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Users of Karbon have praised the software for its ability to provide visibility over all aspects of their accounting businesses. With …
Starting at $59 per month per user
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What is Karbon?
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…
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Team
$708
Cloud
per year per user
Business
$1068
Cloud
per year per user
Enterprise
Custom Pricing
Cloud
Entry-level set up fee?
- Setup fee optional
For the latest information on pricing, visithttps://karbonhq.com/pricing
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Starting price (does not include set up fee)
- $59 per month per user
Product Details
- About
- Integrations
- Competitors
- Tech Details
What is Karbon?
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 decisioning.
- Workflow Automation - To eliminate low-value, time-consuming tasks.
- Project Management - For team goal alignment.
- Team Collaboration - Providing one place for task collaboration.
- Email Management - Email is embedded into workflows to avoid siloing of information.
- Document Management - Files can be organized, shared, and saved directly from Karbon.
- Calendar integration - Connects to Google or Outlook calendars to support planning.
- Client Portal - To engage clients while securely sharing sensitive information and correspondences.
Karbon Videos
Karbon to run an accounting firm
Karbon is Practice Management for a more connected accounting firm
Karbon 2 minute overview
Karbon Integrations
Karbon Competitors
Karbon Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | No |
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TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Business Problems Solved
- Pros
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Users of Karbon have praised the software for its ability to provide visibility over all aspects of their accounting businesses. With features that encompass client communication, task assignment and tracking, workflow creation, scheduling, and project management, Karbon consolidates work, clients, planning, and communication in one place. This consolidation significantly streamlines operations and helps users focus on what is important for their clients, ultimately allowing them to build strong and long-term business relationships.
One of the standout features of Karbon is its unique ability to action emails into workflows. Users have found this capability to be invaluable when it comes to delegating tasks quickly and efficiently. By eliminating the need for manual task assignment and reducing the risk of things slipping through the cracks, Karbon ensures that nothing falls by the wayside and provides peace of mind for users.
Furthermore, Karbon has been commended for its Practice Intelligence feature, which offers valuable insights into data and operations. This intelligence enables users to identify areas where wastage can be reduced and profitability increased, leading to more efficient resource allocation and improved financial performance.
With its comprehensive suite of functionalities covering practice management, staff management, job management, and email management, Karbon eliminates the need for multiple tools and platforms. Users appreciate this all-inclusive nature as it simplifies their workflows and enhances overall productivity.
Notably, the customer service provided by Karbon has been consistently praised by users. The company's support team is described as amazing, helpful, and friendly. Alongside general support through webinars, an online magazine, and a blog, users appreciate the regular updates made available by Karbon.
Overall, Karbon has proven itself as a robust productivity solution that effectively addresses key pain points within accounting firms and beyond. By optimizing communications, task delegation, project management, and overall operations in one accessible platform, it empowers teams to work collaboratively while maximizing efficiency and client satisfaction.
Time-saving triage feature: Many users have praised Karbon's triage feature as a massive time saver, allowing them to easily manage and prioritize their emails and team communications.
Customizable templates for workflows: The ability to customize templates in Karbon has been highly valued by users, particularly accounting firms. This feature allows them to tailor workflows to suit their specific needs, increasing efficiency and streamlining processes.
Integration with Google Calendar: Users find the integration of Karbon with Google Calendar to be a valuable feature. They can easily allocate tasks, schedule time, and receive reminders on their phone for upcoming tasks, enhancing productivity and ensuring important deadlines are met.
Difficult Capacity Planning: Some users have found it challenging to do capacity planning without the add-on for Practice Intelligence, which has limited their ability to effectively allocate resources and plan workload distribution.
Steep Learning Curve: The software has a steep learning curve and can take time to understand its idiosyncrasies. Several reviewers have mentioned that it requires significant effort to become proficient in using Karbon, potentially causing initial frustration and delays in fully utilizing the software's capabilities.
Counterintuitive User Interface: Although once learned, things make sense, the user interface of Karbon can sometimes be counterintuitive and confusing. Multiple users have expressed that they initially struggled with navigating the interface and understanding how certain features work together, leading to inefficiencies in workflow management.