# Karbon Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Karbon the right Accounting Practice Management solution for you? Explore 206 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 (206) 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 March 26th, 2026 # Reviews of Karbon Ease of use 4.6 Customer Service 4.7 ## Pros and Cons in Reviews 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 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 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 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 TN Tanya N Executive AssistantAccounting, 2 - 10 employeesUsed the software for: 1-2 years. “It also integrates well with tools like Xero and offers strong security and user access controls.“ September 30, 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 TN Thato N AccountantAccounting, 11 - 50 employeesUsed the software for: 1-2 years. “Karbon offers a robust suite of features that justify its pricing, especially for teams looking to streamline operations.“ September 30, 2025 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 206 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 Karbon 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). Karbon 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 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 Karbon 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 Karbon 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/) Karbon had more reporting capability and we saw Karbon has the forward thinkers in this space. 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 Karbon 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 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 Karbon 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 PM Penny M. Bookkeeper BAS Agent Accounting Used the software for: 1-2 years ### "Karbon is the best!" September 29, 2025 4.0 Overall, Karbon has been a great added feature in our business. 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. I wish I had implemented Karbon earlier than I did. To be honest the only thing that ever held me back was the price. Pros I love that it keeps me and my team on track. We always know where each task is up to and what each team member has completed. We love that we have visibility of everything said and done via the timeline. We love that task can repeat accurately and there isn't any chance of something being missed. I love that we can attach emails to the client timeline which makes it much easier to find emails. I love the search function, it can find emails, tasks, anything in a flash! Cons The price especially when I have 3 part time employees using Karbon for 2 days a week each. I would love to see a pro rata cost for part timers. Support isn't as good as i'd like it to be - this could improve. Also having a presence in the Karbon facebook group to help with situations that pop up. Switched from [Financial Cents](https://www.capterra.com/p/186837/Financial-Cents/) It just didn't have everything we wanted and needed. Karbon did. 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 Karbon. 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 Karbon! Its a great workflow management, email management and task management tool. Pros Karbon 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! Karbon 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 Nicola H. Director Accounting Used the software for: 2+ years ### "Karbon - my number 1 practice tool" February 14, 2026 5.0 I really love working in Karbon and find it relieves the stress of managing many jobs at once in different stages of completion. It's design is great and looks good on all my screens. It would be my number one practice tool. Pros Karbon is easy to use although very comprehensive in its accounting practice management solutions. I have great visibility over all my work and clients and especially love that I can allocate email to work items via the triage function. Karbon also allows me to create excellent automated checklists and this allowed me to get through and complete work much faster than before. Karbon also has excellent integrations which I am only beginning to explore. Cons Nothing really. Karbon is a great product and always improving so even in weaker areas new features are being added and improved all the time. Review Source ON Olivia N. CEO Accounting Used the software for: 2+ years ### "Awesome Practice Management Software for Accountants and Bookkeepers" April 6, 2021 5.0 Excellent and thrilling Pros Karbon is right at the top - best software available - permanently developing and adding features - super support Cons there is nothing I don't like - Karbon is spot on perfect Alternatives considered [Ignition](https://www.capterra.com/p/140861/Practice-Ignition/) Reason for choosing Karbon Karbon seemed the most modern and foreword thinking - and indeed it is 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 Karbon. 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 Karbon, 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 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. Karbon 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. Karbon 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 Karbon. 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 Karbon 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 CW Chantelle W. Senior Finance Consultant Accounting Used the software for: 1-2 years ### "Karbon is a great practice software solution" October 8, 2025 4.0 Karbon is a great software program and source of truth for all task & client work. It has many functions and the use of AI inbuilt to summarise emails and communications is a great time saver. Pros Features such as AI summarising communications, emailing clients direct from Karbon, task summary boards, assignees, comment features to collaborate and ask questions to colleagues Cons The formatting in the task sections can sometimes be a bit clunky and you need to select on multiple areas to edit or change a task detail. I feel this can be improved to find the right balance between ensuring the content is not accidentally written over but is easier to edit sections for efficiency. Review Source TN Tien N. Accountant Accounting Used the software for: 6-12 months ### "Review on Karbon 15.04.2025" April 15, 2025 5.0 Great, better than just working on Outlook email, easy to keep track and leave comment so all the conversation can be viewed thoroughly, instead of many forwarded email. Pros The saving emails to contacts, absolutely awesome to find emails. However, sometimes it takes too long to open an email in the past, not sure i encounter it. Cons The assignment function, my colleagues assign tasks to me but i usually forgot to tick complete and clear the email, which leave the task incomplete in my colleagues view and i cannot search for every email to tick. Can you please update that function so i can see all the tasks assigned to me at once? Currently can only see the task i assign to others. Review Source CM Craig M. Founder Accounting Used the software for: 6-12 months ### "Stop spending endless time chasing client info, use Karbon" February 24, 2025 5.0 Definite time saver and well worth the cost. Pros Client collaboration and reminders make life so much easier in the unending effort to get information and documents from clients. I spend so much less time emailing clients and hunting for info. Cons It has powerful process management, but it needs the ability to update templates across already created work products. It would also be great to have a more easily sortable visual representation of work across projects. Review Source AN Andrew N. Senior Advisor Accounting Used the software for: 1-2 years ### "Great tool. I highly recommend it!" February 24, 2025 5.0 Great experience overall. Really