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Karbon
Practice Management Software for Accounting Firms

Compare Karbon and Jetpack Workflow

Karbon is the only cloud-native accounting practice management software that gives your tax and accounting firm everything you need to grow—embedded collaboration, automation, connectivity, insights and more.

98% Service satisfaction rating
 
 
Karbon's Kanban UI
 

Karbon outperforms Jetpack Workflow

KarbonJetpack Workflow
Integrated email inbox✓❌
Collaborate with @mentions and comments✓

Limited

Job and task lists✓✓
Workflow automation✓

Limited

Job templates and template library✓✓
Client portal✓❌
Client tasks and auto-reminders✓

Limited

Mobile app✓❌
CRM and client management✓

Limited

Calendar integration✓❌
Document management✓

Limited

Time tracking and budgets✓✓
Invoicing and payments✓❌
Built-in reporting dashboards✓

Limited

QBO and Zapier integration✓✓
GPT-powered AI✓❌

Why accounting firms choose Karbon over Jetpack Workflow

Contextual UI of task automation in Karbon.

A true practice management platform

Karbon is a complete practice management solution for accounting professionals. Jetpack Workflow, as the name suggests, focuses solely on workflow management.

Karbon’s features are designed to help tax, bookkeeping, and CPA firms manage many aspects of a professional service business, not just task management. As a result, Karbon offers features across team collaboration, client communication, payments and more.

Powerful workflow automation

Karbon’s workflow automation goes beyond task lists. It features client tasks and auto-reminders, hundreds of best-practice workflow templates, job status automators, and customizable Kanban boards. Karbon’s workflow management capabilities ensure you and your team are all getting client work done faster, better, and smarter.

Explore Karbon's workflow features

Team and client collaboration

Communication and collaboration are at the heart of every successful accounting firm. Karbon's fully embedded email, @mention and comments, shared communication timeline, and secure client portal enable teams to seamlessly collaborate with each other and clients in context.

Explore Karbon's collaboration features
Abstracted analytics dashboard in Karbon.

Actionable insights

Your practice management platform is your accountancy practice’s central source of client, team and profitability data.

With Karbon’s advanced reporting and analytics tools, you can uncover critical and actionable business insights to make more informed decisions—from team capacity planning to firm-wide profitability, and much more.

Discover Karbon's reporting capabilities
 
 

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

Exceeds expectations

Karbon has solved the 'silo' problem in my business. Complete visibility of communications between team members and customers is now a reality. The Karbon development team and support team are amazing and really care about me and my business.

Keeping the dispersed team connected

Syncing with my Outlook email and calendar helps me prioritize my day. The project management side gives me visibility into my team's work. Karbon's functionality allows our bookkeeping and accounting teams to keep projects on track and ensure future projects don't get missed. I appreciate the insights into what is being worked on, the due dates and the workflow.

Victoria P., Chief Growth Officer, G2

Finally in control of my practice

There are many features I love, but overall, I love being able to see at a glance exactly where we are with client deadlines and what we need to prioritize. Before this, the practice management system I was using required me to download data into Excel, mess about for hours and the next day, it had all changed. I love being able to allocate work directly from my inbox, moving things to My Week to do later — it's great!

Ali R., Director, G2

Karbon has 98% positive reviews on G2.com

G2 awards as a list of badges

Frequently Asked Questions

  • 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.

Jetpack workflow has two pricing plans: Organize and Scale.

The Organize plan costs $45/month, per user on a monthly subscription, and $36/month, per user on an annual subscription.

The Scale plan costs $50/month, per user on a monthly subscription, and $39/month, per user on an annual subscription.

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

On the other hand, Jetpack Workflow only provides workflow features. And their pricing reflects that too.

Karbon delivers a robust solution for bookkeepers, CPAs, tax professionals, and advisors to manage critical areas of a professional service practice. This includes team collaboration, client communication, and billing and payments. You can find all the features of workflow software in Karbon, but not vice versa. Plus, Karbon is known for its modern design and ease-of-use.

Karbon’s most recent customer survey found the average user saves 16.5 hours per week compared to their previous solution. This means that most firms experience greater profit and growth after implementing Karbon.

Karbon is also evolving rapidly. New features are released every few weeks and the product roadmap is shaped by customer feedback.

Karbon integrates with Gmail, Microsoft Outlook 365, Microsoft Exchange, DropBox, OneDrive, and an ever-growing suite of popular accounting apps including QuickBooks Online, Ignition, GoProposal, and more. You can also connect Karbon to over 5,000 apps through Zapier. To learn more about Karbon’s integration capabilities, visit the integrations library here.

Book a demo or start a free trial.