--- title: Karbon Reviews meta_title: 'Karbon Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 895 reviews by the users' company size, role or industry to find out how Karbon works for a business like yours. aggregate_rating: rating_value: 4.8 review_count: 895 scale: '5' date_modified: '2026-07-16' parent_category: name: Accounting & Finance url: https://www.g2.com/categories/accounting-finance --- # Karbon Reviews **Vendor:** KarbonHQ **Category:** [Accounting Practice Management Software](https://www.g2.com/categories/accounting-practice-management) **Average Rating:** 4.8/5.0 **Total Reviews:** 895 ## About Karbon Karbon is a Practice Management platform for accounting firms. It provides a truly collaborative platform to manage workflows, communicate with teams and deliver exceptional client work. By combining email, discussions, tasks and powerful workflows, Karbon aligns your team with a single place to communicate and collaborate, increasing capacity to deliver on time and budget. ## Karbon Pros & Cons **What users like:** - Users value the **ease of use** with Karbon, streamlining workflow management and enhancing productivity effortlessly. (116 reviews) - Users value the **efficient task management** in Karbon, which enhances organization and productivity across teams. (78 reviews) - Users value the **efficiency** of Karbon, enjoying streamlined task management and organized communication for productivity. (73 reviews) - Users value the **effective communication and collaboration** tools in Karbon, enhancing teamwork and client management significantly. (63 reviews) - Users value the **effective team collaboration** in Karbon, enhancing communication and client management through streamlined workflows. (54 reviews) - Organization (49 reviews) - Users praise the **efficiency improvement** from Karbon, enhancing organization and streamlining task management across their workload. (41 reviews) - Customer Support (37 reviews) - Email Management (37 reviews) - Helpful (37 reviews) **What users dislike:** - Users find the **missing features** in Karbon frustrating, especially for task lists and client management options. (33 reviews) - Users highlight the **email integration issues** in Karbon, leading to confusion and clutter in their workflow. (27 reviews) - The **steep learning curve** of Karbon may overwhelm new users despite its powerful capabilities and helpful resources. (26 reviews) - Users struggle with **poor usability** due to constant UI changes and a steep learning curve for new features. (25 reviews) - Users find the **email integration confusing** , making triage and organization more challenging, especially for sensitive emails. (22 reviews) - Search Functionality (20 reviews) - Difficult Setup (16 reviews) - Billing Issues (15 reviews) - Difficult Learning (15 reviews) - Email Functionality (15 reviews) ## Karbon Reviews ### 1. Karbon is a game changer! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** July 15, 2024 **What do you like best about Karbon?** Love Triage, being able to assign emails internally to others, add to My Week and tag to work/contacts is game changing. We work closely with the Karbon implementation and success teams to iron out issues and often get beta access to trial new features and feedback on improvements - Rowan is AMAZING! **What do you dislike about Karbon?** Still waiting on some critical features that are in the pipeline for us to be able to fully move away from our old systems entirely. **What problems is Karbon solving and how is that benefiting you?** De-silo the firms departments, standardise processes, simplify and improve the client experience. ### 2. Karbon is a tremendous asset, providing a transparent view across team correspondence and workflow **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** December 03, 2021 **What do you like best about Karbon?** I can see a timeline of correspondence and workflow across the whole team and know what the most recent actions have been; this is a massive benefit when working from home and brings the team together. **What do you dislike about Karbon?** It can be time-consuming to make changes to job and task allocation, i.e., if an employee leaves, it can take quite a bit of time to reassign all work to repeating schedules. **What problems is Karbon solving and how is that benefiting you?** I love the new my-week view; it is making life so much easier, allowing me to prioritize my workflow and emails all on the same screen and making sure everything gets done on time, and nothing slips through the net. ### 3. Karbon Makes Your Job Easier **Rating:** 5.0/5.0 stars **Reviewed by:** Brooks W. | Operations Lead, Small-Business (50 or fewer emp.) **Reviewed Date:** December 02, 2021 **What do you like best about Karbon?** The ability to integrate with email and create actionable tasks directly from my inbox is easily the best feature. I don't know how we would operate without Karbon. It is integral to our operations and how we serve clients. **What do you dislike about Karbon?** There are no downsides to using Karbon, and nothing to dislike. **What problems is Karbon solving and how is that benefiting you?** All client tasks and projects are now easily documented and tracked, making it easy to view what needs completing and how. ### 4. There are a few things that could be integrated better **Rating:** 4.0/5.0 stars **Reviewed by:** Nicole W. | Staff Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** July 30, 2024 **What do you like best about Karbon?** I like that I can see the whole week/month and what everyone else is working on. **What do you dislike about Karbon?** I would like to go to my name and only see my work etc. **What problems is Karbon solving and how is that benefiting you?** This program keeps our work in order and timely ### 5. Karbon continues to innovate. **Rating:** 5.0/5.0 stars **Reviewed by:** Kevin Y. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** July 27, 2022 **What do you like best about Karbon?** Triage is a game changer. Being able to work and not live in your inbox is worth the purchase alone. **What do you dislike about Karbon?** The adoption period requires the entire team to buy in, but this was easily overcome with our team and even our holdouts are advocates now. **What problems is Karbon solving and how is that benefiting you?** Achieving work, leading your team, improving consistency and efficiency. Templates allow our team to work together without chasing down email threads. ### 6. Work on time **Rating:** 5.0/5.0 stars **Reviewed by:** Deep K. | Accounting Bookkeeper, Small-Business (50 or fewer emp.) **Reviewed Date:** August 01, 2024 **What do you like best about Karbon?** I can track and work more effectively and within the time frame. **What do you dislike about Karbon?** I can plan my tasks and save more time to do some other work. Karbon reminds me, when is my workdedline. **What problems is Karbon solving and how is that benefiting you?** work's due date ### 7. Easy and Efficient **Rating:** 5.0/5.0 stars **Reviewed by:** Caitlin E. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 27, 2024 **What do you like best about Karbon?