Integrates with our engagement and accounting software, plus Claude and is great for team communications and understanding of work history. It is more than a practive manahement tool and they are investing to improvr it all the time. Review collected by and hosted on G2.com.

The search function could improve and is improving, though every now and then searching for an email is difficult. Review collected by and hosted on G2.com.

It helps in brings work, communication, deadlines into one place. It eliminates number of different tools to do your work like spreadsheet, notes and emails. Review collected by and hosted on G2.com.

I hope they continue improving the Engagements feature, especially by adding an option to save a template. Review collected by and hosted on G2.com.

My Week is extremely helpful for prioritizing what’s right in front of me. The fact that it syncs with my calendar is a nice bonus, too. Review collected by and hosted on G2.com.

I wish there were an option to view a longer email history, so I could see more of my past emails at a glance. Review collected by and hosted on G2.com.

We love how easy it is to track all of our projects, and that Karbon integrates with all of our favorite tools, which makes it simple to automate our processes. Review collected by and hosted on G2.com.

Karbon sometimes overpromises on timelines, so we don't have as much time as expected to get the tools ready for the upcoming tax season. Review collected by and hosted on G2.com.

- workflow flexibility

- the ability to send client tasks and automate the sending of those emails & reminders

- kanban to view everything on one screen Review collected by and hosted on G2.com.

- no dark mode for eye protection

- can't add icon links in signature

- not having a "delete email" feature when sorting through triage, as there are emails that i would not want to be archived

- no "delay send" when sending replies, as sometimes i'd like to recall emails shortly after sending to fix typos and/or missed information instead of sending consecutive emails Review collected by and hosted on G2.com.

As a sole tax practitioner, I don't need to coordinate schedules with others, but I do need an effective way to monitor the progress of my work projects. Before I started using Karbon, I relied on a paper matrix to keep track of my project workflow—which was both time-consuming and often confusing. With Karbon, I can create workflow templates for different types of projects, such as individual tax returns, business tax returns, and quarterly tax reports. These templates include all the necessary steps for each project, and I can easily update the status of each step as I go. The "To Do" feature in Karbon is especially helpful for managing short-term tasks, like calling a tax agency on behalf of a client or getting a client to sign a POA (tax Power of Attorney). I use Karbon daily as Karbon simplifies my workflow. I also appreciate that Karbon integrates with Google Gmail, making it easy to link emails directly to a client or a specific work project, or even both. Review collected by and hosted on G2.com.

Karbon has added many functions in the past 2-3 years. So many in fact that I have not been able to explore all of them. However, I can say that so far there is nothing I dislike about Karbon. In fact, I look forward to renewing my subscription each year. Review collected by and hosted on G2.com.

One new thing I’ve been enjoying about Karbon is the improved visibility and organization it gives me when planning my day, along with how seamlessly I can now communicate with clients directly from their profiles, which further reduces app switching and makes my workflow even more efficient. Review collected by and hosted on G2.com.

One area where Karbon could improve is by offering more customization options, such as adjustable themes or interface personalization, which would make the platform feel more engaging and allow users to tailor the experience to their personal preferences. Preferably a dark theme! Review collected by and hosted on G2.com.

I like that Karbon integrates everything into one tool and they consistently improve the software. It integrates with systems like Xero, emails, and our document management system, which saves us time through automations and integrations. The initial setup was very easy with a lot of support from the team, and I find it very intuitive and easy to use. Review collected by and hosted on G2.com.

I think Karbon could improve by integrating more with AI. I'm excited to see when they implement this throughout the platform. Review collected by and hosted on G2.com.

I like that now as someone who leads jobs, it’s easy to assign tasks. I also like that i can find all our clients email information since it’s attached to their client profile if i didnt have it before. Review collected by and hosted on G2.com.

I would improve the triage feature. I dont Really like my tasks being mangled in with my email. Review collected by and hosted on G2.com.

What I like best about Karbon is how it centralizes tasks, emails, and workflows in one platform. I use it every day, and it keeps my work organized, helps prevent missed deadlines, and makes team collaboration smooth and efficient. Review collected by and hosted on G2.com.

So far, I haven’t encountered any issues. It works smoothly and efficiently. Review collected by and hosted on G2.com.