Karbon

Karbon


5 / 5
105 reviews

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

105 Reviews

  • 5 / 5
    Overall

  • 4.5 / 5
    Ease of Use

  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    $49.00/month/user
  • Free Trial
    Yes
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    24/7 (Live Rep)

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.


Karbon Features

  • Access Controls/Permissions
  • Business Process Automation
  • Calendar Management
  • Compliance Tracking
  • Customizable Dashboard
  • Document Management
  • Forms Management
  • Graphical Workflow Editor
  • Mobile Access
  • Task Management
  • Third Party Integrations
  • Workflow Configuration
  • Approval Workflow
  • Billing & Invoicing
  • Client Management
  • Client Portal
  • Document Management
  • Due Date Tracking
  • For CPA Firms
  • Project Management
  • Staff Management
  • Time Tracking

Karbon Reviews Recently Reviewed!


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.

Huge Potential to help me support the accountants in my firm

May 31, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support
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Pros: My Motto for every day is "How can I help you today" and Karbon is my best asset For helping others. When the accountants in our office need a report or need to know if something has been done and they are too busy to check I can filter All Work in KARBON and bring it down to the file they are looking for in a very short time. I can have their answer back to them quickly and in a manner, they can use. I can check for each client what tasks are overdue and through notes on the file keep all the involved managers and partners aware of timing for their involvement in the file. When you learn to use the filters correctly the information you need is easily accessed and up to the minute. Karbon and I work as a team to send emails, keep notes, report findings, and make sure that "no client ever falls through the cracks - and calls to say "you forgot this - now I have to pay a penalty..."

Cons: Until you learn that the secret key to Karbon is FILTER - FILTER - FILTER then it is almost too big a program and under-utilized by a number of people. One of our senior partners summed it up like this "Imagine the only way you have to communicate to the office is through the KANBAN view in KARBON" this view teaches you to make notes, share emails, FILTER All Work and generally get as upclose to the file as you can so all the participants can work on any file in the company confidently knowing that they are working with the latest information. The only true Con is the magnitude of the learning curve. But with the seminars and help articles, you can feel supported and know you are not alone. There are many people who can help you out. There are WAY more pros than cons - really.

Revolutionary accounting software that, if used to its full, will transform your practice or firm.

Mar 13, 2018
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: The templates for work items which serve as company systems and procedures as well as project management allows us to monitor staff performance while resting assured that work is completed accurately and timely.

We have more visibility than ever before and the software promotes the creation of new work in a way which defines 'how' it should be completed and so we now have operating systems and checklists for all our work. We know exactly what is and isn't being done.

Cons: Integration with 3rd party applications is still quite limited - we find ourselves duplicating data entry in some areas.

It would be great if the software allowed the use of custom fields to record data not currently catered for by the preset data fields.

Overall: Increased visibility of all projects and undertakings in the practice. Ability to monitor deadlines and schedule reminders.

The automated aspect of the software is an indispensable quality for our industry and the option to create client tasks which are housed in their own space (outside of email threads where they often end up getting lost or missed) and the automatic reminders that underpin these, have transform our service delivery times and accountability measures.

The Project Management Tool that Manages YOU!

May 31, 2018
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's completely streamlined our business, increased profitability and reduced time wasted on looking for things, or duplicating tasks. It's really easy to setup and maintain and you don't need an administrator to manage it for you. We have much more control over our emails now, assigning them to work and colleagues and setting up work such as on-boarding, system setup, or IAS and BAS is a breeze using templates. Client tasks help us receive information from clients in a more timely manner. There are too many features to list! But I'd pretty much tried everything on the market prior to Karbon and this - well it just ticks ALL the boxes and does what it's meant to do!

Cons: I'd love to be able to pin a note to the top of the work timelime. But that's not really a con, it's just a feature request!!!

What a great practice management Tool!