** Karbon is very user-friendly and easy to use. Once you set up recurring reminders, I love the automation feature as it takes the stress off of myself. I don't have to constantly make to-do lists or worry about forgetting to do a task as it automatically appears in Karbon on my to-do list and calendar. This ensures I complete work ontime and within filing deadlines. **What do you dislike about Karbon?** I know there's even more ways I can integrate Karbon into my daily work that I have yet to explore - there's an abudance of options which isn't a bad thing,I just have yet to take the time to discover what else the program can offer. **What problems is Karbon solving and how is that benefiting you?** Workflow management is huge - Karbon makes it easy to assign tasks to employees, know who's working on what, and update the status so we know if a file is in progress, on hold, or completed just by glancing at the item. **Official Response from Tiffany Thain:** > Caitlin, thank you so much for your kind review! It's wonderful to hear that you’re finding Karbon user-friendly and efficient. We're all about making task management as smooth and stress-free as possible, and it's great to know our automation features are making a difference for you. If you ever need a hand or want to dive deeper into integrating Karbon into your daily routine, our support team is just a message away. We’re here to help! ### 8. Work in Progress **Rating:** 4.0/5.0 stars **Reviewed by:** Naomi P. | Chiropractic Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** May 14, 2024 **What do you like best about Karbon?** I appreciate Karbon's functionality and user-friendly interface. Their customer service is excellent, with quick and responsive replies. **What do you dislike about Karbon?** I've been anticipating several features in Karbon that haven't materialized yet. I've been actively engaging in the Karbon community, consistently upvoting and responding to questions, in the hopes of expediting the release of these features. Looking forward to seeing more updates soon! **What problems is Karbon solving and how is that benefiting you?** Organization among the Team. Particularly helpful since half of our team work from home. ### 9. Karbon is a reliable and efficient solution for managing team projects and communication. **Rating:** 5.0/5.0 stars **Reviewed by:** Sonal S. | Tax Assistant, Mid-Market (51-1000 emp.) **Reviewed Date:** August 27, 2024 **What do you like best about Karbon?** The intuitive interface and robust features make task management and communication seamless. **What do you dislike about Karbon?** However, there are a few areas for improvement, such as the occasional lag during peak usage times and the need for more customization options **What problems is Karbon solving and how is that benefiting you?** Karbon has proven to be an invaluable tool for our team, streamlining our workflow and enhancing collaboration. ### 10. Best PM for CPAs! **Rating:** 5.0/5.0 stars **Reviewed by:** Samy B. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 16, 2024 **What do you like best about Karbon?** Karbon is a robust and reliable practice management software. Their customer service is top-notch - they're responsive and know their stuff. I like that they're receptive to customer input and constantly enhance the platform with new features. I'd strongly recommend Karbon to accounting firms of any size. **What do you dislike about Karbon?** Implementing and learning Karbon can take some time, and if it's not set up properly, it can become disorganized. **What problems is Karbon solving and how is that benefiting you?** Karbon solves organizational and productivity challenges by providing a centralized platform to manage all client work, communications, and workflows. This helps our firm operate more efficiently, deliver better client service, and focus on growing the business. ### 11. Great system to manage emails and workloads **Rating:** 4.0/5.0 stars **Reviewed by:** Jacob H. | Digital Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** July 31, 2024 **What do you like best about Karbon?** - Client timelines gives you full transparency of all activty with certain clients - Work templates are fully customisable allowing you to tailor them to your business **What do you dislike about Karbon?** - Not a big fan of the new triage layout, seems a little messy compared to the old one **What problems is Karbon solving and how is that benefiting you?** Storage of all client details Work items that are repeatable to be able to manage workloads ### 12. I helped two accountancy practices onboard to Karbon **Rating:** 5.0/5.0 stars **Reviewed by:** Jordan T. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** September 05, 2024 **What do you like best about Karbon?** Client requests tasks, automated emails, job consistency through templates, documents pulling from emails/client request tasks and filing accordingly, responsiveness of support team. **What do you dislike about Karbon?** bulk work updates require support team, fixed information fields, client portal is good but could be improved **What problems is Karbon solving and how is that benefiting you?** Chasing clients for information ### 13. Karbon is a great product which is flexible and easy to learn **Rating:** 5.0/5.0 stars **Reviewed by:** Markus G. | IT Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 31, 2024 **What do you like best about Karbon?** I love work items with to do lists and workflows, especially when using templates for repeat work. Great time saving. **What do you dislike about Karbon?** Search in Karbon used to be good but after some changes around 4 years ago it has been very ordinary and has not improved. **What problems is Karbon solving and how is that benefiting you?** I use Karbon as a help desk ticketing system in an accounting practice. Works fabously! ### 14. Karbon Review **Rating:** 5.0/5.0 stars **Reviewed by:** Angelica C. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 12, 2023 **What do you like best about Karbon?** its a seamless and clear way to prioritse workflow **What do you dislike about Karbon?** I would like to be able to colour categorise things and plan things on specific days and see the items appearing in my karbon. ie having a time budget of 4 hours to work on something and being able to schedule out those hours and being able to colour categorise based on the type of job or urgency. the timeline can be quite messy, the fact that only the writer of a note can be the one to edit it, the amount of reminders set for client emails - 5 is a bit excessive, would like more flexible automators for specific things, ie when all the tasks in this section have not been completed over a certain timeframe, assign the job to admin and change the status to follow up **What problems is Karbon solving and how is that benefiting you?** being able to seamless track our work and integrate our communications about that work into different areas so the right information is captured in the right place. ### 15. Excellent project management software **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** July 25, 2024 **What do you like best about Karbon?