--- title: Karbon Reviews meta_title: 'Karbon Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 895 reviews by the users' company size, role or industry to find out how Karbon works for a business like yours. aggregate_rating: rating_value: 4.8 review_count: 895 scale: '5' date_modified: '2026-07-13' parent_category: name: Accounting & Finance url: https://www.g2.com/categories/accounting-finance --- # Karbon Reviews **Vendor:** KarbonHQ **Category:** [Accounting Practice Management Software](https://www.g2.com/categories/accounting-practice-management) **Average Rating:** 4.8/5.0 **Total Reviews:** 895 ## About Karbon Karbon is a Practice Management platform for accounting firms. It provides a truly collaborative platform to manage workflows, communicate with teams and deliver exceptional client work. By combining email, discussions, tasks and powerful workflows, Karbon aligns your team with a single place to communicate and collaborate, increasing capacity to deliver on time and budget. ## Karbon Pros & Cons **What users like:** - Users enjoy the **ease of functionality** in Karbon, enhancing productivity with efficient email tagging and workflow management. (116 reviews) - Users value the **task management capabilities** of Karbon, enhancing productivity and organization across workloads and deadlines. (78 reviews) - Users find that Karbon enhances **efficiency** by streamlining task management and centralizing communication for better productivity. (73 reviews) - Users value the **enhanced communication** in Karbon, which significantly improves team collaboration and client management. (63 reviews) - Users value the **seamless team collaboration** in Karbon, enhancing client management and improving workflow efficiencies. (54 reviews) - Organization (49 reviews) - Users praise the **efficiency improvement** from Karbon, enhancing organization and streamlining task management across their workload. (41 reviews) - Customer Support (37 reviews) - Email Management (37 reviews) - Helpful (37 reviews) **What users dislike:** - Users miss a **simple task list** and improved client management features in Karbon, affecting usability and efficiency. (33 reviews) - Users experience **email integration issues** with Karbon, leading to confusion and clutter in managing their tasks. (27 reviews) - Users find the **learning curve steep** for Karbon, requiring time and effort to master its many features. (26 reviews) - Users struggle with **poor usability** in Karbon due to constant UI changes and a steeper learning curve. (25 reviews) - Users find the **email integration confusing** , complicating triage and leading to potential oversight of important tasks. (22 reviews) - Search Functionality (20 reviews) - Difficult Setup (16 reviews) - Billing Issues (15 reviews) - Difficult Learning (15 reviews) - Email Functionality (15 reviews) ## Karbon Reviews ### 1. Karbon: The future for accounting firms **Rating:** 5.0/5.0 stars **Reviewed by:** Paul R. | Operations Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** November 03, 2023 **What do you like best about Karbon?** Combining the ethos of triage (not working from your inbox and minimising notifications) with the reporting oversights, very useful workflow templates and future focused weekly newsletters. Another notable point is the fast cadence at which Karbon listens to its user and rolls out useful feature and bug fixes. **What do you dislike about Karbon?** No free trial to test Karbon Practise Intellegence **What problems is Karbon solving and how is that benefiting you?** Improved oversight of Tax tasks Better internal collaboration Client facing automations saving the team time ### 2. A brilliant way to collaborate at work **Rating:** 5.0/5.0 stars **Reviewed by:** Jane W. | Executive Administrator, Small-Business (50 or fewer emp.) **Reviewed Date:** May 23, 2023 **What do you like best about Karbon?** The ability to view client history across many users and interactions is the best part of Karbon. You no longer have to wonder if someone responded to a client or followed them up - you can open their record and see this immediately. **What do you dislike about Karbon?** Searching capability can be clunky sometimes. The search view can be tricky to navigate, and you may not find what you are looking for even when using the correct and specific search terms. **What problems is Karbon solving and how is that benefiting you?** We have several people across the globe working on each of our jobs and with each of our clients. We can also work at different times. Karbon enables us to keep up to date with work statuses, tasks, and new client information all in the one place. There is no guessing about when things have happened because everything is time and date stamped. Associating time with tasks is also great too. I love that you can view your day and see what you have worked on and add your time from there - super helpful when working on many things at once. ### 3. Must have app for a modern practice! **Rating:** 5.0/5.0 stars **Reviewed by:** Peter P. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 23, 2023 **What do you like best about Karbon?** 1) Client-facing tasks allow you to automate tedious things such as monthly document collection. 2) It is easy to create and/or customize templates to automate common work. Daily, Monthly, quarterly and yearly. 3) Karbon provides hundreds of premade templates, including specific templates for specific nations. I am Canadian and found templates for our particular tax requirements. 4) Our clients freaking love the Karbon portal...no seriously...we got dozens of compliments within a couple of months of implementing Karbon. 5) Interoffice communication is easy, especially when multiple people work on the same file. 6) You have easy access to all emails sent to a client from everyone in your office. You can see emails from the other members of your office. This helps avoid spending lots of time trying to catch up on a client file if your colleague is out of the office or on vacation. 7) You are able to drag existing work directly into your Outlook or Google calendar to block schedule. This is a great way to plan your entire week. 8) Karbon provides a number of educational opportunities, such as blog posts and webinars. Many are specific to Karbon but others are of interest to people in the field in general. 9) The Karbon community is amazing! **What do you dislike about Karbon?** 1) There is a learning curve, and it will take time to fit Karbon into your workflow. You need to put the time into Karbon from the first time you log in. An excellent training program mitigates this. **What problems is Karbon solving and how is that benefiting you?** 1) Keeping client work on track, especially re-occurring work. 2) It Provides an easy and secure way for clients to upload sensitive information. 3) Simplifies the way we share communications from clients and about clients. **Official Response from Rachel Peng:** > Hi Peter, We're so glad to hear that you've had a 5-star experience with Karbon so far. We hope you, your staff, and your clients continue to find value and joy in using Karbon. If you ever have feedback on how we can further add value to your firm, please don't hesitate to reach out. ### 4. EXTRODINARY - GAME CHANGER **Rating:** 5.0/5.0 stars **Reviewed by:** Victoria B. | Business Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** November 15, 2022 **What do you like best about Karbon?