Karbon Reviews & Product Details

I like the templates to make repords the most, I use those the most Review collected by and hosted on G2.com.

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.

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.

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.

I like how it integrates with almost everything, and how user-friendly it is. Review collected by and hosted on G2.com.

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.

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.

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.

Finding old emails and documents are so much easier. Also the search function is top tier. Review collected by and hosted on G2.com.

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.

I like Karbon because it's user-friendly and clear. I also enjoy the sync to Companies House, as it means deadlines and client information are automatically uploaded, saving me time. Additionally, the initial setup of Karbon was easy. Review collected by and hosted on G2.com.

If a period changes, changing the repeating work so in the future the period is changed doesn't really work. I usually have to delete the work item and then create a new one. Review collected by and hosted on G2.com.

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.

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.

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.

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.

That everything is in one place and Karbon is always getting better Review collected by and hosted on G2.com.

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.

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.

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.