** The comment feature on email triage and project timelines. **What do you dislike about Karbon?** It would be useful to be able to 'pin' key information or organise key. It would be useful to have an integrated ticket desk which also contributed to our timeline. **What problems is Karbon solving and how is that benefiting you?** Karbon helps to have open and clear communication. Useful to have 'timestamps' on when information was sent to a client. ### 16. Vastly improving efficiency by eliminating the need to switch between multiple applications. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** June 03, 2024 **What do you like best about Karbon?** Comments on emails, client and work timelines, clear processes. **What do you dislike about Karbon?** Calander isn't great. Not yet famialir with how best to use Work and Assignments. **What problems is Karbon solving and how is that benefiting you?** Often need various colleagues to provide input on client work, it's great to have colleagues add comments to emails as opposed to having using communication tools like Teams or forwarding emails etc. Also, it provides personal accoutanbility to complete key recurring tasks as they stay in My Week (and Work), as previosuly tasks could slip through the net during busy periods. ### 17. Karbon's been a great asset **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** July 26, 2024 **What do you like best about Karbon?** Email collaboration across the team on Karbon is incredible. It has become the hub for all of our client notes, and serves as a critical project management tool for our firm. **What do you dislike about Karbon?** Building work templates are great, but there's limited ways to update them at scale once deployed. **What problems is Karbon solving and how is that benefiting you?** Email collaboration. Saves a ton of time vs forwarding emails. ### 18. WHY I LOVE KARBON **Rating:** 5.0/5.0 stars **Reviewed by:** ANGELICA D. | Mrs, Accounting, Small-Business (50 or fewer emp.) **Reviewed Date:** November 03, 2023 **What do you like best about Karbon?** How it enabled me to manage my everyday work. Now I am able to easily share my work with my colleagues. The integration has been very easy with Karbon. Now I am almost not able to work without Karbon because this has been my lifeline when it comes to tasks that I needed to do every day. I have been using Karbon every day in the past year since I started working at PBS. When I have difficulty creating or drafting an email there's AI that can help me easily compose an email. When there are updates the team make sure that everyone knows by sending emails and all the popping notification making it easy for us to implement all updates within the team. When the system is down customer support is always available as well for all the questions that need answers. **What do you dislike about Karbon?** Nothing really. I just love Karbon the way it s. **What problems is Karbon solving and how is that benefiting you?** Communication barries with colleagues and clients and event tasks management for the whole team and clients ### 19. Karbon will transform your business **Rating:** 5.0/5.0 stars **Reviewed by:** David A. | Accounting Trainee, Small-Business (50 or fewer emp.) **Reviewed Date:** November 02, 2023 **What do you like best about Karbon?** Our business has greatly benefited from the value that Karbon brings to our workflow. It seamlessly integrates with Microsoft 365 and various other apps, allowing us to simplify our tasks, improve communication, and enhance collaboration. This versatile tool has significantly contributed to our efficiency and organization, making it an essential asset for our accounting firm. Furthermore, we appreciate Karbon's commitment to innovation, with continuous updates and a growing integration with AI, which ensures that it remains at the forefront of work management solutions. **What do you dislike about Karbon?** Karbon, while useful in many aspects, has some limitations that need attention. The calendar feature falls short by not allowing the addition of events and event notifications, which hampers our scheduling. We also miss the ability to set up meetings and appointments through the email interface, a feature that would significantly enhance our workflow. Lastly, the absence of an out-of-office feature is a notable drawback, as it would help us keep our clients and team members informed of our availability when we're away from the office. These areas need improvement for Karbon to become a more comprehensive solution for our accounting firm. **What problems is Karbon solving and how is that benefiting you?** Karbon addresses several critical challenges in our accounting practice, significantly benefiting our workflow. It streamlines task management, enhances collaboration, and centralizes communication. This has been especially valuable in keeping our team organized and informed, ensuring that project deadlines are met, and clients are well-served. Moreover, Karbon's integration with Microsoft 365 and various apps has eliminated the need to switch between multiple platforms, saving us time and reducing the risk of errors. Despite some limitations in its calendar and email integration, Karbon has undoubtedly improved our efficiency and teamwork, making it a valuable asset in our daily operations. ### 20. Best-In-Class Practice Management Software! **Rating:** 5.0/5.0 stars **Reviewed by:** Chris S. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 26, 2024 **What do you like best about Karbon?** Intuitive functionality, powerful features, great support! **What do you dislike about Karbon?** Cost can be prohibitive, but it's worth it for our company. **What problems is Karbon solving and how is that benefiting you?** We have a distributed team in multiple states around Australia, as well as eleven team overseas. All team work from home permanently, there is no central office. Karbon provides fantastic communication, work scheduling, and team management functionality. **Official Response from Tiffany Thain:** > Thank you for your review, Chris! We're happy to hear that Karbon's powerful features and intuitive functionality are supporting your widely distributed team so effectively. We appreciate your feedback on the cost and are committed to ensuring that the value Karbon offers aligns well with the investment. Your success is important to us, and we look forward to continuing to support your team. ### 21. Karbon increased revenue for my firm **Rating:** 5.0/5.0 stars **Reviewed by:** Jim S. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 31, 2023 **What do you like best about Karbon?** I have used Karbon for more than 3 years. The mail integration that allows emails to be associated with specific clients or projects is simply invaluable. Although I do prepare tax returns, I do a significant amount of consulting work for small business owners. These are entrepreneurs who constantly have requests ranging from small projects of less than 2 hours to other projects that exceed 100 hours. Keeping track of just over 200 of these projects was an administrative nightmare prior to using Karbon. Lossing track of project status also negatively impacted revenue generation. Once we implemented Karbon our monthly billings increased dramatically. I have absolutely no regrets about our decision to implement Karbon **What do you dislike about Karbon?