Karbon review
Broad practice management for established firms, with annual per-user pricing.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Karbon is cloud-based practice management software for accounting, tax, bookkeeping, and CPA firms. It brings workflow management, team collaboration, client communication, document handling, time tracking, billing, payments, reporting, and integrations into one platform. Its client portal supports tasks and document sharing, while deadline tracking, capacity planning, recurring work automation, and client requests address the operational needs of established firms managing ongoing engagements.
Pricing is structured around three plans. Team costs $59 per user per month when billed annually and includes integrated email, collaboration tools, workflow and to-do lists, time tracking, budget reporting, billing, and payments. Business costs $89 per user per month when billed annually and includes Team features plus workflow automation, automatic client reminders, task automation, and industry integrations. Enterprise provides an enterprise platform, a dedicated Karbon contact, customization, and unlimited usage limits. There is no free plan, so firms should evaluate the per-user annual commitment against their team size and required capabilities.
Karbon’s strongest fit is for firms that need connected operations rather than a narrow task list. Integrations include Gmail, Microsoft Exchange, Microsoft Office 365, OneDrive, SharePoint, QuickBooks Online Accountant, QuickBooks Time, Xero, Dext, Dropbox, Google Calendar, Outlook Calendar, Zapier, and the Karbon API. Mobile applications extend access across iOS and Android, while AI coworker and AI-supported workflow capabilities add another layer to the platform. Firms seeking collaboration, billing, client communication, and capacity visibility in one system should consider Karbon; smaller practices looking for a free or lower-commitment option may prefer a simpler alternative.
Karbon pros and cons
- Where it wins
- Combines workflow, billing, capacity planning, and client portals
- Supports web, iOS, Android, API, and broad business integrations
- Adds automation, reminders, AI features, and recurring work tools
- Where it doesn't
- No free plan is available
- Team starts at $59 per user per month, billed annually
- Advanced capabilities require the Business or Enterprise plan
Karbon fact sheet, pricing and score →
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