** I am absolutely blown away by Karbon software! This platform has truly revolutionized the way my organization manages tasks, time, and communication. From the moment we started using Karbon, we knew that we had found something truly special. One of the standout features of Karbon is its unbeatable task management capabilities. With this software, our team is able to easily create, assign, and track tasks, ensuring that nothing falls through the cracks. The user-friendly interface and intuitive design make it easy for even the most technologically challenged team members to use, and the customizable workflows allow us to tailor the platform to our specific needs. In addition to its top-notch task management functionality, Karbon also excels in time management. With features like time tracking and time budgeting, we are able to better understand how our team is spending their time and make more informed decisions about how to allocate resources. This has been a game-changer for our organization, and has helped us to operate more efficiently than ever before. Finally, I can't say enough about the communication tools that Karbon offers. From the ability to send and receive emails directly within the platform, to the easy-to-use client portal, our team is able to communicate more effectively than ever before. This has led to fewer misunderstandings, more streamlined workflows, and ultimately, happier clients. Overall, I am absolutely thrilled with Karbon software and would highly recommend it to anyone looking for a powerful, all-in-one solution for task management, time management, and communication. I know that I will be a Karbon user for years to come, and can't imagine running my organization without it. **What do you dislike about Karbon?** Think time entries can be improved. Other than that all good **What problems is Karbon solving and how is that benefiting you?** There are actually no current problems. We are 100% in a good place. ### 5. Karbon is an excellent tool to assist in running an accounting practice succesfully **Rating:** 5.0/5.0 stars **Reviewed by:** Clarize P. | Head of Accounting, Small-Business (50 or fewer emp.) **Reviewed Date:** October 31, 2023 **What do you like best about Karbon?** The fact that all client correspondence, documents and internal communication linked to a specific client and work item, can be "tagged" to the relevant work item to easily track and access it. **What do you dislike about Karbon?** The email integration : I do not quite like the display when creating new emails. The formatting and view should be more aligned with G.mail **What problems is Karbon solving and how is that benefiting you?** Workflow automation, task management, team collaboration, knowledge transfer and improves efficiency. ### 6. Bringing you into the new age of practice management **Rating:** 5.0/5.0 stars **Reviewed by:** Katerine E. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 24, 2023 **What do you like best about Karbon?** If you are ready to move your firm into the new era of accounting, this is the software you need. It is very collaborative with the team and clients. I love how easy it is to link client communication in their timeline and how it facilitates our team's work by creating a robust database within your workflow and collaboration hub. I am also giving a 5 stars review to Karbon's team. They are readily available to share their tips and knowledge on improving your setup and workflow. **What do you dislike about Karbon?** The learning curve is steep....be ready to invest a lot of time setting up Karbon but mostly learning how to use it properly. We implemented the system about 18 months ago and I believe we have mastered only 50% of all their functionality so far. **What problems is Karbon solving and how is that benefiting you?** Organizing our clients and sharing their communication with the team thru timeline ### 7. Love Karbon **Rating:** 5.0/5.0 stars **Reviewed by:** Ashliegh E. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 03, 2023 **What do you like best about Karbon?** Work Management and integrated email would be the most important features - we would be lost without access to work templates and recurring work items. Outside of that I love the beginning of Karbon AI and hope to see more soon! **What do you dislike about Karbon?** There are still some key features that are missing that make things have to be done outside of Karbon. Some challenges that come to mind - capacity planning, lack of shared mailboxes, data integrity, billing **What problems is Karbon solving and how is that benefiting you?** Helps with transparency across the firm, everyone can see where a specific work item is at based on activity and statuses. Automation is also helping reduce the load of some administrative tasks. ### 8. Powerful workflows **Rating:** 4.5/5.0 stars **Reviewed by:** Natalie H. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 23, 2023 **What do you like best about Karbon?** Its flexibility in Work and task items is fantastic. You can easily create one big work item and deligate it out accordingly. This is a useful feature for having multiple people work the same file. I also find the Notes feature useful for leaving messages for other workers (like when you leave a note at their desk in the physical world). **What do you dislike about Karbon?** I find it frustrating to not be able to prioritize work for the day. I wish i could say this is my number 1 work item today and move it to the top of the work area or in the my weeks working on section. **What problems is Karbon solving and how is that benefiting you?** It allows us to make work items for a client's file and delegate it to the appropriate worker. The work item then contains all the instructions for the work within the tasks. ### 9. Helps each team member and the Firm as a whole **Rating:** 5.0/5.0 stars **Reviewed by:** Mendel S. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 03, 2023 **What do you like best about Karbon?** The clean and neat visual of every project/task and its stage. it allows me to see exactly where im standing and all of the communication around it and their documents. **What do you dislike about Karbon?** Missing a scorecard dashboard style that shows how many projects/task are due or overdue for this week, this month etc. that would help my see the workflow in figures with out going into each project or workflow **What problems is Karbon solving and how is that benefiting you?** we can manage the firm, each team member knows what is assigned to them. and it only gets to us when the prior steps have been done. the client also know whats outstanding ### 10. Comprehensive Client Workflow Manager **Rating:** 4.5/5.0 stars **Reviewed by:** Jamie M. | Vice President of Operations , Small-Business (50 or fewer emp.) **Reviewed Date:** December 07, 2021 **What do you like best about Karbon?** I love that my entire team can access any client and the progress of their journey through our firm at any time. I can also ensure our team is delivering on our promises. **What do you dislike about Karbon?** Searching within a client's timeline can sometimes present in a less than clear fashion, but this may be on our end and not necessarily a shortcoming of Karbon specifically. **What problems is Karbon solving and how is that benefiting you?** We were less than great in our follow-up game. We are finally utilizing To-Dos more effectively, and we have dropped far fewer proverbial balls meaning happier clients and fewer headaches. ### 11. Karbon is a Life-Saver **Rating:** 5.0/5.0 stars **Reviewed by:** Cynthia V. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 23, 2023 **What do you like best about Karbon?** Karbon is the ideal online tool to keep client data organized, thereby giving you the information you need to create efficient work flows and never miss a deadline! Karbon has been instrumental to the organization and growth of my firm. Karbon community is extremely helpful and interactive - I'm thankful for the support and brainstorming with other users. Now, I honestly don't know how I functioned without it! **What do you dislike about Karbon?** I would love to see a quoting functionality within Karbon ;) **What problems is Karbon solving and how is that benefiting you?