# Page 3 | Karbon Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 3 - Is Karbon the right Accounting Practice Management solution for you? Explore 206 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/156181/Karbon/reviews --- Karbon 4.7 (206) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated April 15th, 2026 # Page 3 - Reviews of Karbon ## Showing most helpful reviews Showing 51-75 of 206 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Andrew N. Owner Accounting Used the software for: 2+ years ### "Better but not Best" November 13, 2020 4.0 Karbon support has always been great. Higher ups are not accessible. While they always solicit feedback, it never seems to get heard. They seem to be chasing markets and customers right now and not focusing on their existing clients and how they can help them be more productive. Pros Karbon has revolutionized Workflow for accountants. Truly taken it to a new level. It does so many things so well that it is hard to not take those features for granted until you compare it to other similar software. Here are some exceptional features While not perfect, the email integration is great Creating and managing projects is relatively easy and painless Client task management is excellent and extremely useful Automations is work is great team collaboration is very good especially at the task level Mostly great utilization of screen realestate. Cons Todo list is frustrating for me. Being a Franklin Covey person, i want more control over my todo list. I cant export my todo list either which would help mitigate this issue. Not enough control over tasks. Task list can be overwhelming and thus not useful No proactive feedback about assigned tasks or notes. IF I assign someone a task, email or note, I want to know when they have done the work and if they have not done the work. I want automatic feedback on this. I want more shortcut icons. Some steps are really "clicky" I wish there was much better app integration. This is very limited. On a task list, if a task does not apply to a client I want to mark it NA. Not delete it or mark it complete with a comment. I need more flexibility on labeling clients. For example I want a job to be flagged as extended and not just have a temporary status of completed. Alternatives considered [Aero Workflow](https://www.capterra.com/p/158169/Aero-Workflow/)[Xero](https://www.capterra.com/p/120109/Xero/) Reason for choosing Karbon With all my frustrations with how good the product could be, it is still much better than the rest as far as I can tell. Review Source TS Tom S. Practice Manager Accounting Used the software for: 1-2 years ### "My preference of the Practice Management Tools available" October 6, 2020 5.0 Overall I find Karbon a pleasure to work with and has definitely made my life as a practice manager a whole lot simpler. It is continually getting better and it seems they listen to their users and make changes on what they hear which to me is the best thing a software company can do. Look forward to optimising Karbon more for our practice and definitely see it as a key software in view of the growth we are aiming to acheive. Pros It's very simple to get your head around in the main and comes with a good set of instructions. Love the task list and kanban boards for work management and as a practice manager, it makes my life much easier to be able to see all the work that is happening from one system. It also works wonders with repeating work items where you are able to assign e-mails or notes to multiple timelines and even if the work doesn't start for another year you have got all the information right there at your fingertips. The client tasks are an awesome feature too which have decreased our turnaround time on work considerably. You can start a job and be 100% sure that you have got all the information required right there as all the initial tasks have been checked off. The other side we have found very useful is the collaboration. With a team based in multiple areas this is so key and we find Karbon becomes that one source of truth which tells us exactly what is happening. Cons We have found it harder to get older members of the team onto the software and potentially could have a very simple addon for programs such as outlook and gmail which would let users use the system they're used of but still push the information into Karbon correctly. There has also been issues a few times with integration to Office 365 which when the whole office relies on the system can be a big hit on productivity. The other thing I probably would change if possible is the client portal and make it much more of a place where clients can actually log in and see the progress of their work and get an idea on exactly what is being sorted for them. Reason for choosing Karbon For me it was ease of implementation and what I felt would work best for the staff in our company. Senta came the closest to competition but we found the KanBan board on Karbon a winner and see Karbon as the company with the most potential going forward. Review Source AB Alissa B. CEO Accounting Used the software for: Less than 6 months ### "KarbonApp for the Growing Firm" March 25, 2021 5.0 Wonderful and I can't wait to continue to gain further best