Karbon Reviews & Product Details

Karbon is very intuitive to navigate and helps you drive forward through a very efficient working routine, no matter how you work. Our operation has gained so much efficiency and our team members save a ton of time each day since we use Karbon as our source of truth. I've been really happy with our Karbon integrates with our NPS platform, AskNicely. As a firm running on Karbon, I have maximum transparency into who is working on what, and how our clients are being treated. Our onboarding experience was absolutely a 10/10. The Karbon team acts as our partner not just through implementation, but through our whole client lifecycle. Work item views, time entry and communication analytics, capacity reporting - every feature is truly invaluable to us. Keeping track of over 90 employees and thousands of clients and deliverables is only possible because of Karbon. The cost more than pays for itself within one year. They have been listening to our feedback and enhancing the features and experience on a constant basis. The newest AI features are truly groundbreaking. My firm will never run the same way again, all thanks to Karbon. No one else on the market can match this performance, depth of feature and support. Review collected by and hosted on G2.com.

I don't actually dislike anything about Karbon. It takes a little getting used to, but once you commit you won't want to go back. They are enhancing things rapidly, and it can at times feel like a lot to keep up with but our Karbon account rep stays in touch constantly to make sure we are adapting to new features without issue. Review collected by and hosted on G2.com.

It’s fully integrated with our email, which lets us assign work directly to team members and gives us full visibility into where each item stands. We also use recurring work items with task lists for our monthly and quarterly close clients, which helps keep everything consistent. The integrations with Gusto & Aider are another plus. Review collected by and hosted on G2.com.

The only thing that comes to mind is that when a new feature is released, it can sometimes cause downtime or minor glitches. That said, these issues are usually resolved quickly. Review collected by and hosted on G2.com.

What I like most about Karbon is having everything organized in one place. Working in tax, especially during busy season, you're constantly juggling multiple clients, deadlines, and follow-ups. I like being able to track emails, see what's still outstanding, and keep up with where each return stands without having to search through a bunch of different places. It definitely makes managing my workload easier. Review collected by and hosted on G2.com.

One thing I don't love about Karbon is that it can feel a little cluttered at times. Sometimes it takes more clicks than necessary to find an older email, attachment, or client conversation. During tax season, when you're managing a lot of clients at once, this can get frustrating. I think the search functionality and overall navigation could be improved to make things a little quicker and easier. Review collected by and hosted on G2.com.

The ability to manage workflow, engagements and communications in a 60 person firm with thousands of work items is critical to our ability to function. We not only function, but we are able to do more with less and improve our overall communications both internally and externally. From managing the inflow of emails to completing work and everything in between is accomplished using KARBON. We would be lost without it. The KARBON folks are great to work with and super helpful all year long. Review collected by and hosted on G2.com.

KARBON is a comprehensive system with its own terminology and nuances. It takes a while to get comfortable with it, therefore, implementation is challenging. Review collected by and hosted on G2.com.

With Karbon, all the work and documents for my practice are kept in one place, which makes it much easier to stay organised. Review collected by and hosted on G2.com.

It takes a while to master, and it feels complicated at the beginning. The search function for emails needs work, which makes it difficult to locate old emails. Review collected by and hosted on G2.com.

The ability to see all information relating to clients and their work so that the communications are saved appropriately and search makes it easy to find specific topics. The ability bulk create work based on specific criteria is a great tool for a migrating firm. The workflow is a beast to be tamed as people who are not used to proper workflow methods can sometimes cause holes to appear in the flow. The integrations with Xero XPM and Xero Blue make a single source of truth for contacts. The performance of the product is good not excellent. The pricing is reasonable for what you get. Support is very responsive but a more transparent development schedule for enhancement would be appreciated. Review collected by and hosted on G2.com.

Niggly little things like Engagements not having a method of showing the GST when presented to the client. The ability to bulk change the starting date for repeating work items. Review collected by and hosted on G2.com.

Karbon has been a valuable addition to our workflow. It’s made it much easier for us to stay on top of day-to-day tasks, deadlines, and client work, and to keep everything organized as we move through the week. Review collected by and hosted on G2.com.

One area that could be improved is the email functionality. When sending emails, there currently isn’t a placeholder that automatically inserts the client’s name into the greeting or body of the message. Adding a client-name placeholder (for example, "Dear {{Client Name}}") would make communication more efficient by reducing manual edits and would also help personalize emails, especially when sending a large volume of client communications. Review collected by and hosted on G2.com.

What I really appreciate about Karbon is that it does so much, but it’s the people behind the product that really make the difference. Their team is personable, approachable, and genuinely wants feedback, and, more importantly, you actually see them act on it. Whether it’s through support or meeting the team at events, you can tell they enjoy what they do and are always looking for ways to make the product better. No software is perfect, but I have a lot of confidence using Karbon because I know they’re listening to their customers, working through what needs improvement, and always looking for that next big opportunity. They’re constantly striving to be better and seem to have a lot of fun while doing it! Review collected by and hosted on G2.com.

The biggest downside for us right now is the lack of more extensive, user-friendly reporting without having to spend an additional amount on a reporting module. We put so much information into Karbon, and it would be great to have easier ways to pull that information back out and actually use it. We’re hopeful that Kai and the introduction of their MCP will help with this! There are also some smaller areas, like email templates and signatures, where we’d love to see more flexibility and customization. Overall, these aren’t dealbreakers, but they’re definitely areas where we’d love to see Karbon continue to grow. Review collected by and hosted on G2.com.

I find Karbon incredibly useful for managing all our customer communication and workflows in one place, which keeps our work environment cohesive whether we're in the office or remote. I really like using the triage as my inbox since it makes processing emails so easy. Sharing information widely and having it easily referenced at a later date is a big plus. The workflows and automation features are fantastic for moving tasks between team members efficiently. Karbon's integration with tools like Vinyl is a major benefit, where meeting summaries automatically sync to client timelines. The system evolves quickly with valuable improvements based on user feedback. Working with the Karbon team is enjoyable; they're really easy to collaborate with and great at helping with setup and changes. The communication features, like tagging, make it easy to connect with the right groups in our firm. Review collected by and hosted on G2.com.

Honestly, nothing significant comes to mind. Karbon has been a great fit for our team and continues to improve with regular updates. Review collected by and hosted on G2.com.

I really like Karbon’s layout, and its commenting, email, and search features. I can see emails across our whole firm, including earlier client communications I wasn’t part of, which has been really helpful. I like the task descriptions and being able to make them my own and set them up to recur. The to-do list helps me plan my day and know what I need to do and when. I also like email triage because it helps me make sure emails get answered and lets me communicate with clients and teammates. Assigning emails helps me know someone will address them, or turn them into an action item for myself. It’s been really helpful for keeping things organized. Review collected by and hosted on G2.com.

I don't love the My Week setup or structure. It gets a little complicated and really hard to track, and no one at our firm has been able to get on board because it isn't super smooth. I wish I could temporarily assign tasks to someone else and have them assigned back to me afterward, and have subtasks within each task. It would also be helpful to have something that helps me prioritize my to-dos and schedule my day. I had some issues with my email when I set up, and there can be a bit of a learning curve for new hires. Review collected by and hosted on G2.com.