Compare Karbon and ClickUp
Karbon is the only practice management software that gives you the collaboration, visibility, automation, and insights you need to run an efficient accounting firm.
What sets Karbon apart from ClickUp
|Designed specifically for accounting firms’ unique needs|
|Integrated email inbox|
|Collaborate with @mentions and comments|
|Project and task lists|
|250+ accounting-specific workflow templates|
|Built-in client portal|
|Client tasks and auto-reminders|
|Time tracking and budgets|
|Invoicing and payments|
|Customizable reporting and analytics dashboards|
Why accounting firms choose Karbon over ClickUp
A tailored solution for accounting firms
ClickUp is a general project management tool, whereas Karbon is a practice management platform built specifically for the accounting industry. This means that Karbon’s features are aligned with the unique needs of accounting professionals. And because Karbon is focused on the accounting industry, each Karbon expert and advisor is specifically trained and experienced in making sure your firm’s goals are met.
Integrated client management and collaboration
Karbon brings fragmented client data and communication into one platform. With key features like an integrated email inbox, client tasks, CRM, client portal, activity timeline, and @mentions and comments, Karbon replaces multiple apps, streamlines your client management workflow, and boosts customer satisfaction.
An engaged accounting community
Karbon customers gain access to the Karbon Community, an active user resource group with over 3,000 accounting professionals. In Karbon Community, you can follow the latest product updates, submit feature requests, learn accounting practice management tips, and connect with peers from around the world.
Connected accounting software ecosystem
Karbon integrates directly with leading accounting software providers such as QuickBooks Online, Ignition, and GoProposal to automate critical business processes from onboarding to client management. You can also connect Karbon to over 5,000 apps through pre-built Zapier templates.
Experience the Karbon effect.
These findings were obtained through Karbon’s 2022 Firm Usage Survey.
On average, Karbon saves every employee 16.5 hours each week.
Saved chasing clients
Saved managing and completing work and tasks
Saved reading, actioning and searching for email
Saved with more efficient team collaboration
Saved automating low-value admin tasks
In firm-wide productivity