Karbon

Founded 2014

Manage accounting workflows, client communications, email, and projects from a central workspace

Pricing model

Paid

You can use Karbon to run your accounting practice by bringing team communication, client details, and daily tasks together. It connects directly with your email so team members can share messages, assign work, and track project status in one place. You can set up automated checklists for tax preparation, manage client onboarding, collect documents, and send automatic reminders. The system also tracks team time, handles client billing, automates recurring workflows, and provides an internal assistant to summarize accounts and answer operational questions quickly.

What Karbon does

Assign incoming client emails to specific projects or colleaguesSend automated reminder emails for requested client documentsTrack billable and non-billable time against job budgetsCreate recurring checklists for month-end close proceduresGenerate invoices and collect client paymentsRequest client approvals and digital signaturesSummarize account activity and open tasks using AIBuilt-in AI coworker to summarize client records and answer operational questionsIntegrated email management that ties client conversations directly to work itemsAutomated client task reminders to collect documents without manual follow-upTime tracking and budget monitoring tied directly to client deliverablesClient portal for document exchange and secure communicationRecurring workflow templates for period close and tax preparationIntegrated invoicing and payment collection tied to completed tasks

Pricing breakdown

Pricing model: Paid

PlanList price

Team (per user) (annual billing)$59 / mo, billed annually

Team (per user)$79 / mo

Business (per user) (annual billing)$89 / mo, billed annually

Business (per user)$99 / mo

Frequently asked

Microsoft Outlook Gmail

Gmail

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