I like being able to see everything that’s due within the week in one clear view. I also appreciate how easy it is to view all work by type or by client, whether it still needs to be completed or should already have been completed.

I like the option of different integration's within Karbon and with new ones on the horizon.

Its always working at a good speed between working on different sections.

Pricing is fare based on what business insights Karbon provides and the extra small cost for the signatures. As the approval process is great for most bits other than when needing the signature.

We had a great experience when we were onboarded as to help us move all tasks from our previous system. We have also had amazing calls with our client handler Ryan Field as to walk us through how we perform as a company against others with use of Karbon. And also with then using the analytics and engagement's beta.

There is the AI which I think with some more work will be better for when it is trying to generate the email based from the notes. Review collected by and hosted on G2.com.

I think not having easy access to the email templates for when sending approval and signatures and also to have more flexibility on customisation of text. Review collected by and hosted on G2.com.

I use Karbon as our main CRM to track projects, send emails through their triage, and we plan to move our billing over there in a year or two. I love how simple it is to use. Honestly, the email feature is the best aspect ever. It proofreads my emails and helps me write some of them. I used it today to write an email that would've taken me about 30 minutes to write and review, and we finished it in about 10 minutes since it basically typed my thoughts out and helped fix grammar errors. It made the email friendly, fixed my grammar errors, and generated a perfect email that expanded on my thought process. The tone is what stands out most to me. I can change it to be more professional depending on the client, and since this one was an old lady, the tone was perfect for her. It's easy to change depending on the client. It fully helps with client management. If I have a sweet older lady, I can tone match to her, or if I have a businessman, I can make it professional and clear and concise. It helps keep customer satisfaction high depending on the service they require. I use the email tone feature every day. Karbon helped organize all of our projects and see where we are in the current moment. It helped ground us. Before, it was hard to track client work and we couldn't see where projects were firmwide, but Karbon helped stabilize this by giving us something where we can visually see where everything is. Review collected by and hosted on G2.com.

{"I found implementation a little rough in the beginning.","I wanted maybe even more assistance in setting that up, or a team where all of this is offloaded to them.","Integration was rough for us. After we solved those issues we started to do better."} Review collected by and hosted on G2.com.

I find communication in Karbon transparent across our firm, making it easy for staff to see where the team is at and jump in to help. I also really like the communication and workflow features of Karbon. Review collected by and hosted on G2.com.

I find approval signatures in Karbon challenging to understand, especially regarding task due dates, expiry dates, and resending packages. I also felt that the initial setup was a lot to take in at once. Review collected by and hosted on G2.com.

The way that it interacts with other software in my collection such as Xero and Go proposal Review collected by and hosted on G2.com.

HMRC interaction was the main point of improvement Review collected by and hosted on G2.com.

Karbon has been a life-changing program for me, giving me back so much time. I love that I can track every job and see its status at any given time, which helps in managing tasks efficiently. The communication on the job through Karbon limits the need for emails, and the ability to upload workpapers for review is a game-changer. Logging all phone calls in Karbon makes it a one-stop shop that meets all my compliance needs. I appreciate that I can see which jobs are completed and manage my staff effectively by tracking where they are with a job. The feature to put notes on file with any issues and tag the staff members who need attention is very helpful. The weekly view and Excel view options are great, providing flexibility depending on personal preference. Once I got used to it, Karbon has been indispensable, and having used it for years, I've never looked back. Review collected by and hosted on G2.com.

Nothing that i really dislike about this program, its just getting better and better, Review collected by and hosted on G2.com.

I like using Karbon to run my accountancy practice, schedule and delegate work. It solves most of my problems by allowing me to schedule work on a repeating basis and manage it to deadlines at scale across the team, so we never miss a beat. I appreciate the ability to schedule work as it ensures that nothing is left for someone to remember, and very little slips through the cracks. I love being able to allocate all communications to a contact and workflow for traceability, which eliminates any ambiguity in the work being done. Additionally, I enjoy templating our communications to standardize our voice and style and being able to @ the team to delegate work. The initial setup of Karbon was also very easy. Review collected by and hosted on G2.com.

Time tracking could be a bit more flexible and operate at a client level. We need to track time across clients and have a clear view of how much throughout the year is spent. Review collected by and hosted on G2.com.

I use Karbon to keep emails from clients grouped together, set reminders, use workflows, and organize my work life effectively. I love how easy it is to use; it's like having my own personal assistant. The ease of setup was impressive as the Karbon team assisted with integration and training from day one. I also love the E-sign feature, which adds to the overall efficiency. Review collected by and hosted on G2.com.

I would love for the current work items to be first on the list when adding an email to a work item. Review collected by and hosted on G2.com.

I use Karbon every day to organize my work, receive emails, schedule work items, and stay in touch with my colleagues. I like that it's very intuitive; once you start working with Karbon, you realize it's very easy to use. It's a really good software for organizing not only my work but also communications, files, and contacts. I strongly recommend Karbon because it's really useful, allowing you to save a lot of time. Review collected by and hosted on G2.com.

Sometimes when I use artificial intelligence to write an email from a draft, it's not very precise. And sometimes I try to write an email and the AI doesn't understand and writes a reply, so it's very confusing. I have to use a different tool for that. Review collected by and hosted on G2.com.

The ability for a client to upload documents whenever in Karbon for Clients is really nice. The only draw back is you don't know what project they should be attached to. It takes more time to pull the documents and save them where they need to be. Review collected by and hosted on G2.com.

The ability to print communications with a client is cumbersome. Review collected by and hosted on G2.com.

I love the email management system, called triage, in Karbon. It feels game-changing because it allows me to track emails against clients and projects and stage them to work on when I have time. This makes it possible to manage and accomplish the overwhelming amount of emails. I also find invoicing incredibly simple and quick, which helps me to get paid faster. Additionally, the initial setup of Karbon was very, very easy. Review collected by and hosted on G2.com.

Karbon is improving the ability to send out engagements and work agreements. That is the current weakness that I see that they are addressing. Review collected by and hosted on G2.com.