** The only downside of Karbon is that a small practioner can be assigned emails by various clients. Especially when you perform a lot of work for them as a contract CFO. Karbon only allows one email to be associated with a user ID. It would be very helpful to allow a user to have multiple emails feed into Karbon. **What problems is Karbon solving and how is that benefiting you?** Karbon helps us keep track of the status of open projects. The term in Karbon is Work Items. In our small firm we always have between 250 and 300 work items to track. Karbon has allowed us to become highly effective at tracking status which results in getting more work completed on a more timely basis which results in faster revenue billing. ### 22. The Gold Standard For Practice Management ... With Only A Little Work More Needed **Rating:** 4.0/5.0 stars **Reviewed by:** Josh V. | CIO/CLO, Mid-Market (51-1000 emp.) **Reviewed Date:** August 03, 2023 **What do you like best about Karbon?** - Karbon allows you to TRIAGE your work and stay focused on tasks and projects - Karbon has built an ecosystem of workflows and pieces within their platform that make work and assignmenst so low intensity - Karbon allows for great time tracking and insights and budgeting of time - Karbon has a second to none template creation tool with automators and more - Almosts everything is able to be built to fit your firm - No other software comes close for ease of setup to power use ratio **What do you dislike about Karbon?** - Magic Link could use some work to be truly easy for clients to use - Survey type forms for clients for tax related work - Better dashboards (aka - make it more colourful/visual) - Open the API and integrations through Zapier and Make a little more **What problems is Karbon solving and how is that benefiting you?** Karbon is helping us manage ALL the work that comes into the firm, whether migrations, accounting, taxes, legal work, and more. It's a one stop project, task and workflow shop. It also allows us to communicate internally before repsonding to clients in threads. ### 23. Great app! We use it constantly **Rating:** 4.5/5.0 stars **Reviewed by:** Ross L. | Entrepreneurial Guru, Small-Business (50 or fewer emp.) **Reviewed Date:** July 25, 2024 **What do you like best about Karbon?** Complete integration of all elements of any clients/work. it was easy to setup & use fairly quickly It's easy to use, and there are so many features to it. Customer support is very helpful. We use it constantly **What do you dislike about Karbon?** Takes awhile to get comfortable and learn all the features. **What problems is Karbon solving and how is that benefiting you?** keeps everything all connected ### 24. We're excited about our future with Karbon! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** July 30, 2024 **What do you like best about Karbon?** Ease of use, thoughtfully designed. You can tell it was put together by accountants that had experience! **What do you dislike about Karbon?** Needs improvement in staff metrics and profitability reporting. **What problems is Karbon solving and how is that benefiting you?** We were having issues with emails and work slipping through the cracks - Karbon has helped us improve our processes and workflow management. ### 25. Get for getting the job done **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** July 26, 2024 **What do you like best about Karbon?** Like how you can make notes on a email or document that the team can see but not the client **What do you dislike about Karbon?** Would rather my emails werent in triage, like to use Outlook **What problems is Karbon solving and how is that benefiting you?** Getting information from clients, knowing when an invoice is due and recording it to the rest of the team ### 26. Comprehensive review **Rating:** 4.0/5.0 stars **Reviewed by:** Alexander C. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 27, 2024 **What do you like best about Karbon?** I like that Karbon is user friendly. The templates help out a lot once you realize it's providing a framework. **What do you dislike about Karbon?** 2 things- I wish Karbon would provide more templates for internal audits. Auditing is a huge part of a firms practice whether internal or external and Karbon is definitely more focused on the tax side For billing - give a date for when the payment needs to be paid by if the account is gonna be shut off **What problems is Karbon solving and how is that benefiting you?** Keeping things organized for multiple clients ### 27. Great software to stay organized and keep track of everything **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** July 24, 2024 **What do you like best about Karbon?** I love how much it helps you to stay organized and on top of everything, and how it gives you a clearer picture of what's going on with every bit of work assigned **What do you dislike about Karbon?** I think is not about Karbon per se, it's that if not everyone use it as supposed it could not be as useful as it should be **What problems is Karbon solving and how is that benefiting you?** The tracking and status of every work and it benefits me in staying organized and on top of my work ### 28. Karbon is good but it could be better **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** July 26, 2024 **What do you like best about Karbon?** The triage feature and work management to some extent **What do you dislike about Karbon?** Work management is difficult and cumbersome. There is almost too much status and workflow for things to be effective. **What problems is Karbon solving and how is that benefiting you?** Central database for client work management. Better management of email inbox ### 29. Best job management system for accountants **Rating:** 5.0/5.0 stars **Reviewed by:** Josh Z. | Principal, Accounting, Mid-Market (51-1000 emp.) **Reviewed Date:** May 14, 2024 **What do you like best about Karbon?** Karbon effectively is where we spend most of our day! Before Karbon, we had to jump between email and a separate job management system. Now with Karbon, everything lives in one place which has a huge effect on our team's communication and overall efficiency. **What do you dislike about Karbon?** I wish Karbon had a better CRM function so we could better manage the workflow from Outbound->Lead->Onboarding **What problems is Karbon solving and how is that benefiting you?** Karbon solves the connection between emails from customers, internal notes and job management. ### 30. So many possibilities **Rating:** 4.5/5.0 stars **Reviewed by:** Genevieve C. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 04, 2024 **What do you like best about Karbon?** I love the "Work" that gives us a space per client to add our tasks, our notes, the client's specifics, and to be able to add follow-up or production dates. It is easy to leave messages between colleagues. **What do you dislike about Karbon?