Having just onboarding a new member of the team, Karbon again demonstrates it's value to our company as it is so easy to setup & assign work and check in and monitor how they are getting on, it's fantastic the visibility it gives and how quickly a new team member can pick it up. Review collected by and hosted on G2.com.

One thing it could do better is to allow you to edit the auto delay on sending out emails to be customised as that would be helpful, at the moment it's very quick time before email is sent & allowing you to recall it Review collected by and hosted on G2.com.

Karbon is a platform that helps a company like ours keep everything in one place and stay well organized. It lets us manage both client and user data, and it also makes it easy to track how much time our users spend working on each client.

The user interface is very simple and easy to understand. We can also integrate it with our software like our billing software Ignition.

if we talk about the performance its alway spot on. Pricing is also good

the new feature of AI is also helpful in daily work..

I use this software for onboarding clients nd users. Review collected by and hosted on G2.com.

At times it runs slowly, and it seems like the cause is server-related issues. Review collected by and hosted on G2.com.

Having a work ticket to track through the workflow process helps keep projects moving smoothly among the team across the office. Adding the Stanford Tax Integration went smoothly as well, and it saved time and money this season by streamlining document management and supporting tax preparation. Review collected by and hosted on G2.com.

We need an INTERNAL field that appears on the Account, Individual, and across ALL work items for statuses like “ON HOLD” (usually because payment is needed), so all employees can see it but the client cannot. We use several tags like this, including ON HOLD, NON-TECH, PRE-PAY, etc.

I also dislike that, in the Client Request section, there is still no formatting toolbar. We have been requesting this for 3 years. It’s important to be able to use bullets and basic formatting like bold and underline when messaging clients.

Another frustration is when a client is filing multiple years: we can’t “group/paperclip” the work tickets together so we can start with the earliest year and move forward in order. Review collected by and hosted on G2.com.

It’s fully integrated with our email, which lets us assign work directly to team members and gives us full visibility into where each item stands. We also use recurring work items with task lists for our monthly and quarterly close clients, which helps keep everything consistent. The integrations with Gusto & Aider are another plus. Review collected by and hosted on G2.com.

The only thing that comes to mind is that when a new feature is released, it can sometimes cause downtime or minor glitches. That said, these issues are usually resolved quickly. Review collected by and hosted on G2.com.

Karbon's workflow automation saves our team hours each week by reducing manual follow-ups, improving visibility across engagements, and keeping everyone aligned on tasks and deadlines. Review collected by and hosted on G2.com.

While Karbon is a powerful practice management tool, some features can feel overly complex and require multiple clicks to complete simple tasks. Improvements to customization options and reporting functionality would make it easier to tailor the platform to different workflows and extract meaningful insights more efficiently. Review collected by and hosted on G2.com.

I love that Karbon links to my email, so I can tag messages to specific jobs or clients. It’s also really helpful that I can view all the emails in a thread and quickly see the most recent one. I’m able to leave comments for other Karbon users as well, which makes it easier to communicate without having to wait. Review collected by and hosted on G2.com.

You used to be able to expand an email and comment and review the full chain, and not lose your place on the page. Now it doesn't keep that view but adopts a more "Outlook" feel. I am used to it now, but I miss the way to expand and view before. Review collected by and hosted on G2.com.

What I like most about Karbon is how it uses technology to make accounting firms more efficient by improving collaboration, streamlining workflows, and reducing administrative work. I also admire its focus on innovation and helping accounting professionals spend more time on high-value work, which aligns with my passion for data, process improvement, and finance. Review collected by and hosted on G2.com.

I don't have any major dislikes. If anything, as a fast-growing company, I imagine change can happen quickly, which can sometimes be challenging. But I see that as an opportunity to learn, adapt, and contribute in a dynamic environment. Review collected by and hosted on G2.com.

I like all of the integrations with Karbon, especially the Gmail. I also like that my colleagues and I are able to collaborate and hold each other accountable through the workflow. During tax season, I don't think I would be able to make it without the "Work" feature. There is just so much you can do on Karbon and it definitely makes the process a lot more efficient! I love Karbon and would recommend it to anyone! Review collected by and hosted on G2.com.

The ONLY thing I dislike is I wish it offered all of the features that my Gmail did. My firm communicates with each other through Google Chat so if it wasn't for that, I would never have to open my Gmail. I have to keep it open because I'm the Administrator of the account and I'm always getting chats from the different employees all day long. If Karbon could somehow integrate that with our Gmail, that would make my life a lot easier! Review collected by and hosted on G2.com.

Karbon is a great tool, I love the functionality of being able to respond within the platform to clients' comments on requests for documents and that they are all kept within the specific task so everything is contained.

The Integrations with Socket allow us to import our client details in effectively, helping us save time duplicating information across multiple platforms.

The support team, even though they are US based, respond very quickly to any queries we have or are uncertain how to do a specific element but usually the community and training provided covers the majority of instances. I can't wait to see what else Karbon are set to bring out with the utilisation of AI etc. Review collected by and hosted on G2.com.

The downside is that there aren't many Account managers based in the UK and have been assigned those in the states so even though the support team are great, it would be good to have UK equivalents. Also, worth noting that a lot of the product updates are early doors or late at night for UK customers. Review collected by and hosted on G2.com.

I like that all of my communication around a client is in one platform. The team can chat with each other on work items, emails, and emails from clients along with notes all get attached to a client's timeline so you can view everything in one place. It has streamlined client communication for us! Review collected by and hosted on G2.com.

There are some tech features that are not quite setup correctly. They have AI inside but it doesn't quite work. Some of the settings are a little hard to understand especially when you start. The learning curve for the system is steeper than others. Review collected by and hosted on G2.com.