--- 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: '2026-07-17' 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 love the **ease of use** of Karbon, appreciating its functionality for managing workflow and correspondence. (116 reviews) - Users appreciate the **efficient task management** of Karbon, enhancing organization and productivity across their workflows. (78 reviews) - Users value the **efficiency** of Karbon, noting improved organization and streamlined task management that enhances productivity. (73 reviews) - Users commend Karbon for its **excellent communication and collaboration tools** , enhancing team workflows and client management. (63 reviews) - Users appreciate the **enhanced team collaboration** and streamlined task management in Karbon, boosting overall productivity. (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 noted the **missing features** like a simple task list and mass client invite, affecting usability. (33 reviews) - Users find the **email integration confusing** , complicating email handling and causing issues with triage and organization. (27 reviews) - Users find the **steep learning curve** of Karbon challenging, particularly with customization and advanced features. (26 reviews) - Users struggle with **poor usability** in Karbon due to constant UI changes and a steep learning curve. (25 reviews) - Users find **email integration confusing** , complicating triage and making it hard to manage sensitive messages effectively. (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. Genuine Review of Karbon **Rating:** 5.0/5.0 stars **Reviewed by:** Apoorv T. | Team Lead, Mid-Market (51-1000 emp.) **Reviewed Date:** May 09, 2022 **What do you like best about Karbon?** The number of filters by which we can sort out the data which is required to use for the organization is the best thing. Being a manager, it's important to look for specific data of a specific employee, and Karbon does the best job in filtering it out for us. **What do you dislike about Karbon?** It would be great if Karbon could introduce multiple Inbox features like the one we have in MS Outlook. **Recommendations to others considering Karbon:** It is highly recommended. **What problems is Karbon solving and how is that benefiting you?** The tiring workload to prepare different reports was a problem. We can now get them with just a click of some buttons. Karbon functions save hours and we can invest our time in something more productive. ### 2. I don't remember the days when we weren't using Karbon **Rating:** 5.0/5.0 stars **Reviewed by:** Antoniya B. | M, Small-Business (50 or fewer emp.) **Reviewed Date:** October 29, 2021 **What do you like best about Karbon?** Karbon is a user-friendly platform that works as a combination of your e-mails, To-Do Lists, Clients and Contacts details, Work and the most amazing thing is that it allows you to collaborate with your team and keep on top of your work. It's a work management system with so many cool features! **What do you dislike about Karbon?** looking forward to seeing the app in action when it's resealsed **Recommendations to others considering Karbon:** I'd book a demo to see how the platform works - I think Karbon can be used by different businesses from different industries and it has some cool integrations - e.g. Microsoft Outlook, Xero, Quickbooks, Google Sheets etc. **What problems is Karbon solving and how is that benefiting you?** My To Do list was growing so big at one point that I was struggling to keep on top of my tasks and time management. Karbon has resolved this for me - I am now able to organise my work day, week, months and even create recurring work that I need to go through and complete on regular basis. When a colleague was away and I needed to help their clients with a query, I wasn't sure where to start and this often created confusion not only for me but also amongst my team. With Karbon you can see everything and help your clients much easier, it really benefits the client experience and makes our work more professional and response time way quicker. **Official Response from Tiffany Thain:** > It's fantastic to hear that Karbon has become such an integral part of your workflow! We're thrilled to know that you find it user-friendly and appreciate its ability to streamline various aspects of your work, from managing emails to collaborating with your team. Your recommendation to others considering Karbon is spot on - booking a demo is a great way to explore the capabilities of the platform firsthand. ### 3. Triage Feature Makes All the Difference **Rating:** 5.0/5.0 stars **Reviewed by:** Avinash J. | CELO, Small-Business (50 or fewer emp.) **Reviewed Date:** December 16, 2025 **What do you like best about Karbon?** The triage. I love how userfriendly it is **What do you dislike about Karbon?** I don't like the Karbon payments and we cannot use client info from a different platform **What problems is Karbon solving and how is that benefiting you?** Practice management and oversee ### 4. Streamlined Workflow Organization That Boosts Productivity **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** February 13, 2026 **What do you like best about Karbon?** Being able to organize workflow within the platform greatly increases productivity and simplifies busy scheduling. **What do you dislike about Karbon?** I wish there was a better search function within the Triage section of the e-mail inbox. **What problems is Karbon solving and how is that benefiting you?** Workflow management / organization /etc. ### 5. Easy Workflow Management with Responsive Customer Support **Rating:** 4.0/5.0 stars **Reviewed by:** Abbey O. | Office Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** January 15, 2026 **What do you like best about Karbon?** The ease of workflow management and customer support. **What do you dislike about Karbon?** Sometimes it can be hard to navigate and run reports that we would like to have (ex a report that shows work items by the date that statuses changed). **What problems is Karbon solving and how is that benefiting you?** All of our work is in one place and we really love that. ### 6. Fantastic Onboarding and Email Triage Features **Rating:** 4.0/5.0 stars **Reviewed by:** Owen G. | Someone Who Likes to Help Entrepreneurs, Accounting, Small-Business (50 or fewer emp.) **Reviewed Date:** December 16, 2025 **What do you like best about Karbon?