** I find that the "Triage" email section is not quite up to par yet. **What problems is Karbon solving and how is that benefiting you?** Communication in teamwork is significantly improved thanks to Karbon. ### 31. KARBON - GATEWAY TO ACCOUNTANTS SUCCESS **Rating:** 4.0/5.0 stars **Reviewed by:** Jamal A. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 27, 2024 **What do you like best about Karbon?** THE EASE OF USE THE AND THE ABILITY TO MOVE AROUND AND TRACK THINGS THROUGH MANY ANGLES. **What do you dislike about Karbon?** TO ACCESS THE ARCHIVE EMAILS CHECKED OFF FROM THE TRIAGE. **What problems is Karbon solving and how is that benefiting you?** ABILITY TO COLLABORATE WHILE SHARING CLIENT DATA FOR THE PREPARATION OF THE FILE AND REVIEW. YOU DO NOT NEED TO SHARE THE SAME DATE AGAIN AND AGAIN AND AT THE SAME TIME ABLE TO TRACK WHERE IT STANDS IN TERMS OF THE PROCESS AND THE TEAM. ### 32. A fully functional workflow system that caters for all professional services firms **Rating:** 4.5/5.0 stars **Reviewed by:** Aaron L. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** February 27, 2024 **What do you like best about Karbon?** THe thing that Karbon stands out from the crowd in is its workflow automation, so tasks get automatically notified to the next person when the previous persons part has finished. **What do you dislike about Karbon?** A temporary downside (currently being fixed) is the ability to use shared email addresses. **What problems is Karbon solving and how is that benefiting you?** Karbon allows us to make sure we don't miss a client task, as everything is in the same system, and the reporting is clear around overdues. **Official Response from Tiffany Thain:** > Aaron, it’s great to hear that Karbon is helping you stay on top of client tasks and providing clear reporting. We're also excited about the launch of Shared Triage. As always, we deeply value your feedback and thoughts on how we can continue to evolve the platform. Please keep the suggestions coming! ### 33. We've used Karbon for about 7 years & we're alwways learning more features **Rating:** 4.0/5.0 stars **Reviewed by:** Ross L. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 05, 2024 **What do you like best about Karbon?** Extremely good at organizing work flow & tasks, that said - you have to know it well to utilize it fully. Customer support is great. **What do you dislike about Karbon?** It's overly expensive and tbh, overpriced IMHO. I'm not the primary tech driver in our firm, and as such, still have much to learn to utilize it to its fullest capacity ;-) **What problems is Karbon solving and how is that benefiting you?** organizing customer worklflow & our CMS **Official Response from Tiffany Thain:** > Thank you for taking the time to share your experience after seven years of using Karbon, Ross. We're glad to hear that our platform continues to enhance your workflow and task organization and that our customer support team has been a valuable resource for you. We hear your concerns about the cost and appreciate your honesty. We strive to balance pricing with the high value and extensive features Karbon offers. As you continue to explore and learn more about Karbon, we hope you'll find even greater value in using it to its fullest potential. Thank you for your continued partnership, and our team is here to assist and provide further training to help maximize your investment in Karbon. ### 34. Best in-breed **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** July 29, 2024 **What do you like best about Karbon?** Best in breed product, lots of integrations and full suite coming **What do you dislike about Karbon?** The email-centric approach can be overwhelming **What problems is Karbon solving and how is that benefiting you?** Organisation and data being in one centrally place ### 35. Make our work easier and faster **Rating:** 4.0/5.0 stars **Reviewed by:** Laurence B. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 08, 2024 **What do you like best about Karbon?** It is possible to have a list with all our tasks and share it with our colleagues. **What do you dislike about Karbon?** It is not possible to have our emails coming from a shared email box. **What problems is Karbon solving and how is that benefiting you?** Karbon simplifies work within a team. It allows each colleague to know their role in a project and prevents any step from being forgotten. **Official Response from Tiffany Thain:** > Hello Laurence, Thank you for taking the time to give your feedback on Karbon. We are delighted to learn that Karbon facilitates task management and teamwork within your company, allowing everyone to understand their role in a project and ensuring that no step is forgotten. We are excited to announce that we are currently testing shared triage in beta, in which your company is participating. We will ensure to connect you with the right person to get started. We hope that Karbon will continue to bring value to you and your company, and we warmly welcome any comments you may have. Sincerely, Karbon ### 36. I find Karbon to be a wonderful program **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** November 02, 2023 **What do you like best about Karbon?** I find there is a lot of great beneficial things that Karbon offers that other programs do not. At an old firm I worked at, we had to use a few different programs to encompass things that karbon offers all in its program. For my job description, having the ability to pull up reports quickly is key & I like how everything is easy to send @mentions & keep everything at your fingertips for quick recall on information **What do you dislike about Karbon?** Karbon is a little confusing & hard to get the hang of when you first start using it, but thats normal for any program to a degree. Once you get the hang of it, there isn't really much to dislike about it though **What problems is Karbon solving and how is that benefiting you?** Every problem I have come across for my purposes, Karbon has fixed for me so I don't have any at the moment. I did have a problem pulling reports that were bringing up a whole bunch of inactive jobs. Karbon had to do a batch delete on them so I didn't have to manually delete them one by one, which was wonderful! ### 37. Highly customizable and easy to navigate **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** October 31, 2023 **What do you like best about Karbon?** Karbon helps keep all the client information in one place and enhances collaboration. One of the best things is emails can be be attched at a customer and work level across the firm, so no matter who emails the client, we all can see it because we have set up email sharing. This is helpful when trying to find out what has already been discussed with a client. Another thing is customization. Since all our clients are so different, a template for a work item is helpful, but the fact we can fully customize it and leave detailed information for the next person who works on it makes a big difference. Along the customization lines, there are many ways to access things so we can all pick the workflow and navigation that works best for us as individuals. And we like the ability to send and receive documents securely through checklists to the clients. Keeps things organized and safe. Karbon has so much to offer it was a little overwhelming in the beginning but our client services reps are awesome and quick to help any time we needed. **What do you dislike about Karbon?