Karbon is a practice management platform built for accounting firms, combining workflow automation, team collaboration, email management, and client communication in a single application.
Firms use Karbon to manage recurring work (tax returns, BAS lodgements, year-end accounts) through customizable workflow templates that assign tasks, set due dates, and track progress automatically. Its email integration pulls client correspondence into the relevant job, so team members have full context without searching through inboxes. Triage — Karbon’s email management feature — lets users process client emails into tasks, notes, or delegated items.
The platform includes time tracking, client contact management, analytics on team capacity, and integrations with Xero, QuickBooks Online, and other tools. Karbon is well-reviewed for its user interface and is widely adopted among cloud-forward firms in Australia, New Zealand, the US, and the UK. Firms with 10–100 staff offering accounting, tax, and advisory services tend to get the most value from it — particularly those that are tech-progressive and willing to invest time in implementation to realize the platform’s full capability.
Pricing
Per-user pricing with three tiers (annual billing):
- Team: $59/user/month ($79 if billed monthly) — workflow and collaboration essentials for small firms
- Business: $89/user/month ($99 if billed monthly) — adds client reminders, task automation, integrations
- Enterprise: Custom pricing — collaboration, security, and reporting for large firms
14-day free trial available.
Reviews
- G2: 4.8/5 (788 reviews)
- Capterra: 4.7/5 (165 reviews)
Features
Workflow Management
| Feature | Supported |
|---|
| List view | Yes |
| Kanban view | Yes |
| Job/work templates | Yes |
| Recurring jobs | Yes |
| Subtasks | Yes (3+ levels) |
| Task dependencies | Yes |
| Automations | Yes |
| Custom statuses | Yes |
| @Mentions | Yes |
| Statutory due dates | No |
Client Management
| Feature | Supported |
|---|
| Client directory | Yes |
| Contacts | Yes |
| Client groups | Yes |
| Custom fields | No |
| Tags | No |
| Notes | Yes |
| Leads | Yes |
| CRM sync (QBO) | Yes (two-way) |
| CRM sync (Xero) | Yes |
Client Portal
| Feature | Supported |
|---|
| Client portal | Yes |
| Client tasks/requests | Yes |
| File uploads | Yes |
| Secure messaging | Yes |
| Scheduling | No |
| E-signatures | No |
| White label/custom branding | Yes (subdomain) |
Email
| Feature | Supported |
|---|
| Outlook integration | Yes |
| Gmail integration | Yes |
| Shared inboxes | No |
| Email-to-task | Yes |
| Email templates | No |
| AI email drafting | Yes |
| AI email summarization | Yes |
| View all client comms | Yes |
Time Tracking & Billing
| Feature | Supported |
|---|
| Time tracking | Yes |
| Timers | Yes |
| Invoicing | Yes |
| Fixed fee & hourly billing | Yes |
| Recurring billing | No |
| Online payments | Yes |
| WIP tracking | Yes |
| Write up/down | Yes |
| Realization reporting | No |
| QBO invoice sync | Yes |
| Xero invoice sync | Yes |
Document Management
| Feature | Supported |
|---|
| Document storage | Yes |
| Folders | No |
| Folder templates | No |
| File sharing with clients | Yes |
| SharePoint integration | Yes |
| Google Drive | No |
| Dropbox | Yes |
Reporting
| Feature | Supported |
|---|
| Time reports | Yes |
| Billing reports | Yes |
| Capacity/workload | Yes |
| Revenue insights | No |
Proposals & Engagement
| Feature | Supported |
|---|
| Proposals | No |
| Engagement letters | No |
| E-signatures on engagements | No |
Integrations
| Feature | Supported |
|---|
| QuickBooks Online | Yes |
| Xero | Yes |
| Outlook | Yes |
| Gmail | Yes |
| Zapier | Yes |
| Make | No |
| API | Yes |
| Webhooks | Yes |
Security & Admin
| Feature | Supported |
|---|
| User roles | Yes |
| Custom permissions | No |
| 2FA/MFA | Yes |
| SSO | Yes |
| SOC 2 | Yes (Type 2) |
| Client access controls | Yes |
AI Features
| Feature | Supported |
|---|
| AI email drafting | Yes |
| AI email summarization | Yes |
| AI task suggestions | No |
| AI document classification | No |
| AI search | No |
Mobile
| Feature | Supported |
|---|
| Mobile-friendly (internal) | Yes |
| Native mobile app (internal) | No |
| Native mobile app (client portal) | No |
Compliance & Regulatory
| Feature | Supported |
|---|
| HMRC integration | No |
| Companies House integration | No |
| ATO integration | No |
| IRS transcript pulls | No |
| MTD support | No |
| Statutory deadline tracking | No |
Support & Onboarding
| Feature | Supported |
|---|
| Chat support | Yes |
| Email support | Yes |
| Phone support | Yes (scheduled) |
| Dedicated rep | Yes |
| Onshore support | Yes |
| Free onboarding | Yes (assisted) |
| Paid onboarding packages | Yes |
| Knowledge base/docs | Yes |