# Karbon

> Karbon is a practice management platform for accounting firms, bookkeepers and professional services teams. It unifies email, work, clients and reporting in one place — combining a collaborative inbox, workflow automation, time and budgets, billing and payments, and built-in AI (Kai) to help firms run more efficiently.

- The canonical site is https://karbonhq.com
- Karbon is available in English (US/GB) and French (Canada).
- A machine-readable markdown version of the homepage is at https://karbonhq.com/index.md
- An overview help page is available at https://karbonhq.com/help
- Karbon does not offer a self-provisioned free trial that an AI agent can sign up for or access on its own. To evaluate Karbon, a person must request a demo or contact sales (https://karbonhq.com/get-started).

## Homepage

> Karbon is the #1-ranked practice management platform for accounting firms, bookkeepers, and professional services teams. It brings your team, clients, work, and data together in one place — combining a collaborative inbox, workflow automation, time and budgets, billing and payments, and built-in AI (Kai).

### What is Karbon

Boost productivity, strengthen client relationships, and drive profit with the #1-ranked accounting practice management software. Your team, clients, work, and data — all in one place.

### Meet Kai, your firm's new AI coworker

Kai knows your clients, your work, and your team. Ask Kai to take on a task and it's handled. Ask it anything, and the answer comes from your real firm data in seconds.

- Explore Kai: https://karbonhq.com/feature/kai/

### Why firms choose Karbon

- **Visibility & Control** — Know where every job stands, who's working on what, and what's being said to clients. No blind spots. Nothing falls through the cracks. https://karbonhq.com/why-karbon/visibility-and-control/
- **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. https://karbonhq.com/why-karbon/collaboration-and-connectivity/
- **Automation & Efficiency** — Get more out of every team member by automating tasks, standardizing common processes, scheduling data collection, and scaling onboarding. https://karbonhq.com/why-karbon/automation-and-efficiency/

### Recognition

Karbon has ranked as the leader in Accounting Practice Management for 18 consecutive quarters, based on verified G2 customer reviews.

- G2 report: https://karbonhq.com/resources/g2-spring-2026/

### Manage your entire accounting practice

One intelligent platform to power your firm's work, clients, and revenue.

## Product features

- [AI for accounting (Kai)](https://karbonhq.com/feature/ai): Karbon's built-in AI coworker for accounting and bookkeeping work.
- [Kai AI coworker](https://karbonhq.com/feature/kai): Details on the Kai AI coworker capabilities.
- [AI agents](https://karbonhq.com/feature/agents): Autonomous AI agents that handle practice work.
- [Shared inbox / collaborative email](https://karbonhq.com/feature/shared-inbox): Triage and manage client email as a team.
- [Email insights](https://karbonhq.com/feature/email-insights): Surface actionable context from client email.
- [Engagements](https://karbonhq.com/feature/engagements): Manage client engagements end to end.
- [Time and budgets](https://karbonhq.com/feature/time-and-budgets): Track time and manage job budgets.
- [Billing and payments](https://karbonhq.com/feature/billing-and-payments): Invoice clients and collect payments.
- [Client portal](https://karbonhq.com/feature/client-portal): A branded portal for client collaboration.
- [Document management](https://karbonhq.com/feature/document-management): Store and organize client documents.
- [E-signatures](https://karbonhq.com/feature/e-signatures): Request and collect signatures.
- [Calendar integration](https://karbonhq.com/feature/calendar-integration): Connect calendars to Karbon work.
- [Analytics](https://karbonhq.com/feature/analytics): Practice and team performance reporting.

## Solutions

- [Workflow automation](https://karbonhq.com/solution/workflow-automation): Automate repetitive practice workflows.
- [Project management](https://karbonhq.com/solution/project-management): Plan and track accounting projects.
- [Client management](https://karbonhq.com/solution/client-management): Centralize client relationships and data.
- [Email management](https://karbonhq.com/solution/email-management): Manage high-volume client email.
- [Team collaboration](https://karbonhq.com/solution/team-collaboration): Coordinate work across the team.
- [Centralized knowledge](https://karbonhq.com/solution/centralized-knowledge): Keep firm knowledge in one place.
- [Business analytics](https://karbonhq.com/solution/business-analytics): Insights into firm performance.
- [Close automation](https://karbonhq.com/solution/close-automation): Automate the month-end close.
- [Bookkeeping](https://karbonhq.com/solution/bookkeeping): Karbon for bookkeeping firms.
- [Tax](https://karbonhq.com/solution/tax): Karbon for tax workflows.

