Karbon

What Karbon is

Karbon is cloud practice management software for accounting firms, bringing workflow, team communication, client services, and billing together. Teams can build workflow templates, assign tasks, schedule work, and use dashboards to follow activity. They can share and comment on emails and coordinate work around tasks and clients. Client tools include profiles, activity timelines, automated requests, a portal, and document sharing. Billing and payment processing are available, with US fees that vary by payment type. The integrations directory includes Xero, Xero Practice Manager, Zapier, and Calendly, and an API supports custom solutions using listed programming languages. Karbon is available on the web, iOS, and Android. Team costs $59 per user per month when billed annually; monthly billing is $79 per user and available only to teams of four or more. Business is $89 per user per month annually, and Enterprise has custom pricing. Karbon says its web application is SOC 2 Type 2 certified and uses TLS for data transmissions.

Who it suits

Karbon suits accounting firms that need workflow coordination, client communication, document sharing, and billing in one platform. Its finite Team and Business usage limits may be relevant when choosing a plan.

Limits

Team includes 35 workflow statuses, 40 work templates, 30 work types, 3 teams, 10 contact types, 15 placeholder job roles and a 6-month reporting period. Business raises those limits to 50 workflow statuses, 75 work templates, 45 work types, 10 teams, 25 contact types and 25 placeholder job roles, with the same 6-month reporting period; Enterprise lists unlimited usage limits and a custom reporting period.

Getting started

1. Visit https://karbonhq.com/.
2. Choose Team or Business, or contact Karbon about Enterprise pricing.
3. Select annual billing, or monthly billing if your team has at least four users.
4. Use Karbon on the web, Android or iOS, or connect through its API.

Verdict

Karbon combines accounting-firm workflow and client tools with billing, communication, and integrations. Compare plan limits and billing terms with your team’s needs; Enterprise pricing is custom.