helps us collaborate internally. Pros I like how easy it is to define who does what kind of work in the tool. Highly valuable. Cons I wish I could more easily save templates for emails. Review Source MM MOSHE M. Tax Director Accounting Used the software for: 6-12 months ### "Karbon has great email triage feature" February 19, 2025 4.0 okay was simple which might have made it a tad more user friendly Pros the email triage was way more easy to use vs TD - I find it hard to use TD email to send emails to clients Cons portal was not great - e-sign and other things like not having a good app Review Source FB Faruk B. Accountant Accounting Used the software for: 6-12 months ### "Karbon - The best tool for an accounting practice" February 24, 2023 5.0 Pros Allows me to have a wholistic view of our company through tools like My Week. Very useful to be able to manage and allocate work at the beginning of the week through the my week tool. Triage and the ability to assign/tasks/emails/mentions to employees, clients or client specific work. There is also an integration coming with suit files that will be very useful for practices i.e. some features that will come are document signing client portal integrations, and document management. This will help us automate a lot more. Auto-maters are definitely very useful, partially the ability to automatically change job statuses and assign tasks/work to colleges according where the job is in the process. Cons Definitely not being able to independently bulk update tasks without having to pay. Bulk update features are very important but not available (unless you pay the $999 build fee package, which might to expensive for some). The lack of integrations are (most notably, not integrating with Xero or XPM). The best option is if you already have Ignition (this allows content to flow from XPM to Ignition than to Karbon). No integrations into CRM systems. Automated do not have an "IF" functionality where if i.e. the client doesn't need to have more documents requested while the work is completed there should be the ability to tick a box that automatically triggers a different work flow. Reason for choosing Karbon Karbon is a well tested software that really got features like automation, triage, my week nailed. Review Source VR Verified Reviewer Director Accounting Used the software for: 2+ years ### "KarbonHQ - Our Why" October 7, 2020 5.0 Very good. The customer service is excellent, the updates are really regular - the forward focus is good. Overall, happy. Pros Our original investigation into programs like Karbon were based on our massive email issue - clients would email the account manager or the Director (myself) and then we would spend amazing amounts of time cc'ing the right people. We were looking for a program whereby the email trail for a client was easily accessible to all relevant staff. Karbon has sufficient security to ensure its not open sharing, but allowed us to much better service client needs across our growing team. Cons The Kanban/Task Management didn't work well for our company and the way we operate - I think it might work well for many accounting firms in vertical stacks, but we operate on a tier based level and it made using the task management system in Karbon a complex nightmare. Staff became confused with assigning and allocating work tags. We use a different program for project/task management - but it synchronises broadly with Karbon - and we intergrated Karbon with T-Sheets to take care of time monitoring. Reason for choosing Karbon Triage Switched from [Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/) Email Management - Triage is GOLD Review Source Elizabeth M. Senior Accountant Accounting Used the software for: 1-2 years ### "Karbon Works but there are more inclusive options out there" August 12, 2022 5.0 Overall I've had a positive experience. I did wind up switching to another service however because it appears that Intuit has bought them out and it is a matter of time before they are no longer offering Karbon as a product separate of Intuit. Also, TaxDome and a few other products out there have a lot more options in regards to features they offer (signature capture, tax software sync, payment processing, etc...) and it is a lot more convenient to go to one place for everything instead of several. Pros Sorting works and then individual tasks are great. Also, the auto-remind option is a huge time saver for our firm! I also really like the internal and external comments functions. Cons The analytics are a bit clunky to set up. It'd be really nice to be able to see projected budgeting, etc... but unless you have fixed prices for everything, it doesn't work and takes a long time to set up. 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 Karbon. 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 Karbon 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. Karbon 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 Karbon but that's not where I want them. Review Source EM Elizabeth M. Office Manager Accounting Used the software for: Less than 6 months ### "Huge Potential to help me support the accountants in my firm" May 31, 2018 4.0 Pros My Motto for every day is "How can I help you today" and Karbon is my best asset For helping others. When the accountants in our office need a report or need to know if something has been done and they are too busy to check I can filter All Work in KARBON and bring it down to the file they are looking for in a very short time. I can have their answer back to them quickly and in a manner, they can use. I can check for each client what tasks are overdue and through notes on the file keep all the involved managers and partners aware of timing for their involvement in the file. When you learn to use the filters correctly the information you need is easily accessed and up to the minute. Karbon and I work as a team to send emails, keep notes, report findings, and make sure that "no client ever falls through the cracks - and calls to say "you forgot this - now I have to pay a penalty..." Cons Until you learn that the secret key to Karbon is FILTER - FILTER - FILTER then it is almost too big a program and under-utilized by a number of people. One of our senior partners summed it up like this "Imagine the only way you have to communicate to the office is through the KANBAN view in KARBON" this view teaches you to make notes, share emails, FILTER All Work and generally get as upclose to the file as you can so all the participants can work on any file in the company confidently knowing that they are working with the latest information. The only true Con is the magnitude of the learning curve. But with the seminars and help articles, you can feel supported and know you are not alone. There are many people who can help you out. There are WAY more pros than cons - really. Review Source Karen B. Used the software for: 1-2 years ### "Game Changer!" February 3, 2017 5.0 I don't know how I managed my clients and jobs before Karbon ... I know it was a struggle! With Karbon, it is so easy to keep track of what you are doing for each client with all correspondence and documents relating to those jobs attached to each piece of work. You can search for jobs, emails, work etc, create To-Do lists, assign work to colleagues and so much more. I can recommend this app to all professional service businesses, particularly bookkeeping and accounting practices. Pros Super easy to set up Very responsive support Makes scheduling work very easy Makes keeping on top of ad-hoc jobs and regular jobs very, very easy Constant innovation and improvement of the app Keeps all correspondence and emails relating to each job in one place Searchable emails, work, contacts etc Cons I can't think of any cons! Review Source Talk to a Capterra advisor for free and get results within 15 minutes.