## Why Karbon

- [Why Karbon](https://karbonhq.com/why-karbon): Overview of what sets Karbon apart.
- [Automation and efficiency](https://karbonhq.com/why-karbon/automation-and-efficiency): Save time with automation.
- [Collaboration and connectivity](https://karbonhq.com/why-karbon/collaboration-and-connectivity): Connect teams and clients.
- [Visibility and control](https://karbonhq.com/why-karbon/visibility-and-control): Stay on top of all firm work.

## Integrations

The full Karbon integrations directory is at https://karbonhq.com/integrations. Integrations marked "(coming soon)" are listed on the directory but not yet released.

- [Abacor](https://karbonhq.com/integrations/abacor): Sync notes, transcripts, and contacts.
- [Active](https://karbonhq.com/integrations/active): Workpaper workflow synchronization.
- [Aider](https://karbonhq.com/integrations/aider): Period close automation.
- [Anchor](https://karbonhq.com/integrations/anchor): Proposal-to-payment workflow.
- [AskNicely](https://karbonhq.com/integrations/ask-nicely): Customer feedback and retention.
- [BambooHR](https://karbonhq.com/integrations/bamboohr): Automatic user provisioning.
- [BGL](https://karbonhq.com/integrations/bgl): Client and contact data management.
- [Brieff](https://karbonhq.com/integrations/brieff): Meeting delivery and client progress tracking.
- [Calendly](https://karbonhq.com/integrations/calendly): Automated scheduling and meeting management.
- **CCH Axcess** (coming soon): Tax, audit and firm management platform.
- [ClientWindow](https://karbonhq.com/integrations/clientwindow): WhatsApp message integration.
- [Cognito Forms](https://karbonhq.com/integrations/cognito-forms): Client data collection via secure forms.
- [Companies House](https://karbonhq.com/integrations/companies-house): UK company details lookup.
- [Contact Sync](https://karbonhq.com/integrations/contact-sync): Cloud accounting contact synchronization.
- [Dext](https://karbonhq.com/integrations/dext): Receipt and invoice automation.
- [Dropbox](https://karbonhq.com/integrations/dropbox): File sharing and organization.
- [Filed](https://karbonhq.com/integrations/filed): AI-powered 1040 tax preparation.
- [FileForms](https://karbonhq.com/integrations/file-forms): Entity compliance automation.
- **FinOptimal** (coming soon): Automation monitoring and account balances.
- [Float](https://karbonhq.com/integrations/float): Capacity and resource planning.
- [Gmail](https://karbonhq.com/integrations/gmail): Email workflow and task management.
- [Google Calendar](https://karbonhq.com/integrations/google-calendar): Calendar integration and time tracking.
- [Google Drive](https://karbonhq.com/integrations/google-drive): Document management synchronization.
- [GoProposal](https://karbonhq.com/integrations/goproposal): Proposal-to-job-completion workflow.
- [Gusto](https://karbonhq.com/integrations/gusto): Payroll work items and due dates.
- [HubSpot](https://karbonhq.com/integrations/hubspot): CRM contact synchronization.
- [IdentityCheck](https://karbonhq.com/integrations/identitycheck): KYC and AML screening (via StackGo).
- [Ignition](https://karbonhq.com/integrations/ignition): Proposal acceptance and work automation.
- [Ignition Contact Update](https://karbonhq.com/integrations/ignition-contact-update): Contact updates via proposal signing.
- [Intuit Mailchimp](https://karbonhq.com/integrations/intuit-mailchimp): Email marketing and automation platform.
- **Jump** (coming soon): Meeting notes and follow-up actions.
- [Liscio](https://karbonhq.com/integrations/liscio): Seamless client experience from the initial conversation.
