Karbon

TL;DR

• All-in-one accounting practice management that unifies clients, email, work, documents, time, and billing.
• AI and workflow automation help teams save time and prevent work from falling through the cracks.
• Built for small to enterprise accounting and tax firms needing visibility, collaboration, and control.
• Integrates with Google/Outlook, cloud storage, and more, with API access for custom integrations.

What is Karbon

Karbon is an AI-powered accounting practice management platform that centralizes client work, email, tasks, documents, time, and billing in one place. It helps accounting and tax firms automate low-value tasks, standardize processes, improve team collaboration, and gain firm-wide visibility and control. Positioned in the Accounting Practice Management and AI Workflow Automation categories, Karbon connects core practice operations to drive productivity and client service quality.

Key Features

Key Use Cases & Applications

• Standardizing tax, bookkeeping, and audit workflows with automated reminders and task handoffs.
• Centralizing client communications by linking emails, notes, and documents directly to jobs.
• Capacity planning and resource management using unified job and time data.
• Client onboarding with templated engagements, data requests, and due date scheduling.
• Time tracking, budget monitoring, and billing to improve utilization and profitability.

Pricing Info

Team

• $59/month per user, paid annually
  Or $79/month per user, paid monthly
• The essential workflow and collaboration tools for small accounting firms:
  • Integrated Email
  • Team Collaboration Tools
  • Workflow and To-Do Lists
  • Time Tracking & Budget Reporting
  • Billing & Payments

Who is Karbon for?

• Small, mid-sized, and enterprise accounting firms seeking unified practice management.
• Tax firms managing high-volume seasonal workflows and client document collection.
• Client Accounting Services (CAS) and advisory teams standardizing recurring work.
• Operations and practice managers who need capacity, visibility, and process control.
• PE-backed firm groups and M&A-focused networks consolidating tooling across practices.
• Partners and engagement leaders looking to improve collaboration and client delivery.

Pros

• Intuitive, accounting-focused workflows unify email, tasks, clients, and documents.
• Automation and templates reduce manual admin and standardize processes across teams.
• Robust visibility into work, capacity, deadlines, and budgets improves planning.
• Secure AI features accelerate drafting, summarizing, and routine task execution.
• Strong ecosystem with calendar, storage, and communication integrations plus an API.
• Premium implementation, training, and support options help teams onboard successfully.

Cons

• Comprehensive feature set can present a learning curve and require structured onboarding.
• Configuring advanced automations, templates, and reporting may take time and internal ownership.
• Maximizing value depends on broad team adoption and process standardization, which can require change management.