--- title: "Karbon Reviews, Pros and Cons - 2026 Software Advice" description: "Reviews of Karbon. Learn how real users rate this software's ease-of-use, functionality, overall quality and customer support. Talk to our advisors to see if Karbon is a good fit for you!" source_url: "https://www.softwareadvice.com/project-management/karbon-profile/reviews/" page_type: "reviews" language: "en" --- 1 million+ businesses helped. Get advice Get Free Advice [Home](https://www.softwareadvice.com/) / [Accounting Practice Management Software](https://www.softwareadvice.com/accounting-practice-management/) / [Karbon](https://www.softwareadvice.com/project-management/karbon-profile/) / Karbon Reviews Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. [Overview](https://www.softwareadvice.com/project-management/karbon-profile/) Reviews [Alternatives](https://www.softwareadvice.com/project-management/karbon-profile/alternatives/) # Karbon User Reviews ## Reviews summary - Overall rating: 4.7/5 - Total reviews: 208 ### Secondary ratings - Ease of use: 4.6/5 - Customer support: 4.7/5 - Value for money: 4.5/5 - Functionality: 4.5/5 ### Rating distribution - 5 stars: 162 reviews (78%) - 4 stars: 37 reviews (18%) - 3 stars: 5 reviews (2%) - 2 stars: 0 reviews (0%) - 1 star: 4 reviews (2%) ### Most mentioned pros - We've become reasonably regimented about documenting meeting minutes and decisions in the flow of work, so everyone can see what relates to their clients as it happens. As the owner I spend most of my time in triage and don't personally use a lot of the work-item features day to day, but knowing the team has clear, visible processes to follow is genuinely useful. - Karbon also allows me to create excellent automated checklists and this allowed me to get through and complete work much faster than before. - The best feature for our team is Workflow Management, what a relief to be able to know where each work item / job is at for each client. ### Most mentioned cons - That the list view of work doesn't allow me to set a default view and that it always shows completed work that i have to filter out. And that I can't customize invoicing more to make all work one line versus job by job. - The CRM functionality could be stronger. While the workflow and email tools are excellent, the client record side feels a little limited, and I still haven’t figured out how to make sure emails from contacts automatically attach to their timeline. - Setting up templates, workflows, and automations can be time-consuming and requires precision. If not done carefully, it can lead to inefficiencies or missed deadlines. ## Karbon customer reviews Showing reviews 1-25 of 208 (page 1). ### Karbon saved my sanity! - Overall rating: 4/5 - Reviewer: Penny M. - Verified reviewer: Yes - Industry: Accounting - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: May 2026 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Pretty good overall. Our business runs much more smoothly and we are loving the Karbon for Clients portal and so are our clients. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 2/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros Triage is awesome, workflow management keeps us on track and we always know where we are at. My account manager is lovely and approachable and always willing to assist. The Karbon for Clients has been a game changer for us and our clients. #### Cons I don't like that to do a bulk creation of jobs against clients that I have to pay extra to do it. I wish some of their webinars were in Australian business hours. I also really dislike that they don't discount for part time/casual staff. We have 5 employees and 2 of which only work 1 day a week so it's expensive to pay for user access for them for 4 days a month. #### Reasons for choosing Karbon It's features were no comparison to Clickup. It's just too good #### Reasons for switching to Karbon It just didn't have everything we wanted and needed. Karbon did. --- ### Reflections about Karbon - Overall rating: 5/5 - Reviewer: Simon M. - Verified reviewer: Yes - Industry: Financial Services - Company size: 2-10 employees - Product usage: Used daily for less than 12 months - Reviewed: September 2025 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Karbon is user friendly and easy to learn and adapt and unlike other systems, the speed is fast and data is handled securely. I would recommend the system to colleagues. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Karbon is user friendly and task management is easy to follow and understand allowing one to comment for all team members to see if there is. any task still pending and the reasons for the task not to have been completed on time. #### Cons So far, I am yet to come across any reason that I would consider. In terms of complexity, the system is very easy to use. #### Reasons for switching to Karbon The product lacked certain aspects of task prioritisation --- ### Improving but not yet there - Overall rating: 5/5 - Reviewer: Alejandro M. - Verified reviewer: Yes - Industry: Writing and Editing - Company size: Self-Employed - Product usage: Used daily for less than 6 months - Reviewed: November 2025 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros The fixed some of the previous issues that were very annoying and were making morw difficult daily tasks #### Cons Still needs to improve UI response. The UI would need an update also soon, starting to look out of date. --- ### "Karbon: A Compliance Powerhouse with Room to Refine - Overall rating: 5/5 - Reviewer: Hamunyela N. - Verified reviewer: Yes - Industry: Accounting - Company size: 2-10 employees - Product usage: Used daily for less than 2 years - Reviewed: September 2025 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Karbon’s AI tools assist with summarizing tax return results and integrating them into client