Product is very easy to use and makes keeping client communications together really easy which in turn helps make us as efficient as possible.

Ease of use, easy to delegate and integrate with mail. Easy to follow up on where minor task are up to.

If someone does not use it fully, it does not work as well.

The best thing about Karbon is that it integrates with your email.

Easy to use software, awesome customer support and pleasant onboarding experience.

Staff became confused with assigning and allocating work tags.

The ability to monitor workflow, tag emails to client as well as the specific work being done is priceless. Information doesn't get misplaced and its so easy to stay on top of deadlines.

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

It is a great tool for project management. It helps us to know what work is pending and how it can be completed.

An excellent project management and client communication tool with excellent support.

Only downside is the search function on emails, currently there is no ability to filter by a client or individual however we have been informed this is coming soon.

The client requests are user friendly for the clients and us. All emails are allocated to work or the client.

Lack of Xero integration, which I understand to be a Xero problem, not a Karbon problem.

Really good system... which is the next step if you used Trello and Podio etc. It is backed by some great people who respond very quickly... brings method to your practice.

Staff are responsive and helpful when needed. Lots of useful and timely webinars are also provided.

Email integration, and the level and ability of their support team to help with all our issues. They offer fantastic training and are very much there for you when you need them.

Amazing how much mental clutter you can gain by getting rid of your email inbox.

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.

The customer service is excellent, the updates are really regular - the forward focus is good.

It is easy to use from the get-go and visually pleasant to be in. I love the continual innovation by the Karbon team.

It has essentially helped us provide better customer service while making our team more efficient.

Awesome Practice Management Software for Accountants and Bookkeepers.

I have the ability to set up password protected tabs and that is great for managerial information. I am able to communicate with my entire team effectively.

Teams is by far the best all in 1 working from home solution currently available. It has excellent quality video and audio and lots of features that make life easier.

Fantastic system that I would recommend to anyone - it helps collaboration increase hugely, and is much easier to use than its competitors.

The benefits are that we have a good, strong tool for collaboration that came bundled in a package we would be buying anyway.

The ease of use and the great UI of the application is the best part. There is lot of options in chats for everyone to respond and react to it.

Honestly, I LOVE Microsoft TEAMS and couldn't be more thrilled my company switched from webex to TEAMS.

Microsoft Teams is a great software that enables uninterrupted communication among colleagues. It is very reliable and cost-effective.

Another annoying function is that anyone can mute everyone, resulting in a confusing mess when more than one person tries to speak. A hierarchical approach to the problem would make sense.

We had this problem of not being able to connect to Microsoft Teams and the lack of a support channel we were unable to solve the problem.

We share files and other Task posts and are always concerned about someone accidentally deleting something and how we'd be able to recover or Go Back. Not sure, but it might just be my ignorance.

Teams overall is great and I’d recommend it. The platform for not just calls is good, but the internal communication that it allows for is second to none.

It is a simple, easy to use software with robust features to allow good communication via chat, and great live chat. Including blurring the background.

Also, the integration with Microsoft Outlook is apparently difficult, and according to our IT department, it was quite costly.

It's really easy to use and easy to manager, the video and sound are great quality and connectivity is reliable.

With the current pandemic situation, Teams has been a big lifesaver to us. It is easy to use, all integrated application with good customer support.

It does not obey the the OS X so not disturb setting. There is a horrible waste of whitespace.

What I like most about MS Teams is the collaborative ability it affords teams to more effectively work together, especially where operational continuity is an imperative for certain processes.

Microsoft Teams is a great app for communication among company members as it's easy to use. It comes as part of Microsoft Office package which makes it a great value for money.

Good, I have enjoyed using microsoft Teams, its a great way to get information to coworkers quickly.

I like the creativity built in with video backgrounds and the ability to choose your own pictures/themes. Definitely made some office meetings more fun.

It also has a very good customer support to help in accessibility and support of software.

For the most part, I and most of my organization struggle with Teams. It is fairly poorly designed and that comes from its clunky architecture.

Sound quality is excellent, easy to user, layout is great and I love the built in integration with OneDrive and SharePoint. Makes collaboration a breeze.

When you have a bad internet connection, the video and audio are bad compare to zoom with the same internet condition.

I have used Teams a few times as a user, I have found it easy to navigate, good picture quality and solid product really. Premium accounts are well priced too, good functions.

Not only does it provide good video and sound quality but it also enable users to utilize useful function and integration like background theme, file sharing or private rooms.

The interface is amazing and its combination with windows makes it easy to learn and use. Its a great utility for mutiple purposes.

Audio and video quality is very good. Very easy to manage and share meeting notes as you can instantly them over chat and they will persist.

The call quality is fantastic, significantly better than Slack. I was surprised that it actually offered a dark mode on OSX.

There are many creative ways to use and integrate Teams into your work day, both for productivity and pleasure.