** The integration with calendars and outlook are not quite there yet. The calendar feature syncs with outlook, it's just not as friendly to edit and add to yet. **What problems is Karbon solving and how is that benefiting you?** We came from a basically paper and spreadsheet workflow system to Karbon. So this is a big step in the tech direction. So far it has really improved our tax prep workflow and regular accounting workflow. Not only do we know where things are in progress, we are also customizing to make it easier for the ones that come after us. We have a lot of room to grow into this software. It also helps with transparency, capacity and collaboration. ### 38. Amazing Practice Management and Workflow Automation **Rating:** 5.0/5.0 stars **Reviewed by:** Peter H. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 03, 2023 **What do you like best about Karbon?** This is truly an amazing app that allows our team to collaborate with each other while giving management all the tools needed to manage the team, capacity and growth of the business. The automators are great to those engagements that are predicated on other team member's work. My week allows you to see all the tasks you need to tackle for the week and you can even assign work out to other team members if you need to delegate. I highly recommend this app for firms of all sizes! **What do you dislike about Karbon?** We are looking for some more advanced automation but it really comes down to customizing certain features specific to our firm and we understand that cannot be done for every customer. **What problems is Karbon solving and how is that benefiting you?** Karbon allows us to track all of our engagements, allows us to plan for our capacity, grow our business and team and collaborate on a wider scale. Our turn around time has improved greatly and clients love the use of technology and security, as compared to regular email. ### 39. No work falling through the cracks! **Rating:** 5.0/5.0 stars **Reviewed by:** Elizabeth O. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** August 03, 2023 **What do you like best about Karbon?** I love having the clarity of seeing all the work my team needs to complete, followed by when they need to complete it. I also like to be able to add work-on the fly to minimize dropping the ball. All of our communication is tagged to the client/lead including sales conversations so that anytime we get a phone call, any team member can step in to provide support. **What do you dislike about Karbon?** There are several clicks to do simple tasks and the exchange calendar is not an option for the calendar integration which would have been awesome. Once the automators are activiated and you reset them, you still have to do a few additional steps because it doesn't necessarily update all tasks. **What problems is Karbon solving and how is that benefiting you?** We offer variations of bookkeeping, accounting & business advisory support so being able to create a work for the variations and also creating templates so the work is completed consistently is great. Having clients upload directly to the portal safely and securely and having the communication between client directly recorded in that client task. ### 40. Great tool for Accounting Firms **Rating:** 5.0/5.0 stars **Reviewed by:** Marila M. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 07, 2023 **What do you like best about Karbon?** What I like best about Karbon is the way it connects with ProConnect Intuit and syncs all the returns that are due so no one gets left behind. Also that you can assign various task of the same project to different employees. It has really help our firm stay on top of things. **What do you dislike about Karbon?** I would like it if everytime I have a new project or task assigned to me I can receive an email notification. **What problems is Karbon solving and how is that benefiting you?** That some project were never done because it was left in a note or in a email. With Karbon we can see it in our works. ### 41. Very useful for team projects and task management **Rating:** 4.5/5.0 stars **Reviewed by:** Marie-Eve P. | Advosir, Mid-Market (51-1000 emp.) **Reviewed Date:** March 08, 2024 **What do you like best about Karbon?** Collaboration across teams and collegues **What do you dislike about Karbon?** Can take a minute to learn to use the features efficiently **What problems is Karbon solving and how is that benefiting you?** Team projects and project management - it's super useful for projects requiring multiple team members and advancing the project to another team **Official Response from Tiffany Thain:** > Thank you for your review, Marie-Eve! We're so glad to hear that Karbon is making team collaboration and project management easy for you and your team, especially when you're working on big projects that require a lot of hands on deck. We really appreciate your feedback and look forward to continuing to help your team work even more smoothly! ### 42. Our business could not run without Karbon **Rating:** 5.0/5.0 stars **Reviewed by:** John G. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 01, 2023 **What do you like best about Karbon?** The ability to systemise absolutely everything. **What do you dislike about Karbon?** It could do with having some more 3rd party integrations. I know some are on the way (Google Drive especially!) but this would help to keep absolutely everything withing Karbon. Zapier is obviously a useful tool as a workaround. **What problems is Karbon solving and how is that benefiting you?** The biggest problem Karbon solves without a doubt is the ability for us to systemise every task. By doing this, it means we can have lesser skilled/experienced staff members doing work we otherwise would have left for more experienced team members as we are able to breakdown every job step by step for people to follow. We're still a long way off completing this work, but we're taking the McDonalds approach of systemising everything for consistency of work throughout the business and ease of use by any member of staff. ### 43. Fantastic Practice Management Software **Rating:** 5.0/5.0 stars **Reviewed by:** Randy M. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 10, 2023 **What do you like best about Karbon?** The ability to work on your email and communicate with your clients within the software. No need for a separate email system. You are also able to create work items from those emails. They are able to be assigned to existing work items to help keep track of them. Also, their support team is constantly using feedback from their client community to add/correct functionality! **What do you dislike about Karbon?** I do wish the spell check functioned in the email system. **What problems is Karbon solving and how is that benefiting you?