Karbon

The Superman-Batman-Crocodile Dundee-Indiana Jones-Dog Whisperer of Team Communication and Project Mgmt Tool

Commenti: Have you ever wanted ONE SPOT to check email, delegate task, manage projects and customers? Karbon is IT. NOthing else compares to this robust, all inclusive system. Forget Twist and Slack, and your gmail or outlook, zendesk and all the rest. This program, while made for the accounting industry, is the perfect solution for any industry, and even a single individual could use it, but it shines with many users. No more multiple things to check and manage, it's all in one place. From Triage, you empty your inbox for email and @ tags from within the system and assign emails to other team members, create work from emails, and all correspondence tracks back to both contacts and pieces of work, so nothing is ever lost or hard to search. This is the most intelligent productivity solution available; I've tried many to disappointing results and now will stay with Karbon and not continue to look further. You can see work for the whole business, for yourself, and separately for your team. You can assign work to others, you can even assign tasks to clients and people outside your team, so they have their own checklist, which has comments and attachments - no more 10k emails! You can break down work into sections with different checklists and assign each task it's own team member and due date. You can drag and drop tasks to different dates. You can have templates for work to make creating work easy. You can make client tasks in these templates and also schedule repeating work. I can't go on, there are too many things that are amazing about this program. Do yourself a favor and try it out. I put it off for 8 months and after 2 days was hooked. 5 months later, it just keeps getting better and easier as we get more proficient using the program to its full potential. AMAZING! Nothing less than Amazing. Nothing slips through the cracks with Karbon.

Aspetti positivi:

Everything about Karbon.

Aspetti negativi:

They have both of these on their Fall 2017 roadmap: 1) time clock for job/client/employee time tracking (which is the only other external program we now use and can't wait to only use Karbon for everything); 2) Canned Responses (template emails plug & play). Coming soon, and I can deal with these cons because of everything else has saved so much time.

Communication reduces staff frustration and is the key to excellent customer service!

Commenti: Exceptional. Karbon continually makes improvements to their products. They look for suggestions from the users and are happy to accommodate finding a solution for a specialized request.

Aspetti positivi:

Our staff enjoys the Triage function and visibility of communication most about Karbon. With having a team approach to most of our client work, it's important for everyone to know details from client interactions. This has helped us to be more efficient, batching questions and keeping us from contacting the client repeatedly for the same thing. It has essentially helped us provide better customer service while making our team more efficient.

Aspetti negativi:

I would like to have more options of labeling clients, helping to narrow down a specific group of clients to target for an email message or reporting purposes. Filter work by work title instead of work type.

Very Poor service (after you have purchased)

Commenti: Brutal - Do not buy this software. There are cheaper and better ones out there that have a better track record.

Aspetti positivi:

Planned features were great, but in operation were very clunky and still being developed. Despite its polished look, this software is far from ready for use.

Aspetti negativi:

The support. The sales team are super nice, and accommodating until you have purchased and they will tell you anything, including lies to get you to buy. Once you need support or assistance, good luck! They are currently withholding our client data in their system so we will continue to pay them!

Why I picked KarbonHQ

Commenti: This software has given us the visibility to see all of the work that we have. Before this we were all siloed in our inboxes, now we have shared communication and collaboration on work.

Aspetti positivi:

I like the fact that this software gives me visibility on Work that is not complete, by person, by budget, by client, by type of work. The flexibility of seeing reporting is great.

Aspetti negativi:

The ability to search emails needs improvement. You can do it, however it is more effective to use Outlook.

Karbon -

Commenti: Karbon has made work life easier. I am no longer looking at 4 trello boards, a white board, a daily to do list. I just run thru Karbon.

Aspetti positivi:

Love the ease of My Week and its integration with Google Calendar. I simply triage all my emails - allocated to my week if needed follow up. Then slot them into Google Calendar to allocate time. My phone even reminds me of scheduled tasks coming up. The templates for work are so easy to use. The client requests are user friendly for the clients and us. All emails are allocated to work or the client. No more scrolling thru emails to find that particular document. Its all in the work. Essential with monthly or quarterly BAS. Or even if a client purchases a new car you simply add that email to their next years tax return!

Aspetti negativi:

Would love signing to be part of client requests. Its actually essential!Would also like documents to be added to the client rather than work as sometimes you don't have a work item.

Karbon is for serious practice owners who want to scale their firm

Commenti: 100% optimal. Its a solid product used by the best accounting firms globally. It is THE ONLY product on the market at the time of this writing that will action emails into workflows. If you dislike emails, then Karbon will help you delegate PDQ!

Aspetti positivi:

It keeps our team optimized and as a practice owner I know exactly what's happening and more importantly what's not happening!

Aspetti negativi:

Updating mass workflows for a new template - but honestly, each customer is so unique that it makes sense not to fiddle with the workflows on such a mass level

My favorite piece of software I've ever used.