practice and utilize all the components around capacity planning etc. Pros We implemented Karbon only a short time ago and I am already seeing significant impact on my time through the ease of delegation of specific tasks and the ownership of those tasks to be able to check provide oversite. My staff has had a similar response and although it has been a learning curve we all see the potential and benefits. Cons There are a few items around being able to apply templates after work is created (currently you cannot do this only at creation). It also takes the server five minutes or so to show a contact that you add which is a pain when setting up new client work. We had asked to have contact emails imported and although they were provided for some reason they did not get imported (that combined with the delay was a bit of a pain). A few other items are more about learning how to get the best use out of all so I would argue are not dislikes but more learning curves as it changes the way you work significantly with the implementation of triage. Overall the team at Karbon have been great in answering any questions and give a lot of opportunity to show you best practice even when you choose the self implementation option. I do hope they create more integrations with Xero Accounting Software as they do with QBO. Alternatives considered [Jetpack Workflow](https://www.capterra.com/p/135007/Jetpack-Workflow/) Reason for choosing Karbon Karbon's Triage tool was a big selling point and really just seemed very much next GEN. Jet Pack Work Flow had great functionality but was lacking on some of the tools that Karbon has built in. It was a tough decision though as some of the team completing the demo's really liked Jet Pack. Review Source PC Paolo C. Director Financial Services Used the software for: 2+ years ### "Best Workflow Management Tool on the market" August 2, 2023 5.0 It's been great, and we could not see working in our practice without it. Pros The best decision you need to make if you own a Bookkeeping practice is the choice of your Practice Management software. I believe this is where you should economize on this decision. Karbon is definitely the best option out there. We are thrilled it was our first choice, and we were able to invest our time in such a long-term investment. We have been using Karbon since 2017 (we opened our business in 2016!) and we continue to improve our processes and take advantage of their continuous improvements. 5-star all over! Cons The CRM part of the software is probably the weakest and clunkier to use. I also don't find it as suitable for internal project development. We use a separate system for this (Notion) and are are very happy to use the two apps parallel.I would LOVE to extend its ability to a very simple support system where a ticket number is automatically generated for the client and those support requests are linked to the client's timeline! Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[SuiteFiles](https://www.capterra.com/p/209335/SuiteFiles/)[FYIsoft](https://www.capterra.com/p/159627/ReportFYI/)[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[ClickUp](https://www.capterra.com/p/158833/ClickUp/) Reason for choosing Karbon We did a lot of research before investing in Karbon. Although some of the other packages may have been better in some areas, our key priority was the workflow components. Since then, Karbon added many more new features, reinforcing our decision. Review Source DT David T. CEO Accounting Used the software for: 2+ years ### "The centre of our software stack." June 29, 2023 5.0 It took a long time to get it set up and function in the way we want it, but it was well worth the effort. Now that we are comfortable with it, we would never use anything else. Pros Well designed workflow management that addresses most of the aspects of information management that accountants need on a daily basis. I cannot imagine going back to a time without it. Cons No practical option to use custom fields for clients or client groups. Custom reporting is not great if you want to look at your whole database. Basically you have to just dump everything to excel. Not easy to bulk update client records. Requires intervention from Support. No simple csv import. Review Source AE Alexa E. Founder Marketing and Advertising Used the software for: 2+ years ### "Essential for project and communication management" February 24, 2025 5.0 I have been using Karbon for years, and I will not be switching to an alternative platform. Karbon continues to evolve its software to better serve its customers, and its customer service is excellent -- you are always communicating with a real person within a reasonable amount of time. Pros Karbon allows me to keep my time tracking, emails, and project management all in one place, and creates greater transparency within my firm. It is an essential tool in running my business! Cons It can at times be more difficult to track down an email in Karbon than it is to find it in my Google inbox. Reason for choosing Karbon Its capabilities were more robust, and the email integration is essential to running my business. Review Source PP Peter P. Partner - Accounting, Bookkeeping and Payroll Accounting Used the software for: Less than 6 months ### "The well deserved leader in Practice Management for Accountants and Bookkeepers." March 17, 2023 5.0 The Karbon employees are amazing. Helpful and friendly. Also, Karbon offers quite a bit of general support to help run an accounting firm, from weekly webinars to an online magazine and blog they seem like they are invested in your practice in general. This support has been helpful on numerous occasions! Pros The best thing about Karbon is the automation that is built into the existing templates and the ease at implementing it into custom templates. Cons The biggest challenge with Karbon is the time it can take to learn the idiosyncrasies of the software. It sometimes seems counterintuitive but if you take the time to learn the software things will make sense. Alternatives considered [TaxDome](https://www.capterra.com/p/186749/TaxDome/)[Canopy](https://www.capterra.com/p/150647/Canopy-Tax/)[Jetpack Workflow](https://www.capterra.com/p/135007/Jetpack-Workflow/)[Pixie](https://www.capterra.com/p/200797/Pixie/) Reason for choosing Karbon The automations are the best in class! This is important for our practice. Switched from [Financial Cents](https://www.capterra.com/p/186837/Financial-Cents/) The automations in Karbon are simply more robust. Review Source CT Cenk T. Founder and CEO Marketing and Advertising Used the software for: 1-2 years ### "The best tool for accountants, with great support." December 10, 2020 5.0 Pros It is designed for accountants to both manage their clients and the team collaboration effectively and efficiently. Either as the owner, partner of the business managing the team or as a team member managing the client projects on a day to day basis, this tool does a great job. I can't think of not having Karbon HQ. The Karbon HQ team is always providing new updates and on-going trainings to increase the usage efficiency of its users. Cons Can't say there is anything I don't like. The UX has a classical design and may be updated to have a fresher look and feel but that is a minor enhancement. Reason for choosing Karbon Its Triage feature is great and keeps it very simple. The Work and ToDo menus, the easiness of assigning emails as tasks, monitoring the team load, etc... It is done for accountants. Switched from [Todoist](https://www.capterra.com/p/149339/Todoist-for-Business/) I needed client management and collaboration software specifically designed for accountants. Karbon HQ does that. Review Source Elizabeth M. Senior Accountant Accounting Used the software for: 1-2 years ### "Karbon Works but there are more inclusive options out there" August 12, 2022 5.0 Overall I've had a positive experience. I did wind up switching to another service however because it appears that Intuit has bought them out and it is a matter of time before they are no longer offering Karbon as a product separate of Intuit. Also, TaxDome and a few other products out there have a lot more options in regards to features they offer (signature capture, tax software sync, payment processing, etc...) and it is a lot more convenient to go to one place for everything instead of several. Pros Sorting works and then individual tasks are great. Also, the auto-remind option is a huge time saver for our firm! I also really like the internal and external comments functions. Cons The analytics are a bit clunky to set up. It'd be really nice to be able to see projected budgeting, etc... but unless you have fixed prices for everything, it doesn't work and takes a long time to set up. Review Source VR Verified Reviewer CEO Accounting Used the software for: 1-2 years ### "Karbon is a game-changer!" July 21, 2023 5.0 It has been crucial in helping to grow the firm sustainably. Pros Karbon support was great in helping get us set up and understand how to use the product. From there, your imagination is the limit of Karbon. You may not even need that with all the helpful tools and templates they have! Cons It could do better about helping report on capacity. They have a new feature, but costs extra too. Alternatives considered [Jetpack Workflow](https://www.capterra.com/p/135007/Jetpack-Workflow/) Reason for choosing Karbon Recommendations from others, had a better interface Review Source ON Olivia N. CEO Accounting Used the software for: 2+ years ### "Awesome Practice Management Software for Accountants and Bookkeepers" April 6, 2021 5.0 Excellent and thrilling Pros Karbon is right at the top - best software available - permanently developing and adding features - super support Cons there is nothing I don't like - Karbon is spot on perfect Alternatives considered [Ignition](https://www.capterra.com/p/140861/Practice-Ignition/) Reason for choosing Karbon Karbon seemed the most modern and foreword thinking - and indeed it is Review Source MG Marni G. CEO Accounting Used the software for: 2+ years ### "Why I picked KarbonHQ" November 4, 2020 5.0 This software has given us the visibility to see all of the work that we have. Before this we were all siloed in our inboxes, now we have shared communication and collaboration on work. Pros I like the fact that this software gives me visibility on Work that is not complete, by person, by budget, by client, by type of work. The flexibility of seeing