# Karbon Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Karbon the right Accounting Practice Management solution for you? Explore 207 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/156181/Karbon/reviews --- Karbon 4.7 (207) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated April 15th, 2026 # Reviews of Karbon Ease of use 4.5 Customer Service 4.7 ## Pros and Cons in Reviews MM Mahlape M Audit traineeAccounting, 11 - 50 employeesUsed the software for: 6-12 months. “I like that i can use it for task allocation on a weekly basis to determine what ill be doing in a certain week and also fill in my time sheet.“ September 25, 2025 TS Tai S Client advisory leadAccounting, 2 - 10 employeesUsed the software for: 1-2 years. “Not able to save documents to a portal that clients need to submit for bookkeeping and accounting for record keeping“ January 1, 2026 BB Basani Bestar B Internal BookkeeperAccounting, 11 - 50 employeesUsed the software for: 6-12 months. “The way it helps our customer to also upload documents using the link and how customer get the support through it.“ October 7, 2025 RC Rajesh C PresidentFinancial Services, 2 - 10 employeesUsed the software for: 6-12 months. “Search sometimes need be very precise, loading big lists a bit slow, and the initial setup of the templates ask an effort and you can miss stuff if not careful.“ July 20, 2025 PM Penny M Bookkeeper BAS AgentAccounting, 2 - 10 employeesUsed the software for: More than 2 years. “It helps to keep us all on track and to have a full picture of what is happening in the business and for our clients.“ May 27, 2026 ZP Ziggy P PrincipalFinancial Services, 2 - 10 employeesUsed the software for: More than 2 years. “Sending emails can be patchy at times and slow at times and there are times when you're just sitting there waiting for example a "Forward email" to load“ October 6, 2025 EB Erinn B Client Service Specialist IIAccounting, 51 - 200 employeesUsed the software for: 1-2 years. “AI feature also allows you to get a bot of a tax return results in email form for the client.“ August 19, 2024 dh daniel h AccountantAccounting, 2 - 10 employeesUsed the software for: 1-2 years. “Time consuming - unable to delete a number of tasks at once is annying.“ September 30, 2025 ## Showing most helpful reviews Showing 1-25 of 207 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Ryan G. Director Accounting Used the software for: 2+ years ### "Karbon Rocks! Has been a gamechanger for our workflow and team visibility" March 1, 2026 5.0 We have been using since 2017 and it's the one tool we can not do without - we love it! It keeps our team aligned, our jobs on track and our team communication on work and with clients in one place. As we've grown it's become even more important as the visibility across work, deadlines and client interactions are super important and are available at the touch of a button. Karbon really transformed the way we operated all those years ago and they continue to invest in their product to make sure we stay ahead of the game. The Karbon crew are absolute legends and dedicated to helping you succeed too, support is amazing. They genuinely care about delivering a world class product. If you are serious about growth and running your practice efficiently Karbon is a must have in my view - can't recommended it highly enough! Pros Work and Task visibility and collaboration (within team and with clients). are also proactive with research and development and are always improving things which is great Cons Honestly there's nothing that stands out to me right now, I can't imagine running my practice without it. Alternatives considered [Jetpack Workflow](https://www.capterra.com/p/135007/Jetpack-Workflow/) Reason for choosing Karbon Seemed like workflow and email management was better Review Source IB Irene B. CEO Accounting Used the software for: 2+ years ### "Karbon makes the cracks impossible to ignore" June 25, 2026 5.0 We committed properly to about 18 months ago, after deciding to stop running work out of inboxes, Teams threads, and tribal memory. We're now 35 people at the end of our second year on the platform. Karbon didn't magically fix our operations. What it did was remove our ability to kid ourselves. Before Karbon, work could disappear quietly: someone assumed someone else was on it, a follow-up lived in an email chain, a deadline slipped because ownership was assumed rather than explicit. None of it felt dramatic in the moment, but it compounded. Karbon isn't for teams wanting something light or forgiving. It's for firms that want clarity, ownership, and fewer dropped balls, even when that clarity is uncomfortable. Software doesn't build discipline, but the right software makes the absence of it impossible to ignore. Would I choose it again? Without hesitation. Pros Visibility, by a distance. Everything is tagged to a client and a work item. We can tag colleagues into emails and chats and they arrive with full context before giving feedback, rather than us re-explaining. We've become reasonably regimented about documenting meeting minutes and decisions in the flow of work, so everyone can see what relates to their clients as it happens. As the owner I spend most of my time in triage and don't personally use a lot of the work-item features day to day, but knowing the team has clear, visible processes to follow is genuinely useful. It helps me sleep at night. Customer support is the other standout. When our 2024 onboarding didn't go perfectly, 's management was highly responsive to our feedback, and that turned a rocky start into a genuinely