Karbon software


92 reviews(5.0/5)
92 reviews(5.0/5)

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.

Supported Operating System(s):
Web browser (OS agnostic)

92 Reviews of Karbon

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  • Verified Reviewer
    LinkedIn icon

    July 2018

    I love this software. It helps me stay on top of everything.

    Ease-of-use
    Functionality
    Quality
    Support

    I feel more organized and feel more comfortable communicating with all clients.

    Pros

    The best thing about this software is the triage. I feel like I can have a big picture of everything that is new or going on at the moment and quickly peruse through all of it. That way I can set priorities for the day and me aware of everything going on in the firm. I feel like nothing slips through the cracks.

    Cons

    Sometimes I have to go back to my gmail, for example, when I have to download multiple attachments. The "download all" attachments does not work for me. That can get pretty annoying. Additionally, this software needs full commitment from the whole work team. If someone does not use it fully, it does not work as well.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer
    LinkedIn icon

    Number of employees: 2-10 employees

    July 2018

    Project Management Tool Tailored to Accountants

    Ease-of-use
    Functionality
    Quality
    Support
    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.

    This review was submitted organically. No incentive was offered
    Review Source: GetApp
  • Katya from The Catalyst Group - Assurance. Taxation. Advisory

    Number of employees: 51-200 employees

    July 2018

    Powerful tool for managing workflow

    Ease-of-use
    Functionality
    Quality
    Support
    Pros

    This is a great tool to manage communication and projects. It is constantly updating to meet our needs and customer support is always available.

    Cons

    It might be nice to sort or search your triage in different ways (only because I don't clear my triage as often as I should).

    This review was submitted organically. No incentive was offered
    Review Source: GetApp
  • June 2018

    Karbon has taken me to another level.

    Ease-of-use
    Functionality
    Quality
    Support
    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.

    This review was submitted organically. No incentive was offered
    Review Source: GetApp
  • Brooks from System Six Strategic Bookkeeping & Analysis

    Number of employees: 11-50 employees

    June 2018

    Karbon is Legit

    Ease-of-use
    Functionality
    Quality
    Support
    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.

    This review was submitted organically. No incentive was offered
    Review Source: GetApp
  • Kirsten Marie from SRK Accounting

    Number of employees: 2-10 employees

    June 2018

    Revolutionise your practice management methods!

    Ease-of-use
    Functionality
    Quality
    Support
    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 (shout out to Andi and Tim) 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!

    This review was submitted organically. No incentive was offered
    Review Source: GetApp
  • Verified Reviewer
    LinkedIn icon

    Number of employees: 2-10 employees

    June 2018

    Love, Love, Love this Program

    Ease-of-use
    Functionality
    Quality
    Support
    Pros

    I seriously don't know why it took so long for me to take that leap and use Karbon in my business. I can't imagine how I would run my business without it. Saves me so much time and I know exactly where each client is up to at all times

    Cons

    The only thing I don't like about Karbon is you can't schedule your emails to be sent at a specific time of the day, apart from that, Nothing

    This review was submitted organically. No incentive was offered
    Review Source: GetApp
  • Mina from Accounting Services

    June 2018

    We love Karbon

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Pros

    Helps keep my firm organized Allows me to see progress of my teams work Allows me to stay on top of client communication even if i'm not directly on the email

    Cons

    Email interface could use some improvement Timesheet interface can needs enhancement Would be great if there is a secure vault to store client logins for various apps needed to complete their work

    This review was submitted organically. No incentive was offered
    Review Source: GetApp
  • June 2018

    Daily part of my workflow

    Ease-of-use
    Functionality
    Quality
    Support
    Pros

    I'm in the beginning stages of implementing this fully into my firm. I don't use all of the bells and whistles yet, but I can clearly see that it will be a great asset!

    Cons

    No app is perfect, but Karbon releases new features regularly and really listens to their users! I appreciate that.

    This review was submitted organically. No incentive was offered
    Review Source: GetApp
  • Dayna from Accumulus

    Number of employees: 2-10 employees

    June 2018

    What a great practice management Tool!