- [Mailchimp Newsletter](https://karbonhq.com/integrations/mailchimp): Newsletter mailing list updates.
- [Microsoft Entra ID](https://karbonhq.com/integrations/entraid): Cloud identity and access management.
- [Microsoft Exchange](https://karbonhq.com/integrations/exchange): Email consolidation.
- [Microsoft Office 365](https://karbonhq.com/integrations/office-365): Email management and efficiency.
- [Microsoft OneDrive](https://karbonhq.com/integrations/onedrive): Workflow and document organization.
- [Microsoft SharePoint](https://karbonhq.com/integrations/onedrive): File opening and organization.
- [Microsoft Teams](https://karbonhq.com/integrations/teams): Communication and collaboration platform.
- [Moorepay](https://karbonhq.com/integrations/moorepay): Employee time management.
- [Outlook Calendar](https://karbonhq.com/integrations/outlook-calendar): Calendar and time tracking.
- **Ping Assistant** (coming soon): Meeting notes and contact synchronization.
- [Pipedrive](https://karbonhq.com/integrations/pipedrive): Sales pipeline and deal automation.
- [ProConnect](https://karbonhq.com/integrations/proconnect): Intuit tax software workflow integration.
- [QuickBooks Online Accountant](https://karbonhq.com/integrations/quickbooks): Service delivery and billing.
- [QuickBooks Time](https://karbonhq.com/integrations/quickbooks-time): Time tracking against work items.
- **QX ROBO1040** (coming soon): Taxpayer records and tax documents.
- [RCReports](https://karbonhq.com/integrations/rc-reports): Reasonable compensation report generation.
- **Silverfin** (coming soon): Workpaper and tax report preparation.
- [Slack](https://karbonhq.com/integrations/slack): Message posting to Karbon.
- [Socket](https://karbonhq.com/integrations/socket): Sales and scope management.
- [Soraban](https://karbonhq.com/integrations/soraban): Client data collection progress tracking.
- [Spotlight Reporting](https://karbonhq.com/integrations/spotlight-reporting): Advisory services scheduling.
- [StanfordTax](https://karbonhq.com/integrations/stanford-tax): Tax intake and workflow optimization.
- [SuiteFiles](https://karbonhq.com/integrations/suitefiles): Contact and organization data updates.
- [Summa Tech](https://karbonhq.com/integrations/summa-tech): Client onboarding automation.
- [SurveySparrow](https://karbonhq.com/integrations/survey-sparrow): Customer feedback and insights.
- **Tallyfor** (coming soon): Tax advisory trial balance and planning.
- [TaxBandits](https://karbonhq.com/integrations/taxbandits): 1099 filing workflow automation (US only).
- [TaxNow](https://karbonhq.com/integrations/taxnow): IRS transcript monitoring and alerts.
- [Truss](https://karbonhq.com/integrations/truss): Tax workflow automation.
- [Typeform Web Form](https://karbonhq.com/integrations/typeform): Prospect qualification via web form.
- [Uncat](https://karbonhq.com/integrations/uncat): Client information collection and categorization.
- [Vinyl](https://karbonhq.com/integrations/vinyl): Meeting notes and post-meeting actions.
- [VXT](https://karbonhq.com/integrations/vxt): Call integration with note generation.
- **Workiro** (coming soon): Document and workflow consolidation.
- [Xama](https://karbonhq.com/integrations/xama): Identity verification and AML checks.
- [Xero](https://karbonhq.com/integrations/xero): Client, billing, and payment data synchronization.
- [Xero Practice Manager](https://karbonhq.com/integrations/xpm): Contact data synchronization.
- [Zapier](https://karbonhq.com/integrations/zapier): Connection to 5,000+ apps.
- [Zapier Webhooks](https://karbonhq.com/integrations/zapier-webhooks): API webhook connectivity.
- **Zenwork Tax1099** (coming soon): Tax compliance workflow visibility.

