Skip to content
SPECIFICTION
Get listed

Karbon

karbonhq.com

From $59/mo WebiOSAndroidAPI
Visit karbonhq.com
Spec score 7.7 #5 of 16 in CA Office Management Software

What it is

Karbon is cloud-based practice management software for accounting firms, bringing workflow coordination, team communication, client services, and billing together. Teams can use templates, assign tasks, schedule work, and review dashboards. They can also share, assign, and comment on emails while collaborating around clients, tasks, and work. Client tools include profiles, activity timelines, automated requests, a portal, and document sharing. Billing and payment processing are available, with US processing fees that vary by payment type. Karbon connects with services including Xero, Xero Practice Manager, Zapier, and Calendly, and offers an API for custom solutions in several programming languages. It runs on the web, iOS, and Android, and has an API. Team costs $59 per user per month billed annually, or $79 per user per month billed monthly for teams of four or more. Business is $89 per user per month annually, or $99 monthly for teams of four or more; Enterprise pricing is custom. Team and Business have finite usage limits, while Enterprise lists unlimited usage limits.

Spec sheet

Purpose
Karbon is a cloud practice management platform that streamlines work and communication for accounting firms.Read 29 Sep 2026 · karbonhq.com
API
Karbon provides an API and says custom solutions can be built using Java, JavaScript, Objective-C, C#, PHP, Python, or Ruby.Read 29 Sep 2026 · karbonhq.com
Integrations
The integrations directory lists connections including Xero, Xero Practice Manager, Zapier, and Calendly.Read 29 Sep 2026 · karbonhq.com
Security
Karbon states its web application is SOC 2 Type 2 certified and uses TLS to encrypt data transmissions.Read 29 Sep 2026 · karbonhq.com
Support
The pricing page lists 24/7 support and 99.9% uptime for all plans.Read 29 Sep 2026 · karbonhq.com
Headquarters
San Francisco, California, United StatesRead 28 Sep 2026 · karbonhq.com
Founded
2014Read 28 Sep 2026 · karbonhq.com
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.Read 29 Sep 2026 · karbonhq.com
Client services
Karbon includes client profiles, activity timelines, automated requests, a client portal, and document sharing.Read 29 Sep 2026 · karbonhq.com
Communication
Teams can share, assign, and comment on emails and collaborate around work, tasks, and clients.Read 29 Sep 2026 · karbonhq.com
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.Read 29 Sep 2026 · karbonhq.com
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.Read 29 Sep 2026 · karbonhq.com
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.Read 29 Sep 2026 · karbonhq.com
Workflow
The platform supports workflow templates, task assignment, work scheduling, and dashboards.Read 29 Sep 2026 · karbonhq.com

Plans and prices

Team $59 a month Per user, paid annually; or $79/month per user, paid monthly. Monthly subscription only available for teams of 4+. 35 workflow statuses · 40 work templates · 30 work types · 3 teams · 10 contact types · 15 placeholder job roles · 6-month reporting period Read 29 Sep 2026 · karbonhq.com
Business $89 a month Per user, paid annually; or $99/month per user, paid monthly. Monthly subscription only available for teams of 4+. 50 workflow statuses · 75 work templates · 45 work types · 10 teams · 25 contact types · 25 placeholder job roles · 6-month reporting period Read 29 Sep 2026 · karbonhq.com
Enterprise Priced on request Custom pricing. Unlimited usage limits · custom reporting period · dedicated Karbon contact · customization Read 29 Sep 2026 · karbonhq.com

Every Karbon plan and price →

Strong points and limits

Strong points

  • Workflow templates, task assignment, scheduling, and dashboards
  • Client portal, profiles, timelines, and document sharing
  • Email collaboration includes sharing, assignment, and comments
  • 24/7 support and 99.9% uptime listed for all plans

Limits

  • No free plan
  • Monthly billing requires teams of four or more
  • Team and Business plans have finite usage limits
  • US payment processing fees vary by payment type

Who it suits

Karbon suits accounting firms that need shared workflows, client communication, document handling, and billing tools. Firms should check the plan limits and whether monthly billing is available to their team size.

Verdict

Karbon combines workflow management, collaboration, client services, and billing for accounting firms. Its stated plan limits and payment fees are worth reviewing before choosing a tier.

Where Specifiction places it

Alternatives to KarbonAll alternatives →