Karbon
San Francisco, California, United States
What it is
Karbon is a cloud practice management platform for accounting firms, bringing workflow coordination and team communication together. Teams can use workflow templates, assign tasks, schedule work, and follow activity through dashboards. They can share, assign, and comment on emails while coordinating around clients, tasks, and work. Client tools include profiles, activity timelines, automated requests, a portal, and document sharing. Billing and payment processing are also available, with US processing fees varying by payment type. The integrations directory includes Xero, Xero Practice Manager, Zapier, and Calendly; an API supports custom solutions in several programming languages. Karbon states that its web application is SOC 2 Type 2 certified and uses TLS for data transmissions. Its information security management system follows ISO 27001 requirements, though Karbon is not independently certified as ISO 27001 compliant. Team costs $59 per user per month when paid annually; monthly subscriptions are available only to teams of four or more. Business is $89 per user per month annually, and Enterprise pricing is custom.
For and against
For
- Workflow templates, task assignment, and work scheduling.
- Client portal, activity timelines, and document sharing.
- 24/7 support and 99.9% uptime listed for all plans.
- API and integrations including Xero and Calendly.
Against
- No free plan is listed.
- Team starts at $59 per user monthly, billed annually.
- Monthly subscriptions require teams of four or more.
- Team and Business plans have finite usage limits.
The verdict
Karbon brings workflow management, email collaboration, client tools, and billing into one platform for accounting firms. Review the plan limits and payment-processing fees alongside the annual per-user price.
Who it suits
Karbon is intended for accounting firms organizing team workflows, client communication, and billing. The finite usage limits on Team and Business plans may matter to firms comparing plan capacity.
Plans and prices
Team
35 workflow statuses · 40 work templates · 30 work types · 3 teams
Read 29 Sep 2026 · karbonhq.com
Business
50 workflow statuses · 75 work templates · 45 work types · 10 teams
Read 29 Sep 2026 · karbonhq.com
Enterprise
Unlimited usage limits · custom reporting period · dedicated Karbon contact · customization
Read 29 Sep 2026 · karbonhq.com
On the record
- API
- Karbon provides an API and says custom solutions can be built using Java, JavaScript, Objective-C, C#, PHP, Python, or Ruby.karbonhq.com · read 29 Sep 2026
- Billing
- Karbon offers billing and payment processing, with listed US fees of 2.6% + $0.30 for standard cards, 3.6% + $0.30 for premium cards, 3.9% + $0.30 for American Express, and 1% + $0.30 (max $5.00) for ACH direct debit.karbonhq.com · read 29 Sep 2026
- Client services
- Karbon includes client profiles, activity timelines, automated requests, a client portal, and document sharing.karbonhq.com · read 29 Sep 2026
- Communication
- Teams can share, assign, and comment on emails and collaborate around work, tasks, and clients.karbonhq.com · read 29 Sep 2026
- Company footprint
- Karbon says it has customers in 34 countries and team members based in the US, Australia, New Zealand, Canada, and the United Kingdom.karbonhq.com · read 29 Sep 2026
- Integrations
- The integrations directory lists connections including Xero, Xero Practice Manager, Zapier, and Calendly.karbonhq.com · read 29 Sep 2026
- ISO status
- Karbon says it has implemented an information security management system in accordance with ISO 27001 requirements but is not independently certified as ISO 27001 compliant.karbonhq.com · read 29 Sep 2026
- Plan limits
- Team and Business plans have finite limits on workflow statuses, templates, work types, teams, contact types, and placeholder job roles, while Enterprise lists unlimited usage limits.karbonhq.com · read 29 Sep 2026
- Purpose
- Karbon is a cloud practice management platform that streamlines work and communication for accounting firms.karbonhq.com · read 29 Sep 2026
- Security
- Karbon states its web application is SOC 2 Type 2 certified and uses TLS to encrypt data transmissions.karbonhq.com · read 29 Sep 2026
- Support
- The pricing page lists 24/7 support and 99.9% uptime for all plans.karbonhq.com · read 29 Sep 2026
- Workflow
- The platform supports workflow templates, task assignment, work scheduling, and dashboards.karbonhq.com · read 29 Sep 2026