Jun 14, 2018
5/5
Overall

5 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: Karbon is a such a great tool for our team communication and overall management of our business. It helps to keep everyone on our team in the know with regards to what is happening with our clients with the easy to use features of assigning tasks, creating to-do lists & checklists, and following up on work. It's also helped take following up with clients off of our plate with their "assign to clients" feature that includes auto-reminders! Our team acclimated to Karbon rather quickly and they continue get excited when learning about new features. I do need to mention that the customer support is excellent! Our questions/needs are responded to almost immediately. Lastly, Karbon is continually adding features and listening to what their customers are asking for...and it shows with their updates that are frequently being communicated. In short...WE LOVE KARBON

Cons: The only outstanding items right now are Outlook & TSheets features. We'd like to see folders in Karbon for ease of access and organization with emails, along outlook calendar visibility. We'd also like the ability to edit time in Karbon to avoid having to open up the TSheets application to view/edit. But I know they are diligently working on adding additional features and I'm hopeful that we aren't too far away from these.

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
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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

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.

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
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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.

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.

Excellent Management Tool

Aug 21, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Allows for a highly organized system for all facets of your business. Having the ability to delegate and assign work, check on the progress of each task by creating checklists, and have your email filtered in so that nothing is overlooked has been immensely helpful to our business.

Cons: I suppose depending on the size of your team, it can get expensive, however I do believe the benefit and time savings would outweigh the cost. I would also like to see a better notification system when checklists have items left unchecked for more than the duration of the job post. This would help prevent steps being overlooked or ignored.

An app that keeps us organized and on top of our workflow

Jun 07, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: The workflow management using Kanban just makes it so easy to see what needs to be today, tomorrow and in the future. Workflow templates are an awesome way to get organized and allow for an efficient way to get client work done. The checklist format in work templates is great, one of our staff setup a complicated payroll for a client via a template that now anyone can go in and do that client's payroll without wonder if they missed something. Definitely a must have app for accounting workflow.

Cons: No custom fields ability, we send out birthday cards to our clients and we can't keep track of that in Karbon at the moment. Email scheduler so we can do up an email and schedule to send it out later. Email templates would be a great feature too.

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.

Project Management Tool Tailored to Accountants

Jul 10, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Pros: This tool is so flexible and customizable; it could be set up to fit the needs of many different accounting firms, and even businesses outside of accounting looking for project management. It is great that it links to your email so you can add to-dos directly from emails. You can also communicate within the team through notes, and store all communication with clients in one place. From a management perspective, you can slice and dice work items in many different ways (by team member, client, type of work, status of work, etc). This tool will really do most anything you need in terms of project management.

Cons: I could get nitpicky and say I wish the scheduled work was more flexible in naming conventions and dates (for instance I want this work to be due every 1st Monday of the month). And it would be really great if you could get auto notifications when work or tasks were completed, or if tasks could be dependent on each other. Otherwise, as long as you spend a little time on the front end designing how you want it to work for you, Karbon is great.

Good Project Management - Still Needs a Little Work

Mar 07, 2018
4/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: I like that the app looks great, it has really great potential to be the perfect project management software in the future. I use it as a checklist for all my work items. The client task option is also great for reminding our clients of outstanding items we need from them.

Cons: It's slow to load your work and sometimes work gets lost in the To-do's if they aren't assigned correctly by your colleagues (which is common when we are really busy). Karbon is willing to take our comments and ideas into consideration and always have great customer service.

Karbon has taken me to another level.

Jun 26, 2018
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've been looking for a solution like Karbon for a few years. I'm a sole trader right in the middle of 52 different financial year end client jobs (I am juggling 52 clients in a 10 day window right now). I am normally out of control at this time of year, but I have found time write this. Each job is scheduled, I know who is waiting for who, how many hours I need and importantly the dollars to flow in. All emails around these jobs are connected to the job. If the jobs have issues (as they are doing as I type), I can move the timing easily and make notes. Generally extra work flows from these jobs and I can now slot that into a future, less crazy time, and it won't be missed. In the past, year end has been a highly stressful, unpleasant time, but I am in control. I've used CRMs before but they were sales focused and I needed work focused. I'm in for the long haul with Karbon.

Cons: I am looking forward to ongoing product development. I've seen great new features in the first 3 months already.

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.

Revolutionise your practice management methods!

Jun 19, 2018
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: Get rid of the spreadsheets, reminders, to do lists, annoying pieces of paper lying around- Karbon encompasses all elements of practice management in an easy-to-use, robust and inclusive manner. Features such as scheduling and triage enables work to be assigned to different colleagues, and then kept on top of! Client tasks also ensures that clients are kept in the loop with their tasks and this saves the firm time chasing for info. The support provided by the Karbon team is excellent. Would highly recommend for all accountancy firms.