reporting is great. Cons The ability to search emails needs improvement. You can do it, however it is more effective to use Outlook. Alternatives considered [Jetpack Workflow](https://www.capterra.com/p/135007/Jetpack-Workflow/)[Wrike](https://www.capterra.com/p/76113/Wrike/)[Asana](https://www.capterra.com/p/184581/Asana-PM/) Reason for choosing Karbon It incorporated the best of all of the products. It gave us Email, Work (Project) Management, Repeating Tasks and Schedules, Client email requests and template with Auto Reminders Review Source VR Verified Reviewer Operations Manager Accounting Used the software for: 1-2 years ### "My favorite piece of software I've ever used." October 5, 2020 5.0 We save time and gain efficiency and clarity with Karbon. The integration with Practice Ignition has been great as well. Pros Easy to set up and use. Great tool for collaboration with colleagues and clients. One central location for all work, communication, and demographic data. Cons There are always things that could be improved in any software, but I don't feel like there are currently any holes in Karbon, just things that could be better. The "to-do" and "insights" section are two that I feel could be improved to increase their usefulness. Reason for choosing Karbon Karbon had more functionality. Switched from [Accelo](https://www.capterra.com/p/225762/Accelo/) The relevant email content pulled us in to learn more about the software. Karbon seemed more user friendly and more geared specifically toward accountants than our previous software. Review Source CB Carol B. Accountant / Owner Accounting Used the software for: 2+ years ### "Long time user " May 22, 2021 5.0 Karbon has enabled our team to work efficiently, document work notes, and set up standards. Pros The ability to manage our work schedule. Cons Copy/paste features do not work well. I would like my Grammarly to integrate. I would like to move work tasks to client tasks. I would like to put an internal comment on client tasks. I would like to be above to select all work tasks, copy, then paste to Excel. Reason for choosing Karbon Karbon was the only product (at that time) that allowed team assignment up the chain of command, across and down. Others were only down, some you had to define what roles were assigned to who. Karbon allows the flexibility to manage workflow by teams instead of a hierarchy. Review Source LS Lisa S. Project Manager Accounting Used the software for: 1-2 years ### "Communication reduces staff frustration and is the key to excellent customer service! " August 19, 2019 5.0 Exceptional. Karbon continually makes improvements to their products. They look for suggestions from the users and are happy to accommodate finding a solution for a specialized request. Pros Our staff enjoys the Triage function and visibility of communication most about Karbon. With having a team approach to most of our client work, it's important for everyone to know details from client interactions. This has helped us to be more efficient, batching questions and keeping us from contacting the client repeatedly for the same thing. It has essentially helped us provide better customer service while making our team more efficient. Cons I would like to have more options of labeling clients, helping to narrow down a specific group of clients to target for an email message or reporting purposes. Filter work by work title instead of work type. Alternatives considered [Canopy](https://www.capterra.com/p/150647/Canopy-Tax/) Reason for choosing Karbon Triage function. We also felt like Karbon was specialized more towards Project Management for the firm as a whole. Canopy was specialized in income tax work. Switched from [BigTime](https://www.capterra.com/p/131076/BigTime/) Triage function, being able to capture emails to contact timelines to convert into work if necessary. Review Source VR Verified Reviewer Practice Manager Accounting Used the software for: 1-2 years ### "Revolutionary accounting software that, if used to its full, will transform your practice or firm." March 13, 2018 5.0 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. 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. Review Source CM Chrissy M. Accounting Informations Director Accounting Used the software for: 6-12 months ### "Step your game with Karbon! " February 2, 2021 5.0 Our team is more productive! They're spending less time sending emails and more time organizing their to-dos. We feel organized as a firm by being able to find client emails, assigning to-dos to each other and easily managing our work. Pros The most impactful feature is the cohesiveness of Karbon. We needed one place for our staff to send emails, enter their time, and track their work. We used 3 different apps to do this and Karbon combined all of them for us. The Client Task feature Karbon offers is my favorite. You can set up recurring monthly requests for your clients and it sends reminders on your behalf. Cons Karbon is robust, but with time you will get used to it. The onboarding was super helpful and seamless. We loved the support we had along the way. Review Source Samy B. CEO Accounting Used the software for: 1-2 years ### "Best management software for Accounting firms" April 2, 2024 