** The on boarding process was fantastic. As far as features…definitely the email triage. **What do you dislike about Karbon?** My clients don’t like their interface so I have abandoned that. **What problems is Karbon solving and how is that benefiting you?** Keeping me organized. ### 7. Streamlined Workflow Management, No More Spreadsheets **Rating:** 4.5/5.0 stars **Reviewed by:** R P. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** December 17, 2025 **What do you like best about Karbon?** It helps with workflow management, being able to remove excel spreadsheets from our job management systems. **What do you dislike about Karbon?** I cant get rid of Microsoft Outlook calendar at the moment. It will only let us view 1 day at a time when I can plan staff work a week in advance using the calendar which is more better visual representation for work they will do. **What problems is Karbon solving and how is that benefiting you?** Workflow management ### 8. Good for Firm organization **Rating:** 5.0/5.0 stars **Reviewed by:** Hope W. | Auditor, Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2025 **What do you like best about Karbon?** It is good for knowing where people are at in a project. There is ease of transfer of projects if there needs to be. It was easy to learn for our new hires. It is used on our audit team all the time. **What do you dislike about Karbon?** I don't know how to clear stuff out of cleared which I find annoying. I also don't like the outlook intergration feature, I don't feel like it translates smoothly. **What problems is Karbon solving and how is that benefiting you?** It is solving the issue of who is working on what and it is benefiting me by showing my bosses my work load and where i am at with jobs ### 9. Effortless Task Tracking with Email Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Kayla B. | Staff Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** December 19, 2025 **What do you like best about Karbon?** Being able to link emails to work items - it makes reviewing current and previous tasks so much easier! **What do you dislike about Karbon?** I would like to be able to resize images in emails. **What problems is Karbon solving and how is that benefiting you?** It helps keep everything organized and helps not only train but guide current employees in how to carry out tasks properly and ensure nothing gets forgotten! ### 10. Streamlines Workflows and Makes Progress Easy to Track **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** January 15, 2026 **What do you like best about Karbon?** It streamlines the work so that it is easier to see what is being completed and what is not. The training was helpful in understading some of the features I had not used yet. **What do you dislike about Karbon?** Having to go through each work item and task to review what clients have said or sent. **What problems is Karbon solving and how is that benefiting you?** Disorganization - before Karbon tax season was very stressful and hectic, it was also difficult to remember where I was for books. Since Karbon the workflow has definitely improved. ### 11. Excellent Workflow and Collaboration for Teams **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** December 16, 2025 **What do you like best about Karbon?** I like the core workflow, task management and the communication and collaboration with the team and client. **What do you dislike about Karbon?** At first you will be overwhelmed with Karbon's extensive features and flexible workflows. Setting up templates, workflow and task management takes time. Pricing is also to consider when choosing Karbon. **What problems is Karbon solving and how is that benefiting you?** Karbon helps in missing deadlines thru centralized work management with clear owners and due dates. It also helps in better planning of the firm as it helps in real time dashboards of work statuses across the firms, no more chasing client' status updates. ### 12. Karbon has enabled us to be more efficient, productive and profitable **Rating:** 5.0/5.0 stars **Reviewed by:** Paul S. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** May 30, 2023 **What do you like best about Karbon?** The triage feature for emails and team communications is a massive time saver. Templates for work flows, and the ability to assign, view, review and action items with simple views and filters allows us to easily have a complete picture of where our workflows, outstanding actions and capacity scheduling for resource planning. Karbon provides us with visibility over all aspects of our accounting business including communications with clients; assigning actions and status; workflow creation, scheduling and monitoring; project management; creating efficiencies and more. The new Practice Intelligence has provide even more valuable insights into our data and how we operate leading to reduced wastage and more profit. Timesheets and Billing are simple to use and allow us to efficiently monitor budgets, pricing and team member efficiency. **What do you dislike about Karbon?** Nothing we dislike. Karbon is continually enhancing the product. **What problems is Karbon solving and how is that benefiting you?** The triage feature for emails and team communications is a massive time saver. Templates for workflows and the ability to assign, view, review and action items with simple views and filters allow us to easily have a complete picture of where our workflows, outstanding actions and capacity scheduling for resource planning. We save hours of time per day and have eliminated many unnecessary tasks leading to improved turnaround times for work, less rework , less cost and less unbilled scope creep. ### 13. Most progressive CRM for accounting firm **Rating:** 5.0/5.0 stars **Reviewed by:** Milla Y. | Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** September 09, 2025 **What do you like best about Karbon?** Karbon is one source of truth for managing client projects. Triage - super useful feature of managing inbox, assigning tasks to team members. Karbon for clients - powerful integrated portal with digital sign off. Easy to use and logical project flows. Easy to integrate. **What do you dislike about Karbon?