## Pricing and plans

- [Pricing](https://karbonhq.com/pricing): Karbon plans and pricing.
- [Pricing (machine-readable)](https://karbonhq.com/pricing.md): Plain-markdown summary of plans, prices, features, and usage limits for agents to compare costs.
- [Get started](https://karbonhq.com/get-started): Start using Karbon.
- [Get Karbon](https://karbonhq.com/get-karbon): Sign up for Karbon.
- [Enterprise](https://karbonhq.com/enterprise): Karbon for enterprise firms.
- [Mid-sized firms](https://karbonhq.com/mid-sized-firms): Karbon for mid-sized firms.
- [Small firms](https://karbonhq.com/small-firms): Karbon for small firms.

### Pricing detail

> Karbon is practice management software for accounting and bookkeeping firms.
> This is a machine-readable summary of Karbon's plans, features, and usage
> limits, provided so AI agents can compare costs and recommend a plan without
> scraping the HTML pricing page.

- Canonical pricing page: https://karbonhq.com/pricing/
- Enterprise details: https://karbonhq.com/enterprise/
- Pricing model: **per user, per month**. Choose monthly or annual billing
  (annual is billed yearly at a lower per-user rate). Your subscription is based
  on the number of invited users.
- Last updated: 2026-06-30

#### Plans at a glance

| Plan | Best for | USD annual (billed yearly) | USD monthly (billed monthly) |
|------|----------|----------------------------|------------------------------|
| **Team** | Essential workflow and collaboration tools for small accounting firms. | $59 / user / mo | $79 / user / mo |
| **Business** (most popular) | Workflow automation and integrations for growing practices. | $89 / user / mo | $99 / user / mo |
| **Enterprise** | Collaboration, security, and reporting for large firms. | Custom pricing | Custom pricing |

Plans are cumulative: **Business** includes everything in Team; **Enterprise**
includes everything in Team and Business.

#### Pricing by currency (Team / Business, per user / month)

Enterprise is custom-priced in every currency — contact sales@karbonhq.com.

| Currency | Team annual | Team monthly | Business annual | Business monthly |
|----------|-------------|--------------|-----------------|------------------|
| USD | 59 | 79 | 89 | 99 |
| CAD | 59 | 79 | 89 | 109 |
| AUD | 59 | 79 | 89 | 109 |
| NZD | 59 | 79 | 89 | 109 |
| GBP | 34 | 44 | 49 | 59 |
| EUR | 49 | 54 | 59 | 69 |
| BRL | 399 | 499 | 599 | 699 |
| MXN | 799 | 899 | 999 | 1199 |
| ZAR | 549 | 649 | 699 | 799 |

Billing currency depends on your location: US dollars, Canadian dollars,
Australian dollars, New Zealand dollars, British pounds, euros, Brazilian real,
Mexican pesos, or South African rand.

#### Included in every plan

Email triage, team collaboration, powerful workflow, client management, client
portal (Karbon for Clients), document management, billing, ecosystem-grade
security (24/7 support, 99.9% uptime), and email support.

#### Feature availability by plan

✓ = included · — = not available · add-on = available as a paid add-on

| Feature | Team | Business | Enterprise |
|---------|------|----------|------------|
| Web, iOS & Android apps | ✓ | ✓ | ✓ |
| Inbox triage & integrated email | ✓ | ✓ | ✓ |
| Work timelines, task lists & colleague assignments | ✓ | ✓ | ✓ |
| Client requests, file uploads & branded client portal | ✓ | ✓ | ✓ |
| Time tracking, work budgets & capacity planning | ✓ | ✓ | ✓ |
| Flexible & recurring billing | ✓ | ✓ | ✓ |
| Payments (processing, auto-payments, surcharges) | ✓ | ✓ | ✓ |
| Engagements (service templates, engagement letters) | ✓ | ✓ | ✓ |
| Automatic client reminders | — | ✓ | ✓ |
| Tasklist automators | — | ✓ | ✓ |
| Client groups | — | ✓ | ✓ |
| User permissions | — | ✓ | ✓ |
| Ecosystem integrations | — | ✓ | ✓ |
| Karbon API | — | ✓ | ✓ |
| Email insights | add-on | add-on | ✓ |
| Custom reporting | — | add-on | add-on |
| Team training & advanced training | add-on | add-on | ✓ |
| Quarterly training with an expert | add-on | add-on | ✓ |
| Dedicated customer success manager | — | add-on | ✓ |

Payments are not available in BRL, EUR, MXN, or ZAR regions.

