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
ProofHub
Score8.9 out of 10
N/A
ProofHub is a SaaS based project management software from ProofHub LLC in Walnut, CA. It is an online project management and collaboration tool that comes with integrated Group chat, quick Discussions on projects, Workflows and boards, Project reports, among other features. Document (e.g. Excel, Powerpoint) uploading and sharing is supported, along with an integrated an Online proofing tool to aid in image and document review. ProofHub aims to enable teams to…
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.
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It suits well for those businesses who want to operate on a global level without investing too much over creating infrastructure. A business can easily reach out to various clients, customers, partners and other stakeholders and communicate and collaborate with them in a fast and transparent manner and can effectively tap any opportunities coming its way. Such opportunities if properly implemented can lead to gains for the parties involved.
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
The obvious, proofing! We need something in-house that can do this instead of hiring one person for this job. Each person on our marketing team knows how to use it.
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
Proofhub can improve a bit in areas of helping people customize their accounts a bit more. That makes managing work even more easier, when you have things just the way you want them to be.
With an array of useful features available that solve all our work issues, each department has an access to it. Each one knows what’s going on with different teams. This makes collaboration easier, as different teams just need one tool to come together and get things done. I think this is a great product! it has really helped my company get MUCH better organized.
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
Great support website and had reps follow up multiple times in our trial process. Getting started was very straightforward and adding people is easy too.
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
We used Basecamp in the past, but we did encounter some problems while working with it. But these concerns have been better addressed in ProofHub. It has a simple interface which is so easy to operate and this was not the case in Basecamp. ProofHub lets us quickly chat with our team members over various work matters through its inbuilt chat feature and resolve them fast while Basecamp provides this feature through a third-party tool which added to our expenses and it was not a very convenient affair. ProofHub has got an inbuilt proofing tool which allows us to get quality feedback over designs instantly saving our time and costs, whereas Basecamp enables proofing through a third party tool which again was not convenient for us. ProofHub’s casper mode feature helps us to protect privacy and secrecy over confidential issues but Basecamp lacks such an important feature. So ProofHub has more to offer and better too in comparison to Basecamp. (answer to Describe how ProofHub stacks up against them and why you selected ProofHub.
Proofhub has a great impact on our ROI. Due to a systematic approach of handling each clients’ project, we have been able to double the number of clients we had prior to signing up for Proofhub.