** Billings and QBO integration is something Karbon needs to work on. **What problems is Karbon solving and how is that benefiting you?** No project/deadline gets missed. ### 14. Exceptionally User-Friendly and Intuitive Experience **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** December 16, 2025 **What do you like best about Karbon?** It is extremely user friendly and easy to navigate **What do you dislike about Karbon?** I do not think that there is anything that is not helpful as everything serves its purpose. **What problems is Karbon solving and how is that benefiting you?** It is helping me be more efficient by compiling the different software that I use on a daily for exaple my email. ### 15. Excellent Triage and Communication, Wish for More Design Personalization **Rating:** 5.0/5.0 stars **Reviewed by:** Kye M. | Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** October 23, 2025 **What do you like best about Karbon?** The triage feature. It's great overall but even better for simplified internal communication. **What do you dislike about Karbon?** It would be great if you could personalise the design etc. Not a necessity though. **What problems is Karbon solving and how is that benefiting you?** Task management, helping keep track of tasks more efficiently. ### 16. Karbon is fantastic and would recommend for other accounting firms to use. **Rating:** 5.0/5.0 stars **Reviewed by:** Brandon N. | Tax Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** October 31, 2023 **What do you like best about Karbon?** Easier to know what jobs to work on. The triage feature is quite useful. Customer support is great. We also got a great walkthrough to better understand how the features work in Karbon and it's been extremely helpful to track projects and make sure that we are on target for our busy season deadlines. **What do you dislike about Karbon?** Clients being able to access their documents and file when we send requests out. It's improved since we started to use Karbon. But, it can still use some improvement. **What problems is Karbon solving and how is that benefiting you?** Karbon is helpful with tracking efficiency and it's easy to setup budgets and review actual time entered for projects. It's also great there is a timer feature for tracking time. It's easy to know what jobs we are working on. When they are due and if we are going under or over budget with the time put into projects. We've been able to better track projects through our deadlines and it's quite easy to update on the status of projects and track based on tasks completed from staff where we stand. ### 17. Great Client Integration, But Needs a Daily Task List **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** December 18, 2025 **What do you like best about Karbon?** Everything is tied to the client. Notifications for work **What do you dislike about Karbon?** Lack of daily list of tasks. Shows in My Week but most team members would like a simple list **What problems is Karbon solving and how is that benefiting you?** Showing work completed on time and overdue. Allows us to determine which team members to monitor ### 18. Karbon Electric **Rating:** 5.0/5.0 stars **Reviewed by:** Muhammad A. | Senior Associate, Small-Business (50 or fewer emp.) **Reviewed Date:** May 18, 2025 **What do you like best about Karbon?** Control and oversight: With Karbon I can see my staff tasks and execution and completion on time... I could know how to control the incoming workload.. **What do you dislike about Karbon?** I am unable to move files from e mails to dropbox... At the moment this feature is if work item is created first and then we can access dropbox... I will surely like to know how it can be done right from your triage... **What problems is Karbon solving and how is that benefiting you?** I can comment. Earlier I could only go back to my communication channel such as sms or whatsapp as to what instructions I have received or given to my staff. Now I can see on every e mail what we are saying.... ### 19. User-Friendly with Impressive Email AI Features **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** December 18, 2025 **What do you like best about Karbon?** user friendly. I love the email AI feature. **What do you dislike about Karbon?** the "search button" on the right side of the screen. It would be better if it was on the left hand of the screen **What problems is Karbon solving and how is that benefiting you?** Now we are on top of our tasks with our clients ### 20. Keeps Projects on Track and Deadlines Met **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** December 18, 2025 **What do you like best about Karbon?** The projects and keeping up with the jobs, not missing a deadline **What do you dislike about Karbon?** Need to add extra tracking specialty fields on the main page of each client. **What problems is Karbon solving and how is that benefiting you?** Keeping up with projects and the timeline. Linking emails to projects, adding documents to projects. ### 21. Karbon Keeps Getting Better – A Game-Changer for Our Workflow **Rating:** 5.0/5.0 stars **Reviewed by:** Tanya N. | Executive Assistant to the CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** December 02, 2021 **What do you like best about Karbon?** We’ve been using Karbon HQ every day for 5 years now, and what truly sets it apart is how it keeps evolving. The team behind Karbon consistently rolls out meaningful updates and new features, making an already powerful tool even better. The collaborative workflow, automated tasks, and smart email management have streamlined how we handle our work, keeping everything organized and efficient. Every update brings something valuable—whether it’s improved integrations, enhanced reporting, or small quality-of-life improvements that make a big difference in daily use. Karbon isn’t just software; it’s a constantly improving solution that adapts to the needs of its users. If you’re looking for a tool that supports growth, efficiency, and seamless collaboration, this is it! Highly recommended for any team looking to level up their productivity. **What do you dislike about Karbon?