Who Uses This Software?

High-performing accounting firms from around the world offering tax, audit, accounting, bookkeeping or advisory services with a strong client focus.


Average Ratings

56 Reviews
  • 5 / 5
    Overall
  • 5 / 5
    Ease of Use
  • 5 / 5
    Customer Service

Product Details

  • Free Trial
    Yes
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online

Vendor Details

  • Karbon
  • karbonhq.com/
  • Founded 2014
  • United States

About Karbon

Karbon is a new approach to practice management for accounting firms. Its workflow and collaboration tools provide visibility across your entire practice, with standardized processes, consolidated client information and a single place for your team to work together. Join hundreds of high-performing accounting firms from around the world. Get Karbon.


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Karbon Features

  • Approval Process Control
  • Compliance Management
  • Configurable Workflow
  • Customizable Dashboard
  • Document Management
  • Event Monitoring
  • Forms Management
  • Graphical Workflow Editor
  • Help Desk Management
  • Project Management
  • Resource Management

Karbon Reviews Recently Reviewed!

A great app that makes managing emails and tasks to easy.

Nov 16, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Pros: It's the best platform for managing (particularly email based) tasks I've found. No longer do emails get lost on a big list, Its super easy to assign them to a task and clear them out of the inbox without forgetting them.

Cons: No real cons I can list at the moment. The team are always quick to respond if I have an issue and they're constantly adding new features.

Amazing CRM Program

Nov 14, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Love that I can see what is going on within my company & with my clients from the dashboard. Also love being able to turn my emails into tasks. So easy to assign tasks to colleagues or clients. The customer service is always willing to help walk you through stuff & ask any questions you many have.

Cons: Would be good to assign tasks to multiple people in 1 task. Takes a bit of effort to initially set up but well worth it!

Great customer support

Nov 14, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: We have only been running on Karbon for a short period of time but the Karbon team was very proactive and supportive in the whole migration process from our previous task managing system.

Cons: I would appreciate a little more flexibility when it comes to exports and imports. Although the Karbon team was supportive so far in helping us with these, I hope they will eventually be working on this, if not already, in order for us to be more independent regarding this.

Great tool for managing our team

Nov 14, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: Centralized tool to manage remote teams. Automated emails to clients for open items. Clear dashboard visuals for open items for users and staff. Integration with Office 365 email. Excellent support and training.

Cons: Pricing can feel a little high when you roll it out to a large team. Training is necessary to push out to a team (Karbon does provide this).

Love Karbon, has helped us streamline our processes and centralize our emails

Nov 14, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: I love the templates for work flows and the ability to customize these to suit your needs. The filing of emails is a very easy process with a lovely interface to go with it. Its great that Karbon take on board our suggestions and there seem to be new releases all the time so the product just keeps getting better and better.

Cons: Only downside is the search function on emails, currently there is no ability to filter by a client or individual however we have been informed this is coming soon.

Karbon allows us to stay focused!

Nov 14, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: I love the support Karbon has to offer. I love the work templates that allow our work flow to be consistent among clients. And, I love focusing on work instead of email.

Cons: It takes a while to get used to focusing on task management instead of your email. However, it's worth it because you become more focused.

Helpful, efficient and a real solution

Nov 12, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: The flexibility around managing workflows and engaging with the team. It provides clarity to workflows, completely cloud-based and is an aesthetically pleasing product.

Cons: Build on the reporting features and more customisation to some of the templates and client checklists. However, I'm sure this will all be introduced in time.

Getting organised has never been so easy.

Nov 10, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: Most of our team already used their email inbox as a todo list, Karbon takes this functionality so much further and incorporates other workflows, CRM and team management. Client Tasks allow automation of regular information requests from clients helping our team focus on the actual work. The fortnightly release sprints are one of our favourite things about Karbon. When we on boarded the Karbon team promised lots of features and everyone has materialised.

Cons: Karbon is still missing some basic email functions that can prove frustrating and mean you still need to occasionally switch back to Gmail to get something setup.

Great app for remote teams tracking customer communications and projects

Nov 09, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: Karbon is a flexible kanban style project management app that provides a visual way of seeing the status of various work items in process. I like that you can move work items between kanban columns with a simple click and drag feature. Also, the Karbon team is constantly improving the app and rolling out significant improvements on a regular basis.

Cons: Currently, Karbon does not integrate with other apps. I use a third-party app to integrate the apps in our processes, and it would be helpful to be able to pull Karbon into this type of process development.

has been amazing by getting the whole team organised in what they need to do

Nov 08, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: Visibility on the team and Workflow management and transparency Checklists for all work items

Cons: The search function in emails is not as cohesive as gmail and find myself jumping back to gmail for specific searches

Karbon is a great project management tool

Nov 08, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Ease of use and constantly added features. There is not much leadtime required to get setup and provides a "command and control" feel.

