Product is very easy to use and makes keeping client communications together really easy which in turn helps make us as efficient as possible.

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

If someone does not use it fully, it does not work as well.

The best thing about Karbon is that it integrates with your email.

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

Staff became confused with assigning and allocating work tags.

The ability to monitor workflow, tag emails to client as well as the specific work being done is priceless. Information doesn't get misplaced and its so easy to stay on top of deadlines.

Wonderful and I can't wait to continue to gain further best practice and utilize all the components around capacity planning etc.

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

An excellent project management and client communication tool with excellent support.

Only downside is the search function on emails, currently there is no ability to filter by a client or individual however we have been informed this is coming soon.

The client requests are user friendly for the clients and us. All emails are allocated to work or the client.

Lack of Xero integration, which I understand to be a Xero problem, not a Karbon problem.

Really good system... which is the next step if you used Trello and Podio etc. It is backed by some great people who respond very quickly... brings method to your practice.

Staff are responsive and helpful when needed. Lots of useful and timely webinars are also provided.

Email integration, and the level and ability of their support team to help with all our issues. They offer fantastic training and are very much there for you when you need them.

Amazing how much mental clutter you can gain by getting rid of your email inbox.

I like the fact that this software gives me visibility on Work that is not complete, by person, by budget, by client, by type of work. The flexibility of seeing reporting is great.

The customer service is excellent, the updates are really regular - the forward focus is good.

It is easy to use from the get-go and visually pleasant to be in. I love the continual innovation by the Karbon team.

It has essentially helped us provide better customer service while making our team more efficient.

Awesome Practice Management Software for Accountants and Bookkeepers.

Very Economical Way To Create Great Looking Customized Diagrams/Charts.

I like that I can make any type of chart and it's super easy to use. I prefer this to any other ones I've used in the past.

I love that this program is easy to use - as someone who creates a lot of process maps and manages a lot of projects, Lucidchart is a wonderful too.

It's been a great tool for our team over the years to help colleagues put their ideas and processes into visual form.

This bad user experience could have been avoided by simply letting me know beforehand.

I have also categorized it my diagram type and project type. Lucid just allows you to configure anything you can think of and that is what makes it super powerful.

Very easy to use, fast to learn, and customer support is excellent. It's the best way of creating diagrams I've found.

Sometimes the arrows from one action box to the next get a bit wonky and crazy. Not the end of the world, but slightly annoying sometimes.

Visual communications are beautiful and the integrations available make me wish i was more successful in getting more of my company to make us of this great tool.

Support team is great (I'm Global admin for my company).

Really like Lucidchart - highly recommended - not software to install, easy to use - easy to share. Like Google Sheets or Google Docs for visuals.

So simple and intuitive to use. Layout is exceptional, and the ability to have high resolution print quality out of the gate is amazing.

My only complaint is that Lucidchart mixes notation from Crow's Foot and Chen's notation, making some aspects of the design slightly confusing based strictly on the theory of ERDs learned in class.

It is a great option to work because it is very important for us to have applications that we can integrate with the rest of the ones we use.

What I dislike the most is that it's hard to navigate within the document when you have a lot of elements. You cannot drag and move across the page.

Great amount of integrations which make it really easy to use on all my devices and different apps. Been around for long so it has many features and lots of examples.

Easy to accidentally mess up, which may be an issue on my own end but sometimes while drawing certian arrow types, it'd go in a weird direction.

What I really love is ease of use and multitude of features. Every time I wish I could do something, it turns out it's possible.

Super easy to use tool allowing for workflow charting, diagramming, and general designing. The prebuilt design items are great.

I like using this software as it allows me to create very nice looking graphics and at a cost much less than Visio.

I did a good amount of research on similar software, but this has been the best one to create org charts for what we needed.

I love the ease of sharing and collaborating on charts and documents. It is also very easy to create accurate diagrams and export them to pdf.

There are too many icons on the window. Fullscreen only hide an icon, which is odd.

The features I like most about this software is the easy set up and I can get going right away. The quick virtual tour is very helpful when it comes to knowing all the different available features.

The templates are great, so you don't have to start from scratch. Organising documents is easy, you can simply order your diagrams with folders and share them with others.

It is super easy to make a flowchart. It is also easy to share them with others through the various integrations and enterprise solutions.

Overall, we are pleased with the product and the interaction with their sales and support staff.

I particularly like all the AWS options they provide. I love how easy it is to share a chart once done.

It was rather smooth, but I would love to obtain the refund after the cancellation of my subscription.

It is also very affordable to use. Investing in Lucid would be a great idea since they care so much about their customers.

I particularly like the ability to create interactive charts that allow you to drill down into different aspects of a graphic, if you want to.

US Dollar

Karbon is the collaborative practice management platform for accounting firms. It brings your team, clients, systems, and data together in one place, significantly improving visibility, efficiency, and connectivity no matter where your people are located.