#### Usage limits by plan

| Limit | Team | Business | Enterprise |
|-------|------|----------|------------|
| Workflow statuses | 35 | 50 | Unlimited |
| Work templates | 40 | 75 | Unlimited |
| Work types | 30 | 45 | Unlimited |
| Teams & sub-teams | 3 | 10 | Unlimited |
| Contact types | 10 | 25 | Unlimited |
| Placeholder job roles | 15 | 25 | Unlimited |
| @Mentions | Colleagues | Colleagues & Teams | Colleagues & Teams |
| Work insights | Basic | Advanced | Advanced |
| Reporting period | 6 months | 6 months | Custom |
| Data import | Self-service | Assisted | Fully managed |
| Data export | Standard | Standard | Custom |

#### Add-on pricing (USD)

##### Payments processing fees

| Method | Fee |
|--------|-----|
| Standard Visa/Mastercard credit & debit cards | 2.6% + $0.30 |
| Premium (corporate, specialty, international) Visa/Mastercard | 3.6% + $0.30 |
| American Express | 3.9% + $0.30 |
| ACH direct debit | 1% + $0.30 (max $5.00) |

Fees are in USD and tax exclusive. Rates vary by country.

##### eSignature credit bundles

One credit per eSignature request (two if knowledge-based authentication is
used). Each bundle includes one year of Karbon Approvals.

| Credits | Price (USD) |
|---------|-------------|
| 100 | $100 |
| 500 | $450 |
| 1,000 | $800 |
| 2,000 | $1,300 |
| 4,000 | $2,000 |

#### Implementation & support

Implementation ranges from free group onboarding to guided implementation
packages led by a dedicated expert (https://karbonhq.com/services/). All plans
include email support; Enterprise includes a dedicated customer success manager.

#### How to choose

- **Team** — small firms needing core workflow, collaboration, billing, and
  payments.
- **Business** — most popular; growing firms that want automation
  (client reminders, tasklist automators), integrations, and the Karbon API.
- **Enterprise** — large firms needing unlimited usage limits, advanced
  reporting, managed data import, and a dedicated customer success manager.

Questions or custom/multi-year pricing: sales@karbonhq.com

## Services

- [All Karbon services](https://karbonhq.com/services/all-karbon-services): Overview of implementation and onboarding services.
- [Annual service plan](https://karbonhq.com/services/annual-service-plan): Ongoing support plan.
- [Guided implementation](https://karbonhq.com/services/group-onboarding): Group onboarding and guided implementation.
- [Guided plus implementation](https://karbonhq.com/services/guided-plus-implementation): Enhanced implementation support.
- [Billing and payments implementation](https://karbonhq.com/services/billing-and-payments-implementation): Set up billing and payments.

## Company

- [About](https://karbonhq.com/about): About Karbon.
- [Leadership](https://karbonhq.com/leadership): Karbon's leadership team.
- [Careers](https://karbonhq.com/careers): Work at Karbon.
- [Security](https://karbonhq.com/security): Karbon's security and compliance.
- [Clients](https://karbonhq.com/clients): Firms that use Karbon.
- [Contact us](https://karbonhq.com/contact-us): Get in touch with Karbon.
- [Partnerships](https://karbonhq.com/partnerships): Partner with Karbon.

## Optional

- [Practice excellence](https://karbonhq.com/practice-excellence): Resources for building a better practice.
- [Karbon certification](https://karbonhq.com/karbon-certification): Become Karbon certified.
- [Karbon Excellence Awards](https://karbonhq.com/karbon-excellence-awards): Recognizing standout firms.
- [Resources](https://karbonhq.com/resources): Guides, articles and templates.
- [Customer stories](https://karbonhq.com/customer-stories): How firms use Karbon.