** Their customer support is responsive and helpful, which is great when we need assistance. One feature that could further enhance support would be an option for video calls with screen sharing when troubleshooting more complex issues. While their existing support is excellent, having this as an option could make problem-solving even smoother. **Recommendations to others considering Karbon:** Don't hesitate to ask for help from the support team. Continue learning about Karbon. Take some free Training and Expert Certification Training. **What problems is Karbon solving and how is that benefiting you?** Problems of Communication, collaboration and monitoring of task and work assigned are solved using Karbon. The benefits I have realized is that it makes the daily and ad hoc work become more effective and effecient. Features are totally great. ### 22. Effortless Team Communication and Seamless Workflows **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** December 15, 2025 **What do you like best about Karbon?** Its so easy to use! And every workflow really helps to communicate with the team members and clients **What do you dislike about Karbon?** None so far. All is great and working so well! **What problems is Karbon solving and how is that benefiting you?** Communication with client and workflow in our internal processing ### 23. We have been a Karbon user for over 9 years **Rating:** 5.0/5.0 stars **Reviewed by:** Bernie A. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** August 14, 2023 **What do you like best about Karbon?** The addition of API's and integrations with software programs that we use has been invaluable. The newest exeamples are Stanford Tax and TaxNow. Its portal "Karbon For Clients" is the best portal that I have ever seen in the marketplace to communicate with our customers. **What do you dislike about Karbon?** Still waiting for Box and Zoom Phone Integration. Chats with customers need the ability to be captured on the customer's time line. Billing has been slow to develop to have the features we need so that module can be used by our firm. **What problems is Karbon solving and how is that benefiting you?** Manages our work Flow very well ### 24. One stop shop for communicating with co-workers and clients and seeing our workflow! **Rating:** 5.0/5.0 stars **Reviewed by:** Marty A. | Accounting Technician, Small-Business (50 or fewer emp.) **Reviewed Date:** April 27, 2022 **What do you like best about Karbon?** My favourite feature of Karbon's is its workflow system and the email integration. In particular, I like that I can see my status on a job at a glance and that I can make notes and tag coworkers on specific jobs/tasks. For email, I like that I can action and organize instantly. The search function is also really great! **What do you dislike about Karbon?** We like that email is integrated into Karbon but dislike that there is no grammar support. It would be nice if an auto-correct system was implemented within the textboxes. **Recommendations to others considering Karbon:** If you are losing track of your emails and workflow, then Karbon could be your fix! **What problems is Karbon solving and how is that benefiting you?** Karbon allows my firm to prepare for the upcoming week/month/year extremely well. File-sharing can be difficult at times, Karbon acts as the perfect bucket for shared files. The major benefit is being able to go to one spot for everything! ### 25. Essential Tool for Client Management and Communication **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** November 20, 2024 **What do you like best about Karbon?** I love the seamless integration between Karbon and Microsoft Outlook, which ensures all client communication is effectively tracked. This feature greatly benefits our firm by enhancing communication, both internally and externally, leading to a better client engagement process. I also appreciate the ongoing updates and priority on customer service, which give me confidence in the product’s future improvements. **What do you dislike about Karbon?** I find that the integration with Outlook isn't as easy or effective when it comes to writing emails in Karbon compared to Outlook. It would be helpful if more formatting features were readily available when using Karbon. **What problems is Karbon solving and how is that benefiting you?** Karbon improves communication internally and externally, tracks client engagement efficiently, and integrates with Microsoft Outlook, enhancing our workflow and client interaction effectively. ### 26. Mission Critical App to Run our Accounting Firm **Rating:** 5.0/5.0 stars **Reviewed by:** Lee B. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** February 27, 2024 **What do you like best about Karbon?** Love the continual innovation including the recently launched approvals, esignatures, and AI features. The team has leveraged AI for those difficult client emails. **What do you dislike about Karbon?** We rely on Karbon to manage our practice, and it does an awesome job. I do have to purchase a CRM for my tech stack as Karbon has not seemed to develop a ton in that area. I don't need a lot, but being able to communicate effectively and efficiently with clients is critical and Karbon does not facilitate this. The mobile app has been neglected. The simple act of being able to access my contact list is still not a possibility on my phone in the app. **What problems is Karbon solving and how is that benefiting you?** Team collaboration, client communication, workflow management. **Official Response from Tiffany Thain:** > Thank you for taking the time to share such a comprehensive review, Lee! It's so great to hear how Karbon serves as an essential tool for your accounting firm, enhancing communication, project management, and task handling. Your insights on the seamless integration with Microsoft365 and other tools like VXT and Ignition highlight the practical impact of Karbon on your day-to-day operations. We're delighted that workflow automators and AI-driven email assistance are making a significant difference. Your value your feedback and helping to guide our continuous improvement. Thanks again for your support! ### 27. Karbon they key to success **Rating:** 5.0/5.0 stars **Reviewed by:** Nuraan C. | SAIPA Article clerk (3rd Year), Small-Business (50 or fewer emp.) **Reviewed Date:** May 15, 2024 **What do you like best about Karbon?