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 ...


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Supported Operating System(s):

Web browser (OS agnostic)

132 Reviews of Karbon

Average User Ratings

Overall

4.77 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

5.0

Functionality

4.5

Ratings Snapshot

5 stars

(104)

104

4 stars

(25)

25

3 stars

(3)

3

2 stars

(0)

0

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 132 results

October 2020

Tom from C&H Stedman

Verified Reviewer

Company Size: 2-10 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

5.0

October 2020

My preference of the Practice Management Tools available

Overall I find Karbon a pleasure to work with and has definitely made my life as a practice manager a whole lot simpler. It is continually getting better and it seems they listen to their users and make changes on what they hear which to me is the best thing a software company can do. Look forward to optimising Karbon more for our practice and definitely see it as a key software in view of the growth we are aiming to acheive.

Pros

It's very simple to get your head around in the main and comes with a good set of instructions. Love the task list and kanban boards for work management and as a practice manager, it makes my life much easier to be able to see all the work that is happening from one system. It also works wonders with repeating work items where you are able to assign e-mails or notes to multiple timelines and even if the work doesn't start for another year you have got all the information right there at your fingertips. The client tasks are an awesome feature too which have decreased our turnaround time on work considerably. You can start a job and be 100% sure that you have got all the information required right there as all the initial tasks have been checked off. The other side we have found very useful is the collaboration. With a team based in multiple areas this is so key and we find Karbon becomes that one source of truth which tells us exactly what is happening.

Cons

We have found it harder to get older members of the team onto the software and potentially could have a very simple addon for programs such as outlook and gmail which would let users use the system they're used of but still push the information into Karbon correctly. There has also been issues a few times with integration to Office 365 which when the whole office relies on the system can be a big hit on productivity. The other thing I probably would change if possible is the client portal and make it much more of a place where clients can actually log in and see the progress of their work and get an idea on exactly what is being sorted for them.

Reasons for Choosing Karbon

For me it was ease of implementation and what I felt would work best for the staff in our company. Senta came the closest to competition but we found the KanBan board on Karbon a winner and see Karbon as the company with the most potential going forward.

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.

October 2020

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Time Used: Less than 2 years

Review Source: GetApp


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

October 2020

My favorite piece of software I've ever used.

We save time and gain efficiency and clarity with Karbon. The integration with Practice Ignition has been great as well.

Pros

Easy to set up and use. Great tool for collaboration with colleagues and clients. One central location for all work, communication, and demographic data.

Cons

There are always things that could be improved in any software, but I don't feel like there are currently any holes in Karbon, just things that could be better. The "to-do" and "insights" section are two that I feel could be improved to increase their usefulness.

Reasons for Choosing Karbon

Karbon had more functionality.

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.

October 2020

Oli from Purple Lime Accountancy Limited

Verified Reviewer

Company Size: 11-50 employees

Industry: Accounting

Time Used: More than 2 years

Review Source: GetApp


Ease-of-use

5.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

October 2020

Karbon User

Invested lots of time with the Karbon team in setting up our practice on the application, but this investment has paid off over the last 3 years with our practice able to scale and not loose sight of all work and tasks each team member is working on.

Pros

A cloud-based, highly functional, simple UI application makes running our accounting practice much easier.

Cons

There is yet ot be a fully functional iOS app