I use Karbon to manage client work, track tasks, and handle client communication and deadlines. I like the workflow and task setting capabilities, especially since my team is spread across various locations. I find the ability to set deadlines per task very practical, and it's helpful to see who is working on what. The automated client communication and reminders are also very useful, making the whole process smoother. Review collected by and hosted on G2.com.

I would like all emails to go into a particular inbox to make it easier to track rather than having to open the contact. This is something you can do in Microsoft but not in Karbon. Also the document folder could be improved; maybe we can batch them into folders by date instead of all being together, so if a client said they sent something on a certain date, you just need to check that date. Review collected by and hosted on G2.com.

Karbon is an all-in-one tool that helps us manage our firm’s entire workload, from client onboarding and project management to billing, time tracking, and document management. It also keeps evolving to accommodate even more. Review collected by and hosted on G2.com.

The transition from the original setup and procedures to adapting as Karbon grows and makes changes (which are great!) tends to be difficult and/or time-consuming, rather than a smooth, easy transition. Review collected by and hosted on G2.com.

I appreciate using Karbon as our practice management platform in our accountancy firm. It significantly helps with workflow management, particularly with the Triage function, which enhances email management, tracking, customer service, and internal communication. The Triage and Comments features are my favorite because they offer visibility and allow sharing client communications across the business, which aids in internal communication and reduces email traffic. The Triage feature also allows me to manage my inbox more effectively by tagging emails to clients and work items, and it enables me to comment team members into them when necessary. It provides valuable visibility across the business on how we are performing in email management. The browser experience for Triage is really good, allowing me to do everything I need to do. We also linked Karbon with our proposal tool and Xero, our accounting system, which is quite beneficial. Switching from Senta to Karbon was driven by Karbon's good reviews in the market. Furthermore, paying an additional fee to have the Karbon team assist with the setup was definitely worth it, as it made the transition smoother than past software changes. Review collected by and hosted on G2.com.

The mobile app is probably the main thing I struggle with. The features within the mobile app just aren't fully there yet, so you find yourself defaulting back to the browser, and I like to work on mobile / iPad. Review collected by and hosted on G2.com.

Karbon has a user-friendly navigation with a modern interface. The dashboard provides a clear overview of tasks, deadlines, team workloads, and client communications in one centralized location. It seamlessly integrates with a lot of core applications such as Monday.com, and delivers reliable performance with minimal downtime. Pricing may be challenging for very small firms, but there are significant productivity gains. The support team is very responsive, and it has built-in AI capabilities. Review collected by and hosted on G2.com.

My primary concern with Karbon is its Outlook email integration. When pasting content such as images, screenshots, or hyperlinks into emails, the formatting can become inconsistent, often causing unexpected font changes and requiring manual corrections. Additionally, emails with multiple attachments can experience delays in loading or sending, which can impact efficiency when managing high volumes of client correspondence. While these issues do not outweigh the platform's overall benefits, they can be frustrating in day-to-day use. Review collected by and hosted on G2.com.

It’s easy to use, and I like how it’s structured.

One thing I have a problem with is that I wish it had browser notifications. Maybe I just didn’t find the setting myself, but I’d like it to alert me every time I get a notification. Review collected by and hosted on G2.com.

Assigning the work and managing the workflow. Review collected by and hosted on G2.com.

There are so many useful features: triaging emails, scheduling emails to send later, and moving messages to address or follow up in future weeks. I also like the timelines that show communication with clients and the ability to summarise what’s been discussed. On top of that, scheduling work tasks and assigning them to colleagues makes it easier to stay organised. Review collected by and hosted on G2.com.

Right now, we’re not able to send client requests from an account that isn’t tied to an individual user. For example, we may use a shared triage inbox for clients to email instead of a specific person when it relates to a particular service (e.g., payroll@companyname.com). As I understand it, at the moment we can’t send client requests or reminder emails from that shared triage inbox. Equally, client requests cannot be sent to mulitple individuals which is often required.

It would be incredibly useful to do this, as all emails have to be sent manually. Review collected by and hosted on G2.com.

It is a great program for staying on top of communication and to do lists. One feature I love about the communication is that I can create work right from my email that will transfer to my to do list. Also, being able to save the email to several contacts to help keep things straight or share with the work I am doing in the to do lists. I also love how created work can be programed to automatically come up in each month, qtr, or year. Finally the templates have been invaluable in my HR Onboarding and Offboarding. Review collected by and hosted on G2.com.

I honestly have not found one thing I dislike about Karbon. I have been very impressed with the performance, pricing, and AI features. Their support has been very good as well and I appreciate all the training opportunities they provide. Review collected by and hosted on G2.com.

I think that their workflows are beneficial and when the software is being used to the fullest capability I think it is great. I also like the idea of the time tracking to the client, that is very beneficial to our company and how we assess employees and projects. Our team uses it every day. Review collected by and hosted on G2.com.

I think that we were dealt a bad hand when it came to the implementation team, like I said when it is set up well it can do a lot of good, but our Karbon is a mess and while yes it is partially user error, we were never set up well and we just never had the time to clean everything up because there are many issues from implementation. We are a CPA firm so we have a lot of billable hours and a lot of client work to focus on, not so much admin/nonbillable time we are available so when we are fixing it, it usually gets done in our off time. Review collected by and hosted on G2.com.

I find Karbon's team-wide communication and collaboration fantastic, allowing everyone to see the emails and messages sent to clients. It keeps all communications summarized in a specific timeline, making it easy to catch up by reading reviews or using the AI summary system. I like the ability to create very detailed workflows where we can outline each step in the process of a task, like filing a tax return, and have the work move from person to person. This feature makes it easy to see where bottlenecks are and who is responsible for each part of the work. I appreciate the accountability Karbon provides, as every task is assigned to a role or person who knows it’s their responsibility, holding them accountable to deadlines. Additionally, I am happy with the expanded list of integrations that is published almost quarterly. Review collected by and hosted on G2.com.

My only issue is that new features from Karbon and new integrations with other software programs are often brought into production without all of the promised/advertised features. I appreciate the pace of innovation and the ability get started, but a clear roadmap of functionality would be very helpful. Review collected by and hosted on G2.com.

The UI is quite good overall. The triage function is particularly helpful, and the My Week section comes in very handy as well. Being able to tick off tasks also works as a solid checklist and makes it easy to keep track of what I’ve done. Review collected by and hosted on G2.com.

The timesheet-filling function could be a bit better. It should remember which type of work item I selected for a particular job, instead of making me choose it again. Review collected by and hosted on G2.com.