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A plan to suit every firm.

Whatever your practice management needs are, Karbon offers flexible solutions to suit your needs and scale as your firm grows.

Team

$49/Month, Per User
Billed Annually

$70/Month, Per User
Billed Monthly

Give your firm a competitive edge with team collaboration, automated processes and optimized workflows.

Ideal for high-performing practices, includes high-volume workflow, personalised training and unlimited in-app support.

Enterprise

Variable pricing based on the size of your firm. Calculate Now

Scaleable practice management features and sliding-scale pricing for fast-growing enterprise-level accounting firms.

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All plans include Workflow, CRM, Security, and Support

  • Integrated Email
  • Shared Timelines
  • Triage
  • To-Do Lists
  • Workflow Management
  • Work Templates
  • Workflow Statuses
  • Task Management
  • Automation
  • Notifications
  • Work Scheduler
  • Contact Management
  • Time Estimates & Budgets
  • Documents & Storage
  • Client Profiles
  • Global Search & Filtering
  • Data Import & Export
  • Free Updates
  • In-App Training
  • 24/7 Support
  • 99.9% Up-Time
  • Enterprise-Grade Security
  • Encrypted Data
  • And More…

Compare Plan Details

Team
Practice
Enterprise
Team Practice Enterprise
Users
Minimum Users 3 10 20
Paid Annually (Per User) $49/Month $69/Month Calculate Now
Paid Monthly (Per User) $70/Month $99/Month Calculate Now
Enterprise Platform Included
Workflow Management
Work Timelines
Audit history of all internal and external communication related to a work item.
Work In Progress 200 1000 Unlimited
Work items with an 'In Progress' status at any given time.
Workflow Statuses 8 25 Unlimited
Customized statuses that can be created to define how work progresses.
Work Templates 8 50 Unlimited
Templates of your processes that are used to create work consistently between clients
Work Types
Customized work types that can be created to categorize your work for search, filtering, and organization.
Communication
Triage
Supercharged inbox to manage all email and notifications.
Notes On Timelines
Internal conversations viewed only by members of your team.
Email Templates Coming Soon Coming Soon
Saved text to be used for common email messages and responses.
Team Collaboration
Comments On Emails, Tasks & Notes
Communicate internally with commenting throughout Karbon.
@Mentions Colleagues Only Colleagues & Teams Colleagues & Teams
Notify colleagues within internal comments to bring them into the conversation.
Teams & Sub-Teams
Set up and manage teams and sub-teams within your firm.
Client Collaboration
Client Requests
Request information and/or assign tasks to your clients within work items.
Client File Uploads & Comments
Clients are able to upload documents and add comments against their tasks.
Automatic Client Reminders
Schedule automatic reminders to prompt clients to complete their tasks.
Branded Client Portal
Add your firm logo to the unique view of Karbon your client will access.
Customized Client Tasks Portal Paid Add-On Paid Add-On
A more personalized Karbon experience for your clients, including subdomain (eg. https://clients.YourName.com), SSL certificate*, customized email design, updates to client landing page (background color, font, text color etc.) *SSL certificate provided by your firm.
Task Management
Task Lists
Checklists to document each step to complete a work item.
Colleague Assignments
Assign tasks to colleagues so that everyone knows who is responsible for what.
Task Dependency Coming Soon Coming Soon
Automate logical relationships between tasks or activities.
Contact Management
Contact Timelines
Audit history of all emails, tasks, notes and activities relating to a client.
Contact Profiles 500 1,000 Unlimited
An always-available record of all details, communication and work items for every client.
Contact Types 5 25 Unlimited
Customizable database categories for clients, prospects, suppliers or anyone else.
Client Groups
Manage people and organizations that are related by ownership or financial structure.
Automation
Notifications
Alerts for assignments, mentions from colleagues, client task responses and other important activity.
Work Scheduler
Set recurring work to repeat on automatic schedules.
Placeholder Job Roles 25 Unlimited
Assign tasks with placeholders to auto-assign to colleagues based on job role.
Documents & Storage
File Management
Documents automatically stored and organized against clients and jobs.
Attach Files To Tasks & Notes
Share documents with your team by adding them to internal comments and tasks.
Storage (Per User) 2GB 10GB 20GB
