite features is still the secure client portal. In our line of work, privacy is everything, and this gives both us and our clients real peace of mind knowing confidential files aren't just floating around in emails. Also, a huge shoutout to the automated reminders! It’s one less thing for me to worry about every day. Karbon handles the follow-ups automatically. It’s definitely made our workday much lighter. Review collected by and hosted on G2.com. What do you dislike about Karbon? If I had to nitpick, the one thing that bugs me is how the comment section handles copy-pasting. Often, I’ll have text already formatted (like with bolds, bullet points, or specific spacing) but when I paste it into a Karbon comment, all that formatting just disappears. It’s a bit of a pain to have to manually re-format everything just so my team can read it clearly. It’s a small detail, but fixing that would definitely speed up my workflow. Review collected by and hosted on G2.com. What problems is Karbon solving and how is that benefiting you? The biggest problem Karbon solved for me was the manual overhead. I used to live and die by manual checklists, but having a standardized workflow that repeats every month has saved me so much mental energy. I don't have to 'reinvent the wheel' every time a new work item pops up. Also, the automated client reminders are pure gold. When I’m super busy, the last thing I want to do is hunt through my notes to see who needs a follow-up. Now, I don’t need sticky notes all over my desk—Karbon handles the chasing so I don't have to. 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.) 2/27/2024 "For a Long Time Accounting Office Worker, There's No Better System" 5/5 What do you like best about Karbon? 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. What do you dislike about Karbon? 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 problems is Karbon solving and how is that benefiting you? Operating as an office admin, it's easy to create new clients, add the necessary projects and repeating schedules they require, and see where the workflow is at with emails or notes applicable to the specific work projects. Review collected by and hosted on G2.com. Show More 6/12/2026 Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Scott K.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Scott K.") SK Scott K. Founder Small-Business (50 or fewer emp.) 12/4/2021 Business partner of the seller or seller's competitor, not included in G2 scores. "Core Hub for our business" 5/5 What do you like best about Karbon? The work item tracking by team member along with the tracking of work statuses gives such peace of mind knowing that nothing is getting missed. Also, the comments shared via tagging with relevant team members is such a great communication tool. Review collected by and hosted on G2.com. What do you dislike about Karbon? The ability to summarize or generate summary dashboard reporting for work status seems more challenging than it should be Review collected by and hosted on G2.com. What problems is Karbon solving and how is that benefiting you? Karbon helps us keep track of all our tax return, payroll processing, monthy bookkeeping, tax planning deadlines along with keeping relevant team members aware of communication with our customers Review collected by and hosted on G2.com. Show More 6/5/2026 Current UserValidated ReviewerSource: Organic CR Cristal R. Accountant Specialist Small-Business (50 or fewer emp.) 6/23/2026 "Easy Weekly Planning and Shared Team Visibility" 5/5 What do you like best about Karbon? I like that I can organize my calendar around what I’ll be working on each week. I’m also happy that my coworkers can see what each of us has planned for work, which makes it easier to stay on the same page. Review collected by and hosted on G2.com. What do you dislike about Karbon? Not all of the contacts connect to the company they need to be associated with. Review collected by and hosted on G2.com. What problems is Karbon solving and how is that benefiting you? Karbon helps me track how much time I spend with each client, and it also makes it easier to keep my tasks organized. 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.) 6/24/2026 "Karbon Streamlines Tasks, Communication, and Workflow in One Place" 4.5/5 What do you like best about Karbon? Karbon’s biggest strength is how it brings tasks, communication, and workflow management together in one system. This makes it easier to stay organised, collaborate smoothly with teammates, and track work efficiently from start to finish. Review collected by and hosted on G2.com. What do you dislike about Karbon? There isn’t anything I strongly dislike, but there are still clear opportunities to improve usability and customisation. Overall, the experience is fine, yet a few tweaks to make it easier to use and more flexible to personalise would make it better. Review collected by and hosted on G2.com. What problems is Karbon solving and how is that benefiting you? Karbon helps manage client work, recurring tasks, and team collaboration more effectively. Having a clear view of workload and project status allows us to streamline processes, improve accountability, and spend less time following up on work, resulting in better client service. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Richie L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Richie L.") RL Richie L. Founder, CEO Small-Business (50 or fewer emp.) 4/17/2026 "Boosts Clarity and Workflow with Minor Hurdles" 4.5/5 What do you like best about Karbon? As the owner of Around Finance, I really appreciate how Karbon helps us manage and produce great work in every possible way. We call it our 'Factory' because it brings clarity to our team, making work delivery smooth. I like that Karbon is designed to promote good work practices by triaging emails into tasks and prioritizing them, which helps our accountants focus on task delivery without getting bogged down by email admin. It's a great piece of kit, the best on the market, and we're happy with it. The team at Karbon is also great, which adds to the positive experience. We're not inclined to move to another product anytime soon. Review collected by and hosted on G2.com. What do you dislike about Karbon? Data input around budget creation is super slow and manual. Also, creating repeating work items can be finicky and glitchy at times. Karbon's AI email bot is not great. Initial setup was very difficult and required a lot of effort. Review collected by and hosted on G2.com. What problems is Karbon solving and how is that benefiting you? Karbon provides our accounting team with clarity, streamlining work delivery. It converts emails into tasks, prioritizes them, and promotes good work practices. This workflow reduces noise, freeing our team from email admin and allowing them to focus more on actual work delivery. 