Compare Karbon and FYI Docs
Karbon is a truly collaborative practice management platform to manage your workflow, communicate with your team, and deliver exceptional client work.
What sets Karbon apart from FYI Docs
|A complete practice management platform|
|Integrated email inbox|
|Collaborate with @mentions and comments|
|250+ workflow templates|
|Client reminders and tasks|
|CRM and client management|
|Time and budgets|
|Customisable reporting dashboards|
Why accounting firms choose Karbon over FYI Docs
A complete practice management platform
Karbon and FYI Docs are both built for accounting firms, but they play in different arenas. FYI Docs is a document management system with bolted-on practice management features like workflows and client management. But these features are applied in the context of document workflows.
As a practice management platform, Karbon is the vital operating system of your firm—from communication and workflows, to billing and payments. Because Karbon brings your communication, team, clients, systems, and data all in one place, it provides the visibility and efficiency that few can rival.
Powerful workflow management
FYI Docs’ workflow management is centred around task lists. Karbon’s goes far beyond that—it features job status automators, customisable Kanban boards, drag and drop interfaces, and hundreds of best-practice workflow templates. When you and your team use Karbon to manage workflows, everyone is getting work done faster, better, and smarter.
An open accounting software ecosystem
Unlike FYI Docs, which requires a Microsoft Business 365 and Xero subscription to sign up, Karbon is equally friendly to Microsoft, Google, Intuit and Xero customers.
No matter which system you use, you can integrate directly with leading accounting software providers like Xero Practice Manager, QuickBooks Online Accountants, Ignition, Quickbooks Time, and more. You can also connect Karbon to over 5,000 apps through pre-built Zapier connections.
A continuously-improving product
Karbon is building the practice management solution that future-proofs your accounting firm. New features and feature enhancements are released every few weeks and customer feedback shapes the product roadmap. As one of the first accounting practice management platforms to integrate GPT-powered AI, Karbon is leading the way in innovation and continuous improvement.
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