Cons: Can take a little while to be accustomed to, however as stated the support is excellent and the features are easy to navigate!

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!

Karbon is Legit

Jun 22, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Karbon has improved the efficiency of our company and centralized most of our processes all in one place. Checklists, client details, projects, work assignments, it's all in one place. There is now no question on who is performing what task and responsible which project, and all the information we need to perform our tasks is right there. I highly recommend Karbon to any company that want's to grow and make things easier for themselves!

Cons: It will force you to re-think how you work, which is the entire point! If you think this is a con, take it as such, but for all of us who are looking for a better way to work, Karbon is for you.

Simply Awesome Software

Jun 01, 2018
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: - One stop shop to see everything that is going on within the firm - Multiple ways to view information to manage work or see the tasks I need to do - Easy to oversee lots of pieces of work - Manageable inbox - Work templates make workflow standardized and easy to accomplish - Team actually uses (and loves) it!

Cons: - A bit hard to navigate to information within a client record - simple design mean sometimes there is a lot of clicking - No mail merge/email template database yet - have to keep an external email template database and add to commonly sent emails. - Beautiful design can come at a cost of having to click around a bit.

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
Likelihood to Recommend: 10.0/10 Not
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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.

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.

Transformed the way we work as a team

May 31, 2018
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: Shared workflows fully integrated with our email system. Good privacy control recently introduced, Communications with team members that avoids the use of email, I could go on and on but best you see for yourself

Cons: No mobile app yet. Integration with Xero contacts would be nice but basically an excellent system though there are always more things we as users would want, we are never satisfied!

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
Likelihood to Recommend: 10.0/10 Not
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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.

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
Likelihood to Recommend: 10.0/10 Not
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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.

Karbon has some amazing features

Jun 07, 2018
5/5
Overall

3 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Being able to send automated emails and checklists to clients with reminders is absolutely brilliant You can also create you own templates and roll them out with different timing for each task i.e. after creating the task another task can be due 2 days after which is great

Cons: Hard to see a contact task list as the screen is locked about half way down and when you have recurring tasks these are created for about a month so if you say had a daily task and others it's hard to distinguish between them

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.

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
Likelihood to Recommend: 10.0/10 Not
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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.

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
Likelihood to Recommend: 9.0/10 Not
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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.

Daily part of my workflow

Jun 15, 2018
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'm in the beginning stages of implementing this fully into my firm. I don't use all of the bells and whistles yet, but I can clearly see that it will be a great asset!

Cons: No app is perfect, but Karbon releases new features regularly and really listens to their users! I appreciate that.

Not worth the money - there are lots of other options

Apr 05, 2018
3/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

2 / 5
Customer Support

1 / 5
Value for Money
Likelihood to Recommend: 1.0/10 Not
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Comments: 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.

Love, Love, Love this Program

Jun 16, 2018
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: I seriously don't know why it took so long for me to take that leap and use Karbon in my business. I can't imagine how I would run my business without it. Saves me so much time and I know exactly where each client is up to at all times

Cons: The only thing I don't like about Karbon is you can't schedule your emails to be sent at a specific time of the day, apart from that, Nothing

Great practice management tool

Feb 08, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The ability to monitor workflow, tag emails to client as well as the specific work being done is priceless. Information doesn't get misplaced and its so easy to stay on top of deadlines. In one view I can see what work is planned, in progress, what is waiting on the client etc. With so many records being electronic you can't just look around the office anymore to see what's physically there, Karbon is the solution to the digital record management.

Cons: The client tasks need to be little easier to manage. It would be nice to be able to send just a form email rather than a checklist type of communication and changing the date it is being sent should be able to be done within the task rather than the work template.

Great Product

Aug 13, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Great way to organize your team and make sure everything gets done. Set and schedule tasks. Great support

Cons: Could you a mobile app to make it easier to access mobile, have to use a browser now and can be a little tricky.

