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9.6

Spot Score

karbon

karbon

Streamline your tasks with effortless automation.

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karbon offers custom pricing plan

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What is karbon?

karbon is a workflow automation software to complete repetitive tasks through an easy-to-use interface. Karbon lets you build and run powerful repeatable workflows for data processing, file sharing, business processes and more. No programming or scripting required, it's designed to automate your most tedious and error-prone tasks.

Pricing

  • karbon offers custom pricing plan

Customer Type

  • Large Enterprises

  • Medium Business

  • Small Business

Platform Type

  • SaaS/Web/Cloud

  • Mobile - Android

  • Mobile - iOS

karbon software demo

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karbon was reviewed internally using user feedback, in-house testing, and market research to assess its performance, reliability, and user experience. Learn how we review products and our evaluation process.

karbon is best suited for

  • employee count

    Employee count: 50 to 500 employees

  • industries

    Industries: SaaS, Fintech, Consulting, and Martech

  • Job titles

    Job Titles: Finance Managers, Accountants, Tax Professionals, and Compliance Officers

Benefits of using karbon

  • Streamlined Collaboration: With Karbon, teams can effortlessly collaborate in real-time, ensuring everyone stays aligned on projects and deadlines. You’ll experience a significant boost in productivity as team members communicate seamlessly.

  • Centralized Workflow Management: Karbon consolidates all tasks, emails, and documents into one intuitive platform. This means you can manage your workflow more effectively, reducing the chaos of juggling multiple tools.

  • Enhanced Visibility and Reporting: As a manager or executive, having access to comprehensive analytics and reporting features allows you to make informed decisions quickly. You’ll gain insights into team performance and project progress at a glance.

Explanation of karbon Key Features

  • Access Control

    The Access Control feature in karbon empowers organizations to manage who can view and interact with sensitive data and critical functionalities within the platform. By implementing role-based access permissions, managers can assign specific rights to users based on their responsibilities, ensuring that confidential information is only accessible to authorized personnel. This feature addresses the challenge of data security and compliance, minimizing the risk of unauthorized access and potential breaches.

  • Task Management

    With Task Management, karbon provides an intuitive interface for users to create, assign, and track tasks across teams. This feature allows for clear visibility into project progress and individual responsibilities, helping to streamline workflows and enhance collaboration. By organizing tasks effectively, organizations can solve the problem of disorganization and missed deadlines, leading to increased productivity and accountability among team members.

  • Compliance Tracking

    Karbon’s Compliance Tracking feature enables businesses to monitor adherence to industry regulations and internal policies seamlessly. By automating compliance checks and maintaining a comprehensive audit trail, this feature assists organizations in demonstrating their commitment to regulatory requirements. It effectively mitigates the risk of non-compliance penalties and fosters a culture of accountability within the organization.

  • Mobile Access

    The Mobile Access feature allows users to connect to karbon from their smartphones or tablets, providing flexibility in how they manage their work. This capability ensures that team members can stay productive on-the-go, responding to updates, completing tasks, or collaborating with colleagues anytime and anywhere. By addressing the need for remote work solutions, Mobile Access enhances operational efficiency and supports a modern workforce that demands mobility.

  • Third-party Integration

    Karbon's Third-party Integration feature facilitates seamless connectivity with other software applications commonly used in business operations. This integration capability allows organizations to synchronize data across platforms, minimizing duplication of efforts and streamlining workflows. By solving the challenge of fragmented systems, this feature enhances overall efficiency and ensures that teams have access to consistent information across tools.

  • Business Process Automation

    The Business Process Automation feature in karbon is designed to reduce manual tasks through automation of repetitive processes. By enabling users to create automated workflows for approvals, notifications, and data entry, this feature minimizes human error and frees up valuable time for employees to focus on more strategic initiatives. Addressing the challenge of inefficiency, this automation leads to enhanced productivity and improved operational performance.

  • Workflow Configuration

    With Workflow Configuration, users can customize their workflows within karbon according to specific business needs. This feature provides the flexibility to design processes that match organizational requirements while ensuring clarity in each step involved. By enabling tailored workflows, organizations can address unique operational challenges effectively, leading to smoother processes and improved team collaboration.

karbon Pricing

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Free Trial

  • Not available

karbon Pricing

  • karbon offers custom pricing plan

Pricing Model

  • Paid Plans (Subscription /Quotation Based )

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Screenshots of the karbon Pricing Page

Disclaimer: Pricing information for karbon is provided by the software vendor or sourced from publicly accessible materials. Final cost negotiations and purchasing must be handled directly with the seller. For the latest information on pricing, visit website. Pricing information was last updated on .