** Using Karbon, I no longer worry about deadlines - as I program every job/task (one-off OR recurring) into my workflow. Triage is an excellent interface for managing a busy inbox efficiently. With Karbon workflow templates, I can more easily set up work and delegate it to a colleague. **Official Response from Rachel Peng:** > Hi Cynthia, Thank you for singing such high praises of Karbon. It brings a smile to our whole team. If you haven't already joined Karbon Community, you can do so here: https://community.karbonhq.com/ and submit your feature ideas. Our product roadmap is directly shaped by what customers want most, so we'd love to see your idea there. We hope you continue to find value and joy in your Karbon experience. ### 12. I would be lost without Karbon **Rating:** 5.0/5.0 stars **Reviewed by:** Lauren A. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 25, 2023 **What do you like best about Karbon?** I think the thing I like most about Karbon is it keeps me organized--emails, tasks, and client processes there is a place for it all. I love that Karbon is constantly changing and improving. **What do you dislike about Karbon?** I dislike that Karbon does not have an internal live chat feature--I do love the comments but I would love for them to add an internal chat feature similar to if I was to chat with someone at Karbon. **What problems is Karbon solving and how is that benefiting you?** Karbon solves most of our problems but I would say the biggest problem it solves for us is the problems related to process and organization. I have worked at other firms that didn't use Karbon and tasks would get missed and emails overlooked but with Karbon it's very hard to do that. ### 13. Best workflow management software out there! **Rating:** 5.0/5.0 stars **Reviewed by:** Cindy D. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 06, 2023 **What do you like best about Karbon?** Organizing my work life! From creating TO DO's right from an email, to assigning emails with DUE DATES. Karbon ensures each client's tasks are neatly organized in a methodical manner that allows efficiency and productivity! **What do you dislike about Karbon?** I personally do not have any dislikes but have found that individuals who struggle with technological changes find it difficult to integrate Karbon into their daily routines. **What problems is Karbon solving and how is that benefiting you?** Karbon organizes multiple workflows for multiple clients, which ensures our teams know exactly what is expected and by when. This allows for productivity, efficiency and amazing communication. ### 14. Karbon Provides Business Intelligence To Run an Accounting Practice **Rating:** 5.0/5.0 stars **Reviewed by:** Varish M. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 01, 2023 **What do you like best about Karbon?** Traige, Work Flow, Getting Things Done in the Accounting Practice. Downside - there is a learning curve and you need to spend time to get results. **What do you dislike about Karbon?** Learning curve. To Do can become overwhelming if not setup correctly. **What problems is Karbon solving and how is that benefiting you?** eMail Management and Manging the flow in the practice. ### 15. Practice management and so much more **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** September 20, 2023 **What do you like best about Karbon?** Triage of emails means you need never lose them. The 'My Week' feature means that all the jobs I need to do are listed and can be separated as I need them. Work templates mean I can capture knowledge so I don't keep having to go through the re-learning process. Superb value for money. **What do you dislike about Karbon?** Top 10 recently worked on (expanded from 3) would be nice, ability to amend column sizes in My Week would be useful and the ability to edit details without going through multiple screens. Overall though its all there. **What problems is Karbon solving and how is that benefiting you?** Keeping on top of all the various moving parts is time saving. ### 16. A daily tool that I cannot make it without it. **Rating:** 5.0/5.0 stars **Reviewed by:** Rez M. | Mid-Market (51-1000 emp.) **Reviewed Date:** November 01, 2023 **What do you like best about Karbon?** Everythinig it is there and I can track what my assitants or clients asked from me. **What do you dislike about Karbon?** I cannot mentioned that I am OOO to my clients. **What problems is Karbon solving and how is that benefiting you?** Communicating with my clients and my staff before sumbitting applicatin to the US Patent and Trademark Office. ### 17. Makes work easier in the sense of compartmentalizing it, but interface is sometimes overcomplicated. **Rating:** 3.5/5.0 stars **Reviewed by:** Victor H. | Transcriptionist, Small-Business (50 or fewer emp.) **Reviewed Date:** August 03, 2023 **What do you like best about Karbon?** The comments you can add on emails and adding emails to a type of work - makes it easier to find stuff. **What do you dislike about Karbon?** Least helpful is the work tasks under the work checklist (but this could be unique to our work). Also, the to do list and work in progress seems like the same thing. **What problems is Karbon solving and how is that benefiting you?** To find emails and links and documents quickly, since it's categorised by type of work, thus saving time (efficiency). Also, to discuss emails in the comment section. ### 18. Karbon is a great planning tool **Rating:** 4.0/5.0 stars **Reviewed by:** Stephen P. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 30, 2023 **What do you like best about Karbon?** There are tons of features to accomplish whatever your goals are. I am using Karbon to schedule and plan my daily tasks, and the My Week tab is perfect for that; it even posts to my Google calendar. My favorite feature is the connectivity with my Google account; I can answer emails and connect those emails with new or existing jobs. **What do you dislike about Karbon?** The biggest negative about Karbon is that organizing your account is time-consuming; you have to individually click into jobs to change the status rather than be able to do it in a batch. Also, I love the ability to post to Google Calendar, but once you post to the Calendar, nothing links that post to the Karbon job. **What problems is Karbon solving and how is that benefiting you?** Karbon keeps my notes organized in a single place. I used to make paper notes, but would have a problem finding a note when I needed it, with Karbon, I can keep the notes organized, and Karbon has a lot of features which simplifies that. ### 19. Excellent, high quality software. **Rating:** 5.0/5.0 stars **Reviewed by:** Jack C. | Senior Client Manager, Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** May 24, 2023 **What do you like best about Karbon?** Triage and my week are excellent features. Work items and the work item Kanban view are great tools, and the work can be split down further into specific weeks that the work is due. Tagging/messaging colleagues in Triage is a priceless feature. **What do you dislike about Karbon?** It isn't quite as easy to create a task list as I would like e.g. vs Microsoft ToDo, and then create team task lists etc. However, improvements have been made and continue to come - mainly with the Assignments feature. **What problems is Karbon solving and how is that benefiting you?** Team collaboration and visibility of information. Using the Timeline view we can quickly see all correspondence with a client, so we are in the picture with the full teams dealings on that client. ### 20. Karbon Review - May 2023 **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 26, 2023 **What do you like best about Karbon?** Karbon is very effective for planning, but there are a few small little things that can be improved upon to make the experience better, e.g., it would be nice to have an alarm bell or screen that opens when you login with all tasks that is due today. The dashboards are user-friendly. **What do you dislike about Karbon?