Karbon 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.

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

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.

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.

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

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

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.

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.

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.

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).

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.

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.

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!

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

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

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.

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.

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.

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

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.