All-in-one accounting software which increase productivity and output

Aug 28, 2018
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: The availability of necessary data for an accounting work is the greatest advantage of this software; e-mails, clients, project managements, etc., it all available in Karbon. It can filter inputs and data of my entire team which makes allocation of files easier and time-saving. Visibility of necessary facts is top-notch. With this software, monitoring of deadlines and schedule reminders is easy and automated.

Cons: Limited integration is a disadvantage. Since our team uses more than one software for our daily accounting needs, it would really be a great addition for integration with excel or QuickBooks. But this might be included in future updates which we will gladly be looking forward to.

I love this software. It helps me stay on top of everything.

Jul 10, 2018
5/5
Overall

4 / 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: The best thing about this software is the triage. I feel like I can have a big picture of everything that is new or going on at the moment and quickly peruse through all of it. That way I can set priorities for the day and me aware of everything going on in the firm. I feel like nothing slips through the cracks.

Cons: Sometimes I have to go back to my gmail, for example, when I have to download multiple attachments. The "download all" attachments does not work for me. That can get pretty annoying. Additionally, this software needs full commitment from the whole work team. If someone does not use it fully, it does not work as well.

Overall: I feel more organized and feel more comfortable communicating with all clients.

Oh, the joy of zero inbox

Dec 18, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
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Pros: Amazing how much mental clutter you can gain by getting rid of your email inbox. Once you've trained yourself to not check triage every 10 minutes (like you would email), it's great to have everything cleared away, allocated or scheduled for future reference. And having the task and work updates automatically reflected in the workflow saves a huge amount of time of having to maintain it manually.

Cons: There are a few things we'd like to see automated, or other dependencies created. For example, ability to automatically reallocate a piece of work to a different individual or change its status once a certain date passes. We're sure it's on the list!

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!

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.

Powerful tool for managing workflow

Jul 09, 2018
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: This is a great tool to manage communication and projects. It is constantly updating to meet our needs and customer support is always available.

Cons: It might be nice to sort or search your triage in different ways (only because I don't clear my triage as often as I should).

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.

Karbon - Changed the way we practice

Aug 28, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Pros: Kanban view of tasks Live view of what each team member is working on Excellent customer support and training

Cons: Conversation view of emails not able to be switched off Price can add up for larger teams Takes a bit of time to get used to

Karbon is in a category of its own

Nov 07, 2017
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 9.0/10 Not
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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.

Absolutely Wonderful! Keeps me organized!

Nov 07, 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: 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.

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
Likelihood to Recommend: 10.0/10 Not
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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.

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!

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
Likelihood to Recommend: 10.0/10 Not
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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

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
Likelihood to Recommend: 10.0/10 Not
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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.

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.

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
Likelihood to Recommend: 10.0/10 Not
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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.

A modern project management tool

Aug 21, 2018
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 has been great to work with and us leaps and bounds above what we were using before. It's intuitive and things can be done on the fly so if you get an email that requires a new job you easily add the new work within about 10 seconds. For the firm needing to go to the next level in project management Karbon is a winner!

Cons: The triage feature takes a little getting used to and I feel like I am managing two inboxes now. It would be nice to have a bit more functionality when writing emailes too

and now, I sleep better

Dec 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: For us, the best feature is the work templates. These are training tool and ensure our processes are documented and regularly updated. Also, the ability to schedule repeating work helps make sure nothing falls through the cracks.

Cons: The contact info isn't seamless. It could be better organized and it seems that we have to enter information in more than one place sometimes. Also, it doesn't seem to me that the contact info is linked to Xero, even though there is a link showing in Karbon, it doesn't work for us.

Oct 01, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Aug 28, 2018
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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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
Likelihood to Recommend: 10.0/10 Not
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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.

The best of task management software in the bookkeeping/accounting industry.

May 31, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Triage for emails can be allocated as a task to yourself or a colleague. Client tasks (however I haven't used it much yet. Templated projects (work items).

Cons: It doesn't integrate with alot of software like others do in this category. I would love to see it integrated with Pandadoc (proposal writing, digital signing software), xero (for CRM integration), be able to clock in and out inside Karbon for TSheets instead of just recording the duration currently.

Good app if you commit to use it

Jan 10, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: This is a great app that can save time and make your team more efficient All the process get streamline and all your staff would treat each client the same way!

