Karbon review

Karbon is built for firms where client work starts in email. Its triage inbox lets staff share, assign and comment on client emails, then turn them into work that sits on the same timeline as tasks, notes and documents. Workflow is strong: templates, schedules, statuses, task lists, placeholder job roles and Kanban dashboards, with capacity planning and work budgets for managers. Client management covers shared contact profiles, client groups and client requests with file uploads, and the portal, document management and eSignatures are on every plan. Billing has grown into a full module with flexible and recurring invoicing, payment processing, auto-payments, fee surcharges and branded engagement letters with upfront payment collection. The trade-off is cost. Team starts at $59 per user a month billed annually, and automatic client reminders, tasklist automators and industry integrations need Business at $89. Team also limits contacts to 1,000.

Who it is for

Accounting firms of five or more people that run client communication through email and want strong team collaboration.

Price

Team from $59 per user per month billed annually or $79 billed monthly for teams of 4 or more; Business from $89.

Team $59/month, per user, paid annually Or $79/month per user, paid monthly
Quoted from the vendor pricing page on November 6, 2026.

Key features

• Email triage to share, assign and comment on client emails across the team
• Workflow with work templates, scheduled jobs, task lists and dashboards
• Client management with shared contact profiles, timelines and client requests
• Client portal, document management and eSignatures
• Time tracking and budgets, flexible and recurring invoicing, payments and engagement letters

Strengths and weaknesses

• Strength: Email, tasks and client timelines live in one shared workspace
• Strength: Billing, payments and engagements are included on the Team plan
• Strength: Web, iOS and Android apps on every plan
• Weakness: Automatic client reminders and task automation need the Business plan
• Weakness: Monthly billing is only for teams of 4 or more
• Weakness: Team plan caps contacts at 1,000 and work templates at 40

Key facts

• Plans: Team $59 and Business $89 per user a month billed annually; Enterprise custom
• Card processing: 2.6% + $0.30 for standard cards
• Apps: Web, iOS and Android
• Support: 24/7 support, per Karbon

Where it ranks

Karbon is No. 3 in our Best Practice Management Software for Accountants verdict.