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KarbonHQ

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823 avaliações
  • Perfis 2
  • Categorias 5
Classificação média por estrelas
4.8
#1 em categorias 3
Líder do Grid®
Atendendo clientes desde
2014
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Nome do Perfil

Classificação por Estrelas

730
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1

KarbonHQ Avaliações

Filtros de Avaliação
Nome do Perfil
Classificação por Estrelas
730
85
6
1
1
David C.
DC
David C.
Helping Business Owners & CFOs Simplify Accounting to Empower Decisions
04/30/2026
Avaliador validado
Fonte da Revisão: Convite do G2 em nome do vendedor
Revisão Incentivada

Streamlined Practice Management with Advanced Email Triage

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.
Michael E.
ME
Michael E.
04/30/2026
Avaliador validado
Usuário atual verificado
Fonte da Revisão: Convite da G2
Revisão Incentivada

Great Email Integration and Automation That Boosts Team Collaboration

Email integration with great workflow automation & team collaboration. Automation increases efficiency and allows the team to have better visibility in individual work as well as full scope of work for our clients.
Elizabeth Jolls G.
EG
Elizabeth Jolls G.
04/29/2026
Avaliador validado
Fonte da Revisão: Convite do G2 em nome do vendedor
Revisão Incentivada

Perfect for Managing Tax Firm Workflows

I find Karbon to be an excellent CRM and Project Management system for my tax firm. It integrates well with my tax software, which is really important to me. The templates are extremely helpful, especially in managing a firm or practice in accounting and tax, unlike other project management systems that focus on flashier, creative fields. As a longtime user, I've seen many improvements over time, which I appreciate. Managing 50-100 different projects at once is much easier now, as before, I struggled to keep up with every step of an engagement. With Karbon, once I set up the project, I know exactly where I am. I also had a good personal onboarding experience at the beginning, which made the setup process smooth.

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Localização da Sede:
Sausalito, California

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@karbonhq

O que é KarbonHQ?

Karbon is the collaborative practice management platform for accounting firms. It brings your team, clients, systems, and data together in one place, significantly improving visibility, efficiency, and connectivity no matter where your people are located.

Detalhes

Ano de Fundação
2014