Karbon is presented as a collaborative practice management solution for accounting firms. It includes communication and workflow tools to streamline practice operations, with task automation for common processes, and scheduling data collection. Its features encompass: Client Management - tracking the relationship with all the firm's customers. Knowledge Centralization - A single source of truth for job tracking. Business Analytics - Insights to guide firm…
$59
per month per user
Microsoft Viva Engage
Score8.6 out of 10
N/A
Microsoft Viva Engage, formerly Yammer, is used for private communication within organizations or between organizational members and pre-designated groups.
$24
per year per user
Pricing
Karbon
Microsoft Viva Engage
Editions & Modules
Team
$708
per year per user
Business
$1068
per year per user
Enterprise
Custom Pricing
Microsoft Viva Employee Communications and Communities
$24
per year per user
Microsoft Viva Suite
$144
per year per user
Offerings
Pricing Offerings
Karbon
Microsoft Viva Engage
Free Trial
Yes
No
Free/Freemium Version
No
No
Premium Consulting/Integration Services
No
No
Entry-level Setup Fee
Optional
No setup fee
Additional Details
—
Microsoft Viva Engage is also available in some Microsoft 365 packages.
Having a tool where all of our task management and communication internally and externally is connect is a big pro for Karbon. When we made the switch we were able to eliminate multiple 3rd party tools we were using that didn't talk to each other. They are always updating and rolling out new features so you can stay up to date with what comes next to help your business. Being able to see all of the work agreed to for a client, all of the time budgets vs actual time, and then the specific tasks with specific notes, along with attaching all of the documentation (bills, emails, cc expenses ect) to the work items and having it all in one place so that the client work can be done by multiple people in our office has been a game changer for us for capacity and just not having one person hold all of the knowledge.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Yammer is great when you have a company culture that encourages friendly collaboration and communication. It can be a great supplement (but certainly not a substitute) for bonding and sharing ideas and thoughts. Certain channels can be really successful, too, like a channel where people can post dog pictures or something fun like that!
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Resource management: Ability to view workloads of team members and reallocate easily in the event a team member is on leave.
Workflow management: Repeating workflows allows consistency of work and visibility of where work is up to.
Communication: As a remote team, communication is vital. We use tagging and assigning to ensure relevant team members are across the information they need to be. The client portal is handy for keeping sensitive information off email.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Time integration with XPM: We use fixed fee billing through Ignition, with invoices flowing through to XPM where we manage WIP against time. At the moment, time recorded in Karbon needs to be manually entered into XPM. A direct integration that automatically pushes Karbon time into XPM would remove this duplication and improve accuracy. Alternatively, if Karbon could pull the relevant Ignition billing information through in a way that supported WIP management, that could remove the need to maintain time separately in XPM.
Intelligence and reporting: I find the Intelligence area quite clunky for the management reporting we need. It can be slow to load, includes former team members who are difficult to exclude, and it is not easy to quickly produce a clean report with the key information required to manage the business.
I would like simpler, faster reporting around measures such as team productivity, revenue compared to payroll costs, utilisation and other operational performance metrics. Ideally, these reports would be included in the current subscription model, easy to filter and export for use for management decisions. The current experience has not provided enough value for us, and as a result I cancelled the Intelligence section of our subscription this year.
Bulk workflow updates: Making changes across a large number of recurring client workflows can be time consuming because many updates need to be made individually. While Karbon allows bulk updates using standard work templates, applying these can overwrite or remove client specific customisation, so it is not always practical for established workflows. It would be useful to be able to add a new task section to existing recurring workflows in bulk, while leaving all existing client specific tasks, settings and customisations intact. This would make it easier to roll out process improvements across the client base without having to manually update every workflow.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Although the social enterprise network works very well, there is room for some slight improvement - such as the ability to attract users. By being part of the Microsoft Office Suite, it is offered as an "add-on" and many overlook it and see it as unnecessary at first. It would be smart for Microsoft to sell it as its own product so it could gather more popularity as a "social network".
Giving an option to filter results could be better as well as giving an option to turn off the "recent activity" bar on the home page.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Microsoft is dedicated to continual improvement on Yammer. They realize the value that Yammer brings to the table with their clients. In the short time that we have had Yammer implemented, we are just now beginning to see the strong impact it has on becoming more effective and efficient around collaboration.
As mentioned previously, it is a great tool to increase overall productivity and transparency. The work appears in my-week making things hard to slip under the radar.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Overall easy to use and intuitive, although limited in the possibility to personalize layout and look & feel of a site. Some functionalities are not easy to use, like document editing, but some others are quick and effective (posts and tagging above all). Performance and responsiveness of the Yammer site is typically acceptable, in my experience.
We have never had to use the support for Yammer. The tool works well and we have not come across any bugs. User Interface is simple and easy to use, similar to other forum type products, thereby removing the need for any extensive training. Team members are invited in and immediately are able to start using the tool.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I used CCH Prosystems for many years and in different variations and versions. I found that the training provided was lacking and the program was not user friendly. My former firm paid a great deal of money and we didn't use half of the functions it claimed to have due to the unfriendly nature of the platform.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Our team briefly used Salesforce.com's Chatter product before switching over to Yammer in 2012. While Chatter is essentially the same product as Yammer, it left much to be desired. Chatter's design was (and remains) clunky and difficult to navigate. Yammer is a simple, easy-to-use product that offers similar functionality as Salesforce's Chatter.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
My company is pleased with the positive impact Yammer has created departmentally and on an individual basis with work flow efficiency.
Adversely, most old and new employees are more familiar with SharePoint, causing the company to pay for training for all current and incoming employees.
As Yammer becomes more widely used, the need for training may diminish, which is where we will see our return on investment, as the product clearly provides a more effective form of file sharing and communication between employees and their department.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info