** Finding the correct email correspondence can be very difficult at times. Images cannot be resized Cannot insert a table in the message. This needs to be done elsewhere and then pasted in the body of the email. My week: other people's tasks appear in My week which I don't believe should be there until it has been assigned to me It would be nice to be able to invoice clients from within Karbon and not use other software. When creating a repeating schedule and you selected a monthly repeat rather than annual, there is no way to easily fix it as these fields are greyed out. You actually need to end the repeating schedule and start all over again. Timesheets: If a template has been set up with a specific task type in the budget, then the user should be prompted to use that task type when entering their time **What problems is Karbon solving and how is that benefiting you?** Planning, if it is done right, but there is a lot of user-intervention required here. It would be better for the system to remind you of certain deadlines, e.g., when you login - to get a summary of all tasks due today and tomorrow ### 21. I ❤️ Karbon **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 25, 2023 **What do you like best about Karbon?** As soon as I hired my first team member, I realized that the system I'd been using to manage bookkeeping work wasn't going to cut it. Karbon is great because it's created specifically for accounting firms. A lot of the features I'd been trying to recreate in my own system (repeating monthly work, assigning emails to clients and projects) I realized were already there in an accounting-firm-specific app. What really got me though was the name of the email inbox. It's not called Inbox, it's called Triage. I love that. When I go into my email, that's exactly what I'm doing - sorting through the priority items, and deciding what to focus my attention on. Karbon makes it easy to do that, you can tag certain senders (such as emails from mailing lists or routine notifications) as low priority, so those go into a separate inbox, and your Triage only contains priority messages. And you can also attach the emails to different work items so that the info is all in one place. Team members can also see those messages, making it so much easier to keep things from slipping through the cracks. **What do you dislike about Karbon?** Karbon has two ways to sort through your "To Do" items - My Week, and To Do. My Week is solid, although generally, I'm working in the Kanban layout work screen, and with that I've got an eye on everything I need to do. But the To Do section... could be better. The one-off tasks that aren't related to any particular work, those can be added as To Dos and will show up in the To Do section, but for me, this list tends to grow and sprawl and it takes some tinkering with the filters to get it to show what you need to see. So I generally avoid the To Do section, and use the My Week section instead to track my individual To Dos. **What problems is Karbon solving and how is that benefiting you?** We have a lot of clients, all with similar monthly bookkeeping work. The monthly work for each client are mostly similar but not identical. Also, they change over time as the client adds new accounts, starts payroll, etc. Without a work management system in place, there'd be a pretty low cap as to how many clients we could take on, since the complexity of it would overwhelm us. But with Karbon, I have work templates set up to start a new client, and then that client's work can be customized. Also, the repeating monthly work items inherit changes made to the current monthly work item - that's crucial. So it's a bit like each client has their own work template that you can constantly improve upon and adjust. It's made us a much more efficient firm. ### 22. A great solution for firms looking to improve, modernize, and increase transparency across your team **Rating:** 5.0/5.0 stars **Reviewed by:** Scott J. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 24, 2023 **What do you like best about Karbon?** Karbon's Triage setup and mindset helps organize and prioritise work. Email transparency throughout the team and internal comments and notes are AMAZING functions to help improve team communication flow. Work templates and recurrences are wonderful assists in automating a good part of the administrative work of each engagement. **What do you dislike about Karbon?** Billing (in beta) doesn't seem to be coming along as well as we initially anticipated, requiring us to look outside this solution for that functionality. Certain reporting we would like to see is not readily available (it can be requested and provided, but not "at our fingertips). **What problems is Karbon solving and how is that benefiting you?** The transparency and team communication improvements offered by the email integration and automated sharing function has broken down silos of information and ensured client communication (from all team members) is readily available for whoever needs to jump in and help, and/or as a reminder for those previously involved! The Work Items provide the right guidance for both experienced and new team members (additional guidance can easily be provided, but doesn't bog down those who don't require). Work Item recurrences are wonderful for helping populate our workflow and assisting with forward capacity planning. ### 23. Transformed our CPA firm **Rating:** 5.0/5.0 stars **Reviewed by:** Andrew P. | Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** May 23, 2023 **What do you like best about Karbon?** Karbon works great for project management, checklists, client communication, scheduling out the projects on a calendar, and internal team communication (and there are probably more features I don't use). The best part about it is that when we started using Karbon, there was no functionality that would tie to my outlook calendar, but their development team listened to their customer base feedback and rolled out a calendar feature called My Week earlier this year. I have been very happy with the software and can't recommend Karbon enough. Thank you Karbon for helping our firm's bottom line along with helping me find a work/life balance as a small firm owner. We were lost without you, I would never go back. **What do you dislike about Karbon?** It is rare, but sometimes the system lags or goes down completely. I know that the developers are working to correct these issues, and they have been great at receiving feedback and implementing changes in the past, so I know they'll address these issues and make the software stronger. **What problems is Karbon solving and how is that benefiting you?** We were having problems with projects slipping through the cracks. Excel sheets were not cutting it. Karbon helps us track the project so that our team knows what they're supposed to be working on and when. It also tracks client communication as a CRM so all team members have visibility into the client communication. ### 24. Great tool and more features to come! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 23, 2023 **What do you like best about Karbon?** Karbon offers a range of powerful features that drive productivity and enhance reliability for our company. With its collaborative workflow tools, centralized email management, and comprehensive task and work management capabilities, Karbon empowers us to streamline our processes and achieve optimal efficiency. Additionally, Karbon's client collaboration and workflow automation features further contribute to our success. Moreover, as a SOC 2 compliant platform, Karbon ensures the security and integrity of our data. Key features of Karbon for us include: Collaborative workflow tools for seamless teamwork Centralized email management with shared inboxes and automated workflows Comprehensive task and work management capabilities for enhanced productivity and accountability Client collaboration features to foster transparency and strengthen relationships Workflow automation to reduce manual effort and ensure consistent execution SOC 2 compliance for data security and integrity **What do you dislike about Karbon?