Karbon
Work Management Software for Accounting Firms

Increase team output.
Drive growth.

The collaborative work management platform for accounting firms.

Team

$59/month, per user, paid annuallyOr $75/month per user, paid monthly

For smaller teams looking to consolidate workflows into an integrated collaboration platform.

  • Integrated Email
  • Team Collaboration Tools
  • Workflow and To-Do Lists

Business

$79/month, per user, paid annuallyOr $99/month per user, paid monthly

Perfect for teams needing workflow automation to increase efficiency, visibility, and centralize collaboration.

Includes everything in Team, plus:
  • Automatic Client Reminders
  • Task Automation
  • Industry Integrations
  • Budget vs Actual Reporting

Enterprise

Custom PricingGive your firm the power to scale

For enterprise teams of 50+ who need full service onboarding, customization and a premium platform to collaborate at scale.

Includes everything in Team and Business, plus:
  • Enterprise Platform
  • Full Service Onboarding
  • Dedicated Karbon Contact
See full feature list and compare plans

All Plans Include

Inbox Triage

Share, assign and comment on emails across your team.

iOS, Android and web apps

Collaborate on the go, with karbon apps for all major platforms.

Powerful workflow

Work templates, team assignment, task lists, work scheduler and more.

Team collaboration

Assign tasks from your inbox, easily loop people into conversations as needed.

Client management

Enhance your client relationships with shared contact profiles, activity timelines and automatic client requests.

Always secure, always online

24/7 support, 99.9% uptime, enterprise-grade security and regular updates.

Team
Business
Enterprise
Minimum Users
1
3
20
App
Web App
iOS App
Android App
Workflow Management
Work Timelines 
Work In Progress 
500
1,000
Unlimited
Workflow Statuses 
35
50
Unlimited
Work Templates 
40
75
Unlimited
Work Types 
30
45
Unlimited
Communication
Inbox Triage 
Notes On Timelines 
Team Collaboration
Comments On Emails, Tasks & Notes 
@Mentions 
Colleagues
Colleagues & Teams
Colleagues & Teams
Teams & Sub-Teams 
3
10
Unlimited
Client Collaboration
Client Requests 
Client File Uploads & Comments 
Automatic Client Reminders 
Branded Client Portal 
Task Management
Task Lists 
Colleague Assignments 
Tasklist Automators 
Contact Management
Contact Timelines 
Contact Profiles 
1,000
2,000
Unlimited
Contact Types 
10
25
Unlimited
Client Groups 
Automation
Notifications 
Work Scheduler 
Placeholder Job Roles 
15
25
Unlimited
Documents & Storage
File Management 
Attach Files To Tasks & Notes 
Storage (Per User) 
2GB
10GB
20GB
Capacity Planning
Time Tracking 
Time Estimates & Budgets 
Privacy & Permissions
Private Contacts 
Private Work 
Private Email Conversations 
User Permissions 
Reporting & Insights
Work Dashboard & Kanban 
Work Insights 
Basic
Advanced
Advanced
Email Insights 
Reporting Period
6 Months
6 Months
Custom
Custom Reporting
Search & Filtering
Global Search 
Contact List Filtering 
Basic
Advanced
Advanced
Work List Filtering 
Basic
Advanced
Advanced
To-Do List Filtering 
Basic
Advanced
Advanced
Integrations
Cloud Email (Gmail & Office 365) 
Microsoft Exchange 
Ecosystem Apps 
Zapier 
Companies House (UK) 
Data Management
Data Import 
Self-Service
Assisted
Fully Managed
Data Export 
Standard
Standard
Custom
Onboarding
Assisted Detailed Contact Import 
Assisted Processes & Work Import 
Assisted Practice Setup 
Process Visualization & Optimization 
Education
In-Product Training 
One-On-One Champion Training 
Team Training 
Advanced Team Training 
Quarterly Training with Expert (Q&A Session) 
Support
Email Support 
In-App Chat Support 
Dedicated Account Manager 

Calculate your return on investment

Firms using Karbon save, on average,
$16,688 per employee, per year.

Calculate

10 reasons firms hesitate

Discover why you needn’t worry.

1 of 10
Change is hard and time-consuming. How can I implement and get all my team using Karbon?

We agree—any change is challenging. Which is why we provide a full range of implementation services. From a free Getting Started & Onboarding program, to premium white-glove onboarding where our experts take care of everything and provide personalized team training.

We also offer free tools to help you get set up: an uploader to bring in your client database, templates to standardize your processes and a library of guides, tutorials and videos your entire team can access.

Most firms are fully set up as a team on Karbon within 30 days.

Read the other 9 reasons (and our solutions)

Reviews

98% positive reviews on getapp.com

Read reviews on getapp.com

Recommendations

99% say they would recommend Karbon to a friend or colleague

See for yourself on getapp.com

“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.”

Jason Ackerman, BNA

“I’m 100% confident we are going to continue to reap rewards in terms of greater profitability, better clients, being able to provide a better client experience, and better long-term business value.”

Billy Lacey, Ipsum Advisors

“I start and end my day in Karbon and could not live without it to run my business.”

Katrina Spinazzola, KRS Consulting Group

The more I use Karbon, the better I breathe. It keeps me organized and focused.”

Lielette Calleja, All That Counts

With Karbon, we can see everything. We can share with everyone how we’re tracking, where we want to be, and what we need to do to meet those goals.”

Jason Ackerman, BNA

Karbon has driven massive time-savings, business process improvements, and significantly enhanced our client engagement experience.

Billy Lacey, Ipsum Advisors

“Karbon is really accountant-focused and always looking at the pain points for accounting firms. They are constantly making product updates and solving real problems that we have.”

David DiNardo, Envolta
“*I don't know how I managed my clients and jobs before Karbon*.”Karen Bussing, Kazron Bookkeeping

“This may be the single greatest piece of technology I've ever personally worked with. It actually works the way we need it to work.”

Danie Ives, Adjusted Balance Inc.