Cons: You have to make a habit of opening karbon app first thing in the morning and get everyone in to the same tune as well If one team member is not working on the app properly it is hard to track and pay per user could be quite expensive. So nothing wrong with the app but with the commitment of using

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
Likelihood to Recommend: 9.0/10 Not
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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 client management app

Feb 08, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: I really love the email triage feature and this is what drew me to the product in the first place. Works really good for people that work from there email lots.

Cons: I'm still in the beginning stages of learning the product but I'd like to have a way to bring in more communication streams in the same way as email into triage. I have clients that message me via sms, whatsapp, telegram, etc. Now I have to paste those conversations into karbon which works but.

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 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.

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.

Karbon Efficient

May 31, 2018
5/5
Overall

5 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Simple and easy to use Effective workflow management tool Convenient client communication Lean coding allows for a lot of hacks within the system to be made to achieve certain goals where feature limitations exist

Cons: A tonne of feature limitations as it is a young piece of software: no API, tasks cannot be assigned to "general" roles once assigned to a 'real' person, etc.

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.

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.

We love Karbon

Jun 15, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 9.0/10 Not
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Pros: Helps keep my firm organized Allows me to see progress of my teams work Allows me to stay on top of client communication even if i'm not directly on the email

Cons: Email interface could use some improvement Timesheet interface can needs enhancement Would be great if there is a secure vault to store client logins for various apps needed to complete their work

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.

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
Likelihood to Recommend: 10.0/10 Not
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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).

Sep 05, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 8.0/10 Not
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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 - 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.

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
Likelihood to Recommend: 10.0/10 Not
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Extremely
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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

Awesome

Dec 14, 2017
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: I like that I can clear emails when they've been dealt with and I don't have to see them again until or unless I need them. Also like the assigning of emails to colleagues.

Cons: I'd like to be able to track my files coming in that I'm not the client owner on and I wish there was some autocorrect on my typing like there is in Outlook.

Much Needed Workflow software

Sep 13, 2018
4/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality
Likelihood to Recommend: 7.0/10 Not
Likely
Extremely
Likely

Pros: This is a much needed software for managing employees and tasks. Imagine sending an email and assigning a task to an employee and knowing when the task is completed or the progress of that task without asking. Also, it is great to be able to track the workload of each employee and the productivity of employees and profitability of tasks and jobs.

Cons: The "clunkyness" of this softwares use can be annoying at first. I am slightly unhappy with the lack of reports of all jobs and tasks in one place.

Seemless

Dec 18, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Email integration, and the level and ability of their support team to help with all our issues. They offer fantastic training and are very much there for you when you need them.

Cons: It would be nice to have an internal timer that can be allocated to each project, so we do not have to use external apps.

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
Likelihood to Recommend: 10.0/10 Not
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Extremely
Likely

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.

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
Likely
Extremely
Likely

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
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

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 approach to workflow management

Dec 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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Extremely
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Pros: I love how it has now become difficult for something to slip through the cracks. I no longer use Outlook for my emails as Karbon has the functionality that I need.

Cons: I wish there was an on-the-go app instead of having to log into their website when I am not on my computer.

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
Likely
Extremely
Likely

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.

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
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

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)

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
Likely
Extremely
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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.

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!

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
Likely
Extremely
Likely

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!

Aug 14, 2018
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
Likely
Extremely
Likely

Jun 05, 2018
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
Likely
Extremely
Likely

Dec 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
Likely
Extremely
Likely

Dec 19, 2017
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Dec 10, 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
Likely
Extremely
Likely

Oct 04, 2017
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Aug 14, 2017
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

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
Likely
Extremely
Likely

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
Likely
Extremely
Likely

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
Likely
Extremely
Likely

Jun 23, 2016
5/5
Overall

5 / 5
Ease of Use

5 / 5
Customer Support

5 / 5
Value for Money

Review of Karbon

Aug 21, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: It is a great tool for project management. it helps us to know what work is pending and how it can be completed.

Cons: Nothing as such you can include calender in this

Excellent Tool

Jun 14, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: The customization is fantastic and the tool is very well built. Once you get setup it really helps productivity.

Cons: Takes some getting used to, it's hard to break up with Outlook after so long, but well worth the effort.

Jun 17, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money

May 22, 2018
5/5
Overall