Cons: Lack of Xero integration, which I understand to be a Xero problem, not a Karbon problem. Xero and Karbon need to kiss and make up.

Karbon is in a category of its own

Nov 07, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
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Pros: Smart concept to integrate the unified team inbox with the task and project management system. This unique combination of features puts Karbon in its own app category really, as there are plenty of project and workflow management apps out there, but they don't include the email inbox as an integral aspect, as Karbon does.

Cons: Some missing features are sure to come in time, such as the ability to search on Tasks and not just Work items (projects), Emails and Contacts ¿ and more extensive keyboard shortcuts will be nice, too. The Karbon team are releasing new features on a consistent basis.

Karbon is an amazing app for Accountants that are serious about their service delivery.

Nov 07, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Great features & the development team is continuing to enhance the features & functionality of the software. Karbon covers most of the software needs for accounting firms. It can be used as a CRM, workflow management, Customer service, Team collaboration, Client Communication, and email management solution. I really dig it!

Cons: I Would like to see a more integration with other apps. Currently there is a quick books integration.

Essential Product for Accounting Workflow Management and Team Efficiency

Nov 07, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
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Pros: I love the system in general. The personal training for team members was amazing. Additionally, it is wonderful to work with a company that really listens to feedback and suggestions. There are constant improvements and upgrades that the development team rolls out based on customer needs. All of the above combined with the basic features have made the product addictive! I truly cannot imagine my workday without Karbon.

Cons: It's a big investment for a small firm. I wish that the cost would come down a bit. However, if used properly this product can increase efficiency assisting to create capacity within a firm. It was also difficult to get full team "buy-in". There is a lot of initial set-up required to create full usability; however, once the time is invested it pays HUGE dividends by way of efficiency and standardized processes.

Absolutely Wonderful! Keeps me organized!

Nov 07, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
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Pros: Keep jobs/recurring work organized! Support is Fantastic! Always new and helpful updates! Customizable for your firm!

Cons: My only con is there is not an app for my phone YET. I know this is coming though! I can still log in through a browser.

Easy to use software, awesome customer support and pleasant onboarding experience.

Nov 07, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: The software is so simple but yet so amazingly powerful. You don't have to spend hours and hours getting it set up. You can just jump right in and use it and then add more as you get familiar with the software. So many times I have to invest tens of hours to get an application set up only to be frustrated that it is not functional weeks after purchase. With Karbon you can just jump right in and start using it and refine it as you learn and use the software. The onboarding team is amazing and very responsive. Customer support is the best I have ever experienced. Available 24/7 and immediately responsive. This experience will be the one I measure all others by, from now on everyone must meet the Karbon Standard.

The most beautiful accounting firm management software that I have ever seen

Nov 07, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: The bringing together all our client information and work into one program. The "to do" and "triage" that allow assignment to other team members. The ability to manage your whole firm from one place anywhere anytime on any device.

Cons: The program needs more integration and dynamic links with other "cloud" programs. There are times when the program "stalls" and it has to be restarted.

It Gets the Job Done

Nov 07, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: The thing I love about Karbon is it get's us out of our email and into action. No other product compares. The other most loved and most powerful thing is the community its founders and staff members have in place to support you get once you are in the product. The webinars and follow through has and will continue to be a game changer for our bookkeeping business. It's not an easy product to get to know because it is highly customizable there is always more than 1 way to do things but persevere and it will pay off.

Cons: I really want it to have a calendar view with all of the due dates. Otherwise, it is a fantastic program.

We LOVE Karbon!

Sep 27, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Karbon provides our team complete transparency across the board! It has allowed managers to quickly view communications between staff and clients to ensure work is being handled correctly and up to firm standards. It has also allowed us to work on streamlining our processes in house and to help new team members get up to speed much more quickly.

Cons: I would like to see more naming options for work in the "scheduling" function. At times it can be tricky to set up scheduled work just right to get the names of the work item to populate correctly.

The future of practice mgmt!

Sep 14, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
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Pros: -Email - workflow integration -its better than its competitors -great customer support - online support is super quick

Cons: -triage clunky compared to outlook 365 for the following reasons: -limited short cut keys -visually not as easy to find and review particular email streams -no calendar -work and workflow templates need to have job types

Excellent progressive software

Sep 14, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Workflow visibility over the whole team and sub-teams and email management. Regular update releases.

Cons: Ability to create recurring To-do's rather than just recurring work items.