Visibility & Control. Enjoy peace of mind knowing where every job stands, who’s working on what, and what’s being said to clients. 

Automation & Efficiency. Get more out of every team member by automating tasks, standardizing common processes, scheduling data collection and scaling onboarding.

Collaboration & Connectivity. Unite the firm with one place to collaborate on email, clients, jobs and tasks. Get more work done together, whether people are remote or in the office.

Let Karbon do all of the chasing for you by automating client requests and reminders. Clients become part of your workflow, so they know exactly what they need to action, and you know what you are still waiting on.

Standardize your work with Karbon templates, ensuring processes don’t break and quality is maintained as your team evolves and grows.

Don’t waste any more time on low-value admin. Set recurring work to repeat on automatic schedules so that no future client job will be missed, no matter how far ahead it is planned.

Guarantee your firm’s success with Karbon. 

LongDescription

File Management

Commenting/Notes

Deadline Management

Milestone Tracking

Project Workflow

Employee Management

Messaging

Status Tracking

Due Date Tracking

Time Tracking

Project Templates

Customizable Reports

Document Storage

Access Controls/Permissions

Activity Tracking

Timer

Progress Tracking

Task Board View

Workflow Configuration

Task Scheduling

Financial Management

SSL Security

Real Time Editing

Single Sign On

Project Planning/Scheduling

Project Management

Task Planning

Approval Process Control

Rules-Based Workflow

Projections

Communication Management

For Accountants

Brainstorming

Customer Database

Resource Management

Customizable Fields

Collaboration Tools

Assignment Management

Template Management

Scheduling

Data Import/Export

Multiple Projects

File Transfer

Contact Management

Audit Trail

Content Management

Configurable Workflow

For CPA Firms

Project Time Tracking

Email-to-Task Conversion

Mobile Access

Discussions/Forums

Role-Based Permissions

Client Portal

Real-Time Notifications

Workflow Management

Real-Time Updates

Email Management

Project Tracking

Percent-Complete Tracking

File Sharing

Activity Dashboard

Alerts/Notifications

Reporting & Statistics

Task Editing/Updating

Time & Expense Tracking

Reporting/Project Tracking

Chat/Messaging

Customizable Templates

Business Process Automation

Accounting Integration

Create Subtasks

Real Time Reporting

Kanban Board

Customizable Branding

To-Do List

Compliance Tracking

Budget Management

Reporting/Analytics

Recurring Tasks

Parent Task

Prioritization

Customizable Dashboard

Task Tagging

Client Management

Staff Management

Import Tasks

Drag & Drop

Tagging

Secure Data Storage

Project Planning

Task Progress Tracking

Third-Party Integrations

Task Management

Document Management

@mentions

Search/Filter

Web browser (OS agnostic)

Karbon has three different pricing plans with the most popular one being Business. Karbon offers an annual and monthly subscription. It starts at $59/month if billed annually, or $75/month if billed monthly.

Email/Help Desk

FAQs/Forum

Knowledge Base

24/7 (Live Rep)

Chat

2-10

11-50

51-200

201-500

501-1000

1000+

Karbon

In Person

Live Online

Webinars

Documentation

Videos

Lucidchart is a cloud-based solution that helps small to large enterprises manage projects, data visualization, and diagramming processes. The centralized platform enables users to create visual diagrams of business processes and share process maps with stakeholders for quick implementation of critical improvements.


Key features of Lucidchart include data import, process mapping, feedback management, customizable templates, diagramming, and more. Lucidchart allows users to create organizational charts and upload employee data to identify the requirements of staff and cross-functional teams. Additionally, it lets businesses manage critical documents by configuring user access and providing view-only licenses to members across the organization.


Lucidchart facilitates integration with third-party applications such as Salesforce, GitHub, Slack, LinkedIn Sales Navigator, BambooHR, and more. The product is available for free as well as on monthly and quarterly subscriptions. Support is extended via phone and other online measures.



Desktop Interface

Whiteboard

Prototype Creation

Organizational Charting

Presentation Tools

Process Change Tracking

Screen Capture

Templates

Charting

Mockup Creation

Publishing/Sharing

Strategic Planning

Gantt/Timeline View

Mind Maps

Interactive Elements

Network Diagram

Process Modeling & Designing

Graphical Data Presentation

Diagramming

Version Control

Revision History

Document Embedding

Planning Tools

Wiki

Real Time Data

Historical Reporting

Graphical Workflow Editor

Customization

Lucidchart offers Free, Basic, Professional, and Team accounts:

Free

Individual: $7.95 /mo

Team: $6.67 /mo

Enterprise: Contact Lucid Software for pricing details.

Free accounts allow users to create an unlimited number of diagrams with a limit of 60 objects per diagram.

Karbon vs Lucidchart

User Ratings & Reviews

Pricing

Product Demo & Screenshots

Advisor Recommendations & User Awards

Additional Info

Support and Training

Popular Comparisons