About Karbon

Karbon is a workstream collaboration tool that acts as a work and communication hub for medium and large businesses. It offers functionalities such as email integration, internal communication, workflow management, task management, client collaboration, CRM, work templates and more.

Karbon is built from the ground-up to provide visibility, which makes it ideal for teams who need to collaborate together across different departments and locations. The fact that Karbon allows for collaboration in context of the work itself separates it from many other workflow and communication products.

As well as improved visibility, other core benefits of Karbon include efficiency gains, increased output, greater throughout, and the ability to determine what work and ...


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Supported Operating System(s):

Web browser (OS agnostic)

139 Reviews of Karbon

Average User Ratings

Overall

4.76 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

5.0

Functionality

4.5

Ratings Snapshot

5 stars

(109)

109

4 stars

(27)

27

3 stars

(3)

3

2 stars

(0)

0

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 139 results

December 2020

Cenk from IntroMoney

Verified Reviewer

Company Size: 2-10 employees

Industry: Marketing and Advertising

Time Used: Less than 2 years

Review Source: GetApp


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

December 2020

The best tool for accountants, with great support.

Pros

It is designed for accountants to both manage their clients and the team collaboration effectively and efficiently. Either as the owner, partner of the business managing the team or as a team member managing the client projects on a day to day basis, this tool does a great job. I can't think of not having Karbon HQ. The Karbon HQ team is always providing new updates and on-going trainings to increase the usage efficiency of its users.

Cons

Can't say there is anything I don't like. The UX has a classical design and may be updated to have a fresher look and feel but that is a minor enhancement.

Reasons for Choosing Karbon

Its Triage feature is great and keeps it very simple. The Work and ToDo menus, the easiness of assigning emails as tasks, monitoring the team load, etc... It is done for accountants.

Reasons for Switching to Karbon

I needed client management and collaboration software specifically designed for accountants. Karbon HQ does that.

August 2019

Lisa from Compere Robinette CPAs

Verified Reviewer

Company Size: 11-50 employees

Industry: Accounting

Time Used: Less than 2 years

Review Source: GetApp


Ease-of-use

5.0

Value for money

5.0

Functionality

5.0

August 2019

Communication reduces staff frustration and is the key to excellent customer service!

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.

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.

April 2018

Amy from Streamlined Accounting Strategies

Company Size: 2-10 employees

Industry: Accounting

Time Used: Less than 6 months

Review Source


Ease-of-use

3.0

Value for money

1.0

Customer support

2.0

Functionality

3.0

April 2018

Not worth the money - there are lots of other options

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.

November 2020

Andrew from Newman Associates

Verified Reviewer

Company Size: 2-10 employees

Industry: Accounting

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

3.0

Customer support

5.0

Functionality

4.0

November 2020

Better but not Best

Karbon support has always been great. Higher ups are not accessible. While they always solicit feedback, it never seems to get heard. They seem to be chasing markets and customers right now and not focusing on their existing clients and how they can help them be more productive.

Pros

Karbon has revolutionized Workflow for accountants. Truly taken it to a new level. It does so many things so well that it is hard to not take those features for granted until you compare it to other similar software. Here are some exceptional features While not perfect, the email integration is great Creating and managing projects is relatively easy and painless Client task management is excellent and extremely useful Automations is work is great team collaboration is very good especially at the task level Mostly great utilization of screen realestate.

Cons

Todo list is frustrating for me. Being a Franklin Covey person, i want more control over my todo list. I cant export my todo list either which would help mitigate this issue. Not enough control over tasks. Task list can be overwhelming and thus not useful No proactive feedback about assigned tasks or notes. IF I assign someone a task, email or note, I want to know when they have done the work and if they have not done the work. I want automatic feedback on this. I want more shortcut icons. Some steps are really "clicky" I wish there was much better app integration. This is very limited. On a task list, if a task does not apply to a client I want to mark it NA. Not delete it or mark it complete with a comment. I need more flexibility on labeling clients. For example I want a job to be flagged as extended and not just have a temporary status of completed.

Reasons for Choosing Karbon

With all my frustrations with how good the product could be, it is still much better than the rest as far as I can tell.

Reasons for Switching to Karbon

Not so much a switch. DocIt is still my DMS but Karbon is now my workflow manager

November 2020

Marni from Black Sheep Services

Verified Reviewer

Company Size: 2-10 employees

Industry: Accounting

Time Used: More than 2 years

Review Source: GetApp


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

November 2020

Why I picked KarbonHQ

This software has given us the visibility to see all of the work that we have. Before this we were all siloed in our inboxes, now we have shared communication and collaboration on work.

Pros

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.

Cons

The ability to search emails needs improvement. You can do it, however it is more effective to use Outlook.

Reasons for Choosing Karbon

It incorporated the best of all of the products. It gave us Email, Work (Project) Management, Repeating Tasks and Schedules, Client email requests and template with Auto Reminders

Reasons for Switching to Karbon

We needed an environment that was easily shared, a place to download all of the tasks that individuals were doing and make notes so that we had written procedures, we wanted the visibility on all of the work that was due without having to go look at individual files.