Karbon Software


Karbon is a task management tool that offers functionalities such as task-scheduling templates, automated reminders, kanban boards and more. Along with task management, the solution offers features such as job management and client management. This makes the tool suitable for businesses that need a central repository of contacts as well as tasks.

One of the core capabilities of Karbon is its kanban board, which can be used to visualize and track tasks. The tool also allows businesses to sort tasks according to clients and team members, making it possible to understand project status in relation to employee capacity.

Additionally, the tool offers integrations with Gmail and Office 365. This allows users to turn emails into tasks. Likewise, details of email contacts can be directly added to the tool.  As a cloud-based solution, the tool can be accessed via web browsers.



112 Reviews of Karbon

Overall rating

4.75 / 5 stars

Filters:

Showing 1 - 20 of 112 reviews

July 2017

Anonymous

Review Source: GetApp


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

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.

May 2018

Elizabeth from Achen Henderson Chartered Professional Accountants

Company Size: 2-10 employees

Review Source: GetApp


Ease-of-use

4 of 5

Customer support

5 of 5

Functionality

4 of 5

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.

March 2018

Anonymous

Verified Reviewer

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

March 2018

Revolutionary accounting software that, if used to its full, will transform your practice or firm.

Increased visibility of all projects and undertakings in the practice. Ability to monitor deadlines and schedule reminders. The automated aspect of the software is an indispensable quality for our industry and the option to create client tasks which are housed in their own space (outside of email threads where they often end up getting lost or missed) and the automatic reminders that underpin these, have transform our service delivery times and accountability measures.

Pros

The templates for work items which serve as company systems and procedures as well as project management allows us to monitor staff performance while resting assured that work is completed accurately and timely.
We have more visibility than ever before and the software promotes the creation of new work in a way which defines 'how' it should be completed and so we now have operating systems and checklists for all our work. We know exactly what is and isn't being done.

Cons

Integration with 3rd party applications is still quite limited - we find ourselves duplicating data entry in some areas.
It would be great if the software allowed the use of custom fields to record data not currently catered for by the preset data fields.

May 2018

Diane from Self Employed

Review Source: GetApp


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

May 2018

The Project Management Tool that Manages YOU!

Pros

It's completely streamlined our business, increased profitability and reduced time wasted on looking for things, or duplicating tasks. It's really easy to setup and maintain and you don't need an administrator to manage it for you. We have much more control over our emails now, assigning them to work and colleagues and setting up work such as on-boarding, system setup, or IAS and BAS is a breeze using templates. Client tasks help us receive information from clients in a more timely manner.

There are too many features to list! But I'd pretty much tried everything on the market prior to Karbon and this - well it just ticks ALL the boxes and does what it's meant to do!

Cons

I'd love to be able to pin a note to the top of the work timelime. But that's not really a con, it's just a feature request!!!

June 2018

Dayna from Accumulus

Company Size: 2-10 employees

Review Source: GetApp


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

3 of 5

June 2018

What a great practice management Tool!

Pros

Karbon is a such a great tool for our team communication and overall management of our business. It helps to keep everyone on our team in the know with regards to what is happening with our clients with the easy to use features of assigning tasks, creating to-do lists & checklists, and following up on work. It's also helped take following up with clients off of our plate with their "assign to clients" feature that includes auto-reminders! Our team acclimated to Karbon rather quickly and they continue get excited when learning about new features.

I do need to mention that the customer support is excellent! Our questions/needs are responded to almost immediately. Lastly, Karbon is continually adding features and listening to what their customers are asking for...and it shows with their updates that are frequently being communicated.

In short...WE LOVE KARBON

Cons

The only outstanding items right now are Outlook & TSheets features. We'd like to see folders in Karbon for ease of access and organization with emails, along outlook calendar visibility. We'd also like the ability to edit time in Karbon to avoid having to open up the TSheets application to view/edit. But I know they are diligently working on adding additional features and I'm hopeful that we aren't too far away from these.

February 2017

Anonymous

Review Source: GetApp


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

February 2017

Game Changer!

I don't know how I managed my clients and jobs before Karbon ... I know it was a struggle! With Karbon, it is so easy to keep track of what you are doing for each client with all correspondence and documents relating to those jobs attached to each piece of work. You can search for jobs, emails, work etc, create To-Do lists, assign work to colleagues and so much more. I can recommend this app to all professional service businesses, particularly bookkeeping and accounting practices.

Pros

Super easy to set up
Very responsive support
Makes scheduling work very easy
Makes keeping on top of ad-hoc jobs and regular jobs very, very easy
Constant innovation and improvement of the app
Keeps all correspondence and emails relating to each job in one place
Searchable emails, work, contacts etc

Cons

I can't think of any cons!

