Karbon Overview of Reviews & Product Details - 2025
Categories
Explore by Category
  • Analytics Tools and Software
  • Banking, Finance, Money & Insurance
  • Collaboration and Productivity Software
  • Creative Tools
  • Customer Service Software
  • Development Software
  • Healthcare & Medical Services
  • Human Resource Software
  • Marketing Software
  • Security Software
See All Categories
Karbon
85%
Visit Website
85%

Karbon is a collaborative work management software for accounting firms, providing a unified platform to streamline workflows, automate tasks, enhance communication, improve client management, and boost team productivity, visibility, and control.

Overview

Explore Karbon

Power Up Your Accounting Firm with Karbon – The All-in-One Practice Management Platform

Karbon is a cutting-edge practice management solution tailored for accounting firms, integrating email, workflows, collaboration tools, and client communication into one unified platform. It...

Power Up Your Accounting Firm with Karbon – The All-in-One Practice Management Platform

Karbon is a cutting-edge practice management solution tailored for accounting firms, integrating email, workflows, collaboration tools, and client communication into one unified platform. It streamlines operations, boosts team efficiency, and ensures timely, high-quality client deliveries. Built to centralize processes and improve transparency, Karbon empowers modern practices to scale effectively.

Why Choose Karbon?

Karbon excels with its robust capabilities designed to meet the needs of accounting professionals:

  • Comprehensive Workflow Management: Easily create, customize, and manage workflows using features like Kanban boards, task automation, and powerful templates tailored to accounting practices.
  • Integrated Email Collaboration: Link emails with tasks and projects directly, reducing inbox clutter and aligning communications with actionable items for better accountability.
  • Client Task Management: Automate client follow-ups, request documents, and simplify communication with shared client portals for seamless interactions.
  • Scalable Team Coordination: Assign tasks, monitor progress, and track job status across teams with full visibility into workloads and deadlines.
  • Data Insights & Reporting: Access real-time metrics, capacity planning tools, and reporting to make informed business decisions and optimize firm productivity.

Who is Karbon For?

Karbon caters to accounting professionals and firms looking to modernize operations and improve compliance:

  • Accounting Practices: Ideal for firms managing high volumes of recurring client work and looking to optimize workflows and drive collaboration.
  • Growing Firms: Provides scalability, offering tools to accommodate expanding teams and client bases while maintaining service excellence.
  • Remote Teams: With cloud-native infrastructure, Karbon connects dispersed team members, enabling seamless collaboration from anywhere.

Flexible Pricing Plans

Karbon offers three pricing tiers to suit firms of varying sizes and requirements:

  • Team: Perfect for smaller teams, starting at $59/user/month with essential workflow and collaboration features.
  • Business: Ideal for firms requiring automation and integrations, starting at $89/user/month.
  • Enterprise: Custom plans tailored to large firms with premium support and custom integrations.

In summary, Karbon is an advanced, user-friendly solution that redefines practice management for accounting firms. From streamlining workflows to improving collaboration and centralizing client communication, Karbon is the indispensable tool for firms aiming to enhance efficiency, visibility, and scalability.

Show Less Show More
Review

Karbon Satisfaction and Score

Karbon Score and Review

See Karbon pros cons, the conclusions and the subscribed score

85% Subscribed Score
Compare Karbon to others

Notion

88%

Airtable

85%

Asana

0%
Free Trial
Get a Free Trial of Karbon - No Credit Card Required!
Get Deals
Videos

See how Karbon works on Video

Pricing

Karbon Pricing and Features

Karbon Pricing

See Karbon pricing and features for each package

$79-$99/Month
Experience

Karbon Product Experience

Cancellation

Steps to Cancel Karbon Subscription

Karbon Pricing

Steps to Cancel Karbon Subscription.

Canceling your Karbon subscription is a straightforward process. You can follow a few simple steps to initiate the cancellation or explore options to switch to a different plan. For detailed instructions, refer to Karbon Cancellation Guide.

FAQ

Most frequent question about Karbon

What is the difference between due date, to-do period, status, and last activity in Karbon?

Karbon provides a comprehensive overview of job status across the entire team with a single source of truth. This includes due dates, to-do periods, status updates, and last activity records, ensuring that all team members are on the same page and that no tasks fall through the cracks.

Can I see To-do's in My Karbon account?

Unfortunately, the Karbon account does not currently display To-do’s. This feature is not available for viewing in the account.

How do I contact Support & Interact with Support in Karbon?

Karbon offers support through various channels. You can reach out to support through the Karbon Help section, where you can find detailed guides and answers to common questions. Additionally, you can interact with support through the Karbon Community, where you can ask peers and industry professionals for help crafting the perfect workflow.

Does Karbon have a referral program?

Karbon does not explicitly mention a referral program in its publicly available resources. However, it does offer a comprehensive platform for managing accounting practices and enhancing productivity, which could potentially lead to referrals from satisfied customers.

With which email clients does Karbon integrate?

Karbon integrates with popular email clients such as Google and Outlook, allowing seamless management of emails and tasks within the platform.

Alternatives

Try these alternatives of Karbon

Notion is an all-in-one workspace and note-taking app, offering versatile and collaborative features for individuals and teams. With customization options and real-time collaboration, it caters to various users, including individuals, teams, students, and business professionals, providing a unified solution for note-taking, project management, and knowledge sharing.

Airtable is a versatile, cloud-based collaboration platform that combines the simplicity of a spreadsheet with the power of a database. Organize, share, and collaborate seamlessly on projects with ease.

Asana, a leading project management platform, streamlines workflows and enhances team collaboration. With features like task organization, real-time communication, timeline views, and customization, Asana caters to project managers, team leaders, cross-functional teams, and freelancers, fostering efficiency and project success