Storage for every user's files and email.
Capacity Planning
Time Tracking
Track time against clients or jobs with our TSheets integration.
Time Estimates & Budgets
Estimate time and budget for every job to help make better-informed decisions.
Privacy & Permissions
Private Contacts
Set clients to private or hidden to control which colleagues have access.
Private Work
Control the visibility and access allowed for every work item.
Private Email Conversations
Ability to keep certain email conversations private and hidden.
User Permissions Admin & Staff Admin & Staff Custom
Control which team members can access and adjust practice-wide settings.
Reporting & Insights
Work Dashboard & Kanban
One single place to view and optimize all of the jobs going on throughout your practice.
Insights (Performance Reporting) Basic Advanced
Easy-to-read reports detailing critical output and efficiency metrics.
Reporting Period 30 Days 60 Days
Custom Reporting Paid Add-On Paid Add-On
Search & Filtering
Global Search
Everything in Karbon is searchable. Find anything in across your firm in seconds.
Contact List Filtering Basic Advanced Advanced
Add filters to your client list to hone in and view the clients you need to.
Work List Filtering Basic Advanced Advanced
Add filters to your work items to hone in and view the jobs that make sense to you at any given time.
To-Do List Filtering Basic Advanced Advanced
Add filters to your to-do list to hone in and view what you need to work on at any given time.
Integrations
Cloud Email (Gmail & Office 365)
Bring your cloud email into your workflow and break free from your inbox.
Microsoft Exchange
Integrate with Microsoft Exchange to bring email into your workflow and break free from your inbox.
Ecosystem Apps
Powerful integrations with other industry apps including TSheets, QuickBooks Online, GoProposal, Practice Ignition and more. Streamline your data, automate common processes, and manage everything in one place.
Companies House (UK)
Pull up-to-date company records from Companies House directly into Karbon.
Data Management
Data Import Self-Service Assisted Fully Managed
Import your existing client, work and process data into Karbon.
Data Export Standard Standard Custom
Download client, work and template data from Karbon into a .CSV file to perform your own analysis.
Onboarding
Assisted Detailed Contact Import Paid Add-On
Assisted import of client data (people, organizations and client groups), review and error resolution.
Assisted Processes & Work Import Paid Add-On Paid Add-On
Assisted import of templates, work types and job roles, plus review and error resolution.
Assisted Practice Setup Paid Add-On Paid Add-On
Discovery meeting and optimization of Karbon practice settings based on how your firm operates and recommended best practices.
Process Visualization & Optimization Paid Add-On Paid Add-On
Choose from more than 50 templates, outlining best practice processes for common client service and internal processes, to be uploaded into your Karbon account.
Best Practice Templates 25 Unlimited
Conversion of all existing Karbon templates into Microsoft Visio/ LucidChart process maps to assist with process improvement projects.
Education
In-Product Training
Guided steps and training to onboard you and your team to Karbon
One-On-One Champion Training Paid Add-On
Live 1:1 session with an expert to answer your questions, learn best practices and ensure you are making the most out of Karbon.
Team Training Paid Add-On Paid Add-On
Live session for up to 12 team members with expert training on how to use Karbon’s key features + Q&A.
Advanced Team Training Paid Add-On Paid Add-On
Live session for your team, focusing on advanced Karbon concepts like work management, workflow, reporting, and best practices.
'Right-for-Me' Training Paid Add-On Paid Add-On
Role-based advanced training outlining advanced concepts for firm specialists including Sales, Onboarding, Team Managers, Firm Administrators, Managers, Partners.
Quarterly Training with Expert (Q&A Session) Paid Add-On Paid Add-On
One year of quarterly 1:1 sessions with an expert to walk through the newest features, get refreshers on key workflows + Q&A.
Karbon Academy Two Courses Entire Curriculum
Professional courses in management, growth, technology and strategy, taught by leading accountants and business mentors.
Support
Email Support
Support from Karbon experts via email.
In-App Chat Support Paid Add-On
Live chat with Karbon experts for support and best practice advice.
Call-Back Support Paid Add-On
1:1 call with a Karbon expert to provide guidance on a question or live issue (limit 2 per month).
Dedicated Account Manager Paid Add-On
An assigned Account Manager to give you on-demand answers and ongoing support.

