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Built with collaboration at its core, Karbon is a practice management platform for accounting firms ready to embrace a more connected future. Seamless communication and workflows let teams know who’s doing what, when, why, and how. Karbon is cloud-native, frequently updated, highly configurable and a delight to use. Firms running on Karbon are better equipped to drive the success of their business and the prosperity of their clients.

Key benefits

Visibility & Control

Enjoy peace of mind knowing where every job stands, who’s working on what, and what’s being said to clients. No blind spots, and nothing falls through the cracks.

Automation & Efficiency

Get more out of every team member by automating tasks, standardizing common processes, scheduling data collection and scaling onboarding.

Collaboration & Connectivity

Unite the firm with one place to collaborate on email, clients, jobs and tasks. Get more work done together, whether people are remote or in the office.

Practice Management Features

  • Communications
    • Assign email to team
    • Assign email to work
    • Automatic client reminders
    • Automatic records requesting
    • Client tasks/requests
    • Client timeline
    • Job notes
    • Job timeline
    • Notify team members
    • Send email
  • Companies House
    • View company director, reg office, and deadline info
  • Contacts
    • Accounting specifc fields
    • Client groups
    • Types
  • Documents
    • Global search for documents
    • Storage
  • Reporting
    • Email Insights
    • Work KPI
  • Time
    • Manual time entries
    • Time & budget estimates
  • Work and Work Templates
    • Kanban board
    • Overview filters
    • Statutory deadlines
    • Work sections
    • Work status'
    • Work subtasks
    • Work tasks
    • Work templates
Cost (from)
£29.00
Trial
14 day free trial, fully functional, no credit/debit card required
Free Practice Subscription
No
Partner Program
Implementation partner program
Accounting Software
QuickBooks Online
Non-Accounting Integrations
Companies House, Exchange, Gmail, GoProposal, Office 365, Practice Ignition, TSheets, Zapier
Mobile OS Compatibility
Android, iOS
Head Office
Sydney (AU)
Offices
London (UK), San Francisco (US), Sydney (AU)
Geographies Served
Australia, Canada, Ireland, Malaysia, Multiple European countries, New Zealand, Philippines, South Africa, UK, USA
Data Sync
Real Time
Support Channels
Email, Live Chat, Web Form
Support Availability
24/7 support
Training
Self Guided, Third Party Led, Vendor Led
Two Factor Authentication
Yes
App Category
Practice Management
Sector
Accounting and Bookkeeping, Professional Services

User ratings and reviews

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1 review

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What others are saying

  1. Rowan Van Tromp

    Transformative workflow and communication tool

    Admin Rowan Van Tromp

    Karbon allows you to easily setup and apply detailed work templates for recurring work.

    The ability to collaborate across teams and with clients on work is made really easy with their @name and ‘client task’ features.

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