US Dollar

Karbon is the collaborative practice management platform for accounting firms. It brings your team, clients, systems, and data together in one place, significantly improving visibility, efficiency, and connectivity no matter where your people are located.

Visibility & Control. Enjoy peace of mind knowing where every job stands, who’s working on what, and what’s being said to clients. 

Automation & Efficiency. Get more out of every team member by automating tasks, standardizing common processes, scheduling data collection and scaling onboarding.

Collaboration & Connectivity. Unite the firm with one place to collaborate on email, clients, jobs and tasks. Get more work done together, whether people are remote or in the office.

Let Karbon do all of the chasing for you by automating client requests and reminders. Clients become part of your workflow, so they know exactly what they need to action, and you know what you are still waiting on.

Standardize your work with Karbon templates, ensuring processes don’t break and quality is maintained as your team evolves and grows.

Don’t waste any more time on low-value admin. Set recurring work to repeat on automatic schedules so that no future client job will be missed, no matter how far ahead it is planned.

Guarantee your firm’s success with Karbon. 

LongDescription

File Management

Commenting/Notes

Deadline Management

Milestone Tracking

Project Workflow

Employee Management

Messaging

Status Tracking

Due Date Tracking

Time Tracking

Project Templates

Customizable Reports

Document Storage

Access Controls/Permissions

Activity Tracking

Timer

Progress Tracking

Task Board View

Workflow Configuration

Task Scheduling

Financial Management

SSL Security

Real Time Editing

Single Sign On

Project Planning/Scheduling

Project Management

Task Planning

Approval Process Control

Rules-Based Workflow

Projections

Communication Management

For Accountants

Brainstorming

Customer Database

Resource Management

Customizable Fields

Collaboration Tools

Assignment Management

Template Management

Scheduling

Data Import/Export

Multiple Projects

File Transfer

Contact Management

Audit Trail

Content Management

Configurable Workflow

For CPA Firms

Project Time Tracking

Email-to-Task Conversion

Mobile Access

Discussions/Forums

Role-Based Permissions

Client Portal

Real-Time Notifications

Workflow Management

Real-Time Updates

Email Management

Project Tracking

Percent-Complete Tracking

File Sharing

Activity Dashboard

Alerts/Notifications

Reporting & Statistics

Task Editing/Updating

Time & Expense Tracking

Reporting/Project Tracking

Chat/Messaging

Customizable Templates

Business Process Automation

Accounting Integration

Create Subtasks

Real Time Reporting

Kanban Board

Customizable Branding

To-Do List

Compliance Tracking

Budget Management

Reporting/Analytics

Recurring Tasks

Parent Task

Prioritization

Customizable Dashboard

Task Tagging

Client Management

Staff Management

Import Tasks

Drag & Drop

Tagging

Secure Data Storage

Project Planning

Task Progress Tracking

Third-Party Integrations

Task Management

Document Management

@mentions

Search/Filter

Web browser (OS agnostic)

Karbon has three different pricing plans with the most popular one being Business. Karbon offers an annual and monthly subscription. It starts at $59/month if billed annually, or $75/month if billed monthly.

Email/Help Desk

FAQs/Forum

Knowledge Base

24/7 (Live Rep)

Chat

2-10

11-50

51-200

201-500

501-1000

1000+

Karbon

In Person

Live Online

Webinars

Documentation

Videos

Microsoft Teams is a cloud-based group chat solution that helps teams collaborate on documents. Its key features include messaging, conferencing and file sharing. Microsoft Teams has replaced Skype for Business as Microsoft's online meeting solution.

The solution helps users store files online, manage documents, create groups and receive notifications. It is customizable for each team and users can communicate through instant messaging, online meetings, calling and web conferencing. The collaboration tool can be used to work on files within Microsoft 365 apps such as Word, Excel, PowerPoint and Sharepoint. Additional features include open application processing interface, assistant bots, conversation search, contact search, and multi-factor authentication.

Microsoft Teams integrates with third-party applications such as GitHub, Microsoft Office, Power BI, Delve, Planner, Trello and more. The application is available on a one-time subscription and support is available via phone and online help desk.

Call Transfer

Online Voice Transmission

Surveys & Feedback

User Management

Personalization

Meeting Management

Real Time Screen Sharing

Two-Way Audio & Video

Application Management

Presentation Tools

On-Demand Webcasting

Meeting Notes

Screen Capture

Screen Recording

Calendar Management

Agenda Management

Targeted/Locked Screen Sharing

Presentation Streaming

Private Chat

Call Routing

Recording

Availability Indicator

Screen Sharing

User Profiles

Meeting Room Booking

Audio Capture

Annotations

Event Scheduling

Social Media Integration

Microsoft Teams is available as part of Microsoft Office 365 subscriptions. Premium plans start at $4.00/user/month and are subject to an annual commitment. 



Karbon vs Microsoft Teams

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Product Demo & Screenshots

Advisor Recommendations & User Awards

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