Packaged Services

Training Package $999 Request Service
Up to five hours of personalized training to ensure your team become Karbon power-users in the shortest time possible. Includes: One-On-One Champion Training (1 Session), Team Training (2 Sessions), Advanced Team Training (2 Sessions) and Role-Based Advanced Concept Training.
Data Package $999 Request Service
Complete data migration of clients, practice settings, process templates and work items. Includes: Full Data Import, In-Depth Data Review, Error Resolution.
Process Package $1,999 Request Service
Assisted practice and process setup to optimize Karbon for your practice. Includes: Discovery Meeting, Practice Settings Optimization, Process Map Visualization, Template Migration (3 Templates), Template Optimization, Process Training (3 One-Hour Sessions).
Full-Service Onboarding $2,999 Request Service
Premium, white-glove onboarding service. Includes all services in the Training, Data and Process packages.

Individual Services

Assisted Data Import
Detailed Contact Migration $299 Request Service
Assisted import of client data (people, organizations and client groups), review and error resolution.
Workflow Processes Migration $499 Request Service
Assisted import of templates, work types and job roles, plus review and error resolution.
Bulk Work Creation $499 Request Service
Assisted import of all jobs and work detail, plus review and error resolution.
Practice Setup & Processes
Best Practice Templates $5/Template Request Service
Choose from more than 50 templates, outlining best practice processes for common client service and internal processes, to be uploaded into your Karbon account.
Assisted Practice Setup $299 Request Service
Discovery meeting and optimization of Karbon practice settings based on how your firm operates and recommended best practices.
Process Visualization $499 Request Service
Conversion of all existing Karbon templates into Microsoft Visio/ LucidChart process maps to assist with process improvement projects.
Work Template Optimization $999 Request Service
Expert migration and optimization of 3 processes into Karbon templates. Includes 1:1 training (3 Sessions) to ensure continuous process improvement.
Process Consulting Quote On Request Request Service
Assistance defining process, and building and optimizing Karbon templates. Includes: process derivation, process mapping, optimization and work template upload.
Training
One-On-One Champion Training $299 Request Service
Live 1:1 session with an expert to answer your questions, learn best practices and ensure you are making the most out of Karbon.
Team Training (Up To 12 People) $499/Team Request Service
Live session for up to 12 team members with expert training on how to use Karbon’s key features + Q&A.
Advanced Team Training (Up To 12 People) $499/Team Request Service
Live session for your team, focusing on advanced Karbon concepts like work management, workflow, reporting, and best practices.
'Right-For-Me' Personal Training $299 Request Service
Role-based advanced training outlining advanced concepts for firm specialists including Sales, Onboarding, Team Managers, Firm Administrators, Managers, Partners.
Quarterly Training with Expert (Q&A Session) $499 Request Service
One year of quarterly 1:1 sessions with an expert to walk through the newest features, get refreshers on key workflows + Q&A.
Product Expansion
Extended Email History $199/User Request Service
Import an extended history of your email to allow you to store a full record of communication against clients and work items.
Multiple Email Inboxes $999/User Request Service
Customized Client Tasks Portal $999 Request Service
A more personalized Karbon experience for your clients including subdomain (eg. https://clients.YourName.com), SSL certificate*, customized email design and client landing page customization (background color, font, text color). *SSL certificate provided by your firm.
Additional Storage (Per 5GB) $49/Year Request Service
Additional storage for your team's files and email.
Custom Reporting Starting At $6,000 Request Service
Custom Data Export Quote On Request Request Service
Dedicated Hosting in Local Market $999/Month Request Service

Dedicated hosting in an Azure local cloud center.

Extended Support
In-App Chat Support $199/Year Request Service
Access to 24/7 live chat with Karbon experts for support and best practice advice.
Call-Back Support (Ad-Hoc) $99/Call Request Service
One-off 1:1 call with a Karbon expert to provide guidance on a question or live issue.
Call-Back Support (Subscription) $499/Year Request Service
Access to 1:1 calls with Karbon experts to provide guidance on questions or live issues.
Dedicated Account Manager $999/Year Request Service
An assigned Account Manager to give you on-demand answers and ongoing support.
Consulting
Online Coaching (Video Call) $299/Hour Request Service
In-Person Coaching Day-Rate $2,500/Day Request Service
In-Person Coaching Week-Rate $10,000/Week Request Service
Karbon Academy
Practice Excellence (Per Lecture) $59/Lecture Request Service
Access to singular lectures covering a range of management, growth, technology and strategy topics, taught by leading accountants and business mentors.
Practice Excellence 101 & 102 Courses $200/Course Request Service
Professional courses in management, growth, technology and strategy, taught by leading accountants and business mentors.
Entire Curriculum $5,000 Request Service
Access to the entire Karbon Academy curriculum, including in-depth professional courses in management, growth, technology and strategy, taught by leading accountants and business mentors.

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

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