I find it really helpful to be able to see the company as a whole, allowing me to keep track of all my fellow employees' tasks and know exactly when I need to jump in or when I don't. The ability to communicate with my fellow employees, my boss, and clients in one place is super handy. I like that the chatting area feels familiar, like a text chat or MSN. The feature where I can tag specific people in my comments and choose to share with the team, or just one person, or chat with an external client is great. It avoids the need to bounce between other forms of communication like email or phone, and back to Karbon. As an admin at an accounting firm, it's incredibly useful to finish a task and pass it to the next person seamlessly by tagging them. It's also very helpful to tag specific people when I have questions, directing them to the right person who might know the answer. Review collected by and hosted on G2.com.

I don't like having to click the blue button to refresh or see my new triage. I wish that would just come up when I click triage. I also wish I could move the window that pops up when I am saving something to a timeline or contact. My memory isn't great so I find myself clicking that button but forgetting the job or the company I am saving to. Because I cannot move that window, I just have to close it, re-read the info, and click it again. If I could move it over, up, or down, I can read the info behind it while saving at the same time. That would be really helpful. Review collected by and hosted on G2.com.

The best thing about Karbon is how it meticulously tracks the progress of projects including multiple tasks associated with each project. For large projects, it is great way to collaborate with multiple internal people and clients. I also believe it helps clients stay focused and organized as well which makes the whole process much easier and simpler. Review collected by and hosted on G2.com.

Because Karbon is a powerful tool, sometimes it can become overwhelming to learn how to navigate the entire system. However, they have good customer support which helps alot. Review collected by and hosted on G2.com.

Karbon is a powerful tool that keeps the team focused on the right work at the right time. Our team adopts it well and our client appreciates the clarity of our requests to them. We now use it for time and billing, and it has been great to have this centered in one tool. Our team is in Karbon all day long to move our work forward. Review collected by and hosted on G2.com.

New features are rolled out fast and do not always have the most impactful features in early versions. Review collected by and hosted on G2.com.

I use Karbon to manage our accountancy practice, and I find its workflow management quite beneficial. It really helps in managing workloads and each work item by breaking them down into tasks. The automation feature is one of the best things about Karbon as it takes a lot of manual work out of assigning tasks to different people. I also appreciate how tasks can consistently be assigned to the same team member each year, and the way it passes tasks between staff members as the work progresses is really good. Additionally, the onboarding team, especially Aaron, was fantastic during the setup, making our experience as seamless as it could have been given our practice size. Review collected by and hosted on G2.com.

The client interface in Karbon is probably its downfall. Clients have to tick a box to manage the checklist, which they find to be their biggest pain point as it's not intuitive or user-friendly. You also have to click on the comment section to expand and see what people have said, which isn't readily visible. Review collected by and hosted on G2.com.

Karbon forever changes the mindset and approach to managing emails which then funnels into an efficient workflow management system that intelligently involves every team member. Emails are turned into actionable items that can be collobarated on with other team members.

For work/job items, there is an array of features that ensure workflow management and completion is as efficient as possible. There are procedure checklists for template work/job. Timelines for notes/communication for not only clients but the work/job as well. Recurring feature is great too.

The daily to-do list sets the tone from the get go and being able to easily manage it across team members makes things simple for managers.

Support is fantastic and has always been able to help.

Finally, KarbonHQ are always working to improve the software with little feature adds. Most recently, scheduling email responses. Review collected by and hosted on G2.com.

Nothing to note that would stop me from using the software! Review collected by and hosted on G2.com.

I really appreciate the timer feature and the ability to bill time directly to a work item. The way work items are set up is also something I enjoy; I haven't used a program with this functionality before, and it's been a fantastic way to keep track of both time and progress, ensuring that nothing gets overlooked. I also like that you can comment on an email with your team, which helps reduce the need for in-person discussions at the office. Review collected by and hosted on G2.com.

I would like the recently viewed section on the left-hand side to display more than just three items. Alternatively, having the ability to pin or select favorite clients to appear on the left would make it much easier for me to access them quickly, instead of having to search through Contacts every time. Review collected by and hosted on G2.com.

I use Karbon as the central hub for all project management, client communication, and email coordination in our accounting services team. I no longer have to worry about remembering what needs to be done or when, because I'm able to put all of that information into the system and allow it to remind me and keep me organized. Everything project management and client service communication is all in one place for me and the team, which is incredibly convenient. I love being able to create work items for the future and have an easy way to flag correspondence towards that work item until I need it. The ease of collaboration with internal team members is the best time-saving part. Review collected by and hosted on G2.com.

I'm looking forward to having work items that blend shared internal tasks with external tasks so customers can upload items directly into the work item with comments. I also wish the AI function could improve, especially for drafting difficult response messages. The initial setup was difficult and took some time, although it has gotten easier now. Review collected by and hosted on G2.com.

Karbon has been very helpful in tracking the work we have and where it is in the workflow. It especially helps us to track the out of scope projects that we may not have billed for in the past. I also like how we can map email to work and post notes. This enables us to share information among the team with little effort.

Karbon customer support has been great. They are available to answer any issues that I have. Review collected by and hosted on G2.com.

I dislike that Karbon does not have spell check on emails. I feel that this is a basic functionality and has been around for a long time.

It is difficult to replace a team member who left. We found that we thought we should be able to just map that role to a new person, but sometime the roles were mixed up. I wish Karbon listed the role for each job and then assigned a person rather than assigning people to the role. This way the rolse would remain separate even if the same person may do multiple roles. Review collected by and hosted on G2.com.

I like the comment feature in Karbon; it makes things much easier than having to go back and forth with actual emails. It's easier to read than sifting through an email chain. If a team member is unexpectedly out for the day, another team member can easily jump in and look at the timeline to get some background on the client without having to pull anyone else in. We switched from using only Outlook to Karbon to allow any team member to be able to see all communication and handle someone else's work when necessary. I also like the work items because it helps me stay on top of my workload. Review collected by and hosted on G2.com.

Sometimes, it is hard to search for an old email or note when using the search feature. It could be better with bringing up old emails and notes because I've found that a lot of times, my old emails and notes don't come up when I search them and then I have to try and search for them in Outlook. It was a little tough at first, but we got through the glitches. Review collected by and hosted on G2.com.

What I like best about Karbon is how it centralises everything in one place. Tasks, emails, deadlines, and client information are all connected, which makes it much easier to stay organised and avoid missing anything. The most helpful feature is the workflow and task management. It clearly shows what needs to be done, who is responsible, and when it’s due. The email integration is also very useful because all client communication is visible to the team, improving collaboration and continuity. Review collected by and hosted on G2.com.

One of the main drawbacks is that Karbon can feel overwhelming at times, especially for new users. There are many features and layers, which can make simple tasks feel more complex than necessary. There is no pop-up notification for new emails or comments. Review collected by and hosted on G2.com.