** The most useful tool is the triage and being able to manage your time spend on work. Its efficient in any company and allows a company to be able to track there employees work that needs to be done as well as assign work equally among the staff **What do you dislike about Karbon?** Can be a bit slow at time when it ungoes updates. **What problems is Karbon solving and how is that benefiting you?** It has AI function making it easier to send emails to clients. Its helps get all clients information in on contact and timeline Its beneficial and helpful and easy to use when going through training to understand how to use karbon ### 28. Karbon: Streamlining Accounting Workflows **Rating:** 5.0/5.0 stars **Reviewed by:** Rochelle S. | Senior Bookkeeper, Small-Business (50 or fewer emp.) **Reviewed Date:** May 15, 2025 **What do you like best about Karbon?** Karbon is a well-regarded practice management tool for accounting firms, praised for its workflow automation and collaboration features. Users like its email integration and strong customer support, Worth considering if efficiency is a priority! **What do you dislike about Karbon?** though some find it pricey and report occasional performance issues. **What problems is Karbon solving and how is that benefiting you?** Karbon helps accounting firms tackle workflow inefficiencies, email overload, and collaboration challenges. It centralizes tasks, integrates email, and streamlines communication, making teams more organized and responsive. The main benefits include increased productivity, better team coordination, and improved client management. If you're using it, you might notice smoother operations and less time wasted on tracking work manually! ### 29. Karbon has made my work much easier **Rating:** 4.5/5.0 stars **Reviewed by:** Jean R. | Cloud Bookkeeper, Small-Business (50 or fewer emp.) **Reviewed Date:** February 29, 2024 **What do you like best about Karbon?** The triage function is particularly impressive - going through my email is now much more efficient. Composing emails and managing tasks has become a breeze thanks to Karbon's AI. I also appreciate the ability to tag teammates directly on threads and add tasks to my list with ease. **What do you dislike about Karbon?** Although I appreciate the ability to assign work in Karbon, I find it a bit overwhelming. Additionally, it would be great if there was a client favorite tab to make it easier to access frequently worked with clients. **What problems is Karbon solving and how is that benefiting you?** Having all the emails and notes related to a work in the work item timeline makes it easier for me to jump into a task and help a teammate. The new feature for sharing a triage also is very helpful when managing multiple client emails. **Official Response from Tiffany Thain:** > Thank you for sharing your positive experience! It’s fantastic to hear that Triage and AI have simplified email writing and task management for you. We truly value customer feedback as it guides our ongoing efforts to enhance the platform and we appreciate your insights and suggestions. ### 30. Best Way to Get Organized and Stay Organized **Rating:** 5.0/5.0 stars **Reviewed by:** lholley@pivotal.finance H. | Financial Operations Analyst, Small-Business (50 or fewer emp.) **Reviewed Date:** September 09, 2025 **What do you like best about Karbon?** All my to do's in one place. It is convenient to have all my tasks in one place. **What do you dislike about Karbon?** I have yet to find something I don't like. **What problems is Karbon solving and how is that benefiting you?** Keeping me on track with deadlines looming. ### 31. All-in-One Solution That Covers Every Need **Rating:** 5.0/5.0 stars **Reviewed by:** Adam T. | Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** December 15, 2025 **What do you like best about Karbon?** All-in-one system that includes everything we need **What do you dislike about Karbon?** limited ability to sort/search for emails **What problems is Karbon solving and how is that benefiting you?** Email assignments and tracking of project status ### 32. Life Saver! **Rating:** 5.0/5.0 stars **Reviewed by:** Ellen O. | Bookkeeping Supervisor, Small-Business (50 or fewer emp.) **Reviewed Date:** September 09, 2025 **What do you like best about Karbon?** It's ease in functionality. Scheduling and time tracking. **What do you dislike about Karbon?** Custom Reporting-need to set up additional custom fields to get more granular **What problems is Karbon solving and how is that benefiting you?** Work coming in, recurring work, and deadlines - WorkFlow Automations ### 33. Dragging of progress in client tasks **Rating:** 4.5/5.0 stars **Reviewed by:** Tholoana M. | Audit Trainee, Mid-Market (51-1000 emp.) **Reviewed Date:** November 13, 2024 **What do you like best about Karbon?** Karbon helps with ensure that I clearly know the task assigned to me in a particular client and ensure plan ahead for the task assigned to me to ensure I meet deadlines. Futhermore, Karbon helps budget the time I will take for a task and assess it with the actual time taken helping us as a firm to see how any setback that may have caused a delay or what made me finish on time. **What do you dislike about Karbon?** Karbon is a bit complex and it may not be easy to understand how some features work. **What problems is Karbon solving and how is that benefiting you?** mentioned in product rating ### 34. Effortless Work Tracking and Collaboration **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** January 22, 2026 **What do you like best about Karbon?** Ability to track work, ease of collaboration **What do you dislike about Karbon?** I would like to have more customization with fields and data structures **What problems is Karbon solving and how is that benefiting you?** Keeping track of tax returns in busy season, automating workflow through our office ### 35. Switching to Karbon HQ has been a game-changer for our firm. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 15, 2025 **What do you like best about Karbon?** It’s helped us refine our internal processes, implement clear themes and workflows, and keep better track of everything from tasks to team capacity. Karbon has truly supported our transition from a small mom-and-pop setup to a growing mid-sized accounting firm. The features are endless, and we’re still discovering new ways to benefit from it every day. **What do you dislike about Karbon?