    Ease-of-use
    Functionality
    Quality
    Support
    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.

    This review was submitted organically. No incentive was offered
    Review Source: GetApp
  • Verified Reviewer
    LinkedIn icon

    Number of employees: 51-200 employees

    June 2018

    Excellent Tool

    Ease-of-use
    Functionality
    Quality
    Support
    Pros

    The customization is fantastic and the tool is very well built. Once you get setup it really helps productivity.

    Cons

    Takes some getting used to, it's hard to break up with Outlook after so long, but well worth the effort.

    This review was submitted organically. No incentive was offered
    Review Source: GetApp
  • Verified Reviewer
    LinkedIn icon

    Number of employees: 11-50 employees

    June 2018

    Karbon has some amazing features

    Ease-of-use
    Functionality
    Quality
    Support
    Pros

    Being able to send automated emails and checklists to clients with reminders is absolutely brilliant You can also create you own templates and roll them out with different timing for each task i.e. after creating the task another task can be due 2 days after which is great

    Cons

    Hard to see a contact task list as the screen is locked about half way down and when you have recurring tasks these are created for about a month so if you say had a daily task and others it’s hard to distinguish between them

    This review was submitted organically. No incentive was offered
    Review Source: GetApp
  • June 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    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.

    This review was submitted organically. No incentive was offered
    Review Source: GetApp
  • Joe from Avalon Accounting

    Number of employees: 2-10 employees

    June 2018

    Simply Awesome Software

    Ease-of-use
    Functionality
    Quality
    Support
    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.

    This review was submitted organically. No incentive was offered
    Review Source: GetApp
  • Stephanie from Somerset

    May 2018

    The best of task management software in the bookkeeping/accounting industry.

    Ease-of-use
    Functionality
    Quality
    Support
    Pros

    Triage for emails can be allocated as a task to yourself or a colleague. Client tasks (however I haven't used it much yet. Templated projects (work items).

    Cons

    It doesn't integrate with alot of software like others do in this category. I would love to see it integrated with Pandadoc (proposal writing, digital signing software), xero (for CRM integration), be able to clock in and out inside Karbon for TSheets instead of just recording the duration currently.

    This review was submitted organically. No incentive was offered
    Review Source: GetApp
  • Diane from Self Employed

    May 2018

    The Project Management Tool that Manages YOU!

    Ease-of-use
    Functionality
    Quality
    Support
    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!!!

    This review was submitted organically. No incentive was offered
    Review Source: GetApp
  • Verified Reviewer
    LinkedIn icon

    May 2018

    Transformed the way we work as a team

    Ease-of-use
    Functionality
    Quality
    Support
    Pros

    Shared workflows fully integrated with our email system. Good privacy control recently introduced, Communications with team members that avoids the use of email, I could go on and on but best you see for yourself

    Cons

    No mobile app yet. Integration with Xero contacts would be nice but basically an excellent system though there are always more things we as users would want, we are never satisfied!

    This review was submitted organically. No incentive was offered
    Review Source: GetApp
  • Elizabeth from Achen Henderson Chartered Professional Accountants

    Number of employees: 2-10 employees

    May 2018

    Huge Potential to help me support the accountants in my firm

    Ease-of-use
    Functionality
    Quality
    Support
    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.

    This review was submitted organically. No incentive was offered
    Review Source: GetApp
  • Marko from Sun Life Financial

    May 2018

    Karbon Efficient

    Ease-of-use
    Functionality
    Quality
    Support
    Pros

    Simple and easy to use Effective workflow management tool Convenient client communication Lean coding allows for a lot of hacks within the system to be made to achieve certain goals where feature limitations exist

    Cons

    A tonne of feature limitations as it is a young piece of software: no API, tasks cannot be assigned to "general" roles once assigned to a 'real' person, etc.

    This review was submitted organically. No incentive was offered
    Review Source: GetApp
  • Amy from Streamlined Accounting Strategies

    Specialty: Accounting

    Number of employees: 2-10 employees

    April 2018

    Not worth the money - there are lots of other options

    Ease-of-use
    Functionality
    Quality
    Support

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
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