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Karbon · Practice Management Software For Accounting Firms
Karbon is the leading practice management software for accounting firms, providing tools for client management, workflow automation, team collaboration, and business analytics.
Overview
What Karbon does
Karbon is a practice management software designed specifically for accounting firms, focusing on enhancing productivity, client relationships, and profitability.
Capabilities
Key features
- 01
Client Management
Track your firm’s relationship with every client and deliver the service you promise.
- 02
Workflow Automation
Automate low-value, time-consuming tasks so your team can focus on your clients.
- 03
Team Collaboration
Unite your team with one place to collaborate on email, tasks, clients, and work.
- 04
Business Analytics
Track and reveal insights to guide critical firm decisions and improve efficiency.
- 05
Document Management
Effortlessly share, save, and organize your files right from Karbon.
- 06
Email Management
Move beyond inbox silos and blind spots with email embedded in your workflow.
- 07
Calendar Integration
Connect your Google or Outlook calendar to Karbon to plan your time better.
- 08
Client Portal
Engage with your clients, share sensitive information, and communicate with ease.
- 09
Billing & Payments
Bring your workflows together and remove the manual steps of reconciling time, billing, and work.
- 10
AI Integration
Automate tasks and work faster with AI and GPT securely integrated into your workflow.
Unverified profile
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What the AI does
Karbon integrates AI to enhance productivity and automate tasks.
Capabilities
- ● Task automation
- ● Data analysis
- ● Client interaction enhancement
Models
- GPT language model
Generative Pre-trained Transformer for natural language processing tasks.
Pricing
Plans & pricing
Free plan or trial available.
Karbon offers various pricing tiers based on firm size and needs.
Small Firms
Contact for pricing
- + Basic features for small teams
- + Client management
- + Workflow automation
Mid-sized Firms
Contact for pricing
- + Advanced features for growing teams
- + Team collaboration
- + Business analytics
Large Firms & Enterprise
Contact for pricing
- + Comprehensive features for large teams
- + Custom integrations
- + Dedicated support
Trust
Security & compliance
Karbon prioritizes security and compliance to protect user data.
Measures
- ● Enterprise-grade security
- ● Regular security updates
- ● Data encryption
Certifications
More
Additional information
Competitive advantage
Karbon stands out in the market due to its focus on accounting firms and comprehensive feature set.
- + Tailored specifically for accounting practices
- + Strong emphasis on collaboration and automation
- + Robust analytics and reporting capabilities
On the roadmap
Karbon is continuously evolving with new features and updates.
- → Enhanced AI capabilities
- → More integrations with third-party apps
- → Improved mobile app functionality
Update cadence: monthly
Integration & deployment
Karbon integrates with various applications to streamline workflows.
- + Google Workspace
- + Microsoft Outlook
- + Slack
- + Dropbox
- + OneDrive
Deployment: cloud-based
Interface
The interface is intuitive, allowing users to manage tasks, clients, and communications seamlessly.
Mobile app available
Support & resources
Karbon provides extensive support and resources for users.
- + Email support
- + Live chat
- + Knowledge base
- → Live training sessions
- → Webinars
- → Documentation
External
Links & channels
Awards
Recognition
- 2023
G2 Leader in Accounting Practice Management
Recognized as a top solution based on customer reviews.
Voices
What customers say
Karbon has numerous positive testimonials from satisfied clients.
-
“Enabled us to be more efficient, productive and profitable.”
Paul Sweeney, Pretium Solutions
-
“The perfect program for team collaboration and accountability.”
Katherine White, Ivory Planning Group
-
“Finally in control of my practice.”
Ali Redwood, TaxAssist Accountants
Used by
Field notes
Case studies
- 01
Improving Efficiency in Accounting Firms
Industry: Accounting
- Challenge
- Firms struggled with task management and client communication.
- Solution
- Implemented Karbon for centralized management and automation.
- Results
- Increased productivity by 18% and reduced time spent on administrative tasks.
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Karbon compared
Side-by-side comparison of Karbon and 5 top ai powered ap automation alternatives across pricing, free tier, key features, integrations, and ratings.
| Tool | Pricing | Free tier | Top features | Integrations | Rating |
|---|---|---|---|---|---|
| Karbon ★ | Contact for pricing | Yes |
| Google Workspace, Microsoft Outlook, Slack +2 more | 4.8 |
| ABBYY ★ | Varies | — |
| ERP systems, CRM platforms, Document management systems | 4.5 |
| Varies | — |
| API for integration with bookkeeping and financial applications | 0.0 | |
| Contact for pricing | Yes |
| Xero Practice Manager | 4.8 | |
| Contact for pricing | Yes |
| API integrations with existing business systems, Support for various document management systems | 4.5 | |
| Varies | — |
| Accounting software, Data visualization tools, Collaboration platforms | 0.0 |
See the full breakdown on Karbon alternatives .
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