** While we still face some organizational challenges and haven’t found the billing features as helpful, overall Karbon HQ has been a great product and experience. It’s helped us streamline our processes, implement structure, and grow from a small practice into a mid-sized firm. We continue to find new ways to benefit from it each day. **What problems is Karbon solving and how is that benefiting you?** Streamlining, implementing, and tracking processes ### 36. Keeps the Office organized **Rating:** 3.5/5.0 stars **Reviewed by:** Otis C. | Owner, Accounting, Small-Business (50 or fewer emp.) **Reviewed Date:** April 18, 2025 **What do you like best about Karbon?** The best aspect of Karbon is its capability to sync with Lacerte. It simplifies the management of repetitive tasks, making it easy to implement, track, and receive reminders about the work that needs to be completed or is currently in progress. As a CRM, Karbon offers numerous options that we currently don't use due to the size of our company. Additionally, the excellent customer service we have experienced has made the overall experience enjoyable. **What do you dislike about Karbon?** Karbon is trying to incorporate too much into one program, which could make it more complicated to use. **What problems is Karbon solving and how is that benefiting you?** The most significant benefit of Karbon is its ability to manage workflows for taxes, accounting, and nearly all other office tasks, regardless of the office size. It is an asset that should be utilized effectively. ### 37. Makes Working Remotely as a Team Super Simple! **Rating:** 5.0/5.0 stars **Reviewed by:** Sarah S. | Bookkeeper, Small-Business (50 or fewer emp.) **Reviewed Date:** May 16, 2024 **What do you like best about Karbon?** Packed full of features which allow you to fully customise the system to suit your practice. Their support is also wonderful. **What do you dislike about Karbon?** They are planning to retire some older features that some individuals rely on, as "To Do"... Please keep this one! My colleagues love it. **What problems is Karbon solving and how is that benefiting you?** Allows our team to work independently from home, and collaborate when needed. All tasks are accounted for, and any staff absenses are easily supported day-to-day. ### 38. Karbon helps me to focus **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** September 11, 2025 **What do you like best about Karbon?** Probably the ability tag people who weren't on the original inflow to make sure they're aware of what needs to be done and keeps track of progress. **What do you dislike about Karbon?** There have been comments to me about filing in Karbon like e-mails, but that can be overcome. **What problems is Karbon solving and how is that benefiting you?** Keeping focused on what needs to be done. ### 39. Essential Communication Tool for Remote Teams **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** December 16, 2025 **What do you like best about Karbon?** As a remote employee, it's important to communicate with others. Communicating via Karbon has been a great and I love that it is documented, which we can refer back to it! **What do you dislike about Karbon?** I can't think of anything at the moment. **What problems is Karbon solving and how is that benefiting you?** N/A ### 40. The best tool for task management. **Rating:** 5.0/5.0 stars **Reviewed by:** Claire G. | Executive Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** October 02, 2025 **What do you like best about Karbon?** Karbon makes managing your workload so much easier. The task management and workflow helps our company stay organized and on top of all of our deadlines. Also all communication is in one place making it easy to get tasks done efficiently. **What do you dislike about Karbon?** While Karbon is powerful there is definitely a learning curve in the beginning. It does take a while to learn all the features but once you do it makes for a smooth workflow. **What problems is Karbon solving and how is that benefiting you?** Before we starting using karbon we used several different tools to keep our workflow organized and moving. Since we used several different tools it made keeping track of deadlines and communication was messy and inefficient. Karbon helps making things efficient and smooth so we can stay on top of deadlines. ### 41. Amazing product - highly recommend particularly for remote Accounting practices **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** July 26, 2024 **What do you like best about Karbon?** The ease with which information can be kept and created about all client and staffing interactions is critical - with a few clicks you can make sure everything (emails, comments, notes, tasks) can be kept together so at any point, anyone can go into a work item and see exactly where it's at, who's working on it, what's been done, what is yet to be done, what we're waiting on, etc. All without needlessly cluttering up emails and inboxes. Just amazing. The customer support is also fantastic - any issues are addressed quickly and all the support staff are always super helpful and friendly. We could not do what we do without Karbon. **What do you dislike about Karbon?** Karbon's new time and billing functions can be a bit buggy and there are some improvements in the works that still need to be made, but I'm sure once everything has been rolled out fully there will be no issues. **What problems is Karbon solving and how is that benefiting you?** Keeping track of workflows and keeping down email volume. Being able to quickly and easily see where all work is at and what eeds to be done is critical. ### 42. Next Level CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Deonte A. | Human Resources Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** May 23, 2023 **What do you like best about Karbon?