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Practice Management Software for Accounting Firms

Compare Karbon and Aero

Karbon is the collaborative accounting practice management software that gives your tax and accounting firm everything you need to grow—embedded communication, workflow automation, connectivity, insights and more.

4.8 stars on G2.com

98% Service satisfaction rating
Karbon's Kanban UI
 

Karbon outperforms Aero

KarbonAero
Integrated email inbox✓❌
Collaborate with @mentions and comments✓❌
Work and task management✓✓
Workflow automation✓❌
Client portal✓❌
Client tasks and auto-reminders✓❌
CRM and client management✓❌
Calendar integration✓❌
Document management✓❌
Time tracking and budgets✓

Time tracking only

Invoicing and payments✓❌
Built-in reporting and analytics dashboards✓❌
QBO and Zapier integration✓✓
GPT-powered AI✓❌

Why accounting firms choose Karbon over Aero

Contextual UI of task automation in Karbon.

A complete practice management platform

Karbon is a practice management solution for accounting, tax, and bookkeeping firms to manage all aspects of their firm. Aero is primarily a workflow management tool built for sole accountants or bookkeepers.

For firms that need a single platform to manage their clients, work, team, and data, Karbon is the #1-rated practice management solution.

Watch 2-minute video

Powerful workflow automation

Karbon’s workflow automation goes beyond task lists. It features hundreds of best-practice workflow templates, client tasks and auto-reminders, job status automators, and customizable Kanban boards. When you use Karbon to manage your client work, everyone knows where everything stands, automatically.

Explore Karbon’s workflow features

Team and client collaboration

Communication and collaboration are at the heart of every successful accounting firm. Karbon's fully embedded emails, @mentions and comments, shared communication timelines, and secure client portal enable teams to seamlessly collaborate with each other and clients in context.

Explore Karbon’s collaboration features

A continuously improving product

Karbon is the practice management solution that future-proofs your accounting firm. New features and feature enhancements are released every few weeks and the product roadmap is shaped by customer feedback. As one of the first accounting practice management platforms to integrate GPT-powered AI, Karbon is the leader of innovation in the industry.

See Karbon's latest feature releases

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

Best workflow management tool on the market

The best decision you need to make if you own a bookkeeping practice is the choice of your practice management software. I believe this is where you should economize on this decision. Karbon is definitely the best option out there. We have been using Karbon since 2017, and we continue to improve our processes and take advantage of their continuous improvements. 5-stars all over!

Keeping the dispersed team connected

Syncing with my Outlook email and calendar helps me prioritize my day. The project management side gives me visibility into my team's work. Karbon's functionality allows our bookkeeping and accounting teams to keep projects on track and ensure future projects don't get missed. I appreciate the insights into what is being worked on, the due dates and the workflow.

Victoria P., Chief Growth Officer, G2

Finally in control of my practice

There are many features I love, but overall, I love being able to see at a glance exactly where we are with client deadlines and what we need to prioritize. Before this, the practice management system I was using required me to download data into Excel, mess about for hours and the next day, it had all changed. I love being able to allocate work directly from my inbox, moving things to My Week to do later — it's great!

Ali R., Director, G2

Karbon has 98% positive reviews on G2.com.

G2 awards as a list of badges

Frequently Asked Questions

How does Karbon help bookkeeping, tax, and accounting practices be more productive?
  • Teams using Karbon save 18.5 hours per employee each week, on average.
  • Productivity per employee increases by 18%.
  • 9 out of 10 customers say Karbon beats all competitive products for workflow management.
How much does Karbon cost?

Karbon has three pricing plans: Team, Business, and Enterprise.

Team Business Enterprise
Annually $59/month, per user $89/month, per user Custom pricing
Monthly $79/month, per user $99/month, per user Custom pricing
*Pricing shown in USD
How much does Aero cost?

Aero has four pricing tiers: Sole Proprietor, Small Firm, Large Firm, and Enterprise. There's no per user charge.

Sole Proprietor Small Firm (2-5 users) Large Firm (6-25 users) Enterprise (25+ users)
Annually $39/month $79/month $149/month Custom pricing
Monthly $47/month $95/month $170/month Custom pricing

Pricing shown in USD

When should I choose Aero?

Aero is a simple accounting workflow tool that helps sole accountants or bookkeepers manage their jobs and tasks online.

It’s not a true practice management software because it lacks key features of a practice management system like client communication, team collaboration, and email integration. As a result, firms of three or more team members might struggle with the limited functionality offered by Aero.

But if you’re a sole practitioner looking to upgrade your project management and workflow tools from manual spreadsheets and to-do lists to a digital solution, Aero is an option.

When should I choose Karbon?

Karbon is a practice management platform built for teams to work and collaborate more effectively with each other and their clients.

If your accounting, tax, or bookkeeping firm has five or more employees, or your small CPA firm has plans to grow and scale in the near future, you’ll find your team saving hours on manual tasks like providing status updates or chasing clients for information with Karbon.

Plus, Karbon gives you 360-degree visibility across every aspect of your practice—from your work-in-progress, to what’s being said to clients, to how many client engagements are over/under budget.

What business and accounting software integrations does Karbon offer?

Karbon integrates with Gmail, Microsoft Outlook 365, Microsoft Exchange, DropBox, OneDrive, and an ever-growing suite of popular accounting apps including QuickBooks Online, Ignition, GoProposal, and more. You can also connect Karbon to over 5,000 apps through Zapier. To learn more about Karbon’s integration capabilities, visit the integrations library here.

Get started with Karbon today.

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