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No. 9 of 28 ·Accounting Practice Management Software

Karbon

Web · Android · iPhone · API · paid plans from $59/mo

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Freedom report

Two barsScore 5.1

  • Free tierNo free tier on record
  • Open codeNo open-source code on record
  • Runs widely3 of 6 device platforms
  • DocumentedPlans, terms and facts published

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 $59.00 USD per user per month when billed annually; monthly billing is $79 per user and available only to teams of four or more. Business is $89.00 USD 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 is for

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.

What is good

  • Workflow templates, task assignment, scheduling, and dashboards
  • Client portal, activity timelines, requests, and document sharing
  • Billing and payment processing included
  • API and listed integrations such as Xero and Zapier
  • 24/7 support and 99.9% uptime listed for all plans

What to know first

  • No free plan is listed
  • Team and Business plans have finite usage limits
  • Monthly billing requires a team of at least four
  • US payment processing fees vary by payment type

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.

Karbon plans and pricing

All plans
Team $59/mo Per user, paid annually; or $79/month per user, paid monthly. Monthly subscription only available for teams of 4+. 35 workflow statuses · 40 work templates · 30 work types · 3 teams · 10 contact types · 15 placeholder job roles · 6-month reporting period karbonhq.com · 29 Sept 2026
Business $89/mo Per user, paid annually; or $99/month per user, paid monthly. Monthly subscription only available for teams of 4+. 50 workflow statuses · 75 work templates · 45 work types · 10 teams · 25 contact types · 25 placeholder job roles · 6-month reporting period karbonhq.com · 29 Sept 2026
Enterprise Not published Custom pricing. Unlimited usage limits · custom reporting period · dedicated Karbon contact · customization karbonhq.com · 29 Sept 2026

Compared on accounting practice management software

Free plan
No
Paid from
$59/user/mo
Client portal
Yes
Workflow automation
Yes
Time tracking
Yes
Billing and invoicing
Yes
Document management
Yes
Deadline tracking
Yes
Staff capacity planning
Yes

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