constructive ongoing relationship. They also keep developing the product, and some of the new functionality coming has me excited. The sense that they listen and keep moving is a real part of the value. Cons Price: it's not the cheapest option in the market, so it's a real consideration, though I can't see us changing at this point. There's also a learning curve for new team members. When someone joins, is a bit of a behemoth to get their head around at first, but once things start clicking into place they're away. Our own implementation back in 2024 wasn't perfect either, though Karbon's response to that feedback was excellent. The interface is functional rather than delightful, and setup takes real time and follow-through from leadership. Half-set it up and it will half-work. Switched from [Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)[Microsoft Teams](https://www.capterra.com/p/168668/Microsoft-Teams/)[Clockify](https://www.capterra.com/p/169607/Clockify/)[Asana](https://www.capterra.com/p/184581/Asana-PM/) We had scaled the business on a hodge podge of Asana, Clockify, inboxes, and chat threads that we had no business scaling on. It was time to bite the bullet and invest in genuinely effective workflow management, with the task and client level visibility our patched together approach could never give us. Review Source VR Verified Reviewer Accountant Accounting Used the software for: Less than 6 months ### "Karbon - Unfortunately only if you have a lot of ....... " May 22, 2025 1.0 My overall experience was exited at first at demo. A bit annoyed that there was no self-help signup and had to wait a week for a meeting. Then after signing up and paying upfront before using the cons started coming out of the woodworks. Consultant not reading emails properly and responding to 1 out of the 4 queries. Extremely poorly trained staff and needed to create a ticket for such changing an email address. The requirement that you must have a Gmail or Microsoft account. Very unprofessional to speaking to your clients from a Gmail account instead of your proper work email. Cannot even get signed up after sending links as consultant do not understand that the email is linked to the signup, and she cannot change the invite linked, even after I explain to them. Instead, they refer you to self-help articles, like you are moron and do not know the basics. Really time consuming and tiring experience. As an accounting firm with limited time on our hands and is looking for a management solution, keep on looking as is not for you then. Pros Looks like a good application, but let down by the tedious signup process, and have to wait long for the demo meetings? Problems even before getting started and did not get to experience the application. Cons 1\. Must have a dedicated Gmail or Microsoft account (not alias and not been told upfront) 2. Must have a Demo meeting. No easy sign up process and start using. You have to wait 1 - 2 weeks for a meeting before you can sign up. 3. Must pay before even testing the system. 4. Extremely poorly trained consultants - cannot even assist with the basic problem soving. 5. Staff not reading email correctly and not responding to all queries. Alternatives considered [Xero](https://www.capterra.com/p/120109/Xero/) Reason for choosing Karbon Looked liked a good product, but signup process was tedious. Review Source Amanda O. Firm Administrator Accounting Used the software for: 1-2 years ### "Karbon was the missing puzzle piece!" November 10, 2025 5.0 We are so pleased with the software and with the Karbon vision and leadership. We were fortunate to attend their 2025 Karbon Next conference and we are confident that the right leaders are in place to take Karbon to the next level in tech and AI. We are very satisfied with the software and the future of Karbon! Pros was the missing puzzle piece in our tech stack. We have now been using Karbon for one year and it has been a game changer for our firm. It has given us the visibility we needed in our workflow management, budget management, time tracking, and reporting. We would be lost without Karbon! Cons none- I can't think of anything at this point. Alternatives considered [Jetpack Workflow](https://www.capterra.com/p/135007/Jetpack-Workflow/) Reason for choosing Karbon The sales team was super helpful - Tim and Marianna. Switched from [Financial Cents](https://www.capterra.com/p/186837/Financial-Cents/) had more reporting capability and we saw Karbon has the forward thinkers in this space. Review Source Larisa K. Senior Consultant Accounting Used the software for: 2+ years ### "Essential for Keeping Our Client Work Organised and Efficient" February 9, 2026 5.0 We have used for many years, and it continues to be an invaluable asset that greatly supports our business. Pros We love the task and workflow management—it keeps all our client tasks well organised. Having a dedicated customer support person is also extremely helpful. Cons There are only minor issues, which are gradually resolved as the product is regularly reviewed and updated. Switched from [Act!](https://www.capterra.com/p/175860/Act/) Looking for something more suited to our needs Review Source JJ Jenny J. Director Accounting Used the software for: 1-2 years ### "Essential software for any practice" September 30, 2025 5.0 Fantastic software, worth every penny and I would highly recommend to any new practice owner. Investing time in initial training is essential to maximise your use of the software. Pros The ease of managing my client communications, workflow and priorities. I have received a lot of positive feedback