softwareKarbon
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Karbon software is the collaborative practice management platform that can help you solve these challenges. It’s designed to streamline your email, tasks, and clients and work in one organized platform. With its innovative features, Karbon can significantly enhance your team’s productivity and efficiency. Explore Karbon features today!
Karbon Specifications
Time Tracking
Task Management
Reporting
Budget Management
What Is Karbon Software?
Overview
Karbon is a cloud-based practice management platform for accounting firms. It enhances team collaboration, provides real-time tracking of tasks, and facilitates client communication. Its automation capabilities streamline routine tasks, freeing up valuable time for team members. It offers client and project management, workflow automation, and business analytics.
Additionally, the platform helps you improve visibility into your operations by providing you with a single place to manage all your clients, systems, and data.
What Is Karbon Software Best For?
Karbon software is renowned for its easy-to-read reports detailing critical output and efficiency metrics. It also helps you understand the clients consuming the most time and who are your most valuable.
Karbon Pricing
The following are the pricing plans:
- Team – $59/user/month
- Business – $79/user/month
- Enterprise – Custom pricing
Disclaimer: The pricing is subject to change.
Karbon Software Integrations
The software integrates with the following third-party applications:
- Companies House
- Dropbox
- Liscio
- Xama
- Xero
- VXT
- QuickBooks Time
- Microsoft Office 365
How Does Karbon Software Work?
Here are the steps to help you get started:
- Log in to the software using the credentials
- Access Triage and sort the inbox
- Collaborate with the team using notes, comments, @mentions, work items, and tasks
- Manage workflow Using work types, work statuses, and work templates
- View and manage work on your Kanban board
- Bring your clients into your workflow and assign them tasks
- Standardize your company’s most common processes
- Automate and schedule emails and reminders sent to your clients
Who Is Karbon Software For?
Karbon is designed for accounting firms of all sizes. It is a versatile tool that can be used by several industries, including:
- Healthcare
- Retail
- Manufacturing
Is Karbon Software Right For You?
Are you seeking a cloud-based practice management platform to bring visibility, efficiency, and connectivity to your accounting firm? Then, Karbon might just be the solution you need.
With its SOC 2 Type II certification, Karbon ensures enterprise-grade security using leading technologies and best practices. It is designed to grow with your firm, offering scalability through automation of tasks, standardization of processes, and scheduling of data collection.
Still unsure if the software is right for you based on this Karbon review? Contact our customer support team at 661-384-7070, who will help you make the best decision.
Karbon Features
Karbon offers a secure and easy way to engage with clients, share sensitive information, and collect data. It helps you track your firm’s relationship with every client and deliver the service you promised. The software ensures you deliver the service you promise.
This feature automates low-value, time-consuming tasks and standardizes common processes, saving your team time and effort. It enables you to get more out of every team member by automating tasks, standardizing common processes, scheduling data collection, and scaling onboarding.
The software provides tools to organize your work, tasks, and email into a manageable action plan. It also allows you to standardize common processes and workflows in customizable templates. Karbon lets you design and manage workflows, improving the efficiency of your operations.
Karbon combines email, discussions, tasks, and powerful workflows to provide a single place for your team to communicate and collaborate. Karbon unites your firm with one place to collaborate on email, clients, jobs, and tasks. It facilitates more work done together, whether remotely or in the office.
The secure document storage is built for accounting professionals. It allows you to share, save, and organize Dropbox, Microsoft OneDrive, and SharePoint files from Karbon. The platform provides a secure and easy way to engage with clients, share sensitive information, and collect data.
Karbon serves as a single source of truth where you can find the shared history of emails, notes, tasks, and activities relating to any job or client. It lets you know where every job stands across your entire team.
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Pros and Cons of Karbon
Pros
- Seamless communication and workflow
- Automated tasks and processes
- Ecosystem app integrations
- Curated library of resources
Cons
- Learning curve and training
- Limited customization and personalization
- Customer service and support can be improved, according to some Karbon reviews
Karbon Pricing
Team
For smaller teams looking to consolidate workflows
View Price
What's Included
Integrated Email
Team Collaboration Tools
Workflow and To-Do Lists
Business
Perfect for teams needing workflow automation to increase efficiency
View Price
What's Included
Automatic Client Reminders
Task Automation
Industry Integrations
Budget vs Actual Reporting
Enterprise
For enterprise teams who need customization and a premium platform
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What's Included
Enterprise Platform
Dedicated Karbon Contact
Karbon Reviews
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