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.
Karbon outperforms Jetpack Workflow
Karbon | Jetpack 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
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.
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.
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.
Experience the Karbon effect.
On average, Karbon saves every employee 18.5 hours each week.
Findings obtained through Karbon’s 2024 Firm Usage Survey, with responses representing 15% of Karbon’s total customer base.
3 hours
Saved chasing clients
3.7 hours
Saved managing and completing work and tasks
3 hours
Saved reading, actioning and searching for email
3.9 hours
Saved with more efficient team collaboration
2 hours
Saved organizing and accessing documents
2.9 hours
Saved with automating and AI
3 of 4
Say Karbon helps them meet deadlines
2 of 3
Say Karbon directly contributes to their firm's growth