Easy transition and short learning curve

Aug 31, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: I love how it is setup and integrates emails into the software. This is making customer interactions easier to track. The project templates and scheduling is another amazing feature.

Cons: So far the only con would be the fee, but my contact has been awesome in working with me to get my team setup.

Amazing to-do-list on top of your inbox!

Aug 23, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: It gives me a very visual view on whats going on with my team and the clients of our company. It is easy to assign a mail/task to a client and to a colleague.

Cons: No support for calender. I still have to jump into my old inbox to accept meeting invitations and to send invitations out.

Fantastic!

Aug 22, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
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Pros: the feeling that emails don't get lost or unanswered the ability to delegate tasks to colleagues easily being able to track the workload

Cons: can be a little overwhelming at first, understanding how the substructure (client, tasks, contact, etc)

It makes my day a more productive one.

Aug 07, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: I love that I can see what the whole firm is working on. The one feature that stands out for us, is how we can make our emails a work item right after we finish reading it. I no longer leave emails unread, just so I wont forget to do the work Later.

Cons: We used to work with outlook. It been difficult to get used to the email formats. I would love when they have restriction to what other users can do. Right now anyone can make a change to the firm preferences. You can track who made the change, but still I would love restriction to lower tier users.

Great Management App

Aug 02, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
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Pros: Really helped me 'tame' my emails. Assigning my emails to tasks so that they don't get lost was HUGE for me! For example, if an client emailed me to adjust their payroll for next pay period, I could assign that email to that task and it would be there on the task when I performing that task. I was able to set up work templates for reoccurring tasks and move them off of my calendar, leaving my calendar only for appointments and using Karbon for projects.

Cons: Wish it had a calendar view with my appointments as I find that I have to open up Outlook for seeing my appointments.

The Superman-Batman-Crocodile Dundee-Indiana Jones-Dog Whisperer of Team Communication and Project Mgmt Tool

Jul 12, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Comments: Have you ever wanted ONE SPOT to check email, delegate task, manage projects and customers? Karbon is IT. NOthing else compares to this robust, all inclusive system. Forget Twist and Slack, and your gmail or outlook, zendesk and all the rest. This program, while made for the accounting industry, is the perfect solution for any industry, and even a single individual could use it, but it shines with many users. No more multiple things to check and manage, it's all in one place. From Triage, you empty your inbox for email and @ tags from within the system and assign emails to other team members, create work from emails, and all correspondence tracks back to both contacts and pieces of work, so nothing is ever lost or hard to search. This is the most intelligent productivity solution available; I've tried many to disappointing results and now will stay with Karbon and not continue to look further. You can see work for the whole business, for yourself, and separately for your team. You can assign work to others, you can even assign tasks to clients and people outside your team, so they have their own checklist, which has comments and attachments - no more 10k emails! You can break down work into sections with different checklists and assign each task it's own team member and due date. You can drag and drop tasks to different dates. You can have templates for work to make creating work easy. You can make client tasks in these templates and also schedule repeating work. I can't go on, there are too many things that are amazing about this program. Do yourself a favor and try it out. I put it off for 8 months and after 2 days was hooked. 5 months later, it just keeps getting better and easier as we get more proficient using the program to its full potential. AMAZING! Nothing less than Amazing. Nothing slips through the cracks with Karbon.

Pros: Everything about Karbon.

Cons: They have both of these on their Fall 2017 roadmap: 1) time clock for job/client/employee time tracking (which is the only other external program we now use and can't wait to only use Karbon for everything); 2) Canned Responses (template emails plug & play). Coming soon, and I can deal with these cons because of everything else has saved so much time.

Recommendations to other buyers: If you need to be your most productive and clearly see what you need to do, then Karbon is for you. Great for delegation, project mgmt across multiple team members, & having one place for everything.

Karbon's product, training, and support are awesome!

Jul 10, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
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Pros: This product has a team approach to project management which gives us exactly what we need to manage our team. Their support team is professional, friendly, knowledgeable and ready and willing to stick with you and your team until you are successful in every aspect. Works with Outlook in keeping my history in a specific "work".

Cons: I would like to see the look-up lists to be sorted. I still need to use my Outlook to better find history, and you can't beat a desktop app when you are drafting complex emails that may take the full day to finish.

Dealing with clients is now so simple.

Jun 20, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: The ability to create various templates that can be used for month end close procedures and IT implementation checks. From the templates, you can create specific client tasks that are then sent to the client so they know what and when to complete them - within the tasks you can hold "conversations"! Perfect, and cuts out so many emails flying backwards and forwards with clients. A true timesaver.

