Karbon
Collaborative practice management for accounting firms
About Karbon
Karbon is a practice management platform built specifically for accounting and bookkeeping firms. It centralises client communication (email, tasks, notes) in a shared workspace, making it easy to see who owns what and where every client engagement stands. Karbon's AI features summarise email threads, suggest task templates, and surface at-risk engagements. The work management module tracks capacity and utilisation across the firm, while the client portal gives clients visibility into outstanding items and document requests. Karbon is widely regarded as the best-in-class tool for firms wanting to move past Excel trackers and email chains.
Best for
Accounting and CPA firms with 2–200 staff needing structured workflow and client management
Pros & Cons
Pros
- Best-in-class email and task integration for firm workflows
- Client portal reduces back-and-forth significantly
- Work templates make consistent service delivery easy
- Excellent visibility into firm capacity and utilisation
- AI email summaries save significant time on context switching
Cons
- Price per user can be high for larger teams
- Learning curve — full adoption across a firm takes 3–6 months
- Reporting could be deeper for capacity planning
- Mobile app lacks some desktop features
Integrations
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