from clients re the 'comment' feature. Customer support is fantastic, responses are always very prompt and detailed. Cons The inability to create email rules or auto-replies in . It would be useful to be able to add editable tables in emails. Also, it would be beneficial to be able to add team members to an account rather than having to pay a full subscription for a team member requiring 'basic' functionality. Alternatives considered [TaxDome](https://www.capterra.com/p/186749/TaxDome/) Reason for choosing Karbon Wasn't comfortable with the security of Tax Dome. Review Source ZP Ziggy P. Principal Financial Services Used the software for: 2+ years ### "Innovation at Karbon keeps coming" October 6, 2025 4.0 Love the innovation that keeps coming and love our BDM. They are constantly looking at new and better ways to make it more efficient for us Pros The best feature for our team is Workflow Management, what a relief to be able to know where each work item / job is at for each client. The Task Management really help with not forgetting some of the simple things that need to be done. The fact that all the files and documents are stored in one spot and they can sync with our Dropbox is awesome. Cons Sending emails can be patchy at times and slow at times and there are times when you're just sitting there waiting for example a "Forward email" to load Switched from [Asana](https://www.capterra.com/p/184581/Asana-PM/) Wanted all emails, notes etc in one place - the beauty of being able to assign emails to the timeline Review Source Julie P. Governance Manager Accounting Used the software for: 1-2 years ### "Karbon is the only practice management software to consider" August 12, 2025 5.0 I absolutely love ! Its a great workflow management, email management and task management tool. Pros is the best practice management tool I've experienced in my 30 years experience. Its easy to use and easy to manage workflow Cons There are no cons! are always enhancing the platform and it gets better and better all the time! Switched from [FYIsoft](https://www.capterra.com/p/159627/ReportFYI/) It didn't meet all our needs for managing workflow Review Source TS Tai S. Client advisory lead Accounting Used the software for: 1-2 years ### "Multiple tools for an effective work flow " January 1, 2026 5.0 I really enjoyed using it to send client reminders, utilized the contact system, tags and reminders to coworkers Pros The work flow process that you can create, the tags you can add coworkers to an email, you can assign task and mark completion Cons Not able to save documents to a portal that clients need to submit for bookkeeping and accounting for record keeping Switched from [TaxDome](https://www.capterra.com/p/186749/TaxDome/) To try other products and utilize what was most impactful Review Source SM Simon M. Account Manager Financial Services Used the software for: 6-12 months ### "Reflections about Karbon" September 30, 2025 5.0 is user friendly and easy to learn and adapt and unlike other systems, the speed is fast and data is handled securely. I would recommend the system to colleagues. Pros is user friendly and task management is easy to follow and understand allowing one to comment for all team members to see if there is. any task still pending and the reasons for the task not to have been completed on time. Cons So far, I am yet to come across any reason that I would consider. In terms of complexity, the system is very easy to use. Switched from [Asana](https://www.capterra.com/p/184581/Asana-PM/) The product lacked certain aspects of task prioritisation Review Source MD Max D. Executive Director Accounting Used the software for: 2+ years ### "Excellent Practice Management for Accountants" March 13, 2025 5.0 From support, development, to leadership, the company is excellent because they are focused on delivering value customers appreciate. They do this without feature stuffing, meaning they carefully reflect what would benefit customers the most, dig through the noise, and deliver things that really matter, not just the things that are requested. Pros It does practice/project management really well, but the best part of it is the people behind support and development. They are continuously improving the product, seeking customer feedback, and are dedicated to a single space. I'm sure at some point some of this might change (looking at you Southwest), but right now I cannot say enough good things about the product or the people behind it. Cons It's a little difficult to propagate changes to template base work items to recurring work items attached to clients. Alternatives considered [TaxDome](https://www.capterra.com/p/186749/TaxDome/)[Trello](https://www.capterra.com/p/211559/Trello/)[NetSuite](https://www.capterra.com/p/135757/NetSuite/)[CS Professional Suite](https://www.capterra.com/p/89836/CS-Professional-Suite/) Reason for choosing Karbon Nearly all-in-one platform dedicated to the accounting industry. Switched from [CS Professional Suite](https://www.capterra.com/p/89836/CS-Professional-Suite/) Support was terrible, product was dated, and we disagreed with the philosophy of work (long task lists vs. kanban in ) Review Source TP Teresa P. Managing Partner Accounting Used the software for: 2+ years ### "Great Product!" February 24, 2025 5.0 It has been great! We love the integration with Intuit and how easy it is to use/personalize the work templates. Pros The ongoing customer service if phenomenal. There are many platforms out there, but few have such great customer service. Even after years of using this platform I know that help is simply a phone