** The upside of using Karbon would be that I can eliminate the need to use multiple platforms to get tasks done. Although we have chat software that we can use as a team, I love that I can mention someone in my work and have everything in one place. UPDATE: Karbon is now incorporating AI into their platform and it comes in handy! For those TLDR emails Karbon now includes a nice summarize button which usually hits everything dead on. For those of us that struggle with composing emails, you can compose a draft and there is now a feature to change the tone and modify the draft for you! UPDATE 11/19/24: One thing I originally disliked about Karbon was for the client request, you could only send those to one individual. Karbon has since updated that and we can include multiple clients on the request! I am in love with this feature! Additionally, we now have a new way to view triage/emails. If you are a gmail user you can setup your account to display the same way or if you prefer Outlook style then you have that option. Also with my firm onboarding new employees and clients this has been a great tool for the entire team to collaborate in one place! **What do you dislike about Karbon?** One feature that I love is the client sections and being able to request information right from my work item. The downside to that is that if I am reaching out to one person but need to CC someone on the task as well, that option is not available. UPDATE 11/19/24: Currently there isn't anything I dislike, all my original concerns has since been incorporated into the platform. **What problems is Karbon solving and how is that benefiting you?** Karbon allows me to keep up with repeating work, and the task section will enable me to add checks and balances to any piece of work that I am working on. Also, if I am working on a particular task, any email or supporting documentation can easily be attached to the timeline by me and my colleagues as well who may be collaborating with me. It also allows me to stay on task by creating work items for miscellaneous work as well as any payroll I may need to process on a weekly/bi-weekly basis. ### 43. Save Time, Increase transparency and team collaboration **Rating:** 5.0/5.0 stars **Reviewed by:** Michelle N. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** November 17, 2024 **What do you like best about Karbon?** The most helpful feature is the increased visability of all client information in one place. We extensively use the timeline to check on who has said what to the client in the last few months and with click of a button get an updated summary from AI. However, there is far more to Karbon than this and no job is finalised in the office now without a workflow plan. We also love being able to schedule emails, put the newsletters into low priority and save emails into later so that we can often during the working day easily attain zero inbox, which leads us to feel efficient and on top of growing workloads. **What do you dislike about Karbon?** Sometimes I lose an email - it's usually because i have not filtered it and allocated it to the right place the first time I correspond with someone. Its usually quickly remedied by the search feature. **What problems is Karbon solving and how is that benefiting you?** Finding and sorting email information and attachments no matter whom the client has been speaking too on the team. Automatic storage of information as long as filters are employed. The workflow management is a quick way of alerting the next step of the process without leaving your computer. ### 44. A Game-Changer for Team Collaboration and Workflow Management! **Rating:** 5.0/5.0 stars **Reviewed by:** Torie F. | Finance Administrator, Small-Business (50 or fewer emp.) **Reviewed Date:** July 27, 2022 **What do you like best about Karbon?** Our team’s productivity skyrocketed after switching to Karbon. The tool’s seamless workflow organisation, task delegation, and powerful communication features have transformed the way we manage client work. 1. Unmatched Workflow Management: One of the standout features of Karbon is its ability to streamline complex workflows. It lets us assign tasks, track progress, and see our entire team's workload at a glance. This transparency has been invaluable in keeping everyone on the same page and moving efficiently towards our deadlines. 2. Integrated Communication & Collaboration: Karbon’s integration of communication within tasks is a huge bonus. Emails, notes, and comments are all tied to specific tasks, making it easy to find critical conversations without digging through endless inbox threads. It saves us so much time and makes follow-ups with clients and team members much easier. 3. Task Prioritisation and Automation: The customisable task views and automation features have really helped us stay on top of priorities. Automating repetitive tasks has freed up more time for client-focused work, and we can set recurring reminders for deadlines, ensuring nothing falls through the cracks. 4. Comprehensive Client and Workflow Insights: Karbon’s dashboards and reporting give us insight into where projects stand, which team members might need additional support, and which clients might need extra attention. This data-driven approach to workflow management has made a big difference in our decision-making. 5. Stellar Customer Support and Training Resources: Karbon’s support team is knowledgeable and responsive, and their onboarding resources are thorough, which made our transition smooth and efficient. They also offer regular updates and enhancements that reflect user feedback, which shows they’re truly invested in their customers’ success. Overall, Karbon has elevated our team’s productivity, improved client relationships, and made day-to-day operations far more manageable. Highly recommended for any professional services firm looking to optimise collaboration, task management, and client workflows. **What do you dislike about Karbon?** I cant encrypt emails. This is a huge factor within our business as we wish to be safe when sending sensitive information to clients. It would also be good to have a secure step before sending emails such as - have you checked the client's email address - this ensures that the emails that we are sending are going to the right addressee. **What problems is Karbon solving and how is that benefiting you?