Karbon
Practice management platform that helps accounting firms boost team productivity and streamline client relationships
- Also known as
- karbon
Available worldwide · Popular in: US
What is Karbon?
A comprehensive practice management platform built for accounting and bookkeeping firms to automate workflows, manage client relationships, coordinate team collaboration, and handle billing and document management. Includes client portals, time tracking, task automation, and integrations with popular accounting software.
Karbon pricing
Plans, per-tier features and add-ons, dated and linked to live pricing. Pricing changes often; always verify at source before you rely on it.
From $59/user/month (billed annually). Custom pricing for enterprise.
Team
Essential workflow and collaboration tools for small accounting firms
- Integrated Email
- Team Collaboration Tools
- Workflow and To-Do Lists
- Time Tracking & Budget Reporting
- Billing
- Payments
- Engagements
Business
Workflow automation and integrations for growing practices
- All Team features
- Automatic Client Reminders
- Task Automation
- Industry Integrations
Enterprise
Contact salesCollaboration, security and reporting tools for large accounting firms
- All Team and Business features
- Enterprise Platform
- Advanced Collaboration
- Security and Reporting Tools
Add-ons
- Karbon eSignature Credits$100 one-time + $450 one-time + $800 one-time + $1300 one-time + $2000 one-time
- Payment Processing2.6% + 30¢ per transaction + 3.6% + 30¢ per transaction + 3.9% + 30¢ per transaction + 1% + $0 per transaction
What Karbon does
The capabilities that matter for accounting practice management, normalised so it lines up with every alternative. “-” means we haven't confirmed it, not that it's missing.
- Secure client portal document upload
- ✓
- Automated client document request chasing
- ✓
- Kba irs compliant e signatures form 8879
- ✓
- Recurring workflow templates by tax return type
- ✓
- Email integration and automatic timeline triage
- ✓
- Time tracking and wip work in progress billing
- ✓
- Proposal generation and upfront payment collection
- ✓
- Quickbooks xero two way client sync
- ✓
- Tax software proconnect lacerte integration
- -
- SOC2 type ii
- ✓
- ISO 27001
- ✗
Platform & deployment
Independently observed- iOS
- Web
- Android
- Cloud / SaaS
Integrations (43)
Independently observed- Anchor
- Melio
- Canvas
- Wdesk
- QuickBooks Online Accountant⇄•
- Filed
- Intuit ProConnect
- Truss
- Tax1099
- Gmail←
- Mailchimp
- Microsoft Office 365
- Intuit Mailchimp•
- HubSpot←
- Ignition
- Replicon
- Zapier
- Float
- Google Workspace
- Outlook
- QuickBooks Online
- Xero
- Juno
- Gusto
- Uncat
- Microsoft Teams
- TaxBandits
- Aider
- Google Calendar
- Active
- Dext
- Collect←
- Google Drive⇄
- OneDrive⇄
- Dropbox⇄
- DocuSign
- Liscio
- Soraban←
- Tallyfor⇄
- Trustero←
- XPM⇄
- BGL
- OneNote⇄•
Security & compliance
Independently observed- SOC 2 Type II · Type IIactive · independent CPA firm
Karbon FAQ
Common questions about Karbon, answered from independent, dated evidence.
What is Karbon?
A comprehensive practice management platform built for accounting and bookkeeping firms to automate workflows, manage client relationships, coordinate team collaboration, and handle billing and document management. Includes client portals, time tracking, task automation, and integrations with popular accounting software. It is indexed under Accounting Practice Management.
Source: https://karbonhq.com/pricing/
How much does Karbon cost?
Karbon is a paid product; published pricing starts at $59 per user per month. It is sold across 3 plans (Team, Business and Enterprise). There is no free tier. Prices are published openly on the vendor's own pricing page. Pricing changes often, so verify at source before relying on it.
Source: https://karbonhq.com/pricing/
What platforms does Karbon support?
Karbon supports the web, iOS and Android. Platforms we have not confirmed are simply not listed here rather than ruled out.
Source: https://karbonhq.com/pricing/
Can Karbon be self-hosted?
We have only confirmed a cloud / SaaS deployment for Karbon, so it appears to be vendor-hosted. If a self-hosted option exists we have not found it documented publicly.
Source: https://karbonhq.com/pricing/
What does Karbon integrate with?