** While Karbon offers great features, there are a couple of areas that could be improved. One is their email functionality, which unfortunately doesn't let you mark emails as spam or report phishing. This can be a bit of a setback for organizations trying to ensure safety and compliance. Additionally, some workflows could be made more efficient. For example, by integrating roles within client teams and linking them to automators, staffing changes could be easily managed across all of Karbon's works. This would save us time and effort while ensuring consistency throughout the platform. **What problems is Karbon solving and how is that benefiting you?** Karbon enhances our productivity with automation and clear work item management, including defined deadlines. It streamlines processes, automates repetitive tasks, and provides a clear overview of work items, ensuring efficient prioritization and goal achievement. ### 25. Best practice manager for teams **Rating:** 5.0/5.0 stars **Reviewed by:** Emily M. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 23, 2023 **What do you like best about Karbon?** Karbon brings all our essential tasks and communication into one platform with clear transparency. I've used Karbon to systemize and streamline how services are delivered while having enough flexibility to customize the specific details/processes for each client. I can assign tasks to team members directly from emails received from clients, which saves a ton of time, and by doing it this way, I am looped into the conversation when my team member picks up the work and responds to the client. As the owner, I can see progress on tasks and view communications to/from clients even when I am not part of the conversation. Karbon allows us to connect emails directly to tasks, so all relevant communication is where you need it instead of digging through email, and we can add notes and internal communication as well. It's been a game changer in y business and ideal for a remote team. The customer support is excellent. They host a very active community forum page where they regularly glean new ideas and improvements to take to their development team. I feel like they care about their clients and are developing this product so I can be successful. **What do you dislike about Karbon?** I am still waiting for more audit trails and time-stamped time cards. But the program integrates nicely with QB Time which provides both of those. My only other complaint is I can't seem to get the face palm emoji in the comments section, which I would use more than I should as I am trying to keep a positive spin on things (complain about clients less), so I guess it's best it isn't there. **What problems is Karbon solving and how is that benefiting you?** Karbon brings transparency to our work and communications. Karbon saves so much time by streamlining how we assign work and connect communications to tasks. ### 26. Best Task Management tool **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 24, 2023 **What do you like best about Karbon?** Karbon is a great task management tool that helps you stay on top of all emails and projects —no more time wasted searching for needed emails, creating to-do lists, and delegating and tracking tasks. It allows easily collaborate with other team members and even external users. By joining the Karbon world, we put all company's projects at our fingertips. **What do you dislike about Karbon?** I love everything about this tool. It took some time to master all the tricks and tips, but you can't stop using them once you get them. The reporting tab might be added to the insights model to track and print out all the company's and projects' KPIs and desired metrics (for management purposes). **What problems is Karbon solving and how is that benefiting you?** It helps my company to quickly onboard new clients, efficiently manage recurring tasks, and never miss deadlines. Karbon brings transparency and visibility to all working processes and allows efficiently collaborate and share experiences with colleagues. ### 27. Karbon is very easy to navigate and efficient in the workspace **Rating:** 5.0/5.0 stars **Reviewed by:** Stephanie G. | Administrative Assitant, Small-Business (50 or fewer emp.) **Reviewed Date:** May 03, 2022 **What do you like best about Karbon?** The most helpful thing Karbon has to offer is keeping everything in one place. If a client calls in and starts discussing something that my colleague has been dealing with, I can go to the client's account in Karbon and review any emails, notes or work being worked on in real-time. **What do you dislike about Karbon?** Although Karbon has a lot of great features, just like any CRM, it does have some disadvantages. I have run into situations where emails are lost or not accessible in Karbon at all. I have noticed that if we do not have an account for an individual, their email does not show up in triage or Karbon at all. **What problems is Karbon solving and how is that benefiting you?** The biggest issue within our business that Karbon is helping with is communication! I am aware of any situation that our clients are having because everything is in one place. ### 28. Very useful for tracking project progress **Rating:** 4.5/5.0 stars **Reviewed by:** Francis S. | Mid-Market (51-1000 emp.) **Reviewed Date:** November 01, 2023 **What do you like best about Karbon?** My Week - can be very useful for monitoring tasks and other things to do **What do you dislike about Karbon?** Time Budget - a little bit tricky for me **What problems is Karbon solving and how is that benefiting you?** Team monitoring and task delegation **Official Response from Tiffany Thain:** > Thank you for your review! We’re thrilled that "My Week" is proving effective in helping you monitor tasks and manage your to-do list. We appreciate your feedback on the Time Budget feature; it plays a critical role in guiding our ongoing enhancements to improve your experience. We're also pleased to hear how Karbon supports team monitoring and task delegation effectively. We are committed to continuously improving Karbon and look forward to bringing you even more updates in the future. ### 29. Amazing transparency across the team, helping us stay organized and improves the client experience. **Rating:** 5.0/5.0 stars **Reviewed by:** Tara W. | Director of Sales & Onboarding, Small-Business (50 or fewer emp.) **Reviewed Date:** July 27, 2022 **What do you like best about Karbon?** My favourite is the transparency of emails/timelines, and workloads & statuses. **What do you dislike about Karbon?** The only complaint I have so far is that our team has to go in and turn-on email sharing themselves, rather than admins being able to require it. **What problems is Karbon solving and how is that benefiting you?** They are constantly improving the software! Most recently they improved the overview for individual work view (My Week). Releasing soon is document integration (e.g. Sharepoint). In the works is Calendar integration and more! ### 30. Karbon gets the information out of our heads and into the knowledgebase of the firm **Rating:** 5.0/5.0 stars **Reviewed by:** Randall P. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 23, 2023 **What do you like best about Karbon?** We use Karbon for task tracking, projects, new client onboarding, reports, and a communication tool for our staff. We have templates setup for our core processes in a checklist format with additional instructions embedded within the task. **What do you dislike about Karbon?** The downside might be the price. It isn't cheap but it works and the time savings is substantial. I wish there was an way to create data forms within Karbon so that we could gather information easier from clients, especailly during the onboarding process. **What problems is Karbon solving and how is that benefiting you?