** Karbon has solved some of our biggest workflow and communication challenges. The result is a more organised, efficient, and stress-free way to manage our clients and team collaboration. Our productivity is up, our internal and client communication is stronger, and we’re able to deliver more consistent, high-quality service. ### 45. Karbon is awesome **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** September 16, 2025 **What do you like best about Karbon?** User friendly interface, helpful customer service reps, easy to make updates **What do you dislike about Karbon?** Some things you can't mass updated but that's due to the data base structure so I understand **What problems is Karbon solving and how is that benefiting you?** Making projects more visible as the company grows ### 46. Karbon has transformed our practice **Rating:** 5.0/5.0 stars **Reviewed by:** Adam F. | Technical Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** July 25, 2024 **What do you like best about Karbon?** Managing workflow is a breeze. Our team are able to organise their day and their priorities swiftly and efficiently. If we have issues or need support, we get quick responses and resolutions are reached swiftly. Karbon integrates brilliantly with our SharePoint document platform. One of the biggest benefits of using Karbon has been that the company listens to all feedback from the customer community and updates the platform to add features as requested. These updates are broadcast to users regularly to keep us informed of upcoming changes. Overall very impressed, have already recommended to another professional practice. **What do you dislike about Karbon?** It took longer to implement than we expected - but we were advised at the beginning that we needed to allow sufficient time. I am impatient, so I put this issue down to my attitude rather than Karbon. I advise and highly recommend investing in the implementation service to get the platform built properly from the beginning. **What problems is Karbon solving and how is that benefiting you?** Managing workflow and task management. ### 47. Best investment to save time, money, and headaches! **Rating:** 5.0/5.0 stars **Reviewed by:** Ann B. | Managing partner, Small-Business (50 or fewer emp.) **Reviewed Date:** November 12, 2024 **What do you like best about Karbon?** It litterally saved us a whole salary for scheduling and coordinating the files. We are able to assure our clients that their year-end will never be forgotten! We feel reassured that the documents are transmitted in a secure way. We have been able to get more clients after the implementation. **What do you dislike about Karbon?** I can't find anything. It's been going smoothly so far! **What problems is Karbon solving and how is that benefiting you?** Being the managing partner and the client relation person, my time to pass on coordinating the clients and the staff is sparse and irregular. It was a real struggle to move things along, trying to keep lists on excel, trying to answer emails at night. With Karbon, the staff knows when and what is needed from them and they can work without needing my inputs. They are also able to follow conversations I had with clients via the timeline. Clients like the short delays of productions since the implementation and the fact that they get an email right after their year-end date every year without missing. ### 48. Robust System for all Functioning Needs **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 20, 2025 **What do you like best about Karbon?** I like that you can track a lot of different items, from client emails, time usage, work week and schedules. I think it’s a very efficient and effective system that a lot can be done in for larger or smaller businesses. **What do you dislike about Karbon?** I haven’t come across any downfall that I can’t over come. However, I feel the email function could be a bit better. **What problems is Karbon solving and how is that benefiting you?** It’s solving having everything in 1 place and you can keep track off and also allows you to interact with colleagues easily. The tag function is the best. ### 49. Best organizational software for bookkeepers out there! **Rating:** 5.0/5.0 stars **Reviewed by:** Layne S. | Bookkeeper, Small-Business (50 or fewer emp.) **Reviewed Date:** November 12, 2024 **What do you like best about Karbon?** Karbon is very user friendly. The platform easily integrates with Microsoft Outlook, making organizing emails a cinch. Karbon is easy to learn and customer service is always there is I have a question. I use Karbon daily and highly recommend this program to all bookkeepers out there! **What do you dislike about Karbon?** There are a few simple features I would like to see implemented, but nothing that keeps me from recommending the software. **What problems is Karbon solving and how is that benefiting you?** Karbon solves the issue of organizing my day, my emails, and my time spent on each project. I am able to keep track of multiple clients without important tasks getting lost. ### 50. Karbon simplified my tasks. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** September 16, 2025 **What do you like best about Karbon?** Visualizing all my clients history and ease of access for work. **What do you dislike about Karbon?** Speed, I get emails a little later than preferred. **What problems is Karbon solving and how is that benefiting you?** Email availability to see the history of a problem. ## 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?page=6§ion=pricing&secure%5Bexpires_at%5D=2026-07-17+07%3A07%3A37+-0500&secure%5Bsession_id%5D=5cb31872-ce8f-439b-b014-5670d338f71c&secure%5Btoken%5D=8c11e22683e07e8487aa52653af55ba5f1c422f3f2bdc44a53eafc87a49b251e&format=llm_user) ## Karbon Integrations - [Aider](https://www.g2.com/products/aider/reviews) - [Anchor](https://www.g2.com/products/anchor-anchor/reviews) - [Annature](https://www.g2.com/products/annature/reviews) - [BambooHR](https://www.g2.com/products/bamboohr/reviews) - [Booking.com for Business](https://www.g2.com/products/booking-com-for-business/reviews) - [Calendly](https://www.g2.com/products/calendly/reviews) - [CCH Axcess™ Tax](https://www.g2.com/products/cch-axcess-tax/reviews) - [ClientWindow](https://www.g2.com/products/clientwindow/reviews) - [Dext](https://www.g2.com/products/dext/reviews) - [Dropbox](https://www.g2.com/products/dropbox/reviews) - 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