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

Workflow Automation: Automate repetitive steps, reminders, and data collection so teams focus on high-value client work and reduce manual follow-ups.
Project & Task Management: Plan, assign, and track jobs across the firm with clear due dates, budgets, and progress to ensure nothing falls through the cracks.
Integrated Email Management: Embed email directly into workflows to triage, collaborate, and action messages without leaving the platform.
Client Management & Engagements: Maintain a complete record of client relationships and engagements with a single source of truth for every account.
Client Portal: Securely share documents, collect information, and communicate with clients to streamline collaboration.
Document Management: Store, organize, and access files within Karbon, with support for sharing and approvals to speed up delivery.
Time Tracking & Budgets: Track time against budgets and jobs to monitor profitability and inform billing decisions.
Billing & Payments: Reconcile time, work, and invoicing in one place to shorten billing cycles and improve cash flow.
Reporting & Analysis: Use practice intelligence to measure performance, capacity, and efficiency, guiding data-driven decisions.
AI-powered Assistance (Secure AI & GPT): Accelerate tasks like drafting, summarizing, and automating routine work with AI integrated into core workflows.
Calendar Integration: Connect Google or Outlook calendars to plan workloads and align schedules with deadlines.
Integrations & API: Connect email, cloud storage, and ecosystem apps; use the API and developer tools for custom integrations.
Mobile Apps: iOS and Android apps provide on-the-go access for collaboration and task management.
Enterprise-grade Security: Built with robust security, privacy, and compliance controls suitable for firms of all sizes.

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.

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.
Secure document sharing and e-signatures to accelerate approvals and reduce back-and-forth.
Practice analytics to identify bottlenecks, track SLAs, and guide staffing decisions.
Integrating the accounting tech stack to eliminate duplicate data entry and manual reconciliation.

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.

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

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Business

$89/month, per user, paid annually Or $99/month per user, paid monthly

Workflow automation and integrations to increase efficiency and visibility for growing practices.

Includes everything in Team, plus:
Automatic Client Reminders
Task Automation
Industry Integrations

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Enterprise

Custom Pricing

Collaboration, security and reporting tools for large accounting firms.

Includes everything in Team and Business, plus:

Enterprise Platform
Dedicated Karbon Contact
Customization
Unlimited Usage Limits

FAQs

Does Karbon integrate with Outlook, Gmail, calendars, and other apps?

Yes. Karbon embeds email into workflows and integrates with Google/Outlook calendars, cloud storage, and other ecosystem apps. An integrations directory and API are available for broader connectivity.

What AI capabilities does Karbon provide?

Karbon includes Secure AI and GPT features integrated into workflows to help automate tasks and work faster, such as drafting and summarizing while maintaining security controls.

Is there an API for custom integrations?

Yes. Karbon offers a Developer Center and API documentation so teams can build custom integrations and automate data flows across systems.

How is data secured for accounting firms?

Karbon provides enterprise-grade security, privacy, and compliance resources, including a Trust Center, security documentation, and GDPR information suitable for firms of all sizes.

How do we get pricing and get started?

Book a demo to discuss your firm’s needs. Pricing is not publicly listed; contact the Karbon sales team. Guided implementation, training, and support services are available.

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