Karbon
Work Management Software for Accounting Firms

Increase team output.
Drive growth.

The collaborative work management platform for accounting firms.

Team

$49/month, per user, paid annuallyOr $70/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

$69/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
  • In-App Chat Support

Enterprise

Custom PricingPay less per user as your firm scales

For enterprise teams of 20 to 2000 who need full service onboarding, customization and a premium platform to collaborate at scale.

Includes everything in Team and Business, plus:
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
Communication
Inbox Triage
Notes On Timelines
Team Collaboration
Comments On Emails, Tasks & Notes
@Mentions
Colleagues
Colleagues & Teams
Colleagues & Teams
Teams & Sub-Teams
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
Admin & Staff
Admin & Staff
Custom
Reporting & Insights
Work Dashboard & Kanban
Work Insights
Basic
Advanced
Email Insights
Reporting Period
6 Months
6 Months
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
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 allows the entire client team to know what is happening without extra time and extra communication. It has dramatically streamlined that transfer of knowledge.

Melissa Stout, mAccounting

Karbon is our rocket booster that's allowing us to grow at 40% to 50% year over year.

Jeremy Allen, System Six

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

Every accounting firm should be using Karbon. It's the cornerstone of our business.

David DiNardo, Envolta

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

Karbon helps us plan better, deliver work better, communicate better, see where anything is at, and collaborate to get things done.

Timothy Munro, Change Accountants

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

Katrina Spinazzola, KRS Consulting Group

Karbon has been the single greatest difference for us this year. Without Karbon, we would not have been able to fully take advantage of the growth opportunities we were presented.

John Bovard, The Bovard CPA Group

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

Lielette Calleja, All That Counts