** Client Onboarding Project Tracking and Workflow Consistent following of core processes and communication among various groups on our team Internal training and documentation ### 31. Great Project Management System **Rating:** 5.0/5.0 stars **Reviewed by:** Gary W. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 25, 2023 **What do you like best about Karbon?** Workflows are great. Having client tasks has been a God sent! The interaction within the system is amazing! **What do you dislike about Karbon?** I would like for Karbon to help with the fonts and templates. Having something we can bring in and use with the professional look. **What problems is Karbon solving and how is that benefiting you?** We have been consistent in our processes and allowing us to make sure we do not miss any steps. The ability to add more task for an individiual client and it creates it in the recurring workflow is awesome. Then to have the ability to create a task clients' communication built-in is also a time saver and reduces email!!! ### 32. Loving Karbon so far! **Rating:** 5.0/5.0 stars **Reviewed by:** McKenzie K. | Bookkeeper, Small-Business (50 or fewer emp.) **Reviewed Date:** August 02, 2022 **What do you like best about Karbon?** How emails can be added to tasks. Organization is most helpful. Keeping organized and up to date to make sure tasks are completed on time. I also really like the status features for each client. **What do you dislike about Karbon?** Creating recurring items can be tricky. I need a little more training on creating recurring tasks. Im sure once I figure out how to do it it will be easy enough. **What problems is Karbon solving and how is that benefiting you?** It is definitely making our virtual bookkeeping team to be able to keep in sync alot more easily. It sorts & organizes emails/tasks so nicely! Business is the same. ### 33. Karbon Successfully Streamlined our Operations **Rating:** 5.0/5.0 stars **Reviewed by:** John M. | Principal & Managing Director, Accounting, Small-Business (50 or fewer emp.) **Reviewed Date:** February 03, 2023 **What do you like best about Karbon?** We manage many clients' engagements, and keeping track of communications, attachments, due dates, etc., became very cumbersome. Karbon helped us organize our workflows and gave us a central location for our client work. It allows us to view progress at a macro and micro level and, if needed, communicate directly with team members on any given task or work item. The client task requests are a game changer and cuts down on requests for documents and information. **What do you dislike about Karbon?** Though Karbon integrates very well with email, I wish there was a way to manage spam other than to clear it from the Triage. It's not a full-fledged email client, so I can understand it missing some features, but further development in that area could make it so I rarely have to log in to my email account directly to manage spam or create rules for specific emails. **What problems is Karbon solving and how is that benefiting you?** We needed a central location for all of our tasks, client communications, and documents. Karbon solved all of those issues very efficiently in a way that did not require a TON of additional training. We can set up recurring work items and tasks easily and love the ability for our senior team to check in on work without a lot of back and forth between them and the team members. We also benefited from additional support from Karbon when we initially implemented the system and when we integrated new features into our operations. ### 34. Great email & work management solution for professional accounting services **Rating:** 5.0/5.0 stars **Reviewed by:** Tsveta A. | Virtual CFO, Small-Business (50 or fewer emp.) **Reviewed Date:** January 31, 2023 **What do you like best about Karbon?** I love all aspects of Karbon. It has made me reimagine the way I approach emails and work organization and has helped me feel more on top of my work. I love the ability to assign work to myself or a colleague and set a due date, and I love the timelines for contacts - such a great way to organize all related emails together. **What do you dislike about Karbon?** Nothing comes to mind. One of my favourite recent developments in Karbon is the ability to schedule emails for a future send-out date. Thank you for adding that on! **What problems is Karbon solving and how is that benefiting you?** Main problem for me - organizing my various work projects and keeping track of related emails/notes/information and delegating those within my team. Also, having visibility into my team's workplates. Karbon is hitting the nail on the head with these! We will soon likely try out Karbon's time tracking feature as well. It will be great to tie work to time. ### 35. The perfect program for team collaboration and accountability **Rating:** 5.0/5.0 stars **Reviewed by:** Katherine W. | Client Service Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** January 26, 2023 **What do you like best about Karbon?** Being able to view all email communications with a client is absolutely a game changer when you have multiple team members contacting the same person, or needing to find info from conversations with another team member. And making comments and tagging people! It's like facebook for workflows and the ease of communication is so key in our team's work management. **What do you dislike about Karbon?** There seem to be a lot of recent updates on Karbon KPIs, which, as far as I have seen, are not what people are asking for the most. We are looking for certain features to be improved on such as being able to send the client requests to multiple people at once, yet it seems that has been put on hold in favour of something that is virtually useless to our team. **What problems is Karbon solving and how is that benefiting you?** Transparency of client communication across the firm. It has benefited our team immensely as we can find conversations that we weren't even necessarily a part of in an easy, searchable format to more readily assist a client when needed. ### 36. Head of Technology **Rating:** 5.0/5.0 stars **Reviewed by:** Eric C. | Head of Technology, Small-Business (50 or fewer emp.) **Reviewed Date:** August 04, 2023 **What do you like best about Karbon?** Email Triage and work flow management system. The cherry on top is the ability to access all the data. **What do you dislike about Karbon?** Calendar features can be stronger and typically find myself back in outlook. **What problems is Karbon solving and how is that benefiting you?** Central point for all our data, operations work flow management, time tracking, and internal communication around email (triage tagging). Made huge improvements to our operations. ### 37. Wonderful for work management **Rating:** 5.0/5.0 stars **Reviewed by:** Jerica T. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 26, 2023 **What do you like best about Karbon?** The triage where you can assign or clear emails is my favorite part. **What do you dislike about Karbon?** No reminders for work due for the week. I still have to utilize calendar reminders a lot to remember to complete items. **What problems is Karbon solving and how is that benefiting you?** Tracking the status of works and being able to build out workflows so the team can pick up for someone else if needed. It definitely helps to see status without having to reach out to team members to see where they are with things, especially time-sensitive items like taxes or payrolls. ### 38. Karbon has increased our productivity! **Rating:** 5.0/5.0 stars **Reviewed by:** Tracie D. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 08, 2023 **What do you like best about Karbon?** That it centralizes everything I need to do my job and to oversee the bookkeepers work in one place. **What do you dislike about Karbon?