Commenti: We save time and gain efficiency and clarity with Karbon. The integration with Practice Ignition has been great as well.

Aspetti positivi:

Easy to set up and use. Great tool for collaboration with colleagues and clients. One central location for all work, communication, and demographic data.

Aspetti negativi:

There are always things that could be improved in any software, but I don't feel like there are currently any holes in Karbon, just things that could be better. The "to-do" and "insights" section are two that I feel could be improved to increase their usefulness.

Great product

Commenti: Karbon is a great app and has become an integral part of our business.

Aspetti positivi:

Product is very easy to use and makes keeping client communications together really easy which in turn helps make us as efficient as possible.

Aspetti negativi:

Would be great if there was integration with a client portal system.

Karbon is excellent

Commenti: Experience with Karbon has been great so far.

Aspetti positivi:

Integrates well with many apps, including Zapier. Like being able to switch between kanban and list view for work overview. Staff are responsive and helpful when needed. Lots of useful and timely webinars are also provided.

Aspetti negativi:

I would prefer to have a telephone helpdesk available, but have grown used to the online help and it's not that big of a deal now.

Awesome Practice Management Software for Accountants and Bookkeepers

Commenti: Excellent and thrilling

Aspetti positivi:

Karbon is right at the top - best software available - permanently developing and adding features - super support

Aspetti negativi:

there is nothing I don't like - Karbon is spot on perfect

KarbonHQ - Our Why

Commenti: Very good. The customer service is excellent, the updates are really regular - the forward focus is good. Overall, happy.

Aspetti positivi:

Our original investigation into programs like Karbon were based on our massive email issue - clients would email the account manager or the Director (myself) and then we would spend amazing amounts of time cc'ing the right people. We were looking for a program whereby the email trail for a client was easily accessible to all relevant staff. Karbon has sufficient security to ensure its not open sharing, but allowed us to much better service client needs across our growing team.

Aspetti negativi:

The Kanban/Task Management didn't work well for our company and the way we operate - I think it might work well for many accounting firms in vertical stacks, but we operate on a tier based level and it made using the task management system in Karbon a complex nightmare. Staff became confused with assigning and allocating work tags. We use a different program for project/task management - but it synchronises broadly with Karbon - and we intergrated Karbon with T-Sheets to take care of time monitoring.

Karbon lets me manage my business end-to-end

Aspetti positivi:

I can manage my entire practice with Karbon, from email communication to time tracking to creating and documenting workflows to planning my capacity. They are always rolling out new features, improving the product, and they provide some of the best customer service I've ever experienced both in B2B and B2C settings.

Aspetti negativi:

There are a couple small inconveniences, like when highlighting text or searching for work within the platform, but they're minor compared to the benefits of working with Karbon.

Revolutionary accounting software that, if used to its full, will transform your practice or firm.

Commenti: Increased visibility of all projects and undertakings in the practice. Ability to monitor deadlines and schedule reminders.
The automated aspect of the software is an indispensable quality for our industry and the option to create client tasks which are housed in their own space (outside of email threads where they often end up getting lost or missed) and the automatic reminders that underpin these, have transform our service delivery times and accountability measures.

Aspetti positivi:

The templates for work items which serve as company systems and procedures as well as project management allows us to monitor staff performance while resting assured that work is completed accurately and timely. We have more visibility than ever before and the software promotes the creation of new work in a way which defines 'how' it should be completed and so we now have operating systems and checklists for all our work. We know exactly what is and isn't being done.

Aspetti negativi:

Integration with 3rd party applications is still quite limited - we find ourselves duplicating data entry in some areas. It would be great if the software allowed the use of custom fields to record data not currently catered for by the preset data fields.

Long time user

Commenti: Karbon has enabled our team to work efficiently, document work notes, and set up standards.

Aspetti positivi:

The ability to manage our work schedule.

Aspetti negativi:

Copy/paste features do not work well. I would like my Grammarly to integrate. I would like to move work tasks to client tasks. I would like to put an internal comment on client tasks. I would like to be above to select all work tasks, copy, then paste to Excel.

Karbon is my brain outside my body

Aspetti positivi:

It's impossible to grow a firm without making intrinsic knowledge available to all. Karbon has allowed us to codify that knowledge in templates and checklists, while making both internal and client communications visible across the team.

Aspetti negativi:

I'm looking forward to improved integration with our file storage system, as clients tend to want to upload documents through Karbon but that's not where I want them.

Exceeds expectations

Commenti: Karbon has solved the ‘silo’ problem in my Busenius. Complete visibility of communications between team member and customer is now a reality. The Karbon development team and support team are amazing and really care about me and my business.

Aspetti positivi:

Triage has eased the pain of dealing with the ever growing problem and distractions of managing emails. Digital communication with the customer and team members is smooth and easy. Workflow management and process templates has been a real game changer!

