I like that Karbon keeps everything organized in one place. I can easily track tasks, monitor work progress, follow up with clients, and keep notes, documents, and communication history together. It makes my daily work easier, saves time, improves teamwork, and makes my work more efficient. I also found the initial setup easy. Review collected by and hosted on G2.com.

I sometimes find it difficult to search for specific notes, emails, and client information. I’d also like more flexible task management, especially an easier way to update multiple tasks at once instead of changing them individually. Review collected by and hosted on G2.com.

The ease in searching for work or clients and how user friendly the platform is. I love that they are constantly working on improvement and listening to us as the users. Review collected by and hosted on G2.com.

Some of the integrations are lite and I wish they were full integrations. It's frustrating to hear they have new integrations with certain other applications, and it really doesn't talk back and forth. I feel they start one thing and jump to the next and sometimes don't finish building it out. Review collected by and hosted on G2.com.

What I like best about Karbon is the improved workflow, it’s much more streamlined and efficient. Planning and managing the team’s workload has become significantly easier, which helps us stay organised and on track. Communication between team members has also improved a lot, making collaboration smoother. On top of that, everything related to a client is stored in one place, so it’s quick and easy to find the information we need. Review collected by and hosted on G2.com.

We have individual work related to company directors that sits on each person’s individual timeline, but it is ultimately billed to the organisation. It would be really helpful if we could bill organisation work and individual work together, rather than having to handle them separately. Review collected by and hosted on G2.com.

Web based practice management system containing all the data needed to run and monitor an accounting firm including email, work, budgeting, billing and contact information. Review collected by and hosted on G2.com.

Analytic reporting is limited to the reports and variable screens they have set up. However, this is changing with the launch of the new AI and more access to the underlying data. Review collected by and hosted on G2.com.

I love how organized I can be within Karbon. It is so simple to keep emails, comments, and other information in the same area by attaching to a timeline. I also love that I can clear my triage and set reminder bells for everything to show when it is actually relevant to me. Review collected by and hosted on G2.com.

The only thing that I dislike about Karbon is the search tool. I feel that it does not locate what I am looking for, but this has gotten significantly better by using Kai! Review collected by and hosted on G2.com.

We have consolidated so many workflows and processes into Karbon, which has driven us so much closer to having a "single source of truth" for our Practice. Review collected by and hosted on G2.com.

No complaints - We enjoy the quick development of the platform that regularly allows new ways of doing things or integrating with other existing Apps. Review collected by and hosted on G2.com.

Lots to love! I love triage and its reminders to help me stay organized and not forgot to take care of things. We also really love how Karbon is constantly making improvements and upgrades including really awesome integrations! Review collected by and hosted on G2.com.

The search function is challenging. Lots of time I have to go to Gmail to find things. Also would like if the sent items retained everything sent that day even if there are replies back and forth over several days. Also would help to see comments made by date somehow.

Would also like to be able to get more practice management out of it including Engagement letter contract management and billing, especially recurring maintenance billing which is most of what we do. I know this is underway though. Review collected by and hosted on G2.com.

I love to be able to comment and tag colleagues in emails! Makes it so nice to have a chat internally regarding an email thread! Review collected by and hosted on G2.com.

Client requests! We need a better way to get clients to be able to securely download documents to us. K4C is a great start but having the notifications go to the whole client team isn’t ideal. Review collected by and hosted on G2.com.

This software is very user friendly, making it easy on the eyes and not overwhelming. I have used other platforms (Practice Ignition, Asana, etc.) and those tools required more steps and time. I am currently moving my billing to Karbon as they continue to innovate and add on valuable services on their platform. Review collected by and hosted on G2.com.

I currently still bill my clients outside of Karbon. They have added payment processing in 2024 which is great. However, I do not see a control over managing fees, as I prefer to pass these to my clients. I do expect to transition over in 20256as simplifying my back-office systems is a high priority and benefit. Review collected by and hosted on G2.com.

I like how you can attach emails to a work item and keep all related communication in one central place. It’s also helpful that I can see other messages and updates from team members tied to that same work, so everything stays together and easy to follow. Review collected by and hosted on G2.com.

It isn’t very customisable. I’d like to be able to tailor the product more and add practice-specific information, for example. The API could also work better, and it’s not as open as the documentation suggests. Review collected by and hosted on G2.com.