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Practice management for accounting firms
Karbon is a practice management platform for accounting firms and bookkeepers, built to manage work, workflow, and client communication across the whole team. It centralizes email, tasks, workflows, and client information so firms can see the status of every job and collaborate without losing work in inboxes.
The platform covers workflow and job management, a shared team inbox with email integration (Karbon Email Insights), task and capacity planning, client management, document and e-signature tools, and reporting on firm productivity. Its per-user pricing scales from small practices to larger firms, with add-ons for advanced capabilities.
Karbon serves accounting and bookkeeping firms, especially in the US, UK, Australia, and other English-speaking markets, that want to standardize workflows and improve visibility across their team. Its email-centric collaboration and workflow depth make it a leading choice for growing accounting practices.
Pricing Model
Subscription
Starting Price
$59/mo
Free Options
Free trial
| Feature | Team | Business | Enterprise |
|---|---|---|---|
| Per user (annual) | — | ||
| Workflow & jobs | — | — | |
| Shared team inbox | — | — | |
| Task management | — | — | |
| Client management | — | — | |
| Capacity planning | — | — | |
| Advanced workflows | — | — | |
| Reporting | — | — | |
| Email Insights | — | — | |
| Advanced features | — | — | |
| Custom reporting | — | — | |
| Dedicated support | — | — | |
| Onboarding | — | — | |
| Custom quote | — | — |
Other
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API Types
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Compliance Standards
SOC 2 Type II
EnterpriseISO 27001
EnterpriseGDPR Compliant
GlobalHIPAA
HealthcarePCI DSS
FinanceCCPA
PrivacyFedRAMP
GovernmentCSA STAR
CloudDeployment & Data
Data Residency Options
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