emails, adding a layer of automation to client communication #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros You can turn emails directly into tasks or assign them to team members without leaving your inbox. Shared timelines and visibility into who’s doing what eliminate bottlenecks. You can @mention colleagues, comment on tasks, and see every interaction with a client in one place. #### Cons Setting up templates, workflows, and automations can be time-consuming and requires precision. If not done carefully, it can lead to inefficiencies or missed deadlines. --- ### Reliable and efficient workflow tool for remote bookkeeping teams - Overall rating: 5/5 - Reviewer: Tanya N. - Verified reviewer: Yes - Industry: Accounting - Company size: 2-10 employees - Product usage: Used daily for less than 2 years - Reviewed: September 2025 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Overall, Karbon has been a huge help in improving our workflow and accountability. It gives our whole team visibility on deadlines, communication, and progress in real time. It’s reliable, secure, and a great fit for managing bookkeeping and bookkeeping teams remotely. It's also a great investment and value for money. The benefits far outweigh the small limitations, and it’s now a key part of how we work every day. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Karbon has completely changed how we manage our workflow and client communication. The shared inbox and email-to-task feature make collaboration much easier across the team. Task management is clear and structured, with timelines, budgets, and responsibilities all visible in one place. It also integrates well with tools like Xero and offers strong security and user access controls. Their customer support team is always responsive and provides practical help when needed. #### Cons Some pages take a few seconds to load when switching between clients or work items, especially when many tasks are open. The reporting feature could also be more flexible, allowing custom views and filters without exporting data. Email notifications can get overwhelming if not managed carefully, but it’s easy to adjust the settings once you get used to them. --- ### Efficiency & Workflow - Overall rating: 5/5 - Reviewer: Pieter M. - Verified reviewer: Yes - Industry: Accounting - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: October 2025 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Overall I'm very happy and would highly recommend it to firms that are big enough to use it and get their money's worth. It will change your workflow management if used and set up the right way. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 5/5 #### Pros I like the fact that is just makes my work life much easier in terms of efficiency and feeling in control. Karbon really centralises a lot of things and also just makes filing and finding information way easier. In essence it manages my workflow way better than any other software I've used #### Cons Nothing really jumps out and comes to mind, but if I had to find something, I'd say there are small things that used to bother me, but I also got used to it or in some cases Karbon updated their software and now the issues were resolved. Thus it shows how the customer support is also great. --- ### Automated and Workflow Management - Overall rating: 5/5 - Reviewer: Basani Bestar B. - Verified reviewer: Yes - Industry: Accounting - Company size: 11-50 employees - Product usage: Used daily for less than 12 months - Reviewed: October 2025 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. I like the fact that it is integrated with many other software including outlook which makes it easier to just one in one system. The fact that you can communicate with internal and external people in one subject line which protect communication or sensitive information. The way it organize and automating a sequence of tasks to streamline operations and maximize organizational goals. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Its user friendly, how it helps in planning and managing tasks. It also keeps documents and information safe. The way it helps our customer to also upload documents using the link and how customer get the support through it. #### Cons The rearrangement of emails and notifications and reminders. The affordability while it giving a lot in return. --- ### Use it or lose it - Overall rating: 5/5 - Reviewer: Cameron M. - Verified reviewer: Yes - Industry: Accounting - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: September 2025 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Overall, my experience with Karbon has been very positive. It has transformed how I manage both email and workflow, giving me much better oversight and control. Even with a few areas for improvement, particularly around CRM features, it remains an indispensable tool in my business operations. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros I love Karbon, it’s easily the best email and workflow management system on the market. The way it brings structure to client communications and tasks makes day-to-day work far more efficient and transparent. It really helps keep my team and clients on the same page. #### Cons The CRM functionality could be stronger. While the workflow and email tools are excellent, the client record side feels a little limited, and I still haven’t figured out how to make sure emails from contacts automatically attach to their timeline. --- ### Mahlape Mokhoele's Review of Karbon 25 - Overall rating: 5/5 - Reviewer: Mahlape M. - Verified reviewer: Yes - Industry: Accounting - Company size: 11-50 employees - Product usage: Used daily for less than 12 months - Reviewed: September 2025 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Karbon is value for money, all except for the email part that i have addressed above. This is because of it multifunctional uses. And talk about the intelligence, where you can print out reports on screen to see the organisational performance internally. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 3/5 - Functionality: 4/5 #### Pros I like that i can use it for task allocation on a weekly basis to determine what ill be doing in a certain week and also fill in my time sheet. In a nutshell it is multifunctional. Additionally, it sends out a verification code after a certain period of having logged in to ensure that the right user is using the email, this ensures security. There are short videos that are available for users to learn about karbon and guide them, this ensures customer support. It is effective but not efficient as explained below. #### Cons It takes more time for emails to reflect when using Karbon than when using other platforms such as outlook. This is something Karbon needs to work on because sometimes all you need is a quick email. --- ### Karbon is a great practice software solution - Overall rating: 4/5 - Reviewer: Chantelle W. - Verified reviewer: Yes - Industry: Accounting - Company size: 2-10 employees - Product usage: Used daily for less than 2 years - Reviewed: October 2025 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Karbon is a great software program and source of truth for all task & client work. It has many functions and the use of AI inbuilt to summarise emails and communications is a great time saver. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros Features such as AI summarising communications, emailing clients direct from Karbon, task summary boards, assignees, comment features to collaborate and ask questions to colleagues #### Cons The formatting in the task sections can sometimes be a bit clunky and you need to select on multiple areas to edit or change a task detail. I feel this can be improved to find the right balance between ensuring the content is not accidentally written over but is easier to edit sections for efficiency. --- ### Senior Client Manager/Practice Manager - Overall rating: 4/5 - Reviewer: Linh C. - Verified reviewer: Yes - Industry: Accounting - Company size: 11-50 employees - Product usage: Used daily for less than 6 months - Reviewed: October 2025 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 3/5 - Value for money: 3/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros Work flow allocation and work creation are good. Easy to create work templates and budget allocation. Timesheets are great. #### Cons Billing module is very tedious and still needs some work to streamline billing. There seems to be a lot of bugs still. Particularly with Xero integration. Contacts integration with Xero XPM is still not seamless. It would be good to be able to create calendar invites from Karbon - full integration to google calendar would be good. #### Reasons for choosing Karbon It is recommended in the industry particularly with the growth we are planning #### Reasons for switching to Karbon Stronger workflow management and KPI reporting --- ### Great Product! - Overall rating: 5/5 - Reviewer: Teresa P. - Verified reviewer: Yes - Industry: Accounting - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: February 2025 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. It has been great! We love the integration with Intuit and how easy it is to use/personalize the work templates. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros The ongoing customer service if phenomenal. There are many platforms out there, but few have such great customer service. Even after years of using this platform I know that help is simply a phone call or email away. #### Cons There is no document management feature. When weighting out options we were bummed that Karbon does not include a way to get KB signatures or document management. #### Reasons for switching to Karbon Karbon is constantly upgrading their systems and bringing innovation and AI. For a more reasonable price I am getting a better product --- ### Karbon - - Overall rating: 5/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Accounting - Company size: 2-10 employees - Product usage: Used daily for less than 6 months - Reviewed: October 2022 - Review source details: This review was submitted organically. No incentive was offered Karbon has made work life easier. I am no longer looking at 4 trello boards, a white board, a daily to do list. I just run thru Karbon. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Love the ease of My Week and its integration with Google Calendar. I simply triage all my emails - allocated to my week if needed follow up. Then slot them into Google Calendar to allocate time. My phone even reminds me of scheduled tasks coming up. The templates for work are so easy to use. The client requests are user friendly for the clients and us. All emails are allocated to work or the client. No more scrolling thru emails to find that particular document. Its all in the work. Essential with monthly or quarterly BAS. Or even if a client purchases a new car you simply add that email to their next years tax return! #### Cons Would love signing to be part of client requests. Its actually essential!Would also like documents to be added to the client rather than work as sometimes you don't have a work item. #### Reasons for choosing Karbon More robust #### Reasons for switching to Karbon I needed an accountant friendly program to organise me! --- ### Karbon is a game-changer! - Overall rating: 5/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Accounting - Company size: 2-10 employees - Product usage: Used daily for less than 2 years - Reviewed: July 2023 - Review source details: This review was submitted organically. No incentive was offered It has been crucial in helping to grow the firm sustainably. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Karbon support was great in helping get us set up and understand how to use the product. From there, your imagination is the limit of Karbon. You may not even need that with all the helpful tools and templates they have! #### Cons It could do better about helping report on capacity. They have a new feature, but costs extra too. #### Reasons for choosing Karbon Recommendations from others, had a better interface --- ### My favorite piece of software I've ever used. - Overall rating: 5/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Accounting - Company size: 11-50 employees - Product usage: Used daily for less than 2 years - Reviewed: October 2020 - Review source details: This review was submitted organically. No incentive was offered We save time and gain efficiency and clarity with Karbon. The integration with Practice Ignition has been great as well. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. #### Reasons for switching to Karbon The relevant email content pulled us in to learn more about the software. Karbon seemed more user friendly and more geared specifically toward accountants than our previous software. --- ### Communication reduces staff frustration and is the key to excellent customer service! - Overall rating: 5/5 - Reviewer: Lisa S. - Verified reviewer: Yes - Industry: Accounting - Company size: 11-50 employees - Product usage: Used daily for less than 2 years - Reviewed: August 2019 - Review source details: This review was submitted organically. No incentive was offered 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. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Functionality: 5/5 #### 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. #### Reasons for switching to Karbon Triage function, being able to capture emails to contact timelines to convert into work if necessary. --- ### Great product - Overall rating: 5/5 - Reviewer: Alan W. - Verified reviewer: Yes - Industry: Accounting - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: November 2020 - Review source details: This review was submitted organically. No incentive was offered Karbon is a great app and has become an integral part of our business. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Product is very easy to use and makes keeping client communications together really easy which in turn helps make us as efficient as possible. #### Cons Would be great if there was integration with a client portal system. #### Reasons for choosing Karbon Ease of use and greater fit with our business needs at the time. #### Reasons for switching to Karbon Iris wasn't cloud based and was very expensive --- ### Karbon Review for daily tasks - Overall rating: 5/5 - Reviewer: Rajesh C. - Verified reviewer: Yes - Industry: Financial Services - Company size: 2-10 employees - Product usage: Used weekly for less than 12 months - Reviewed: July 2025 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. We open the Work view and you feel better the flow of fiscal tasks, follow ups, deadlines without jumping one spreadsheet to another. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Functionality: 5/5 #### Pros Integrated mails timeline inside each client, easy recurring tasks for monthly / quarterly cycles, standardized work checklists, clear attribution with due dates, focused comments. #### Cons Search sometimes need be very precise, loading big lists a bit slow, and the initial setup of the templates ask an effort and you can miss stuff if not careful. --- ### Payroll in Karbon - Overall rating: 5/5 - Reviewer: Brian T. - Verified reviewer: Yes - Industry: Accounting - Company size: 11-50 employees - Product usage: Used daily for less than 2 years - Reviewed: March 2025 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. I think it's an excellent product. Always developing & moving forward, making management of work a much easier task. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros Organising & managing my payroll on a daily basis. The templates have been essential in setting up or workflow. #### Cons I'd like better options for payroll progress billing --- ### Great tool. I highly recommend it! - Overall rating: 5/5 - Reviewer: Andrew N. - Verified reviewer: Yes - Industry: Accounting - Company size: 11-50 employees - Product usage: Used daily for less than 2 years - Reviewed: February 2025 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Great experience overall. Really helps us collaborate internally. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros I like how easy it is to define who does what kind of work in the tool. Highly valuable. #### Cons I wish I could more easily save templates for emails. --- ### Karbon is a great work tool - Overall rating: 5/5 - Reviewer: Erinn B. - Verified reviewer: Yes - Industry: Accounting - Company size: 51-200 employees - Product usage: Used daily for less than 2 years - Reviewed: August 2024 - Review source details: This review was submitted organically. No incentive was offered My overall experience is good. It is a great place to keep track of your projects, see what other coworkers are working on, who work is assigned to. Being able to talk with coworkers on a work items and it all show in one place is great. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Karbon is great for keeping task in order in your "my week" tab. easy to see what needs to be worked on this week and then puts the rest into the prompted categories. Triage is also great for emails and assigning tasks to co workers from an email thread. Also being able to link emails to the clients contact. You can also request documents from a client on the work item. AI feature also allows you to get a bot of a tax return results in email form for the client. #### Cons Sometimes you can type in the exact name of a contact and they will still pull up a whole list of contacts. Also that it talks with other systems but if you don't do it in a certain order it will created two work items for one contact. --- ### Essential for project and communication management - Overall rating: 5/5 - Reviewer: Alexa E. - Verified reviewer: Yes - Industry: Marketing and Advertising - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: February 2025 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. I have been using Karbon for years, and I will not be switching to an alternative platform. Karbon continues to evolve its software to better serve its customers, and its customer service is excellent -- you are always communicating with a real person within a reasonable amount of time. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Karbon allows me to keep my time tracking, emails, and project management all in one place, and creates greater transparency within my firm. It is an essential tool in running my business! #### Cons It can at times be more difficult to track down an email in Karbon than it is to find it in my Google inbox. #### Reasons for choosing Karbon Its capabilities were more robust, and the email integration is essential to running my business. --- ### Step your game with Karbon! - Overall rating: 5/5 - Reviewer: Chrissy M. - Verified reviewer: Yes - Industry: Accounting - Company size: 2-10 employees - Product usage: Used daily for less than 12 months - Reviewed: February 2021 - Review source details: This review was submitted organically. No incentive was offered Our team is more productive! They're spending less time sending emails and more time organizing their to-dos. We feel organized as a firm by being able to find client emails, assigning to-dos to each other and easily managing our work. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros The most impactful feature is the cohesiveness of Karbon. We needed one place for our staff to send emails, enter their time, and track their work. We used 3 different apps to do this and Karbon combined all of them for us. The Client Task feature Karbon offers is my favorite. You can set up recurring monthly requests for your clients and it sends reminders on your behalf. #### Cons Karbon is robust, but with time you will get used to it. The onboarding was super helpful and seamless. We loved the support we had along the way. #### Reasons for switching to Karbon We needed to simplify the number of apps we use to send emails, enter time, etc. Karbon does it all and is our one central app. The client task feature that allows clients to set up their portals and have to-dos assigned to them each month was a game changer. --- ### Karbon is my brain outside my body - Overall rating: 4/5 - Reviewer: 🌼 Megan G. - Verified reviewer: Yes - Industry: Accounting - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: January 2021 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros It's impossible to grow a firm without making intrinsic knowledge available to all. Karbon has allowed us to codify that knowledge in templates and checklists, while making both internal and client communications visible across the team. #### Cons I'm looking forward to improved integration with our file storage system, as clients tend to want to upload documents through Karbon but that's not where I want them. #### Reasons for switching to Karbon At that time, we were still a desktop shop so the G-Suite and QBO integrations of Aero were not important. And it was a more attractive, elegant product. --- ### Practice Management made easy - Overall rating: 5/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Accounting - Company size: 2-10 employees - Product usage: Used daily for less than 6 months - Reviewed: June 2019 - Review source details: This review was submitted organically. No incentive was offered Practice management, staff management, job management, email management - it delivers all that I wanted in one app. What I would love is if the time tracking integration was not limited to tsheets as I have tested tsheets and it is more of a payroll focussed time management tool as opposed to a billing tool or tracking of job efficiencies tool - I would prefer if this integration was expanded to include a tool like Harvest for this purpose. Also if it could integrate with Xero HQ that would be wonderful as well as WorkflowMax just didnt work for me in terms of my logic or reasoning so I use Harvest with Practice Ignition and Karbon with only Harvest and Practice Ignition integrating with Xero - if I could get all 4 to talk to each other it would make my life a lot simpler and achieve better management #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros I am constantly writing out "to do lists" and then I get to the end of the week and I need to consolidate those lists to make sure nothing drops off - with Karbon I always have my to do list available and up to date. I also enjoy the fact that i have better control of my e-mails and previously where I forwarded a mail to a staff member by way of delegating it to them i had no way of checking that the mail was attended to unless I added it to my to do list - whereas now I can add it to their to do list and monitor whether or not it was completed #### Cons there is a quite a bit of set up involved in terms of getting the work templates in place but that is to be expected I guess - although once set up those work templates will serve as a sort of process manual so it kills two birds with one stone - its just where I am a small practice the time taken to get all set up will take longer as it is only me setting it up in between still trying to manage practice and keep up to date with client work ## More reviews [Next reviews](https://www.softwareadvice.com/project-management/karbon-profile/reviews/?page=2) --- Karbon Reviews, Pros and Cons - 2026 Software Advice