** I think the My Week section could be a little easier to read and I wish it integrated with Sharefile. **What problems is Karbon solving and how is that benefiting you?** It has increased our communication which has increased our productivity. ### 39. A great way to organize work and communicate with staff and clients **Rating:** 5.0/5.0 stars **Reviewed by:** Max D. | Operations Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 05, 2021 **What do you like best about Karbon?** Karbon has excellent customer support. Karbon invests in its open API. Many of the staff are willing to help implement DIY customizations. Karbon is also flexible enough that we can make it work for our firm's working style. The entire company engages the customers and works hard to improve the software based on real-world feedback. **What do you dislike about Karbon?** I would also like to see better control over kanban boards, specifically the ability to sort columns outside of the five main categories. I would also like to see more CRM tools like batch emails, tags, SMS campaigns, etc. **Recommendations to others considering Karbon:** Commit yourself to the training and be willing to let go of the "old ways" of doing work. **What problems is Karbon solving and how is that benefiting you?** Before we switched to Karbon, our clients complained about submitting documents to our portal. Karbon's hybrid portal achieves the security and frictionless access our clients wanted. Karbon provides excellent visibility on workflow. ### 40. A dynamic and powerful tool for organization and collaboration **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** June 20, 2023 **What do you like best about Karbon?** Being able to communicate with my team directly on the emails, tasks, and work items related to a client gives us an unmatched opportunity to appear as a unified team to our clients. **What do you dislike about Karbon?** Some of the features could be more optimized. When searching up a client's name to tag something to a work item, the options are not tailored to the works that are most relevant to the client at the time. **What problems is Karbon solving and how is that benefiting you?** Karbon allows us to work as a unit on a client's work, because everyone has the ability to see everything related to that work item and can respond with a more full-picture understanding of the client's situation. ### 41. This tool is my office in itself **Rating:** 5.0/5.0 stars **Reviewed by:** Timothy W. | President|Tax Accountant, Financial Services, Small-Business (50 or fewer emp.) **Reviewed Date:** February 14, 2023 **What do you like best about Karbon?** I like the client tasks reminders and the my week. **What do you dislike about Karbon?** In the inability to do a select all to add a new user to a contact in Karbon. I would like to add a new user to multiple contacts at once. **What problems is Karbon solving and how is that benefiting you?** The ability to send a client tasks to multiple email addresses. This help us communicate with a the client properly. ### 42. Karbon, where have you been my whole career? **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 25, 2023 **What do you like best about Karbon?** Where do I start? Client portal, yes, it's got that. Client task lists with doc uploads and comments. Yes, it has that too. Automated reminders? Check. Clients comment on our excellent personal communication. We don't tell them it's automated. Karbon work templates help keep my staff on task, and I can track their progress. Oh! Did I mention integration with our document storage so everything is in one place? YES!!! I can't believe it took me so long to get my firm on Karbon. No matter how many calls I get from other software providers, Karbon is stuck with my firm for life. Thanks, Karbon! **What do you dislike about Karbon?** In a perfect world, Karbon would have multiple timers for client work. It's a pain when a client calls with work, and you already have a timer running. That being said, Karbon has a community forum where you can post your requests and ideas for upgrades. Others can vote if they like your suggestion or comment on a workaround. Fingers crossed, three of my suggestions are "gathering interest." **What problems is Karbon solving and how is that benefiting you?** Karbon has assisted our firm in communications, workflow optimization and staff accountability. Clients get personalized reminders and tasks from staff which improves customer service. Work templates allow staff to onboard new clients and new projects quickly. Firm standards aren't compromised ### 43. Game changing collaboration, workflow and capacity management **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 25, 2023 **What do you like best about Karbon?** Managing email through Triage and My Week is novel and much more effective than managing one's work life the typical way, through an email inbox. Moreover, the ability to assign emails to staff for action/follow up, comment and @ mention staff on emails, and the fact that emails are visible to staff even if they weren't copied on the message facilitates team collaboration and streamlines everyone's work. Managing client work through Karbon work items, especially being able to create standardized work templates and repeating work, is how our firm stays organized. We've recently integrated timekeeping in Karbon (through an integration with QuickBooks Time) and are now using Karbon to manage our project budgets. Our next steps are to begin managing our firm's capacity using Karbon. Where Karbon particularly excels is in the integration with other key apps. Our tech stack includes Ignition (proposals) and QuickBooks Time (staff time tracking). When a client signs a proposal, these integrations allow for automated creation of the new client in Karbon & QB Time, automated creation of Karbon work items from templates, and automated setup of related time codes in QB Time. This results in significant time savings and allows us to focus on the more meaningful aspects of client onboarding to enhance the client experience. Karbon has a vibrant user community, and they regularly provide helpful content for accounting practitioners in the form of blog posts/email newsletters and engaging webinars. Many of our staff enjoy scouring the Karbon Community site for past webinars on topics relevant to our firm and share them across our firm. Lastly, I'm amazed at how regularly Karbon updates/upgrades the software and adds new functionality. They listen to their users' requests - users can suggest enhanced features and vote on others' suggestions). This tool keeps getting better each year. **What do you dislike about Karbon?** Karbon doesn't do email signatures well - we use CodeTwo as a simple and inexpensive way to get around this. Karbon's calendar functionality is limited, so we still use Outlook to manage our calendars. There isn't currently a way to have an assistant manage your Triage on your behalf i.e. delegate access like you'd find in Outlook. We have put in several enhancement requests - to better customize views in My Week, date formatting in repeating work items, etc. None of these are reasons not to use Karbon, but they are tweaks that would make working in Karbon even more delightful. **What problems is Karbon solving and how is that benefiting you?** Karbon helps us standardize our workflows, keep track of ownership and status of client deliverables, manage our budgets for client deliverables, and use email more effectively. ### 44. KARBON HAS HELPED OUR OFFICE BECOME MORE EFFICIANT and streamline our work **Rating:** 5.0/5.0 stars **Reviewed by:** Michele Cherie C. | STAFF ACCOUNTANT, Small-Business (50 or fewer emp.) **Reviewed Date:** November 17, 2022 **What do you like best about Karbon?** THE TASK MANAGER FUNCTION. IT HELPS KEEP TRACK OF WHAT NEEDS TO BE DONE AND WHAT IS COMPLETE. Also I like the ability to view all my work that is due. **What do you dislike about Karbon?