Cons: It's wonderful that all emails are stored by each contact in Karbon but personally I don't like to see all emails stored by subject, but rather by date.

Fantastic, intuitive tool to manage modern workflow

Jun 06, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Emails are the boss. Emails create work. So the ability to create tasks from email is brilliant ("triage"). We successfully implemented Karbon for use by our bookkeepers and our advisory staff. It's perfect for managing those micro-tasks that pop up with advisory / outsourced CFO roles.

Cons: Its difficult to monitor incoming emails from a supervisor's perspective as only the user can see their individual triage.

Workflow management solution!

May 24, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Karbon is the answer to our team's dilemma of managing emails. We are now able to assign emails to the right person, and be able to create jobs/work/to-do lists in one single software package. In addition to that, it has been easier for us to track what each and everyone has been working on, which sort of helped us in capacity planning. What made Karbon more helpful for us is the Client Task functionality where we could send out email reminders/checklists to clients. Karbon is an amazing creation!

Cons: I think it needs more email formatting options, and hope there could be a mobile app soon! Can't think of anything more -- Karbon is an excellent product!

Karbon - Game Changer

May 23, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
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Pros: The management of email is awesome. The visibility across all work is flexible and can be manipulated to suit my requirements. It is so easy to update due dates, allocate jobs to other team members. The Client Tasks is awesome!!

Cons: The monochromatic black/gray colour scheme does take some getting used to. I would like to be able to merge duplicate contacts without involving support.

Karbon - getting our small practice sorted!

May 23, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
Likelihood to Recommend: 9.0/10 Not
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Pros: Karbon is easy to use and helps us keep to our processes. Having the chat function under help has really helped us settle into a new system quickly.

Cons: It is a step up in price from what we were using but so far I think it has been well worth it and I am excited about the features coming soon. Once timesheets are available it will become great value for money for us.

Task Management - We're now at our best!

May 14, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Thanks to Karbon, we are totally organised and know where we're at all times. With each email, you can either clear from the triage or assign to a colleague with a due date of expected completion which is attached to a piece of work. You will never forget a task again. Their search function make's it easy to locate information from many different platforms within Karbon. Karbon is so user friendly and their support team is the best I've ever experience. Can't rate this product high enough.

Cons: No time tracking - but I know it's coming as they listen to their users. Karbon are always looking at ways to improve their product.

No more lost emails

May 02, 2017
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: We love the ability to link emails to clients and jobs, no longer are our emails lost in each individual silo. The to-do list is an excellent feature - far superior to sticky notes and bits of paper. It is great for our remote team as well.

Cons: The job workflow still needs a few more functions/search categories to make it even better, but I am told some of these new functions are currently in the pipeline and I look forward to them being released.

Karbon has streamlined our job management and reduced my stress level!

May 01, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: TRIAGE - LOVE IT! you only read an email once, action it (assign to yourself, someone else, respond or create work), none of this reviewing the same emails as you constantly try to clear your inbox. You then work out of your TO-DO list and you even get the satisfaction of ticking items off the list The TRIAGE and TO-DO list help your own personal workflow/daily schedule but the "work" in Karbon is so easy to see at a glance what everyone is up to. We had someone really sick for a week and in the click of a button we reallocated the work, and all the correspondence with the client was attached.

Cons: Not really a "con" just an area to continue to improve - Emailing out of the triage is good, and they keep adding features, but it doesn't have all features of gmail etc it works well for most, but the attachment limit can catch you off guard sometimes but i know they are increasing the attachment size.

It's a game-changer!

Apr 30, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: It is easy to use from the get-go and visually pleasant to be in. I love the continual innovation by the Karbon team. They really do listen.

Cons: I would like the option to be able to un-stack emails as this has caught me out on a couple of occasions. It would also be great to set a time delay on sent emails.

Turbo charged integration of email and workflow

Apr 06, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
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Pros: Ability to know what is going on for specific client matters throughout the team , including email flow and notes. Because each client matter can be allocated to team members, there is clarity in responsibility, action points and bottlenecks. Work and To-Do functions also enable better planning.

Cons: Some of the email options are lacking (even the fact that I need to capitalise the "i" when typing "I"), formatting etc. These will no doubt be improved with future iterations.

Love this software

Apr 06, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: This software is a game changer. It is simple to use, streamlined and intuitive. Karbon has improved our productivity and work visibility and I'm no longer stuck in my inbox for hours. Love it!

I have been looking for a product like Karbon for the 7 years. Now I have it!

