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 ability to determine what work and ...


Read More

Supported Operating System(s):

Web browser (OS agnostic)

125 Reviews of Karbon

Average User Ratings

Overall

4.73 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

5.0

Functionality

4.5

Ratings Snapshot

5 stars

(97)

97

4 stars

(24)

24

3 stars

(3)

3

2 stars

(0)

0

1 stars

(1)

1

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 125 results

August 2019

Lisa from Compere Robinette CPAs

Verified Reviewer

Company Size: 11-50 employees

Industry: Accounting

Time Used: Less than 2 years

Review Source: GetApp


Ease-of-use

5.0

Value for money

5.0

Functionality

5.0

August 2019

Communication reduces staff frustration and is the key to excellent customer service!

Exceptional. Karbon continually makes improvements to their products. They look for suggestions from the users and are happy to accommodate finding a solution for a specialized request.

Pros

Our staff enjoys the Triage function and visibility of communication most about Karbon. With having a team approach to most of our client work, it's important for everyone to know details from client interactions. This has helped us to be more efficient, batching questions and keeping us from contacting the client repeatedly for the same thing. It has essentially helped us provide better customer service while making our team more efficient.

Cons

I would like to have more options of labeling clients, helping to narrow down a specific group of clients to target for an email message or reporting purposes. Filter work by work title instead of work type.

Reasons for Choosing Karbon

Triage function. We also felt like Karbon was specialized more towards Project Management for the firm as a whole. Canopy was specialized in income tax work.

July 2017

Mariel

Verified Reviewer

Time Used: Less than 6 months

Review Source: GetApp


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

July 2017

The Superman-Batman-Crocodile Dundee-Indiana Jones-Dog Whisperer of Team Communication and Project Mgmt Tool

Have you ever wanted ONE SPOT to check email, delegate task, manage projects and customers? Karbon is IT. NOthing else compares to this robust, all inclusive system. Forget Twist and Slack, and your gmail or outlook, zendesk and all the rest. This program, while made for the accounting industry, is the perfect solution for any industry, and even a single individual could use it, but it shines with many users. No more multiple things to check and manage, it's all in one place. From Triage, you empty your inbox for email and @ tags from within the system and assign emails to other team members, create work from emails, and all correspondence tracks back to both contacts and pieces of work, so nothing is ever lost or hard to search. This is the most intelligent productivity solution available; I've tried many to disappointing results and now will stay with Karbon and not continue to look further. You can see work for the whole business, for yourself, and separately for your team. You can assign work to others, you can even assign tasks to clients and people outside your team, so they have their own checklist, which has comments and attachments - no more 10k emails! You can break down work into sections with different checklists and assign each task it's own team member and due date. You can drag and drop tasks to different dates. You can have templates for work to make creating work easy. You can make client tasks in these templates and also schedule repeating work. I can't go on, there are too many things that are amazing about this program. Do yourself a favor and try it out. I put it off for 8 months and after 2 days was hooked. 5 months later, it just keeps getting better and easier as we get more proficient using the program to its full potential. AMAZING! Nothing less than Amazing. Nothing slips through the cracks with Karbon.

Pros

Everything about Karbon.

Cons

They have both of these on their Fall 2017 roadmap: 1) time clock for job/client/employee time tracking (which is the only other external program we now use and can't wait to only use Karbon for everything); 2) Canned Responses (template emails plug & play). Coming soon, and I can deal with these cons because of everything else has saved so much time.

September 2020

Graeme from Graeme Tennick & Co

Verified Reviewer

Company Size: 11-50 employees

Industry: Accounting

Time Used: Less than 2 years

Review Source: GetApp


Ease-of-use

4.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

September 2020

The possibilities are almost endless

Support has been fantastic and it has taken a while but they guys have been there throughout to help us.

Pros

Well where do we start - how we are now more productive with e-mails, the work flow tasks, the dashboards and now Insights!

Cons

Budgets, time and fees are the main things that are lacking as is the issue with the inflexibility of deadlines but hopefully we might have found a workaround.

Reasons for Choosing Karbon

Additional functionalities

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.

May 2018

Elizabeth from Achen Henderson Chartered Professional Accountants

Verified Reviewer

Company Size: 2-10 employees

Industry: Accounting

Time Used: Less than 6 months

Review Source: GetApp


Ease-of-use

4.0

Customer support

5.0

Functionality

4.0

May 2018

Huge Potential to help me support the accountants in my firm

Pros

My Motto for every day is "How can I help you today" and Karbon is my best asset For helping others. When the accountants in our office need a report or need to know if something has been done and they are too busy to check I can filter All Work in KARBON and bring it down to the file they are looking for in a very short time. I can have their answer back to them quickly and in a manner, they can use. I can check for each client what tasks are overdue and through notes on the file keep all the involved managers and partners aware of timing for their involvement in the file. When you learn to use the filters correctly the information you need is easily accessed and up to the minute. Karbon and I work as a team to send emails, keep notes, report findings, and make sure that "no client ever falls through the cracks - and calls to say "you forgot this - now I have to pay a penalty..."

Cons

Until you learn that the secret key to Karbon is FILTER - FILTER - FILTER then it is almost too big a program and under-utilized by a number of people. One of our senior partners summed it up like this "Imagine the only way you have to communicate to the office is through the KANBAN view in KARBON" this view teaches you to make notes, share emails, FILTER All Work and generally get as upclose to the file as you can so all the participants can work on any file in the company confidently knowing that they are working with the latest information. The only true Con is the magnitude of the learning curve. But with the seminars and help articles, you can feel supported and know you are not alone. There are many people who can help you out. There are WAY more pros than cons - really.