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Karbon
Practice Management Software for Accounting Firms

Compare Karbon and Asana

Karbon is the only cloud-native practice management software that gives your accounting firm what you need to grow—collaboration, workflow, client management, and more.

98% Service satisfaction rating
 
 
Karbon's Kanban UI
 

What sets Karbon apart from Asana for accounting firms

KarbonAsana
Designed for accounting professionals✓❌
Email integrated into workflow✓❌
Collaborate with @mentions and comments✓✓
Project and task lists✓✓
250+ accounting-specific workflow templates✓❌
Capacity planning✓

Limited

Client portal✓❌
Client reminders and tasks✓❌
CRM and client management✓❌
Document management✓✓
Time tracking and budgets✓❌
Invoicing and payments✓❌
Customizable reporting and analytics dashboards✓✓
GPT-powered AI✓✓

Why accounting firms choose Karbon over Asana

Contextual UI of task automation in Karbon.

A tailored solution for the accounting industry

Asana is a general project and task management tool intended for a wide range of businesses whereas Karbon is a practice management platform built specifically for accounting firms.

This means Karbon’s features are aligned with your unique needs. And, Karbon’s advisors can ensure your practice’s success from an insider’s perspective.

Accounting-specific workflow tools

Karbon’s workflow features are built around how accountants initiate, manage, and deliver client work. Whether it’s turning client emails into templated work tasks, creating repeating schedules for recurring work, or automating the client chase, Karbon enables you and your team to get work done faster, better, and smarter.

Explore Karbon's workflow features

Integrated client management and collaboration

Karbon brings fragmented client data and communication into one platform. With key features like an integrated email inbox, client tasks, CRM, client portal, activity timeline, and @mentions and comments, Karbon replaces multiple apps, streamlines your client management workflow, and boosts customer satisfaction.

See Karbon's client management capabilities
Karbon integration app library

Connected accounting software ecosystem

Karbon integrates directly with leading accounting software providers such as QuickBooks Online, Ignition, and GoProposal to automate critical business processes from onboarding to client management. You can also connect Karbon to over 5,000 apps through pre-built Zapier templates.

Visit Karbon’s integration library
 
 

Experience the Karbon effect.

These findings were obtained through Karbon’s 2022 Firm Usage Survey.

On average, Karbon saves every employee 16.5 hours each week.

3.2 hours

Saved chasing clients

3.9 hours

Saved managing and completing work and tasks

3.2 hours

Saved reading, actioning and searching for email

4.1 hours

Saved with more efficient team collaboration

2.1 hours

Saved automating low-value admin tasks

18% growth

In firm-wide productivity

Excellent choice for accounting firms

The email integration within a project management solution was why we first switched from our existing app (Asana) to Karbon. Also for the fact that it was built for accounting firms meant that future features would align with our needs. We like the direction that their leadership/development team is going and we expect the product to only get better in the future.

Alex G. Client Services Director, G2

Best practice management software for accountants

Tagging items to work, transparency across teams, recurring reminders, automation, insights, budgets, integrations, community, updates, etc.

Karbon is like email, slack, and asana had a baby who got their best features. I cannot run my firm without Karbon.

Marissa J., G2

We love Karbon

Karbon is so well-thought-out and robust, but still simple to use. It would take at least three different systems to replace what Karbon gives us today, if we could even do it all.

Karbon has 98% positive reviews on G2.com

G2 awards as a list of badges

Frequently Asked Questions

Practice management focuses on running a professional services business, like an accounting firm. Everything practice management software offers should work towards improving efficiency, communication and profitability across the entire firm.

You can expect to see features like a CRM, client portal, embedded communication, and billing and payments in practice management software.

On the other hand, project management is all about getting a specific project over the line. It focuses on the processes and execution of workflows.

If practice management was a house, then project management is just one room.

This means that for accounting firms, project management is one part of what a practice management solution offers.

You can read more about whether a general project management tool like Asana is the right fit for your accounting firm here.

  • Teams using Karbon save 16.5 hours per employee each week, on average.
  • Productivity per employee increases by 18%.
  • 9 out of 10 customers say Karbon beats all competitive products for workflow management.

Team

$59/month, per user, paid annuallyOr $79/month per user, paid monthly

Business

$89/month, per user, paid annuallyOr $99/month per user, paid monthly

Enterprise

Custom Pricing

Karbon has three pricing plans: Team, Business, and Enterprise. Firms under 50 users can choose either a Team or Business plan and the total cost is simply the number of users multiplied by the monthly cost of an annual contract. For example, for a 5-user firm on an annual Business plan, Karbon would cost $445 USD per month in total.

Asana offers four pricing plans: Basic, Premium, Business, and Enterprise.

Basic Premium Business Enterprise
Annually $0 $10.99/mo, per user $24.99/mo, per user Custom
Monthly $0 $13.49/mo, per user $30.49/mo, per user Custom
*Pricing shown in USD

Karbon is a premium accounting practice management tool and the pricing reflects that.

On the other hand, Asana is a general project management tool intended for the mass market. And their pricing reflects that too.

Karbon delivers a robust solution for tax professionals, CPAs, advisors, and bookkeepers to manage critical areas of a professional service practice. This includes team collaboration, client communication, workflow management, and billing and payments. You can find all the features of project management software in a practice management tool like Karbon, but not vice versa.

With Asana, you will need to purchase additional apps to have features such as CRM, client portal, and billing and payments to make up for what you get from Karbon right out of the box. The total cost will likely be similar or higher. And you lose the power of having a single source of truth for all your firm and client data.

Besides, Karbon’s team of advisors and experts have a deep understanding of the unique needs of accounting firms—many of them are accountants and accounting firm owners themselves. They can partner with you to ensure your success from an insider’s perspective. That’s an added-value that a general, name-brand tool like Asana cannot provide.

Karbon is evolving rapidly with dozens of new features added every year and product updates released every few weeks. Karbon’s product roadmap is shaped by customers and it continues to improve based on customer suggestions and feedback.

Switching from Asana to Karbon is an easy process. Once you decide to make the transition, the Karbon team will work closely with you to move your contacts, projects and tasks, and train your team on Karbon.

Book a demo or start a free trial.