Apr 04, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Karbon is the answer to all our problems. We have struggled with other software in the past. We have always found we needed to change the way that we do things to fit the system, rather than the system suit the way we do things. With Karbon we don't need to change anything. It suits the way we work. It has a huge amount of flexibility without being so flexible you don't know where to start. You just get started and go from there. There is no huge learning curve and even if you do need help the Support is fantastic.

Cons: None. There is nothing to say other than positive things. Even if there were some the Karbon team are very approachable about new features or tweaks.

Quick to learn and heaps of support!

Feb 22, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: Our firm was looking for something that could help us easily manage our day-to-day activities easily. Karbon definitely has given us that capability! With its features growing more and more we find ourselves consistently integrating new and value adding practices. The support team at Karbon thoroughly listens and takes notes on what its users want and prioritizes and implements those things timely with lots of training and how-tos accessible.

Pros: There's less slipping-through-the-crack items Setting up projects is a breeze and recurring work ACTUALLY works Lots of customization within projects Creating to-dos from emails and on the fly Karbon support is the best

Cons: More people aren't using it!

Recommendations to other buyers: If you are looking for a software to house all your projects and maintain daily activities, Karbon is the solution!

No excuse to forget a piece of work again

Feb 12, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: Karbon has been instrumental in shifting our practice from working in silo's to working as a cohesive team. From on boarding new clients to projects and regular compliance work we have it all covered now with Karbon. I rarely use my email Outlook folder. Training the brain to open Karbon daily was an initial challenge but once you overcome that hurdle you can't imagine running a business without it. I wish Karbon was around when I was a Sole Practioner as it would have expedited our growth rapidly. There are new features being added each week which is great for us.

Pros: On boarding process was fantastic Great training provided The team at Karbon are always willing to answer any question Integrates with our QBO file.

Cons: A little pricy but so too is losing clients because you forgot to lodge their BAS or something important.

Responsive team

Feb 08, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Value for Money

Comments: Really good system... which is the next step if you used Trello and Podio etc... it is backed by some great people who respond very quickly... brings method to your practice.

Game Changer!

Feb 03, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: I don't know how I managed my clients and jobs before Karbon ... I know it was a struggle! With Karbon, it is so easy to keep track of what you are doing for each client with all correspondence and documents relating to those jobs attached to each piece of work. You can search for jobs, emails, work etc, create To-Do lists, assign work to colleagues and so much more. I can recommend this app to all professional service businesses, particularly bookkeeping and accounting practices.

Pros: Super easy to set up Very responsive support Makes scheduling work very easy Makes keeping on top of ad-hoc jobs and regular jobs very, very easy Constant innovation and improvement of the app Keeps all correspondence and emails relating to each job in one place Searchable emails, work, contacts etc

Cons: I can't think of any cons!

Recommendations to other buyers: Definitely try this app - you will not be disappointed

Core App for Growthwise

Jun 23, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support
5 / 5
Value for Money

Comments: Karbon solved a huge issue for Growthwise, one central place for all our work, lodgement deadlines, checklists and to-do's. Karbon is the 1 system that everyone in the team opens every morning and is our go-to for all information about our clients as well as work that needs to be done. It¿s also great for workflow and transparency, as communication is visible between all clients for all users, meaning no searching for that email sent to someone else. It has saved us countless hours of workflow control time and allowed us to process jobs even quicker.

Nice and easy to use, saves me so much time!

Jun 23, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support
5 / 5
Value for Money

Comments: An excellent bit of software that makes my life so much easier. Every accounting firm should be using this. Has cut a lot of time wasting out of my day.

Pros: To do - Everything that you need to get done is one one easy place, where everyone can see where I'm up to. Work - A great area showing everything that i need to get done. No more searching through my inbox for hours looking for things!

Cons: I can't think of any. This is an excellent product.

Karbon = Solution!

Jun 23, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support
5 / 5
Value for Money

Comments: Karbon being so 'young' is not as well known as it could or should be - the functionality and tracking is second to none! Client communications, tasks, checklists, jobs, priorities; it's all there - amazing!

Pros: Functionality - not just another emailing platform - we schedule jobs, repeat checklists for repeated work, tick boxes (love that) Complete visibility of where everything is up to - including 'Waiting', 'Planned' and 'In Progress' to 'Complete' So innovative! I love Karbon!! The support is always there and working hard to find solutions/ release new features and keep you up to date with introduced plans!

Cons: Not enough people know about it!

Oct 24, 2017
4/5
Overall

Oct 04, 2017
4/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
Likelihood to Recommend: 9.0/10 Not
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Aug 14, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
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Aug 07, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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May 25, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Apr 05, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Jan 25, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Jun 23, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support
5 / 5
Value for Money

Jun 23, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support
5 / 5
Value for Money