November 2017

Chantal from Business Resource Center, Inc

Review Source: GetApp


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

4 of 5

November 2017

Essential Product for Accounting Workflow Management and Team Efficiency

Pros

I love the system in general. The personal training for team members was amazing. Additionally, it is wonderful to work with a company that really listens to feedback and suggestions. There are constant improvements and upgrades that the development team rolls out based on customer needs. All of the above combined with the basic features have made the product addictive! I truly cannot imagine my workday without Karbon.

Cons

It's a big investment for a small firm. I wish that the cost would come down a bit. However, if used properly this product can increase efficiency assisting to create capacity within a firm. It was also difficult to get full team "buy-in". There is a lot of initial set-up required to create full usability; however, once the time is invested it pays HUGE dividends by way of efficiency and standardized processes.

April 2017

Darren from Dardee Pty Ltd

Company Size: 2-10 employees

Review Source: GetApp


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

April 2017

I have been looking for a product like Karbon for the 7 years. Now I have it!

Pros

Karbon is the answer to all our problems. We have struggled with other software in the past. We have always found we needed to change the way that we do things to fit the system, rather than the system suit the way we do things. With Karbon we don't need to change anything. It suits the way we work. It has a huge amount of flexibility without being so flexible you don't know where to start. You just get started and go from there. There is no huge learning curve and even if you do need help the Support is fantastic.

Cons

None. There is nothing to say other than positive things. Even if there were some the Karbon team are very approachable about new features or tweaks.

May 2017

Anonymous

Review Source: GetApp


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

May 2017

Task Management - We're now at our best!

Pros

Thanks to Karbon, we are totally organised and know where we're at all times. With each email, you can either clear from the triage or assign to a colleague with a due date of expected completion which is attached to a piece of work. You will never forget a task again. Their search function make's it easy to locate information from many different platforms within Karbon. Karbon is so user friendly and their support team is the best I've ever experience. Can't rate this product high enough.

Cons

No time tracking - but I know it's coming as they listen to their users. Karbon are always looking at ways to improve their product.

August 2018

Anonymous

Review Source: GetApp


Ease-of-use

5 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

5 of 5

August 2018

Excellent Management Tool

Pros

Allows for a highly organized system for all facets of your business. Having the ability to delegate and assign work, check on the progress of each task by creating checklists, and have your email filtered in so that nothing is overlooked has been immensely helpful to our business.

Cons

I suppose depending on the size of your team, it can get expensive, however I do believe the benefit and time savings would outweigh the cost. I would also like to see a better notification system when checklists have items left unchecked for more than the duration of the job post. This would help prevent steps being overlooked or ignored.

June 2018

Anonymous

Review Source: GetApp


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

June 2018

An app that keeps us organized and on top of our workflow

Pros

The workflow management using Kanban just makes it so easy to see what needs to be today, tomorrow and in the future. Workflow templates are an awesome way to get organized and allow for an efficient way to get client work done. The checklist format in work templates is great, one of our staff setup a complicated payroll for a client via a template that now anyone can go in and do that client's payroll without wonder if they missed something. Definitely a must have app for accounting workflow.

Cons

No custom fields ability, we send out birthday cards to our clients and we can't keep track of that in Karbon at the moment.
Email scheduler so we can do up an email and schedule to send it out later.
Email templates would be a great feature too.

November 2017

Anonymous

Verified Reviewer

Review Source: GetApp


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

November 2017

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

Pros

The software is so simple but yet so amazingly powerful. You don't have to spend hours and hours getting it set up. You can just jump right in and use it and then add more as you get familiar with the software. So many times I have to invest tens of hours to get an application set up only to be frustrated that it is not functional weeks after purchase. With Karbon you can just jump right in and start using it and refine it as you learn and use the software. The onboarding team is amazing and very responsive. Customer support is the best I have ever experienced. Available 24/7 and immediately responsive. This experience will be the one I measure all others by, from now on everyone must meet the Karbon Standard.

July 2018

Anonymous

Verified Reviewer

Company Size: 2-10 employees

Review Source: GetApp


Ease-of-use

4 of 5

Customer support

5 of 5

Functionality

5 of 5

July 2018

Project Management Tool Tailored to Accountants

Pros

This tool is so flexible and customizable; it could be set up to fit the needs of many different accounting firms, and even businesses outside of accounting looking for project management. It is great that it links to your email so you can add to-dos directly from emails. You can also communicate within the team through notes, and store all communication with clients in one place. From a management perspective, you can slice and dice work items in many different ways (by team member, client, type of work, status of work, etc). This tool will really do most anything you need in terms of project management.

Cons

I could get nitpicky and say I wish the scheduled work was more flexible in naming conventions and dates (for instance I want this work to be due every 1st Monday of the month). And it would be really great if you could get auto notifications when work or tasks were completed, or if tasks could be dependent on each other. Otherwise, as long as you spend a little time on the front end designing how you want it to work for you, Karbon is great.

March 2018

Alison from HPC Accounting & Tax

Review Source: Capterra


Ease-of-use

3 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

3 of 5

March 2018

Good Project Management - Still Needs a Little Work

Pros

I like that the app looks great, it has really great potential to be the perfect project management software in the future. I use it as a checklist for all my work items. The client task option is also great for reminding our clients of outstanding items we need from them.

