What is Karbon used for?

Karbon is cloud practice management software for accounting firms that combines workflow automation, email management and team collaboration. It is a good fit for small accounting firms standardizing workflows, tax teams collecting client documents, and firms tracking team capacity and deadlines.

How much does Karbon cost?

Paid plans for Karbon start at $79 per seat per month, and there is no free plan.

Is Karbon open source?

No. Karbon is proprietary (closed-source) software and can't be self-hosted. In the Finance & Accounting category, open-source options include Invoice Ninja, Midday and Actual Budget.

Karbon: features, pricing and alternatives

About Karbon

Karbon is practice management software built for accounting firms. It gives firm leaders visibility into who is working on what, helps teams standardize recurring processes, and keeps client communication connected to the work. A distinctive part of its approach is managing client email alongside tasks so that requests and follow-ups stay attached to the engagement.

The product covers workflow automation, project management, client management, a client portal, tax organizers, time tracking and budgets, billing and payments, document management, and e-signatures and approvals. It also offers an API and an integrations ecosystem, plus AI features including an assistant called Kai and AI agents, along with reporting and analysis.

Karbon is a hosted commercial service with versions of its pitch for small firms, mid-sized firms and larger enterprises, and for bookkeeping and tax work. The company publishes a pricing page, a customer academy, live training and a community for member firms.

Key features

Practice workflow automation and templates
Email management tied to client work
Client portal and tax organizers
Time tracking and budgets
Billing, payments and e-signatures
AI assistant and agents for routine tasks
Reporting on firm capacity and progress

Good fit for

→Small accounting firms standardizing workflows
→Tax teams collecting client documents
→Firms tracking team capacity and deadlines

Tags: practice-management; accounting-firms; workflow; client-portal; email-management; time-tracking; tax-practice

Karbon: questions and answers

What is Karbon used for?: Karbon is cloud practice management software for accounting firms that combines workflow automation, email management and team collaboration. It is a good fit for small accounting firms standardizing workflows, tax teams collecting client documents, and firms tracking team capacity and deadlines.
How much does Karbon cost?: Paid plans for Karbon start at $79 per seat per month, and there is no free plan.
Is Karbon open source?: No. Karbon is proprietary (closed-source) software and can't be self-hosted. In the Finance & Accounting category, open-source options include Invoice Ninja, Midday and Actual Budget.
What are some alternatives to Karbon?: Karbon competes with TaxDome.