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.



111 Reviews of Karbon

Overall rating

4.75 / 5 stars

Filters:

Showing 1 - 20 of 111 reviews

January 2019

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

January 2019

Eases my mind that nothing will get dropped

Pros

I like the visibility into the work that is in process...where does it stand...what are we waiting on to finish. It's a process that we absolutely needed in order to move into the new year knowing that we could continue to grow and not be faced with missed deadlines and dropped projects.

Cons

I would like to see Karbon develop an app that I can use on my phone so that I could go through my triage on my phone when I'm sitting idle like I do when I go through my outlook...the good news is I have heard it's coming...I hope so!!!

January 2019

Anonymous

Verified Reviewer

Company Size: 2-10 employees

Review Source: GetApp


Ease-of-use

5 of 5

Value for money

4 of 5

Customer support

4 of 5

Functionality

4 of 5

January 2019

Wonderful workflow management tool

Pros

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

Cons

Not being able to integrate with my Calendar, thus I still need to open Outlook daily.
Inability for my delegates of my Mailbox to have access in Karbon

December 2018

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

December 2018

Best Software for Effeciency!

Pros

1. Easy to set up
2. Makes assigning work to staff and colleagues very easy and quick.
3. Beautiful interface
4. Great support and training. Much more than just a software company....they are partners in making your firm run smooth!

Cons

As of right now, I do not have any negatives except for I wish that I could send secure files via their email feature. That would make this software perfect.

December 2018

Anonymous

Verified Reviewer

Review Source: GetApp


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

December 2018

Great app for accounting offices and bringing workflow to any workplace!

Pros

Karbon allowed all of our team in the office to be on the same page and be more organized. Our office work efficiency has improved so much ever since we have started Karbon. We use it everyday now and cannot imagine going back!

Cons

There are some internal app areas that could still be improved. For example, the app does not allow a client with more than email to be entered into the same Karbon profile

December 2018

Anonymous

Verified Reviewer

Review Source: GetApp


Ease-of-use

5 of 5

Functionality

4 of 5

December 2018

Oh, the joy of zero inbox

Pros

Amazing how much mental clutter you can gain by getting rid of your email inbox. Once you've trained yourself to not check triage every 10 minutes (like you would email), it's great to have everything cleared away, allocated or scheduled for future reference. And having the task and work updates automatically reflected in the workflow saves a huge amount of time of having to maintain it manually.

Cons

There are a few things we'd like to see automated, or other dependencies created. For example, ability to automatically reallocate a piece of work to a different individual or change its status once a certain date passes. We're sure it's on the list!

September 2018

Leah from Accounting

Review Source: GetApp


Ease-of-use

3 of 5

Functionality

3 of 5

September 2018

Much Needed Workflow software

Pros

This is a much needed software for managing employees and tasks. Imagine sending an email and assigning a task to an employee and knowing when the task is completed or the progress of that task without asking. Also, it is great to be able to track the workload of each employee and the productivity of employees and profitability of tasks and jobs.

Cons

The "clunkyness" of this softwares use can be annoying at first. I am slightly unhappy with the lack of reports of all jobs and tasks in one place.

August 2018

Anonymous

Verified Reviewer

Review Source: GetApp


Ease-of-use

4 of 5

Customer support

5 of 5

Functionality

5 of 5

August 2018

Karbon - Changed the way we practice

Pros

Kanban view of tasks
Live view of what each team member is working on
Excellent customer support and training

Cons

Conversation view of emails not able to be switched off
Price can add up for larger teams
Takes a bit of time to get used to

August 2018

Anonymous

Verified Reviewer

Company Size: 10,000+ employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

August 2018

All-in-one accounting software which increase productivity and output

Pros

The availability of necessary data for an accounting work is the greatest advantage of this software; e-mails, clients, project managements, etc., it all available in Karbon. It can filter inputs and data of my entire team which makes allocation of files easier and time-saving. Visibility of necessary facts is top-notch. With this software, monitoring of deadlines and schedule reminders is easy and automated.

Cons

Limited integration is a disadvantage. Since our team uses more than one software for our daily accounting needs, it would really be a great addition for integration with excel or QuickBooks. But this might be included in future updates which we will gladly be looking forward to.

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.

August 2018

Stephan from iAccounting Solutions, Inc

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

August 2018

A modern project management tool

Pros

Karbon has been great to work with and us leaps and bounds above what we were using before. It's intuitive and things can be done on the fly so if you get an email that requires a new job you easily add the new work within about 10 seconds. For the firm needing to go to the next level in project management Karbon is a winner!

Cons

The triage feature takes a little getting used to and I feel like I am managing two inboxes now. It would be nice to have a bit more functionality when writing emailes too

August 2018

Anonymous

Review Source: GetApp


Ease-of-use

5 of 5

Value for money

5 of 5

Functionality

5 of 5

August 2018

Review of Karbon

Pros

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

Cons

Nothing as such
you can include calender in this

August 2018

Anonymous

Verified Reviewer

Review Source: GetApp


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

August 2018

Great Product

Pros

Great way to organize your team and make sure everything gets done. Set and schedule tasks. Great support

Cons

Could you a mobile app to make it easier to access mobile, have to use a browser now and can be a little tricky.

July 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

4 of 5

July 2018

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

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.

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.

July 2018

Katya from The Catalyst Group - Assurance. Taxation. Advisory

Company Size: 51-200 employees

Review Source: GetApp


Ease-of-use

5 of 5

Customer support

5 of 5

Functionality

5 of 5

July 2018

Powerful tool for managing workflow

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).

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.

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

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!

June 2018

Anonymous

Verified Reviewer

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

Love, Love, Love this Program

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

June 2018

Mina from Accounting Services

Review Source: GetApp


Ease-of-use

5 of 5

Functionality

4 of 5

June 2018

We love Karbon

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