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Why users might consider alternative to karbon?

  • Users may seek alternatives to Karbon due to specific feature requirements that are not fully met, such as advanced project management tools or integrations with other software that enhance productivity.

  • Some users might find Karbon's pricing structure less favorable, prompting them to explore more cost-effective options that still provide essential functionalities for team collaboration and communication.

  • Organizations with unique workflows may require customization capabilities that Karbon does not offer, leading them to consider alternatives that allow for greater flexibility in tailoring the software to their needs.

  • Users transitioning from smaller teams to larger operations might look for solutions that scale more effectively, as they may find Karbon's performance or support lacking during periods of rapid growth.

  • Certain industries may necessitate compliance features or security protocols that Karbon does not adequately address, driving users to search for alternatives that prioritize these critical aspects.

karbon Reviews & Ratings

4.6

Excellent

Based on 151 ratings & 30 reviews

Rating Distribution

Excellent

(27)

Very Good

(2)

Good

(1)

Poor

(0)

Terible

(0)

Expert's Review

Karbon has established itself as a powerful and indispensable tool for task and practice management, particularly excelling in the needs of accounting firms and professional services teams. Its intuitive features like the triage system, workflow templates, and email integration streamline operations, allowing users to prioritize tasks efficiently and automate ...Read more

karbon pros and cons

  • Automates repetitive and client-facing tasks, streamlining workflows and improving efficiency.

  • Seamless email integration allows for task assignment, updates, and communication within a unified system.

  • Highly customizable workflows and templates support diverse needs, enabling consistent and repeatable processes.

  • Triage feature enhances task prioritization and reduces email overwhelm, improving overall productivity.

  • Initial setup and onboarding can be cumbersome, especially for larger teams or complex workflows.

  • Limited integration with additional apps or platforms reduces its functionality in some areas.

User Review

BN

Brandon N

02/02/24

5 out of 5

"Karbon is fantastic and would recommend for other accounting firms to use."

What do you like best about Karbon? Easier to know what jobs to work on. The triage feature is quite useful. Customer support is great. What do you ...

Read more

PP

Peter P

11/23/23

5 out of 5

"Must have app for a modern practice!"

What do you like best about Karbon? 1) Client-facing tasks allow you to automate tedious things such as monthly document collection. 2) It is easy to ...

Read more

AC

Angelica C

11/12/23

5 out of 5

"Karbon Review"

What do you like best about Karbon? its a seamless and clear way to prioritse workflow What do you dislike about Karbon?

MM

Marila M

11/07/23

5 out of 5

"Great tool for Accounting Firms"

What do you like best about Karbon? What I like best about Karbon is the way it connects with ProConnect Intuit and syncs all the returns that are due ...

Read more

karbon Customers

Catalyst-logo

Catalyst

Jeffreys henry-logo

Jeffreys henry

Armanino-logo

Armanino

M accounting-logo

M accounting

Change-logo

Change

karbon Support

Customer Service

24/7 (Live rep)

Online

Location

Sausalito, California

Frequently Asked Questions (FAQs)

Stuck on something? We're here to help with all the questions and answers in one place.

karbon is a Workflow Automation Software. karbon offers Access Control, Task Management, Compliance Tracking, Mobile Access, Third-party Integration and many more functionalities.

Some top alternatives to karbon includes Firm360, Asana, Projectworks, ClickUp and TaxAdda PMS.

Yes, karbon provides API.

Yes, karbon provides a mobile app.

karbon is located in Sausalito, California

karbon offers Subscription, Quotation Based pricing models

Yes, karbon can integrate with Quickbooks, Zapier

The starting price is not disclosed by karbon. You can visit karbon pricing page to get the latest pricing.

This software is researched and edited by

Rajat Gupta is the founder of Spotsaas, where he reviews and compares software tools that help businesses work smarter. Over the past two years, he has analyzed thousands of products across CRM, HR, AI, and finance — combining real-world research with a strong foundation in commerce and the CFA program. He's especially curious about AI, automation, and the future of work tech. Outside of SpotSaaS, you'll find him on a badminton court or tracking the stock market.