Pulls almost everything into one place from my emails, to tracking my assignments and work, to remembering to do my timesheet more often because I spend more and more time working through Karbon. It has also allowed to drive enhanced visibility across the team to ensure coordinated efforts happen at the right time from client onboarding through to engagement delivery. Review collected by and hosted on G2.com.

Disappointed that Triage does not update live the way Outlook does, this creates friction when trying to wholly manage my emails through Karbon and getting notified when something time sensitive has come in. Still getting used to the broader way of working in utilizing work items and assignments but at least I get to realise that feeling of clearing out my inbox almost every day now. Also wish there was a prebuilt connector to Claude, as our team use this a lot to manage tasks and deliver work so it would be amazing if Claude could read the status and allocation of work items and assignments to help manage my day better. Review collected by and hosted on G2.com.

I love that Karbon provides us with one source of truth for everything we do, including all our clients, workflows, and workflow items, with everything all in one place. I appreciate the ability to find almost anything in Karbon related to any client. I like the search feature, both globally and within a client, which is handy given the vast amount of information we have. The ability to tag members internally is also a big benefit for our team. Integrating Karbon with Outlook enhances our workflow, and despite the initial setup being a bit of work, it was worth every effort. Review collected by and hosted on G2.com.

Sometimes I've got just a client phone number and finding a client by that phone number is a little bit difficult. Review collected by and hosted on G2.com.

What I like best about Karbon is how it brings everything into one place. Our team uses it for workflow management, time entry, and collaboration, and it makes the entire process seamless. The visibility it gives into deadlines, task ownership, and client communication has reduced confusion and improved accountability. I also like how intuitive the interface is—it’s easy to train new staff on, but powerful enough to handle complex engagements. Review collected by and hosted on G2.com.

"Occasionally, the platform can feel a bit slow, especially when loading large client timelines or switching between tasks. Some features, like reporting and search filters, could be more customizable to better fit our specific workflow needs. Review collected by and hosted on G2.com.

I like that I can see the estimated budget for each project, the time incurred on each project, and all projects assigned to me for the year under one website/software. Review collected by and hosted on G2.com.

So far there has been no dislikes. I wish I could see prior year budgets and invoices but I am unable to right now because my company just switched over to Karbon a few months ago. Review collected by and hosted on G2.com.

I'm excited about the new AI features that are rolling out to automate my workload; We're playing around with Engagements right now, which should save us money on e-signatures, speed up our process of writing agreements, and make our admin work for onboarding take less time. As the leader of a lean team, I'm especially excited to see how agentic AI speeds up our delivery of services and reduces unprofitable admin time, and how native meeting transcription can create more visibility in my Karbon. Review collected by and hosted on G2.com.

There's SO MUCH coming out in terms of new platform capabilities, that knowing what to implement first can feel a little overwhelming. I earned a Karbon Expert Certification in 2020 or 2021, and it was a great way to learn the system. I'd love to see some more robust tutorial info for these new features. 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.

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.

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.

What I like best about Karbon is how it brings everything into one place. Managing emails, tasks, workflows, and client communication from a single platform makes it much easier to stay organized and keep track of work. The collaboration features are excellent, and the visibility across projects helps our team stay aligned and meet deadlines more consistently. It's intuitive to use and has significantly improved our efficiency. Review collected by and hosted on G2.com.

One area I'd like to see improved is the template reset functionality. When work templates are reset or updated, comments and certain contextual information don't always carry over or remain easily accessible. It would be incredibly helpful if Karbon could preserve these notes or allow users to overlay stored information onto the new template. This would reduce duplicate work, retain valuable historical context, and make template updates much more seamless. Review collected by and hosted on G2.com.