** THE CALENDAR FUNCTION. I WISH IT WAS MORE LIKE THE CALENDAR IN OUTLOOK **What problems is Karbon solving and how is that benefiting you?** THE PROBLEM IT IS HELPING WITH IS SEEING OUR WORK FLOW AND HELPS US STREAMLINE OUR WORK. WE CAN SEE WHAT IS DUE WHAT IS COMING UP DUE . ### 45. Karbon's Turn Key Platform **Rating:** 4.5/5.0 stars **Reviewed by:** Mitchell B. | Small Business Accounting Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** April 27, 2022 **What do you like best about Karbon?** Karbon helps you set up work and tasks with all your needed details and procedures, then lets you repeat such items for continue repeating work. **What do you dislike about Karbon?** Karbon has limited reporting. The dashboard and summary information is excellent. But not much exists to dive into the results of and timing of one's work and performance. **Recommendations to others considering Karbon:** Karbon has integrations to further automation. We connect to our contract software that helps us kick off projects faster. Our contracts and agreements quickly turn in to work and tasks ready to be scheduled and assigned. **What problems is Karbon solving and how is that benefiting you?** Automation is solved by using Karbon. Once a work item is set up for a client, we only need to review such quarterly or annually. We can quickly look at what work is scheduled and if any changes are needed. ### 46. Great way to manage workflow within an accounting team **Rating:** 4.0/5.0 stars **Reviewed by:** Mackenzie G. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 12, 2023 **What do you like best about Karbon?** How easy it is to assign work, manage the workflow of staff within the team, re-allocate work when someone is away etc. **What do you dislike about Karbon?** Not having WIP management built-in makes my job harder than it needs to be. In order to ensure I bill everything I need to, I have to use three different software platforms, which is annoying. **What problems is Karbon solving and how is that benefiting you?** It helps us manage the workflow of our team a lot more effectively. Especially when people are away- and we can re-assign things. I also like how triage is not automatically updated - it keeps us from getting too distracted. ### 47. Game changer for my business **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 23, 2023 **What do you like best about Karbon?** The 2 things I find most useful and that I use the most, is the email triage/filing system, and the recurring task checklists. Client requests are also great, but the other 2 functions I can't live without. **What do you dislike about Karbon?** The biggest downside for me as a micro business is the cost. However, I try to justify it to myself by looking at the cost as a wage for an assistant, which then becomes more viable in my mind. **What problems is Karbon solving and how is that benefiting you?** Recurring work items with the checklists is the biggest problem solver for me, making sure that even in my busiest periods I don't miss any important steps along the way. ### 48. I have very amazing experience with Karbon. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 10, 2022 **What do you like best about Karbon?** The most helpful thing regarding karbon is we can access all of our tasks, deadlines, and emails very quickly and easily. Comparatively, this product is better than other products available. **What do you dislike about Karbon?** There is nothing to dislike about karbon. The only issue I have faced is forwarding the emails from the timeline. There should be an option available where we can forward emails directly from the timeline. **Recommendations to others considering Karbon:** Please go for it!! **What problems is Karbon solving and how is that benefiting you?** We have saved our time and energy by using this product. In financial terms, Karbon helped us to generate more money in less time because of its speedy customer communication. ### 49. Director of Operations **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** August 03, 2023 **What do you like best about Karbon?** The transparency and workflow are amazing! **What do you dislike about Karbon?** Client contact information. It is terrible! We actually link a Notion page because we can't get the information in Karbon in a useful way. **What problems is Karbon solving and how is that benefiting you?** When used properly anyone on our team can pick up a piece of work and move forward. I run a lot of reports to keep on top of workflow and Karbon allows me to run the reports that I need. ### 50. Very easy to use **Rating:** 4.0/5.0 stars **Reviewed by:** Loren V. **Reviewed Date:** January 30, 2023 ## Karbon Discussions - [Please tell me you are not going to remove "To Do",and the ability to focus in on only Today's Tasks](https://www.g2.com/discussions/please-tell-me-you-are-not-going-to-remove-to-do-and-the-ability-to-focus-in-on-only-today-s-tasks) - 1 comment, 2 upvotes - [Can I use karbon with IG, FB](https://www.g2.com/discussions/can-i-use-karbon-with-ig-fb) - 1 comment, 1 upvote - [Can you tell me more about Aliases? or Can you make a webinar for this topic?](https://www.g2.com/discussions/can-you-tell-me-more-about-aliases-or-can-you-make-a-webinar-for-this-topic) - 1 comment, 1 upvote - [View Karbon pricing details and edition comparison](https://www.g2.com/products/karbon-2025-03-03/reviews?open_modal_url=%2Fproducts%2Fkarbon-2025-03-03%2Fwishlists%3Fhost_path%3D%252Fproducts%252Fkarbon-2025-03-03%252Freviews%26source%3Dsticky_header_pin&page=10§ion=pricing&secure%5Bexpires_at%5D=2026-07-13+11%3A22%3A09+-0500&secure%5Bsession_id%5D=478bb78d-787b-404b-a69b-79e20df89a8f&secure%5Btoken%5D=d90614324a7c92c296e74bf77cf89e88e16f49d1413ffa8dfce4d05ef4a86ec6&format=llm_user) ## Karbon Integrations - 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[Microsoft Teams](https://www.g2.com/products/microsoft-teams/reviews) - [Moorepay](https://www.g2.com/products/moorepay/reviews) - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews) - [QuickBooks Online Accountant](https://www.g2.com/products/quickbooks-online-accountant/reviews) - [QuickBooks Online Advanced](https://www.g2.com/products/quickbooks-online-advanced/reviews) - [QuickBooks Time](https://www.g2.com/products/quickbooks-time/reviews) - [Sage 100](https://www.g2.com/products/sage-100/reviews) - [Silverfin](https://www.g2.com/products/silverfin/reviews) - [Slack](https://www.g2.com/products/slack/reviews) - [SmartVault](https://www.g2.com/products/smartvault/reviews) - [Snowflake](https://www.g2.com/products/snowflake/reviews) - [Soraban](https://www.g2.com/products/soraban/reviews) - [Spotlight Reporting](https://www.g2.com/products/spotlight-reporting/reviews) - [StanfordTax](https://www.g2.com/products/stanfordtax/reviews) - [Stripe Payments](https://www.g2.com/products/stripe-stripe-payments/reviews) - [SuiteFiles](https://www.g2.com/products/suitefiles-suitefiles/reviews) - [SurveySparrow](https://www.g2.com/products/surveysparrow/reviews) - [Tallyfor](https://www.g2.com/products/tallyfor/reviews) - [Tax Bandits](https://www.g2.com/products/tax-bandits/reviews) - [Taxfyle](https://www.g2.com/products/taxfyle/reviews) - [Truss](https://www.g2.com/products/truss-2024-09-27/reviews) - [Typeform](https://www.g2.com/products/typeform/reviews) - [UltraTax CS](https://www.g2.com/products/ultratax-cs/reviews) - [Vinyl](https://www.g2.com/products/vinyl-vinyl/reviews) - [VXT](https://www.g2.com/products/vxt/reviews) - [Xero](https://www.g2.com/products/xero/reviews) - [Xero Practice Manager](https://www.g2.com/products/xero-practice-manager/reviews) - [Zapier](https://www.g2.com/products/zapier/reviews) ## Karbon Features **Setup** - Activities - Flows - Dependencies - Notifications **Platform Additional Functionality** - Cloud - Messaging - Payment - Portal **Payment Processing** - Encryption - 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