Karbon
Review of Karbon Software: system overview, features, price and cost information. Get free demos and compare to similar programs.
Overview
About Karbon
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Karbon Features
Karbon Integrations
Customer Reviews
See why people love Karbon
Alejandro M.
Verified UserWriting and Editing · Self-Employed
Improving but not yet there
Verified reviewer
The fixed some of the previous issues that were very annoying and were making morw difficult daily tasks
- Still needs to improve UI response
- The UI would need an update also soon, starting to look out of date
Jenny J.
Verified UserAccounting · 2-10 employees
Essential software for any practice
Fantastic software, worth every penny and I would highly recommend to any new practice owner. Investing time in initial training is essential to maximise your use of the software.
- The ease of managing my client communications, workflow and priorities
- I have received a lot of positive feedback from clients re the 'comment' feature
- Customer support is fantastic, responses are always very prompt and detailed
- The inability to create email rules or auto-replies in Karbon
- It would be useful to be able to add editable tables in emails
- Also, it would be beneficial to be able to add team members to an account rather than having to pay a full subscription for a team member requiring 'basic' functionality
Why they chose it
"Wasn't comfortable with the security of Tax Dome."
Alexa E.
Verified UserMarketing and Advertising · 2-10 employees
Essential for project and communication management
I have been using Karbon for years, and I will not be switching to an alternative platform. Karbon continues to evolve its software to better serve its customers, and its customer service is excellent -- you are always communicating with a real person within a reasonable amount of time.
- Karbon allows me to keep my time tracking, emails, and project management all in one place, and creates greater transparency within my firm
- It is an essential tool in running my business
It can at times be more difficult to track down an email in Karbon than it is to find it in my Google inbox
Why they chose it
"Its capabilities were more robust, and the email integration is essential to running my business."
Penny M.
Verified UserAccounting · 2-10 employees
Karbon is the best!
Overall, Karbon has been a great added feature in our business. It helps to keep us all on track and to have a full picture of what is happening in the business and for our clients. I wish I had implemented Karbon earlier than I did. To be honest the only thing that ever held me back was the price.
- I love that it keeps me and my team on track
- We always know where each task is up to and what each team member has completed
- We love that we have visibility of everything said and done via the timeline
- We love that task can repeat accurately and there isn't any chance of something being missed
- I love that we can attach emails to the client timeline which makes it much easier to find emails
- I love the search function, it can find emails, tasks, anything in a flash
- The price especially when I have 3 part time employees using Karbon for 2 days a week each
- I would love to see a pro rata cost for part timers
- Support isn't as good as i'd like it to be - this could improve
- Also having a presence in the Karbon facebook group to help with situations that pop up
Switched From
It just didn't have everything we wanted and needed. Karbon did.
Ziggy P.
Verified UserFinancial Services · 2-10 employees
Innovation at Karbon keeps coming
Love the innovation that keeps coming and love our BDM. They are constantly looking at new and better ways to make it more efficient for us
- The best feature for our team is Workflow Management, what a relief to be able to know where each work item / job is at for each client
- The Task Management really help with not forgetting some of the simple things that need to be done
- The fact that all the files and documents are stored in one spot and they can sync with our Dropbox is awesome
Sending emails can be patchy at times and slow at times and there are times when you're just sitting there waiting for example a "Forward email" to load
Switched From
Wanted all emails, notes etc in one place - the beauty of being able to assign emails to the timeline
Simon M.
Verified UserFinancial Services · 2-10 employees
Reflections about Karbon
Karbon is user friendly and easy to learn and adapt and unlike other systems, the speed is fast and data is handled securely. I would recommend the system to colleagues.
- Karbon is user friendly and task management is easy to follow and understand allowing one to comment for all team members to see if there is
- any task still pending and the reasons for the task not to have been completed on time
- So far, I am yet to come across any reason that I would consider
- In terms of complexity, the system is very easy to use
Switched From
The product lacked certain aspects of task prioritisation
Hamunyela N.
Verified UserAccounting · 2-10 employees
"Karbon: A Compliance Powerhouse with Room to Refine
Karbon’s AI tools assist with summarizing tax return results and integrating them into client emails, adding a layer of automation to client communication
- You can turn emails directly into tasks or assign them to team members without leaving your inbox
- Shared timelines and visibility into who’s doing what eliminate bottlenecks
- You can @mention colleagues, comment on tasks, and see every interaction with a client in one place
- Setting up templates, workflows, and automations can be time-consuming and requires precision
- If not done carefully, it can lead to inefficiencies or missed deadlines
Tanya N.
Verified UserAccounting · 2-10 employees
Reliable and efficient workflow tool for remote bookkeeping teams
Overall, Karbon has been a huge help in improving our workflow and accountability. It gives our whole team visibility on deadlines, communication, and progress in real time. It’s reliable, secure, and a great fit for managing bookkeeping and bookkeeping teams remotely. It's also a great investment and value for money. The benefits far outweigh the small limitations, and it’s now a key part of how we work every day.
- Karbon has completely changed how we manage our workflow and client communication
- The shared inbox and email-to-task feature make collaboration much easier across the team
- Task management is clear and structured, with timelines, budgets, and responsibilities all visible in one place
- It also integrates well with tools like Xero and offers strong security and user access controls
- Their customer support team is always responsive and provides practical help when needed
- Some pages take a few seconds to load when switching between clients or work items, especially when many tasks are open
- The reporting feature could also be more flexible, allowing custom views and filters without exporting data
- Email notifications can get overwhelming if not managed carefully, but it’s easy to adjust the settings once you get used to them
Pieter M.
Verified UserAccounting · 11-50 employees
Efficiency & Workflow
Overall I'm very happy and would highly recommend it to firms that are big enough to use it and get their money's worth. It will change your workflow management if used and set up the right way.
- I like the fact that is just makes my work life much easier in terms of efficiency and feeling in control
- Karbon really centralises a lot of things and also just makes filing and finding information way easier
- In essence it manages my workflow way better than any other software I've used
- Nothing really jumps out and comes to mind, but if I had to find something, I'd say there are small things that used to bother me, but I also got used to it or in some cases Karbon updated their software and now the issues were resolved
- Thus it shows how the customer support is also great
Basani Bestar B.
Verified UserAccounting · 11-50 employees
Automated and Workflow Management
I like the fact that it is integrated with many other software including outlook which makes it easier to just one in one system. The fact that you can communicate with internal and external people in one subject line which protect communication or sensitive information. The way it organize and automating a sequence of tasks to streamline operations and maximize organizational goals.
- Its user friendly, how it helps in planning and managing tasks
- It also keeps documents and information safe
- The way it helps our customer to also upload documents using the link and how customer get the support through it
- The rearrangement of emails and notifications and reminders
- The affordability while it giving a lot in return
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