Karbon Reviews & Product Details

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Not all of the contacts connect to the company they need to be associated with. Review collected by and hosted on G2.com.

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.

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.

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.

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.