Aspetti negativi:

Can’t think of any Cons… I feel this is a good thing. 😉

An app that keeps us organized and on top of our workflow

Aspetti positivi:

The workflow management using Kanban just makes it so easy to see what needs to be today, tomorrow and in the future. Workflow templates are an awesome way to get organized and allow for an efficient way to get client work done. The checklist format in work templates is great, one of our staff setup a complicated payroll for a client via a template that now anyone can go in and do that client's payroll without wonder if they missed something. Definitely a must have app for accounting workflow.

Aspetti negativi:

No custom fields ability, we send out birthday cards to our clients and we can't keep track of that in Karbon at the moment. Email scheduler so we can do up an email and schedule to send it out later. Email templates would be a great feature too.

Karbon Review

Commenti: Great workflow management tool.

Aspetti positivi:

The email feature is very good. It enables a remote team to pick up things even if the email was sent to someone else

Aspetti negativi:

Flexibility of changing the templates e.g. attaching a pdf file

Very poor support

Commenti: A shame it has some good features, but there isn't anyone taking ownership of getting things done, so it makes it a very frustrating company to deal. Simple things like uploading work in bulk seems to be a major issue for them.

Aspetti positivi:

Good email triage function and pretty decent interface. Was expecting to find sending emails from it frustrating, but didn't.

Aspetti negativi:

Terrible support. Such a frustrating company to deal with. Passed around the houses on everything, no one takes ownership of anything. Really in like pulling teeth to get started.

Revolutionise your practice management methods!

Aspetti positivi:

Get rid of the spreadsheets, reminders, to do lists, annoying pieces of paper lying around- Karbon encompasses all elements of practice management in an easy-to-use, robust and inclusive manner. Features such as scheduling and triage enables work to be assigned to different colleagues, and then kept on top of! Client tasks also ensures that clients are kept in the loop with their tasks and this saves the firm time chasing for info. The support provided by the Karbon team is excellent. Would highly recommend for all accountancy firms.

Aspetti negativi:

Can take a little while to be accustomed to, however as stated the support is excellent and the features are easy to navigate!

Getting organised has never been so easy.

Aspetti positivi:

Most of our team already used their email inbox as a todo list, Karbon takes this functionality so much further and incorporates other workflows, CRM and team management. Client Tasks allow automation of regular information requests from clients helping our team focus on the actual work. The fortnightly release sprints are one of our favourite things about Karbon. When we on boarded the Karbon team promised lots of features and everyone has materialised.

Aspetti negativi:

Karbon is still missing some basic email functions that can prove frustrating and mean you still need to occasionally switch back to Gmail to get something setup.

Quick to learn and heaps of support!

Commenti: Our firm was looking for something that could help us easily manage our day-to-day activities easily. Karbon definitely has given us that capability! With its features growing more and more we find ourselves consistently integrating new and value adding practices. The support team at Karbon thoroughly listens and takes notes on what its users want and prioritizes and implements those things timely with lots of training and how-tos accessible.

Aspetti positivi:

There's less slipping-through-the-crack items Setting up projects is a breeze and recurring work ACTUALLY works Lots of customization within projects Creating to-dos from emails and on the fly Karbon support is the best

Aspetti negativi:

More people aren't using it!

Karbon has streamlined our job management and reduced my stress level!

Aspetti positivi:

TRIAGE - LOVE IT! you only read an email once, action it (assign to yourself, someone else, respond or create work), none of this reviewing the same emails as you constantly try to clear your inbox. You then work out of your TO-DO list and you even get the satisfaction of ticking items off the list The TRIAGE and TO-DO list help your own personal workflow/daily schedule but the "work" in Karbon is so easy to see at a glance what everyone is up to. We had someone really sick for a week and in the click of a button we reallocated the work, and all the correspondence with the client was attached.

Aspetti negativi:

Not really a "con" just an area to continue to improve - Emailing out of the triage is good, and they keep adding features, but it doesn't have all features of gmail etc it works well for most, but the attachment limit can catch you off guard sometimes but i know they are increasing the attachment size.

The most beautiful accounting firm management software that I have ever seen

Aspetti positivi:

The bringing together all our client information and work into one program. The "to do" and "triage" that allow assignment to other team members. The ability to manage your whole firm from one place anywhere anytime on any device.

Aspetti negativi:

The program needs more integration and dynamic links with other "cloud" programs. There are times when the program "stalls" and it has to be restarted.

Love Karbon, has helped us streamline our processes and centralize our emails

Aspetti positivi:

I love the templates for work flows and the ability to customize these to suit your needs. The filing of emails is a very easy process with a lovely interface to go with it. Its great that Karbon take on board our suggestions and there seem to be new releases all the time so the product just keeps getting better and better.

Aspetti negativi:

Only downside is the search function on emails, currently there is no ability to filter by a client or individual however we have been informed this is coming soon.