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") AA Verified User in Accounting Small-Business (50 or fewer emp.) 4/17/2026 "Clear Weekly View, Fast Performance, and Insightful Analytics in Karbon" 5/5 What do you like best about Karbon? I like being able to see everything that’s due within the week in one clear view. I also appreciate how easy it is to view all work by type or by client, whether it still needs to be completed or should already have been completed. I like the option of different integration's within Karbon and with new ones on the horizon. Its always working at a good speed between working on different sections. Pricing is fare based on what business insights Karbon provides and the extra small cost for the signatures. As the approval process is great for most bits other than when needing the signature. We had a great experience when we were onboarded as to help us move all tasks from our previous system. We have also had amazing calls with our client handler Ryan Field as to walk us through how we perform as a company against others with use of Karbon. And also with then using the analytics and engagement's beta. There is the AI which I think with some more work will be better for when it is trying to generate the email based from the notes. Review collected by and hosted on G2.com. What do you dislike about Karbon? I think not having easy access to the email templates for when sending approval and signatures and also to have more flexibility on customisation of text. Review collected by and hosted on G2.com. What problems is Karbon solving and how is that benefiting you? Engagements is a big one as we have been using two different websites to try and build engagement's. As to then make an easier workflow for creating the contact and tasks on karbon. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") G Verified User Small-Business (50 or fewer emp.) 6/30/2026 "Game-Changing Email Tone Feature, Rocky Setup" 4.5/5 What do you like best about Karbon? I use Karbon as our main CRM to track projects, send emails through their triage, and we plan to move our billing over there in a year or two. I love how simple it is to use. Honestly, the email feature is the best aspect ever. It proofreads my emails and helps me write some of them. I used it today to write an email that would've taken me about 30 minutes to write and review, and we finished it in about 10 minutes since it basically typed my thoughts out and helped fix grammar errors. It made the email friendly, fixed my grammar errors, and generated a perfect email that expanded on my thought process. The tone is what stands out most to me. I can change it to be more professional depending on the client, and since this one was an old lady, the tone was perfect for her. It's easy to change depending on the client. It fully helps with client management. If I have a sweet older lady, I can tone match to her, or if I have a businessman, I can make it professional and clear and concise. It helps keep customer satisfaction high depending on the service they require. I use the email tone feature every day. Karbon helped organize all of our projects and see where we are in the current moment. It helped ground us. Before, it was hard to track client work and we couldn't see where projects were firmwide, but Karbon helped stabilize this by giving us something where we can visually see where everything is. Review collected by and hosted on G2.com. What do you dislike about Karbon? {"I found implementation a little rough in the beginning.","I wanted maybe even more assistance in setting that up, or a team where all of this is offloaded to them.","Integration was rough for us. After we solved those issues we started to do better."} Review collected by and hosted on G2.com. What problems is Karbon solving and how is that benefiting you? Karbon helps us organize all our projects and visually see where everything is firmwide, which was hard to track before. The email feature proofreads, fixes grammar, and matches tone to each client, so an email that took 30 minutes now takes 10 and keeps customer satisfaction high. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Victoria P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Victoria P.") VP Victoria P. Small-Business (50 or fewer emp.) 7/21/2026 "Transparent Communication, Robust Workflow" 5/5 What do you like best about Karbon? I find communication in Karbon transparent across our firm, making it easy for staff to see where the team is at and jump in to help. I also really like the communication and workflow features of Karbon. Review collected by and hosted on G2.com. What do you dislike about Karbon? I find approval signatures in Karbon challenging to understand, especially regarding task due dates, expiry dates, and resending packages. I also felt that the initial setup was a lot to take in at once. Review collected by and hosted on G2.com. What problems is Karbon solving and how is that benefiting you? Karbon makes communication transparent across our firm, allowing easy visibility for staff to see where the team is at and jump in to help. I like its communication and workflow features. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Gary S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Gary S.") GS Gary S. Director Small-Business (50 or fewer emp.) 11/15/2022 "Efficiency, quality and effective " 4/5 What do you like best about Karbon? The way that it interacts with other software in my collection such as Xero and Go proposal Review collected by and hosted on G2.com. What do you dislike about Karbon? HMRC interaction was the main point of improvement Review collected by and hosted on G2.com. What problems is Karbon solving and how is that benefiting you? Organised and efficiency levels Allows all staff to work am I know that they know exactly what is expended of them and they are confident that they are doing the right thing Review collected by and hosted on G2.com. Show More 8/5/2026 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);)