** Karbon solves the problem of having to work emails outside of the work assignments. You are able to easily and quickly triage your email in the morning using a GTD process and assign emails as 1.work items in your work flow 2. attach them in context to a work item already existing 3. just plain respond and clear it from your inbox. ### 44. Tax Associate. **Rating:** 5.0/5.0 stars **Reviewed by:** Isabel V. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 20, 2024 **What do you like best about Karbon?** It's a good experience. Karbon has everything included. Very good tool for organize your daily life. **What do you dislike about Karbon?** I dislike very short log out time for inactivity. **What problems is Karbon solving and how is that benefiting you?** Organize deadlines in a single view so you can move forward faster. ### 45. Love that Karbon keeps all interaction in one place. **Rating:** 4.5/5.0 stars **Reviewed by:** Joe M. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 27, 2024 **What do you like best about Karbon?** It keeps all client and team interaction together so that everything is in one spot. **What do you dislike about Karbon?** I don't find the calendar integration very useful. **What problems is Karbon solving and how is that benefiting you?** Client and team interaction as well as document requests. **Official Response from Tiffany Thain:** > Thank you for your review, Joe! ### 46. Our experience with Karbon has been excellent. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 14, 2024 **What do you like best about Karbon?** Repeating work items and client/work timelines **What do you dislike about Karbon?** Any email from a client contact automatically goes to every timeline associated with that contact. **What problems is Karbon solving and how is that benefiting you?** Workflow gaps ### 47. A great task management system **Rating:** 5.0/5.0 stars **Reviewed by:** Adrian Anthony C. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 04, 2023 **What do you like best about Karbon?** What I like about Karbon is the ability to manage tasks via a to-do list which gives us a capability to do task assignments to ourselves or to colleagues, set deadlines for these tasks, and manage emails through a thing called "triage." I always call it the "inbox of tomorrow." **What do you dislike about Karbon?** So far, I have not seen any major issues other than the fact that automators sometimes are inaccurate, especially when there are recurring tasks. It does not accurately carry-over task information quite well. **What problems is Karbon solving and how is that benefiting you?** The main issue that karbon addresses on our organization is task management, where the tasks include contacts, relevant persons and instructions. As far as time is concerned, it has made dealing with work more efficient, thus saving us a lot of time. ### 48. Amazing tool but be ready to invest some time into implementation! **Rating:** 4.0/5.0 stars **Reviewed by:** Alison G. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** December 07, 2021 **What do you like best about Karbon?** I love the automated client reminders and workflows that we can create for each different type of business that our firm deploys. Creating repeating monthly templates is important to my team and we use all of these features. I love the idea of the timer being included in Karbon but we have yet to implement this feature. **What do you dislike about Karbon?** I dislike how when you make changes to a templated workflow in Karbon that it does not publish those changes to already existing workflows. This means that when using workflow templates you must be absolutely sure you have them to the exact degree you want them and if changing them later then you have a way to track those implemented changes. I also dislike that I still feel like I am managing two inboxes. The archive email feature within triage doesn't jive with the folder process with email that I have always followed (for ease of finding client communication). **What problems is Karbon solving and how is that benefiting you?** The problems we are solving with Karbon are repeating workflows for my staff and built-in standard operating procedures around these work items. It makes it easier to train someone when the tools are broken down in a way that their next steps are clearly laid out for them. I have realized the benefits of holding clients accountable to the task items we are setting out for them. **Official Response from Rachel Peng:** > Hi Alison, thanks for taking the time to review Karbon. We're glad to hear that you found Karbon to be helpful in streamlining your firm's workflows. We also appreciate your honest feedback about our workflow templates and Triage. In Karbon Community, there is a new feature request—"Updating active Work Items when templates are updated" that will solve your concern. It's currently collecting interests from our users. If you haven't already voted for this feature, you can do so here: https://community.karbonhq.com/ideas/updating-active-work-items-when-templates-are-updated-931. Once it receives enough votes, it will be planned as a new feature for release. As for Triage, it is a different way of managing your inbox. In Karbon community, there are many tips and best practices for how to maximize your Triage experience so you don't feel like you're managing two inboxes. We hope Karbon continues to bring value to you and your firm. You're always welcome to reach out with your feedback for us. ### 49. Best work and email management :) **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** November 01, 2023 **What do you like best about Karbon?** It's easy to use and gives you an birds eye view of what you need to do via Triage. You can easily add jobs and assign tasks to myself and others. I also like the audit trail so you can see which tasks were assigned to or from. You never have to ask anyone or ask them to remember a task from 3 years ago because it is all in Karbon. There is also a new feature that we totally love where it summarizes all the email threads. It's just amazing! Karbon just simplifies our work life **What do you dislike about Karbon?** Sometimes there are system downtimes but the good thing is, I could only count with my fingers the instances **What problems is Karbon solving and how is that benefiting you?** As discussed previously, It's easy to use and gives you an birds eye view of what you need to do via Triage. It makes it easy to collaborate. You can sort your triage by tagging tasks/emails and uploading docs into related jobs. In fact, Karbon made it easy to add jobs and assign tasks to myself and others. I also like the audit trail so you can see which tasks were assigned to or from, job progress (as you can also check the status) or even the job history 3 years ago! You never have to ask anyone or ask them to remember a task from 3 years ago because it is all in Karbon. There is also a new feature that we totally love where it summarizes all the email threads. It's just amazing! Karbon just simplifies our work life ### 50. Managing Payroll Through Karbon **Rating:** 5.0/5.0 stars **Reviewed by:** Brian T. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 28, 2024 **What do you like best about Karbon?