Cons

It's slow to load your work and sometimes work gets lost in the To-do's if they aren't assigned correctly by your colleagues (which is common when we are really busy). Karbon is willing to take our comments and ideas into consideration and always have great customer service.

June 2018

Anonymous

Review Source: GetApp


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

June 2018

Karbon has taken me to another level.

Pros

I've been looking for a solution like Karbon for a few years. I'm a sole trader right in the middle of 52 different financial year end client jobs (I am juggling 52 clients in a 10 day window right now). I am normally out of control at this time of year, but I have found time write this. Each job is scheduled, I know who is waiting for who, how many hours I need and importantly the dollars to flow in. All emails around these jobs are connected to the job. If the jobs have issues (as they are doing as I type), I can move the timing easily and make notes. Generally extra work flows from these jobs and I can now slot that into a future, less crazy time, and it won't be missed. In the past, year end has been a highly stressful, unpleasant time, but I am in control. I've used CRMs before but they were sales focused and I needed work focused. I'm in for the long haul with Karbon.

Cons

I am looking forward to ongoing product development. I've seen great new features in the first 3 months already.

February 2017

Lielette from All That Counts Pty Ltd

Company Size: 2-10 employees

Review Source: GetApp


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

February 2017

No excuse to forget a piece of work again

Karbon has been instrumental in shifting our practice from working in silo's to working as a cohesive team. From on boarding new clients to projects and regular compliance work we have it all covered now with Karbon. I rarely use my email Outlook folder. Training the brain to open Karbon daily was an initial challenge but once you overcome that hurdle you can't imagine running a business without it. I wish Karbon was around when I was a Sole Practioner as it would have expedited our growth rapidly. There are new features being added each week which is great for us.

Pros

On boarding process was fantastic
Great training provided
The team at Karbon are always willing to answer any question
Integrates with our QBO file.

Cons

A little pricy but so too is losing clients because you forgot to lodge their BAS or something important.

June 2018

Kirsten Marie from SRK Accounting

Company Size: 2-10 employees

Review Source: GetApp


Ease-of-use

5 of 5

Customer support

5 of 5

Functionality

5 of 5

June 2018

Revolutionise your practice management methods!

Pros

Get rid of the spreadsheets, reminders, to do lists, annoying pieces of paper lying around- Karbon encompasses all elements of practice management in an easy-to-use, robust and inclusive manner. Features such as scheduling and triage enables work to be assigned to different colleagues, and then kept on top of! Client tasks also ensures that clients are kept in the loop with their tasks and this saves the firm time chasing for info. The support provided by the Karbon team is excellent. Would highly recommend for all accountancy firms.

Cons

Can take a little while to be accustomed to, however as stated the support is excellent and the features are easy to navigate!

February 2017

Aaron from HPC

Company Size: 11-50 employees

Review Source: GetApp


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

February 2017

Quick to learn and heaps of support!

Our firm was looking for something that could help us easily manage our day-to-day activities easily. Karbon definitely has given us that capability! With its features growing more and more we find ourselves consistently integrating new and value adding practices. The support team at Karbon thoroughly listens and takes notes on what its users want and prioritizes and implements those things timely with lots of training and how-tos accessible.

Pros

There's less slipping-through-the-crack items
Setting up projects is a breeze and recurring work ACTUALLY works
Lots of customization within projects
Creating to-dos from emails and on the fly
Karbon support is the best

Cons

More people aren't using it!

June 2018

Brooks from System Six Strategic Bookkeeping & Analysis

Company Size: 11-50 employees

Review Source: GetApp


Ease-of-use

5 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

5 of 5

June 2018

Karbon is Legit

Pros

Karbon has improved the efficiency of our company and centralized most of our processes all in one place. Checklists, client details, projects, work assignments, it's all in one place. There is now no question on who is performing what task and responsible which project, and all the information we need to perform our tasks is right there. I highly recommend Karbon to any company that want's to grow and make things easier for themselves!

Cons

It will force you to re-think how you work, which is the entire point! If you think this is a con, take it as such, but for all of us who are looking for a better way to work, Karbon is for you.

June 2018

Joe from Avalon Accounting

Company Size: 2-10 employees

Review Source: GetApp


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

June 2018

Simply Awesome Software

Pros

- One stop shop to see everything that is going on within the firm
- Multiple ways to view information to manage work or see the tasks I need to do
- Easy to oversee lots of pieces of work
- Manageable inbox
- Work templates make workflow standardized and easy to accomplish
- Team actually uses (and loves) it!

Cons

- A bit hard to navigate to information within a client record - simple design mean sometimes there is a lot of clicking
- No mail merge/email template database yet - have to keep an external email template database and add to commonly sent emails.
- Beautiful design can come at a cost of having to click around a bit.