9.6
Spot Score
Streamline your tasks with effortless automation.
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karbon offers custom pricing plan
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
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.
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AC
Arvie C
01/24/20
Karbon Provides Solutions
What do you like best? Karbon helps your Team figure out what to do, track what has been done, and plan future projects. It is easy to customize according to your teams needs. The support team is awesome and the app just keeps on evolving and improving to provide better solutions. What do you dislike? There are still areas to improve like generating reports and getting it to integrate with other software and applications. Recommendations to others considering the product: Identify the key ...
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AG
Alicia G
01/14/20
Practice Management for the Cloud Based Organization
What do you like best? LOVE the open communication aspect! I love that I can see my teammates communication with clients and that we can have internal dialogs about tasks/emails inside of Karbon. This is particularly helpful when your entire company is remotely staffed! What do you dislike? The search functionality is not as clean as it could be. It would be great if we could search notes and comments, but Karbon is constantly updating, so I'm hopeful that one day we can! What problems are ...
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HD
Heather D
01/14/20
Best software for managing my practice EVER
What do you like best? The ability to see all the communications between my staff and our clients in such a simple way has transformed our staff management and continuity of service management. The ability to assign work so easily and to manage our processes by to do lists has been great as we have grown and need to be more systematised. What do you dislike? The search functionality is getting better and better What problems are you solving with the product? What benefits have you ...
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BW
Brooks W
01/10/20
Karbon is a Game Changer
What do you like best? The ability to triage and assign all my e-mails either to myself or a fellow team member. What do you dislike? There is nothing really to dislike about this product, unless you love working out of Outlook. What problems are you solving with the product? What benefits have you realized? Karbon has made it a lot easier to manage all of the tasks needed to serve our clients well, and it is now a lot easier to collaborate with our team on those tasks.
AI
Administrator in Accounting
01/09/20
Karbon is awesome!!
What do you like best? Scheduler and assignment of work and to-do What do you dislike? Not really a dislike but maybe a suggestion to make Karbon better is to put an option for a specific day on a scheduler for example Monday, Every "third Monday" of the month. (AU and US version) What problems are you solving with the product? What benefits have you realized? Assignment and delegation of work and tasks
AI
Administrator in Accounting
12/19/19
What did we do without Karbon?!
What do you like best? What I like best about Karbon is the ability to Have everything in one place - emails, jobs, work etc. Then you are able to tag things onto timelines, contacts, pieces of work. It makes things more efficient and information easier to organize. I love being able to go into one software place and find so much information that I need. In addition, it helps with managing the work of the team and seeing who has what, therefore adjusting things accordingly. What do you ...
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ML
Marie L
11/30/19
Great overall
What do you like best? Love the workflows and preloaded template options!! What do you dislike? No calendar functions built in - would be nice to view, schedule, set up team meeting, etc since I don’t have a need for email anymore other than these functions. What problems are you solving with the product? What benefits have you realized? Team and client workflows. Managing work.
SR
Shelby R. H
04/08/19
A great tool to enhance the characteristics of an email.
Describe the project or task the product helped with: Karbon is a great tool that easily complements our email client, it is a tool that allows teamwork to be even easier, since it makes the communication between the members of the group, more detailed and the information do not miss, when you share from one to another, some tasks such as rapidity responses can be automated, which helps, to respond much sooner, the administration of the inbox becomes even more intuitive with the desktop ...
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PT
Project Team Member in Accounting
11/16/18
Has it's benefits and drawbacks
Describe the project or task the product helped with: Enabled our team to keep track of tasks that we all work on together - onboarding new clients, for example What do you like best? The task lists and ability to "tag" colleagues in comments What do you dislike? The cumbersome nature of setting up work
PT
Project Team Member in Accounting
06/29/18
Karbon is a great task/email management system
Describe the project or task the product helped with: Managing our client onboarding processes is one example What do you like best? The ability to set up auto follow up emails to clients who have not responded to our original emails What do you dislike? Learning the system from the start has been a bit cumbersome