** Karbon helps manage my workflow efficiently & allows me to move seamlessly form client to client. **What do you dislike about Karbon?** Would like more scope for scheduling repeating work. For example, setting due dates to 2 days before the last Friday of the month. **What problems is Karbon solving and how is that benefiting you?** Karbon ensures that I can assign work to a collegue with confidence during absences, **Official Response from Tiffany Thain:** > Thank you for sharing your experience with managing payroll through Karbon. We’re thrilled to hear that Karbon streamlines your workflow and enhances your client transitions. We appreciate your feedback on increasing flexibility for repeating work, as we're always looking to improve Karbon. ## Karbon Discussions - [Please tell me you are not going to remove "To Do",and the ability to focus in on only Today's Tasks](https://www.g2.com/discussions/please-tell-me-you-are-not-going-to-remove-to-do-and-the-ability-to-focus-in-on-only-today-s-tasks) - 1 comment, 2 upvotes - [Can I use karbon with IG, FB](https://www.g2.com/discussions/can-i-use-karbon-with-ig-fb) - 1 comment, 1 upvote - [Can you tell me more about Aliases? or Can you make a webinar for this topic?](https://www.g2.com/discussions/can-you-tell-me-more-about-aliases-or-can-you-make-a-webinar-for-this-topic) - 1 comment, 1 upvote - [View Karbon pricing details and edition comparison](https://www.g2.com/products/karbon-2025-03-03/reviews?page=9&qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-07-16+20%3A06%3A56+-0500&secure%5Bsession_id%5D=7bccb422-7c31-491d-8801-f911b4f2b067&secure%5Btoken%5D=36949fe20088dc7ff8a58b7fad2d74eec22c0835e5233f127043eab31c1ec348&format=llm_user) ## Karbon Integrations - [Aider](https://www.g2.com/products/aider/reviews) - [Anchor](https://www.g2.com/products/anchor-anchor/reviews) - [Annature](https://www.g2.com/products/annature/reviews) - [BambooHR](https://www.g2.com/products/bamboohr/reviews) - [Booking.com for Business](https://www.g2.com/products/booking-com-for-business/reviews) - [Calendly](https://www.g2.com/products/calendly/reviews) - [CCH Axcess™ Tax](https://www.g2.com/products/cch-axcess-tax/reviews) - [ClientWindow](https://www.g2.com/products/clientwindow/reviews) - [Dext](https://www.g2.com/products/dext/reviews) - [Dropbox](https://www.g2.com/products/dropbox/reviews) - [Filed](https://www.g2.com/products/filed/reviews) - [Float.com](https://www.g2.com/products/float-com/reviews) - [Google Workspace](https://www.g2.com/products/google-workspace/reviews) - [Gusto](https://www.g2.com/products/gusto/reviews) - [HubSpot Marketing Hub](https://www.g2.com/products/hubspot-marketing-hub/reviews) - [Ignition](https://www.g2.com/products/ignition/reviews) - [Intuit Mailchimp All-in-One Marketing Platform](https://www.g2.com/products/intuit-mailchimp-all-in-one-marketing-platform/reviews) - [Intuit Mailchimp Email Marketing](https://www.g2.com/products/intuit-mailchimp-email-marketing/reviews) - [Intuit ProConnect Tax](https://www.g2.com/products/intuit-proconnect-tax/reviews) - [Intuit QuickBooks](https://www.g2.com/products/intuit-quickbooks/reviews) - [LedgerSync](https://www.g2.com/products/ledgersync/reviews) - [Liscio](https://www.g2.com/products/liscio/reviews) - [Microsoft 365](https://www.g2.com/products/microsoft365/reviews) - [Microsoft Entra](https://www.g2.com/products/microsoft-entra/reviews) - [Microsoft Exchange](https://www.g2.com/products/microsoft-microsoft-exchange/reviews) - [Microsoft OneDrive for Business](https://www.g2.com/products/microsoft-onedrive-for-business/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [Microsoft SharePoint](https://www.g2.com/products/microsoft-sharepoint/reviews) - [Microsoft Teams](https://www.g2.com/products/microsoft-teams/reviews) - [Moorepay](https://www.g2.com/products/moorepay/reviews) - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews) - [QuickBooks Online Accountant](https://www.g2.com/products/quickbooks-online-accountant/reviews) - [QuickBooks Online Advanced](https://www.g2.com/products/quickbooks-online-advanced/reviews) - [QuickBooks Time](https://www.g2.com/products/quickbooks-time/reviews) - [Sage 100](https://www.g2.com/products/sage-100/reviews) - [Silverfin](https://www.g2.com/products/silverfin/reviews) - [Slack](https://www.g2.com/products/slack/reviews) - [SmartVault](https://www.g2.com/products/smartvault/reviews) - [Snowflake](https://www.g2.com/products/snowflake/reviews) - [Soraban](https://www.g2.com/products/soraban/reviews) - [Spotlight Reporting](https://www.g2.com/products/spotlight-reporting/reviews) - [StanfordTax](https://www.g2.com/products/stanfordtax/reviews) - [Stripe Payments](https://www.g2.com/products/stripe-stripe-payments/reviews) - [SuiteFiles](https://www.g2.com/products/suitefiles-suitefiles/reviews) - [SurveySparrow](https://www.g2.com/products/surveysparrow/reviews) - [Tallyfor](https://www.g2.com/products/tallyfor/reviews) - [Tax Bandits](https://www.g2.com/products/tax-bandits/reviews) - [Taxfyle](https://www.g2.com/products/taxfyle/reviews) - [Truss](https://www.g2.com/products/truss-2024-09-27/reviews) - [Typeform](https://www.g2.com/products/typeform/reviews) - [UltraTax CS](https://www.g2.com/products/ultratax-cs/reviews) - [Vinyl](https://www.g2.com/products/vinyl-vinyl/reviews) - [VXT](https://www.g2.com/products/vxt/reviews) - [Xero](https://www.g2.com/products/xero/reviews) - [Xero Practice Manager](https://www.g2.com/products/xero-practice-manager/reviews) - [Zapier](https://www.g2.com/products/zapier/reviews) ## Karbon Features **Setup** - Activities - Flows - Dependencies - Notifications **Platform Additional Functionality** - Cloud - Messaging - Payment - Portal **Payment Processing** - Encryption - Credit Card Processing - Mobile Payments - Digital Wallet Integration **Communication** - Client Portals - Automation - Consolidation **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Management** - Updates - Audit Trail - Integration **Platform Content** - Automation **Administration** - Reporting & Analytics - E-commerce Integration - Processing Fees - POS Integration - Omnichannel - Levels 1 & 2 - Level 3 **Collaboration** - Collaboration - Tasks **Platform Data** - Dashboard **Payment Options** - Multi-Currency - Online payment portal **Billing** - Time - Reporting - Invoices **Generative AI** - AI Text Generation **Security** - POS Verification **Onboarding** - Templates - Checklists - New Client **Agentic AI - Tax Practice Management** - Autonomous Task Execution - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - Workflow Management** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Platform** - Accounting integration - E-commerce Integration **Visibility** - Job Status - Metrics - File Organization - Audit Trail - Notifications - Integrations **Agentic AI - Accounting Practice Management** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration ## Top Karbon Alternatives - [TaxDome](https://www.g2.com/products/taxdome/reviews) - 4.7/5.0 (699 reviews) - [Canopy](https://www.g2.com/products/canopy-2026-05-12/reviews) - 4.6/5.0 (708 reviews) - [Financial Cents](https://www.g2.com/products/financial-cents/reviews) - 4.7/5.0 (243 reviews)