Karbon
UnclaimedBoost productivity, strengthen client relationships, and drive profit for accounting firms.
Visit WebsiteTL;DR - Karbon
- All-in-one practice management for accounting firms.
- Automates tasks and streamlines workflows to save significant employee time.
- Enhances team collaboration, client communication, and overall firm visibility.
Pricing: Paid only
Best for: Enterprises & pros
4.8/5 across review platforms
Pros & Cons
Pros
- Specifically built for accounting firms, addressing their unique needs.
- Significant time savings per employee (average 18.5 hours/week).
- High customer satisfaction and consistent top rankings in practice management software.
- Comprehensive feature set covering all aspects of practice management.
- Offers AI Agents for handling repetitive tasks and strategic impact.
Cons
- No free tier available, making initial exploration potentially costly.
- eSignature credits are an additional cost.
- Advanced reporting and training features are add-ons or limited to higher tiers.
Ratings Across the Web
4.8(856 reviews)
Ratings aggregated from independent review platforms. Learn more
Preview
Key Features
Workflow AutomationClient ManagementTeam CollaborationIntegrated Email ManagementDocument ManagementTime Tracking & BudgetingBilling & PaymentsClient Portal
Pricing Plans
Free TrialTeam
$59/month, per user, paid annually
- Integrated Email
- Team Collaboration Tools
- Workflow and To-Do Lists
- Time Tracking & Budget Reporting
- Billing & Payments
Team
$79/month per user, paid monthly
- Integrated Email
- Team Collaboration Tools
- Workflow and To-Do Lists
- Time Tracking & Budget Reporting
- Billing & Payments
Business
$89/month, per user, paid annually
- Everything in Team
- Automatic Client Reminders
- Task Automation
- Industry Integrations
Business
$99/month per user, paid monthly
- Everything in Team
- Automatic Client Reminders
- Task Automation
- Industry Integrations
Enterprise
Custom Pricing
- Everything in Team and Business
- Enterprise Platform
- Dedicated Karbon Contact
- Customization
- Unlimited Usage Limits
What is Karbon?
Karbon is a comprehensive practice management software specifically designed for accounting firms. It unifies workflow, client management, and team collaboration into a single intelligent platform. The software aims to boost productivity by automating repetitive tasks, standardizing processes, and providing clear visibility into job statuses and team activities.
Karbon is ideal for accounting firms of all sizes, from small practices to large enterprises, looking to streamline operations, enhance client engagement, and improve profitability. It helps firms manage their entire practice, including work, clients, and revenue, by offering features like automated client reminders, integrated email, document management, and robust reporting. The platform emphasizes efficiency, connectivity, and control, enabling teams to get more work done together, whether remote or in-office.
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Karbon FAQ
How does Karbon's AI Agents specifically assist accounting firms?
Karbon's AI Agents are designed to handle repetitive tasks within the firm's workflow, such as automatically sending client reminders for data collection or scheduling kick-off meetings. This frees up team members to focus on higher-value client work and strategic initiatives, contributing to overall efficiency and profitability.
What is the typical return on investment for an accounting firm using Karbon?
On average, firms using Karbon save $34,688 per employee per year. This is calculated based on an average of 925 hours saved per employee annually and an increase in revenue of $6,137 per employee per year, stemming from improved efficiency and productivity.
Can Karbon integrate with existing accounting software and other ecosystem applications?
Yes, Karbon offers Ecosystem Integrations to supercharge its functionality by connecting with your email and other applications. It also provides a Karbon API for data management and automation, allowing firms to streamline data and processes across their tech stack.
How does Karbon ensure secure client communication and document sharing?
Karbon includes a dedicated Client Portal that facilitates secure collaboration with clients for tasks and document sharing. It also features enterprise-grade security, 24/7 support, and 99.9% uptime to protect sensitive client information and ensure reliable service delivery.
What are the differences in workflow and work item limits across Karbon's pricing plans?
The 'Team' plan includes 35 workflow statuses, 40 work templates, and 30 work types. The 'Business' plan expands this to 50 workflow statuses, 75 work templates, and 45 work types. The 'Enterprise' plan offers unlimited usage for workflow statuses, work templates, and work types, providing greater scalability for larger firms.
Does Karbon offer specific features for managing month-end close processes?
Yes, Karbon includes Period Close Automation, which connects month-end close processes directly to your practice management workflow. This feature helps firms close faster by automating steps and ensuring all tasks are tracked and completed efficiently.
Source: karbonhq.com