call or email away. Cons There is no document management feature. When weighting out options we were bummed that does not include a way to get KB signatures or document management. Switched from [CS Professional Suite](https://www.capterra.com/p/89836/CS-Professional-Suite/) is constantly upgrading their systems and bringing innovation and AI. For a more reasonable price I am getting a better product Review Source VR Verified Reviewer Accountant Accounting Used the software for: Less than 6 months ### "Karbon - " October 30, 2022 5.0 has made work life easier. I am no longer looking at 4 trello boards, a white board, a daily to do list. I just run thru Karbon. Pros Love the ease of My Week and its integration with Google Calendar. I simply triage all my emails - allocated to my week if needed follow up. Then slot them into Google Calendar to allocate time. My phone even reminds me of scheduled tasks coming up. The templates for work are so easy to use. The client requests are user friendly for the clients and us. All emails are allocated to work or the client. No more scrolling thru emails to find that particular document. Its all in the work. Essential with monthly or quarterly BAS. Or even if a client purchases a new car you simply add that email to their next years tax return! Cons Would love signing to be part of client requests. Its actually essential!Would also like documents to be added to the client rather than work as sometimes you don't have a work item. Alternatives considered [Trello](https://www.capterra.com/p/211559/Trello/) Reason for choosing Karbon More robust Switched from [Trello](https://www.capterra.com/p/211559/Trello/) I needed an accountant friendly program to organise me! Review Source VR Verified Reviewer CEO Accounting Used the software for: 1-2 years ### "Karbon is a game-changer!" July 21, 2023 5.0 It has been crucial in helping to grow the firm sustainably. Pros support was great in helping get us set up and understand how to use the product. From there, your imagination is the limit of Karbon. You may not even need that with all the helpful tools and templates they have! Cons It could do better about helping report on capacity. They have a new feature, but costs extra too. Alternatives considered [Jetpack Workflow](https://www.capterra.com/p/135007/Jetpack-Workflow/) Reason for choosing Karbon Recommendations from others, had a better interface Review Source VR Verified Reviewer Operations Manager Accounting Used the software for: 1-2 years ### "My favorite piece of software I've ever used." October 5, 2020 5.0 We save time and gain efficiency and clarity with . The integration with Practice Ignition has been great as well. Pros Easy to set up and use. Great tool for collaboration with colleagues and clients. One central location for all work, communication, and demographic data. Cons There are always things that could be improved in any software, but I don't feel like there are currently any holes in , just things that could be better. The "to-do" and "insights" section are two that I feel could be improved to increase their usefulness. Reason for choosing Karbon had more functionality. Switched from [Accelo](https://www.capterra.com/p/225762/Accelo/) The relevant email content pulled us in to learn more about the software. seemed more user friendly and more geared specifically toward accountants than our previous software. Review Source LS Lisa S. Project Manager Accounting Used the software for: 1-2 years ### "Communication reduces staff frustration and is the key to excellent customer service! " August 19, 2019 5.0 Exceptional. continually makes improvements to their products. They look for suggestions from the users and are happy to accommodate finding a solution for a specialized request. Pros Our staff enjoys the Triage function and visibility of communication most about . With having a team approach to most of our client work, it's important for everyone to know details from client interactions. This has helped us to be more efficient, batching questions and keeping us from contacting the client repeatedly for the same thing. It has essentially helped us provide better customer service while making our team more efficient. Cons I would like to have more options of labeling clients, helping to narrow down a specific group of clients to target for an email message or reporting purposes. Filter work by work title instead of work type. Alternatives considered [Canopy](https://www.capterra.com/p/150647/Canopy-Tax/) Reason for choosing Karbon Triage function. We also felt like was specialized more towards Project Management for the firm as a whole. Canopy was specialized in income tax work. Switched from [BigTime](https://www.capterra.com/p/131076/BigTime/) Triage function, being able to capture emails to contact timelines to convert into work if necessary. Review Source AW Alan W. Director Accounting Used the software for: 2+ years ### "Great product" November 6, 2020 5.0 is a great app and has become an integral part of our business. Pros Product is very easy to use and makes keeping client communications together really easy which in turn helps make us as efficient as possible. Cons Would be great if there was integration with a client portal system. Alternatives considered [Jetpack Workflow](https://www.capterra.com/p/135007/Jetpack-Workflow/) Reason for choosing Karbon Ease of use and greater fit with our business needs at the time. Review Source KL Kristie L. CPA Accounting Used the software for: 1-2 years ### "Love Karbon" February 24, 2025 5.0 We are in our second year using and as we go, and