About Karbon

Karbon is a practice management platform built for accounting firms, centralizing work, client communication, email, and team collaboration in a single connected workspace. It helps firms automate workflows, reduce admin overhead, and manage client engagements at scale with AI-powered features.

Pros & Cons

Pros

Purpose-built for accounting firms, not a generic PM tool
Shared inbox transforms email into assignable work items
Strong integrations with Xero and other accounting tools
Responsive customer support with accounting-specific help
AI features meaningfully reduce admin time

Cons

Key Features

Shared team inbox with Gmail and Microsoft 365 integration

Work and workflow management with pre-built templates

Client management with centralized records and history

Client tasks and document sharing portal

Karbon AI for communication summaries and email drafting

Workflow automation with triggers and conditions

Time tracking and billing against work items

Native integrations with Xero and QuickBooks

Reporting dashboards for team workload and capacity

Team collaboration with internal notes and @mentions

Pricing

Team

$59/user/month

Work and workflow management
Shared team inbox
Client management
Email integration
Pre-built templates