5.0 One of the top firm management apps available in the market. Pros Karbon AI, workflow, Triage, integration with the tax software and best customer service. Cons Setting up templates can be quite cumbersome. Switched from [TaxDome](https://www.capterra.com/p/186749/TaxDome/) The lack of functionalities and features, along with poor customer service. Review Source CV Cynthia V. CPA Accountant Accounting Used the software for: Less than 6 months ### "Karbon = AMAZING" January 19, 2023 5.0 It's helped me reduce stress by having everything planned and automated in my workflow! I should have done this years ago! Pros Easy to get started. The community is amazing - lots of people willing to help you. Really good knowledge base articles! Cons ha! I haven't found anything I don't like! Review Source �MG 🌼 Megan G. Principal Accounting Used the software for: 2+ years ### "Karbon is my brain outside my body" January 21, 2021 4.0 Pros It's impossible to grow a firm without making intrinsic knowledge available to all. Karbon has allowed us to codify that knowledge in templates and checklists, while making both internal and client communications visible across the team. Cons I'm looking forward to improved integration with our file storage system, as clients tend to want to upload documents through Karbon but that's not where I want them. Review Source NK Nyoro K. Construction Manager Construction Used the software for: 1-2 years ### "Karbon Has Been a Sensational Workflow Management System" May 1, 2024 5.0 Pros I like the efficiency of Karbon. Karbon has been a great workflow management tool. Cons I do not have reasons to dislike Karbon. Karbon is so amazing. Review Source AW Alan W. Director Accounting Used the software for: 2+ years ### "Great product" November 6, 2020 5.0 Karbon is a great app and has become an integral part of our business. Pros Product is very easy to use and makes keeping client communications together really easy which in turn helps make us as efficient as possible. Cons Would be great if there was integration with a client portal system. Alternatives considered [Jetpack Workflow](https://www.capterra.com/p/135007/Jetpack-Workflow/) Reason for choosing Karbon Ease of use and greater fit with our business needs at the time. Review Source TW Tara W. Director of Sales & Onboarding Accounting Used the software for: 2+ years ### "Transparent team collaboration" December 1, 2022 5.0 Pros The transparency of tasks, work, emails, etc across the team is amazing Cons It is quite expensive without many options to reduce fees Review Source VR Verified Reviewer Director Accounting Used the software for: Less than 6 months ### "Practice Management made easy" June 5, 2019 5.0 Practice management, staff management, job management, email management - it delivers all that I wanted in one app. What I would love is if the time tracking integration was not limited to tsheets as I have tested tsheets and it is more of a payroll focussed time management tool as opposed to a billing tool or tracking of job efficiencies tool - I would prefer if this integration was expanded to include a tool like Harvest for this purpose. Also if it could integrate with Xero HQ that would be wonderful as well as WorkflowMax just didnt work for me in terms of my logic or reasoning so I use Harvest with Practice Ignition and Karbon with only Harvest and Practice Ignition integrating with Xero - if I could get all 4 to talk to each other it would make my life a lot simpler and achieve better management Pros I am constantly writing out "to do lists" and then I get to the end of the week and I need to consolidate those lists to make sure nothing drops off - with Karbon I always have my to do list available and up to date. I also enjoy the fact that i have better control of my e-mails and previously where I forwarded a mail to a staff member by way of delegating it to them i had no way of checking that the mail was attended to unless I added it to my to do list - whereas now I can add it to their to do list and monitor whether or not it was completed Cons there is a quite a bit of set up involved in terms of getting the work templates in place but that is to be expected I guess - although once set up those work templates will serve as a sort of process manual so it kills two birds with one stone - its just where I am a small practice the time taken to get all set up will take longer as it is only me setting it up in between still trying to manage practice and keep up to date with client work Review Source GT Graeme T. Partner Accounting Used the software for: 1-2 years ### "The possibilities are almost endless" September 1, 2020 5.0 Support has been fantastic and it has taken a while but they guys have been there throughout to help us. Pros Well where do we start - how we are now more productive with e-mails, the work flow tasks, the dashboards and now Insights! Cons Budgets, time and fees are the main things that are lacking as is the issue with the inflexibility of deadlines but hopefully we might have found a workaround. Reason for choosing Karbon Additional functionalities Review Source ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Talk to a Capterra advisor for free and get results within 15 minutes.