Karbon Features
What are the features of Karbon?
Setup
- Activities
- Flows
- Dependencies
- Notifications
Management
- Updates
- Audit Trail
Communication
- Client Portals
- Automation
Collaboration
- Collaboration
- Tasks
Onboarding
- Templates
- Checklists
- New Client
Visibility
- Job Status
- Notifications
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Setup
Activities | Provide standard activities and tasks that can be customized by users 249 reviewers of Karbon have provided feedback on this feature. | 90% (Based on 249 reviews) | |
Flows | Users can easily create flows using drag and drop features 262 reviewers of Karbon have provided feedback on this feature. | 90% (Based on 262 reviews) | |
Dependencies | Define and manage dependencies between tasks and workflows 246 reviewers of Karbon have provided feedback on this feature. | 85% (Based on 246 reviews) | |
Notifications | Based on 260 Karbon reviews. Include alters that can be used with workflows | 88% (Based on 260 reviews) |
Management
Updates | Ability to update multiple workflows at the same time 249 reviewers of Karbon have provided feedback on this feature. | 83% (Based on 249 reviews) | |
Audit Trail | As reported in 240 Karbon reviews. Maintain a history of all workflow changes | 86% (Based on 240 reviews) | |
Integration | As reported in 200 Karbon reviews. Integrate with ERP or project management software | 79% (Based on 200 reviews) |
Platform Additional Functionality
Cloud | Provides a cloud based version of the platform This feature was mentioned in 65 Karbon reviews. | 92% (Based on 65 reviews) | |
Messaging | Based on 63 Karbon reviews. Contains in-application messaging abilities | 88% (Based on 63 reviews) | |
Payment | Contains built-in payment processing capabilities or integrates with payment processing software 59 reviewers of Karbon have provided feedback on this feature. | 74% (Based on 59 reviews) | |
Portal | Contains a portal to facilitate third-party or client application access This feature was mentioned in 63 Karbon reviews. | 78% (Based on 63 reviews) |
Platform Content
Automation | Based on 65 Karbon reviews. Automates some or all operation related tasks | 89% (Based on 65 reviews) |
Platform Data
Dashboard | Has a centralized dashboard for users to interact with This feature was mentioned in 66 Karbon reviews. | 87% (Based on 66 reviews) |
Payment Processing
Encryption | Built-in security to protect payment information in order to prevent fraud and hacking. | Not enough data | |
Credit Card Processing | The ability to process credit card payments and receive approval or denial of funds from the customer's bank. | Not enough data | |
Mobile Payments | The ability to process mobile payments from a mobile wallet or other mobile phone payment app. | Not enough data | |
Digital Wallet Integration | The ability to process payments from a digital wallet service or other digital payment method. | Not enough data |
Administration
Reporting & Analytics | Reports and analytics created from payment data. | Not enough data | |
E-commerce Integration | The ability to integrate directly with an e-commerce platform in order to create a seamless checkout experience. | Not enough data | |
Processing Fees | Fees associated with processing individual transactions that may be based on a percentage of the purchase or a flat rate. | Not enough data | |
POS Integration | The ability to integrate with a POS system in order to allow the processing of credit card or mobile payments in a store setting. | Not enough data | |
Omnichannel | Process payments from multiple channels such as ACH, mobile, or e-commerce. | Not enough data | |
Levels 1 & 2 | Supports levels 1 and 2 for credit card payment processing. | Not enough data | |
Level 3 | Supports level 3 credit card processing which requires additional data for qualification. | Not enough data |
Payment Options
Multi-Currency | Allows users to process payments in multiple currencies. | Not enough data | |
Online payment portal | See feature definition | Provides an online portal where customers can make payments. | Not enough data |
Security
POS Verification | Support cardholder verification methods for POS transactions. | Not enough data |
Platform
Accounting integration | Provide integration with accounting software and ERP systems. | Not enough data | |
E-commerce Integration | Provide integration with B2B and B2C e-commerce platforms | Not enough data |
Communication
Client Portals | Based on 217 Karbon reviews. Provide portals for customers to communicate with accountants | 80% (Based on 217 reviews) | |
Automation | As reported in 224 Karbon reviews. Automate client requests and reminders | 88% (Based on 224 reviews) | |
Consolidation | Consolidate communication between accountants and clients 196 reviewers of Karbon have provided feedback on this feature. | 88% (Based on 196 reviews) |
Collaboration
Collaboration | Provide repository to collaborate on email, clients, jobs and tasks 216 reviewers of Karbon have provided feedback on this feature. | 93% (Based on 216 reviews) | |
Tasks | Create tasks and sub-tasks with assignee, status and due date 222 reviewers of Karbon have provided feedback on this feature. | 93% (Based on 222 reviews) |
Billing
Time | Track the status of each project and calculate billable time This feature was mentioned in 204 Karbon reviews. | 81% (Based on 204 reviews) | |
Reporting | Run reports on billing, time, revenue, credits, etc. 193 reviewers of Karbon have provided feedback on this feature. | 76% (Based on 193 reviews) | |
Invoices | As reported in 161 Karbon reviews. Create invoices for services provided and track payments | 66% (Based on 161 reviews) |
Onboarding
Templates | Standardize the onboarding process with templates 222 reviewers of Karbon have provided feedback on this feature. | 90% (Based on 222 reviews) | |
Checklists | Assing tasks and checklists to new clients 216 reviewers of Karbon have provided feedback on this feature. | 92% (Based on 216 reviews) | |
New Client | As reported in 213 Karbon reviews. Create new client in system once propsal is accepted | 89% (Based on 213 reviews) |
Visibility
Job Status | Know where every job stands, who’s working on what, and what’s being said to clients 220 reviewers of Karbon have provided feedback on this feature. | 91% (Based on 220 reviews) | |
Metrics | Track/uncover metrics to improve firm decisions and efficiency This feature was mentioned in 191 Karbon reviews. | 82% (Based on 191 reviews) | |
File Organization | Share, save, and organize files 201 reviewers of Karbon have provided feedback on this feature. | 80% (Based on 201 reviews) | |
Audit Trail | Provide a detailed audit trail This feature was mentioned in 203 Karbon reviews. | 83% (Based on 203 reviews) | |
Notifications | Receive real-time notifications via email and/or IM about new assignments, updates, and due dates This feature was mentioned in 212 Karbon reviews. | 87% (Based on 212 reviews) | |
Integrations | Manage integrations for accounting, project management, email, data integration, or similar platforms This feature was mentioned in 197 Karbon reviews. | 83% (Based on 197 reviews) |