we get better, the software gets better! Pros I love the transparency, that everyone in the firm can see the progress of our work and are able to answer client questions with the click of a button. Cons That you can't search emails that come through effectively. Review Source BT Brian T. Payroll Manager Accounting Used the software for: 1-2 years ### "Payroll in Karbon" March 5, 2025 5.0 I think it's an excellent product. Always developing & moving forward, making management of work a much easier task. Pros Organising & managing my payroll on a daily basis. The templates have been essential in setting up or workflow. Cons I'd like better options for payroll progress billing Review Source JC JULIE C. ACCOUNTING SPECIALIST Accounting Used the software for: 2+ years ### "COMMENTS AND TAGGING" February 27, 2025 4.0 POSITIVE, LOVE THE COMMENTS AND TAGGING THE MOST Pros COMMENTS FEATURE ABILITY TO TAG MULTIPLE PEOPLE Cons NOTIFICATIONS AND NOT BEING ABLE TO FIND A THREAD Review Source SS Shashikant S. Account executive Accounting Used the software for: Less than 6 months ### "Amazing software" February 25, 2025 5.0 Pros Attached documents process and email process. Cons Some times working slow and loading process. Review Source AE Alexa E. Founder Marketing and Advertising Used the software for: 2+ years ### "Essential for project and communication management" February 24, 2025 5.0 I have been using for years, and I will not be switching to an alternative platform. Karbon continues to evolve its software to better serve its customers, and its customer service is excellent -- you are always communicating with a real person within a reasonable amount of time. Pros allows me to keep my time tracking, emails, and project management all in one place, and creates greater transparency within my firm. It is an essential tool in running my business! Cons It can at times be more difficult to track down an email in than it is to find it in my Google inbox. Reason for choosing Karbon Its capabilities were more robust, and the email integration is essential to running my business. Review Source CM Chrissy M. Accounting Informations Director Accounting Used the software for: 6-12 months ### "Step your game with Karbon! " February 2, 2021 5.0 Our team is more productive! They're spending less time sending emails and more time organizing their to-dos. We feel organized as a firm by being able to find client emails, assigning to-dos to each other and easily managing our work. Pros The most impactful feature is the cohesiveness of . We needed one place for our staff to send emails, enter their time, and track their work. We used 3 different apps to do this and Karbon combined all of them for us. The Client Task feature Karbon offers is my favorite. You can set up recurring monthly requests for your clients and it sends reminders on your behalf. Cons is robust, but with time you will get used to it. The onboarding was super helpful and seamless. We loved the support we had along the way. Review Source �MG 🌼 Megan G. Principal Accounting Used the software for: 2+ years ### "Karbon is my brain outside my body" January 21, 2021 4.0 Pros It's impossible to grow a firm without making intrinsic knowledge available to all. has allowed us to codify that knowledge in templates and checklists, while making both internal and client communications visible across the team. Cons I'm looking forward to improved integration with our file storage system, as clients tend to want to upload documents through but that's not where I want them. Review Source VR Verified Reviewer Director Accounting Used the software for: Less than 6 months ### "Practice Management made easy" June 5, 2019 5.0 Practice management, staff management, job management, email management - it delivers all that I wanted in one app. What I would love is if the time tracking integration was not limited to tsheets as I have tested tsheets and it is more of a payroll focussed time management tool as opposed to a billing tool or tracking of job efficiencies tool - I would prefer if this integration was expanded to include a tool like Harvest for this purpose. Also if it could integrate with Xero HQ that would be wonderful as well as WorkflowMax just didnt work for me in terms of my logic or reasoning so I use Harvest with Practice Ignition and with only Harvest and Practice Ignition integrating with Xero - if I could get all 4 to talk to each other it would make my life a lot simpler and achieve better management Pros I am constantly writing out "to do lists" and then I get to the end of the week and I need to consolidate those lists to make sure nothing drops off - with I always have my to do list available and up to date. I also enjoy the fact that i have better control of my e-mails and previously where I forwarded a mail to a staff member by way of delegating it to them i had no way of checking that the mail was attended to unless I added it to my to do list - whereas now I can add it to their to do list and monitor whether or not it was completed Cons there is a quite a bit of set up involved in terms of getting the work templates in place but that is to be expected I guess - although once set up those work templates will serve as a sort of process manual so it kills two birds with one stone - its just where I am a small practice the time taken to get all set up will take longer as it is only me setting it up in between still trying to manage practice and keep up to date with client work Review Source ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. 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