About Karbon

Karbon is a workstream collaboration tool that acts as a work and communication hub for medium and large businesses. It offers functionalities such as email integration, internal communication, workflow management, task management, client collaboration, CRM, work templates and more.

Karbon is built from the ground-up to provide visibility, which makes it ideal for teams who need to collaborate together across different departments and locations. The fact that Karbon allows for collaboration in context of the work itself separates it from many other workflow and communication products.

As well as improved visibility, other core benefits of Karbon include efficiency gains, increased output, greater throughout, and the abili...


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Supported Operating System(s):

Web browser (OS agnostic)

143 Reviews of Karbon

Average User Ratings

Overall

4.76 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

5.0

Functionality

4.5

Ratings Snapshot

5 stars

(112)

112

4 stars

(28)

28

3 stars

(3)

3

2 stars

(0)

0

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 143 results

March 2021

Alissa from Virtual Heights Accounting

Verified Reviewer

Company Size: 2-10 employees

Industry: Accounting

Time Used: Less than 6 months

Review Source: GetApp


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

March 2021

KarbonApp for the Growing Firm

Wonderful and I can't wait to continue to gain further best practice and utilize all the components around capacity planning etc.

Pros

We implemented Karbon only a short time ago and I am already seeing significant impact on my time through the ease of delegation of specific tasks and the ownership of those tasks to be able to check provide oversite. My staff has had a similar response and although it has been a learning curve we all see the potential and benefits.

Cons

There are a few items around being able to apply templates after work is created (currently you cannot do this only at creation). It also takes the server five minutes or so to show a contact that you add which is a pain when setting up new client work. We had asked to have contact emails imported and although they were provided for some reason they did not get imported (that combined with the delay was a bit of a pain). A few other items are more about learning how to get the best use out of all so I would argue are not dislikes but more learning curves as it changes the way you work significantly with the implementation of triage. Overall the team at Karbon have been great in answering any questions and give a lot of opportunity to show you best practice even when you choose the self implementation option. I do hope they create more integrations with Xero Accounting Software as they do with QBO.

Reasons for Choosing Karbon

Karbon's Triage tool was a big selling point and really just seemed very much next GEN. Jet Pack Work Flow had great functionality but was lacking on some of the tools that Karbon has built in. It was a tough decision though as some of the team completing the demo's really liked Jet Pack.

Reasons for Switching to Karbon

We used a variety of tools (Slack, XPM and email) and Karbon allowed us to consolidate much of this which eased time and transparency. My staff really did not like the functionality of XPM other than as a list of deadlines. Karbon is much more than that.

November 2020

Andrew from Newman Associates

Verified Reviewer

Company Size: 2-10 employees

Industry: Accounting

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

3.0

Customer support

5.0

Functionality

4.0

November 2020

Better but not Best

Karbon support has always been great. Higher ups are not accessible. While they always solicit feedback, it never seems to get heard. They seem to be chasing markets and customers right now and not focusing on their existing clients and how they can help them be more productive.

Pros

Karbon has revolutionized Workflow for accountants. Truly taken it to a new level. It does so many things so well that it is hard to not take those features for granted until you compare it to other similar software. Here are some exceptional features While not perfect, the email integration is great Creating and managing projects is relatively easy and painless Client task management is excellent and extremely useful Automations is work is great team collaboration is very good especially at the task level Mostly great utilization of screen realestate.

Cons

Todo list is frustrating for me. Being a Franklin Covey person, i want more control over my todo list. I cant export my todo list either which would help mitigate this issue. Not enough control over tasks. Task list can be overwhelming and thus not useful No proactive feedback about assigned tasks or notes. IF I assign someone a task, email or note, I want to know when they have done the work and if they have not done the work. I want automatic feedback on this. I want more shortcut icons. Some steps are really "clicky" I wish there was much better app integration. This is very limited. On a task list, if a task does not apply to a client I want to mark it NA. Not delete it or mark it complete with a comment. I need more flexibility on labeling clients. For example I want a job to be flagged as extended and not just have a temporary status of completed.

Reasons for Choosing Karbon

With all my frustrations with how good the product could be, it is still much better than the rest as far as I can tell.

Reasons for Switching to Karbon

Not so much a switch. DocIt is still my DMS but Karbon is now my workflow manager

April 2018

Amy from Streamlined Accounting Strategies

Company Size: 2-10 employees

Industry: Accounting

Time Used: Less than 6 months

Review Source


Ease-of-use

3.0

Value for money

1.0

Customer support

2.0

Functionality

3.0

April 2018

Not worth the money - there are lots of other options

I hope it's improved since I tried using it. I know Karbon has a lot of positive reviews, and it has always confused me because I liked a lot of the other project management applications we looked at better than it. But who knows - maybe my brain just doesn't work right for this particular piece of software.

Pros

It's a good-looking, flashy app. I liked being able to assign emails to coworkers and clients and my own tasks. Full disclosure: we used this for about three months at my company and then abandoned it. It just was not helpful to us.

Cons

My list of complaints about Karbon is long. Mostly, I feel like they hint at features that only technically exist. For example, Karbon integrates with QuickBooks Online, but I cannot understand why. It doesn't pull in relevant company information from QBO - not even company addresses. Those have to be manually entered. And yes, you can read your emails in Karbon, but you lose a lot of Gmail functionality when you make the switch: you can't sort emails into folders, save contacts into segmented lists, etc. Emails aren't even marked as read in Gmail! And, Karbon doesn't sync your contacts from Gmail. It brings in everyone you've emailed with. This is not helpful and extremely messy. There is no Google Calendar sync, which is what I use to sync my iCalendar and send my times and dates to all of my devices. So I just found Karbon really frustrating, especially at the price point - I feel like a lot was promised that wasn't delivered.

April 2021

Olivia from Belfast Bookkeeping Services Ltd

Verified Reviewer

Company Size: 2-10 employees

Industry: Accounting

Time Used: More than 2 years

Review Source: GetApp


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

April 2021

Awesome Practice Management Software for Accountants and Bookkeepers

Excellent and thrilling

Pros

Karbon is right at the top - best software available - permanently developing and adding features - super support

Cons

there is nothing I don't like - Karbon is spot on perfect

Reasons for Choosing Karbon

Karbon seemed the most modern and foreword thinking - and indeed it is

November 2020

Marni from Black Sheep Services

Verified Reviewer

Company Size: 2-10 employees

Industry: Accounting

Time Used: More than 2 years

Review Source: GetApp


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

November 2020

Why I picked KarbonHQ

This software has given us the visibility to see all of the work that we have. Before this we were all siloed in our inboxes, now we have shared communication and collaboration on work.

Pros

I like the fact that this software gives me visibility on Work that is not complete, by person, by budget, by client, by type of work. The flexibility of seeing reporting is great.

Cons

The ability to search emails needs improvement. You can do it, however it is more effective to use Outlook.

Reasons for Choosing Karbon

It incorporated the best of all of the products. It gave us Email, Work (Project) Management, Repeating Tasks and Schedules, Client email requests and template with Auto Reminders

Reasons for Switching to Karbon

We needed an environment that was easily shared, a place to download all of the tasks that individuals were doing and make notes so that we had written procedures, we wanted the visibility on all of the work that was due without having to go look at individual files.