# Page 6 | Karbon Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 6 - 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 6 - Reviews of Karbon ## Showing most helpful reviews Showing 126-150 of 206 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use RK Ryan K. President and Co-founder Accounting Used the software for: 1-2 years ### "Best workflow solution for CPA firms ever!" January 20, 2019 5.0 Pros Incredibly easy to use, it was designed to make it easy to ensure you are profitable. The information is gathered automatically through an email integrator and ensures that work and client request that are not anticipated don’t get ignored. Cons Haven’t really found any other than it doesn’t support the Spanish language since half my team speaks Spanish it’s made it difficult on that level. Review Source Harry P. Principal Accounting Used the software for: Less than 6 months ### "Turbo charged integration of email and workflow" April 7, 2017 5.0 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. Review Source AM Alison M. Tax & HR Associate Used the software for: 1-2 years ### "Good Project Management - Still Needs a Little Work" March 8, 2018 4.0 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). is willing to take our comments and ideas into consideration and always have great customer service. Review Source VR Verified Reviewer Chair of Finance Committee Broadcast Media Used the software for: 6-12 months ### "Karbon has some amazing features" June 7, 2018 5.0 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 Review Source VR Verified Reviewer Founding Partner Accounting Used the software for: Less than 6 months ### "Good app if you commit to use it" January 10, 2018 5.0 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 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 Review Source Robert R. Used the software for: Less than 6 months ### "No more lost emails" May 2, 2017 4.0 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. Review Source DA Dominic A. Director Accounting Used the software for: Less than 6 months ### "Very poor support" January 4, 2022 4.0 A shame it has some good features, but there isn't anyone taking ownership of getting things done, so it makes it a very frustrating company to deal. Simple things like uploading work in bulk seems to be a major issue for them. Pros Good email triage function and pretty decent interface. Was expecting to find sending emails from it frustrating, but didn't. Cons Terrible support. Such a frustrating company to deal with. Passed around the houses on everything, no one takes ownership of anything. Really in like pulling teeth to get started. Switched from [Bright](https://www.capterra.com/p/126242/BrightPay/) Difficult to manage emails on AM Review Source CRN Chad R. N. Senior Account Manager Accounting Used the software for: 1-2 years ### "Amazing!" May 1, 2019 5.0 Internal communication is much cleaner and everyone is on the same page about what needs to be done. Easily track outstanding items and deadlines! Pros No more sticky notes! Easily delegate tasks between team members and no more missing deadlines! I don't know what I would do without ! Cons If I had to pick one thing, it would be that not everyone uses it! Review Source FY Frusquin Y. Project Manager Information Technology and Services Used the software for: 6-12 months ### "Tremendous" November 4, 2023 4.0 Pros Great features and helps manage your workflow well. Ability to send links to clients to download files Cons There is too much clutter with the email settings functionality Review Source AM Alejandro M. Chief Writing and Editing Used the software for: Less than 6 months ### "Improving but not yet there" November 12, 2025 5.0 Pros The fixed some of the previous issues that were very annoying and were making morw difficult daily tasks Cons Still needs to improve UI response. The UI would need an update also soon, starting to look out of date. Review Source Shaye T. CA's in Business - Panel Member Accounting Used the software for: Less than 6 months ### "Fantastic, intuitive tool to manage modern workflow" June 6, 2017 4.0 Pros Emails are the boss. Emails create work. So the ability to create tasks from email is brilliant ("triage"). We successfully implemented 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. Review Source AW Amy W. Used the software for: 1-2 years ### "Daily part of my workflow" June 15, 2018 5.0 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 releases new features regularly and really listens to their users! I appreciate that. Review Source Steph H. Accountant Accounting Used the software for: 6-12 months ### "Core App for Growthwise " June 23, 2016 5.0 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. Review Source Mary-Clare S. Used the software for: Less than 6 months ### "Karbon - Game Changer" May 24, 2017 5.0 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. Review Source DD Douglas D. Used the software for: Less than 6 months ### "Peace of mind" February 13, 2019 5.0 Pros Helps me keep track of everything I need to do for clients. My tax business exploded this year, and I was losing sleep thinking about everything I needed to to, keeping spreadsheets, notes in One Note, emails... Everything in separate places. now I can bring most of that into one central system and I love that when I send a request to a client, : 1) sends them reminders so I don't have to follow up, 2) can add automators to change the status from "waiting on client" to "Ready" when they complete assigned tasks etc. Cons Learning curve. Also, when I add a template it adds a long list of todos. My To Do list gets cluttered really fast, but I suspect there is a way to manage this that I haven't figured out. I've only been using for a few weeks. Review Source VR Verified Reviewer Profit Catalyst Management Consulting Used the software for: 1-2 years ### "Wonderful workflow management tool" January 6, 2019 5.0 Pros Ease of use, easy to delegate and integrate with mail Easy to follow up on where minor task are up to Cons Not being able to integrate with my Calendar, thus I still need to open Outlook daily. Inability for my delegates of my Mailbox to have access in Review Source James D. Admin Superhero Accounting Used the software for: 6-12 months ### "Nice and easy to use, saves me so much time!" June 23, 2016 5.0 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. Review Source VR Verified Reviewer Director Accounting Used the software for: Less than 6 months ### "Karbon - getting our small practice sorted!" May 24, 2017 5.0 Pros 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. Review Source VR Verified Reviewer Executive Assistant Financial Services Used the software for: Less than 6 months ### "A great app that makes managing emails and tasks to easy." November 16, 2017 5.0 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. Review Source John M. Used the software for: Less than 6 months ### "Great tool for managing our team" November 14, 2017 5.0 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 ( does provide this). Review Source VR Vasily R. President Accounting Used the software for: Less than 6 months ### "Product tailored to running an accounting firm" July 27, 2020 5.0 Great experience! Pros "Client tasks" and gentle reminders is one of the features I love in . Following up with client is never fun and automating it just makes so much sense. Work templates is another feature that increases one's productivity. Cons Nothing comes to mind... Perhaps, one can always complain about the price, but I find the value is well justified. Review Source DJB Dr Joy B. Certified Public Bookkeeper Accounting Used the software for: I used a free trial ### "It's a good software choice but a hard learning curve" November 3, 2022 3.0 It's a viable option but not the best choice for my practice Pros Email tracking and assigning to clients and their monthly projects Cons The workflow was harder to use and the learning curve much longer than I wanted to spend Switched from [Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)[Microsoft Excel](https://www.capterra.com/p/176574/Excel/) Needed something more advance to scale my business for the future Review Source VR Verified Reviewer Director Accounting Used the software for: Less than 6 months ### "The future of practice mgmt!" September 15, 2017 4.0 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 Review Source VR Verified Reviewer Managing Director Accounting Used the software for: 6-12 months ### "Love, Love, Love this Program" June 16, 2018 5.0 Pros I seriously don't know why it took so long for me to take that leap and use 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 is you can't schedule your emails to be sent at a specific time of the day, apart from that, Nothing Review Source VR Verified Reviewer Partner and Directing Manager Used the software for: 1-2 years ### "Great Product" August 13, 2018 5.0 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. 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.