We have confirmed 40 integrations for Karbon, including Google Workspace, Outlook, QuickBooks Online, Xero, Juno, Gusto, Uncat and Microsoft Teams, plus 32 more. This is what we could verify from public sources, so the vendor may support others we have not indexed.
Source: https://karbonhq.com/pricing/
What security certifications does Karbon have?
We have independently confirmed SOC 2 and GDPR for Karbon. Certifications we do not list are ones we have not been able to verify from public sources, which is not the same as Karbon not holding them. Always confirm compliance directly before you rely on it.
Source: https://karbonhq.com/security/
Where is Karbon available?
Karbon is available in the United States, the United Kingdom, Canada, Australia, Brazil, Mexico and South Africa.
Source: https://karbonhq.com/pricing/
Karbon alternatives
Other accounting practice management we track, ranked by the same independent score.
- Financial CentsUnified platform consolidating accounting firm operations into one systemmedium · 55%
- Xero Practice ManagerCloud accounting platform helping small business owners and advisors automate financial tasks and gain business insightslow · 37%
- LiscioBegin managing documents and expand to firm-wide operationsmedium · 53%
- Thomson Reuters Practice CSPractice management software for accounting firms to streamline time tracking, billing, and client workflowslow · 9%
- Jetpack WorkflowProject management software for accounting firms to organize recurring client worklow · 25%
- Aero WorkflowWorkflow automation software that helps accounting firms organize and execute recurring client work with built-in time trackinglow · 15%
Compare Karbon
Side by side against other accounting practice management, attribute by attribute, with a source on every value.
The vioscaleAI score: one lens on the evidence
Not user reviews and not a paid placement: a confidence-weighted blend of the independent signals below (adoption, activity, security posture, and more), which you can sort and re-weight yourself. Vendors can correct their listing but can never move their rank, and stars are weighted low as a vanity metric. It is one way to read the evidence for Karbon, not the verdict.
| Signal | Score | Weight | Contribution | Evidence |
|---|---|---|---|---|
| Pricing transparency | 75 | 0.08 | 6.3 | ✓ |
| Capabilities | 96 | 0.05 | 4.7 | ✓ |
| Security posture | 50 | 0.07 | 3.7 | ✓ |
| Reliability | 45 | 0.07 | 3.3 | ✓ |
| Price level | 50 | 0.05 | 2.6 | ✓ |
| Integrations | 39 | 0.04 | 1.6 | ✓ |
Computed . Re-weight it by intent, or see the full method.
All data & sourcesshow ↓
Every value we hold, with its source, retrieval date, and confidence. This is the evidence behind the score: don't trust it, verify it.
Content
| Attribute | Value | Evidence |
|---|---|---|
| Faq | 7 items | mediumsource · 2026-09-10 · 64% |
Features
| Attribute | Value | Evidence |
|---|---|---|
| Capabilities | Soc2 type ii, Quickbooks xero two way client sync, Secure client portal document upload, Kba irs compliant e signatures form 8879, Automated client document request chasing, Time tracking and wip work in progress billing, Email integration and automatic timeline triage, Recurring workflow templates by tax return type, Proposal generation and upfront payment collection | mediumsource · 2026-10-05 · 60% |
Integrations
| Attribute | Value | Evidence |
|---|---|---|
| Count | 21 | mediumsource · 2026-10-05 · 60% |
Market
| Attribute | Value | Evidence |
|---|---|---|
| Availability | PrimaryMarkets: … · AvailabilityScope: global · AvailableCountries: … · NotAvailableCountries: … | mediumsource · 2026-10-05 · 50% |
Pricing
Reliability
| Attribute | Value | Evidence |
|---|---|---|
| Sla pct | 99.9 | mediumsource · 2026-10-05 · 60% |
Security
| Attribute | Value | Evidence |
|---|---|---|
| Soc2 | Yes | highsource · 2026-10-05 · 75% |
| Disclosure policy | Yes | mediumsource · 2026-08-24 · 60% |
| Gdpr | Yes | highsource · 2026-10-05 · 75% |
| Certifications | SOC 2 Type II | mediumsource · 2026-10-05 · 60% |
| Trust center | https://karbonhq.com/resources/karbon-data-privacy-and-gdpr-compliance-roadmap/ | mediumsource · 2026-10-05 · 60% |
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