Productivity & Business · Finance, Billing & Accounting

Karbon

Practice management software for accounting firms: email, workflow, client portal and billing in one place, from $59 per user per month.

Our take: Karbon suits firms where client email drives the work and several people touch each job.

Best forAccounting firm workflow

ReviewedOct 2026Paid

7.05 criteria · see breakdown

Try Karbon$59/user/mo billed annually ($79 monthly)

Karbon is practice management software for accounting and bookkeeping firms that links shared email to jobs, workflows, billing and a client portal. It suits firms with several staff handling recurring client work. Team costs $59 per user per month billed annually ($79 monthly), and there is no self-serve free trial.

The bottom line

A strong pick for growing firms that live in email; small or solo practices can start cheaper elsewhere.

Our score

Reviewed by the Conversion Gems editorial team. Hover a facet to focus it; click to pin.Tap a facet to focus it.

Community ratings

Shown for context only. Our score is independent.

4.8

920+ reviews

4.8 / 5 aggregate · across 1 source

Third-party ratings shown verbatim; aggregate weighted by review volume.

What it is, and why we rate it

One line each. Open a row for detail.

What it really isA cloud practice management system that turns an accounting firm's shared email into tracked work, with billing and a client portal attached.

Our takeKarbon suits firms where client email drives the work and several people touch each job.

Linking inbox, workflow and billing removes a lot of chasing. The catches are cost and access: it is priced above Financial Cents and Jetpack Workflow, automation sits in the Business plan, monthly billing needs 4 users, and there is no self-serve trial.

Why we rate itIt joins email, workflow, client portal and billing for accounting firms and connects to the main ledgers.

The catchHigher per-user price than close rivals, automation only on Business, and demo-only access.

Best / not good for

Best for

Accounting and bookkeeping firms with several staff
Firms that run client work from email
Teams on QuickBooks Online or Xero

Not good for

Solo practitioners on a tight budget
Buyers who want to test before talking to sales

Trade-offs

Friction report

Trade-offs to know before signing up.

Time to value
Days to weeks: book a demo, then set up job templates, email connections and integrations; Karbon runs live training workshops.
Scale breakpoint
Needing task automation or automatic client reminders means moving to Business at $89 per user per month (annual).
Walled garden
Low: open API, Zapier, and direct links to QuickBooks Online Accountant and Xero.

Still a fit?

If none of these block you, try it on the official site.

Try Karbon

Karbon plans and prices

Plan	Annual billing	Monthly billing	What it adds
Team	$59/user/mo	$79/user/mo (4+ users)	Email, collaboration, workflow, time tracking, billing, payments
Business	$89/user/mo	$99/user/mo (4+ users)	Automatic client reminders, task automation, industry integrations
Enterprise	Custom	Custom	Dedicated Karbon contact, customization, unlimited usage limits

From Karbon's pricing page, checked 4 October 2026. Monthly billing is only available for teams of 4 or more. No free trial is listed; access starts with a demo.

Frequently Asked Questions

How much does Karbon cost?

Team costs $59 per user per month billed annually or $79 billed monthly. Business costs $89 per user per month annually or $99 monthly. Enterprise is custom priced. Monthly billing is only offered to teams of 4 or more users (checked 4 October 2026).

Does Karbon have a free trial?

Karbon's pricing and get-started pages offer a demo and a product tour, not a self-serve free trial (checked 4 October 2026). Expect a sales call before you get access.

What does Karbon do?

Karbon is practice management software for accounting firms. It combines shared email triage, job workflows, to-do lists, time tracking, billing and payments, a client portal and document management, so the whole firm sees who is doing what for each client.

Is Karbon a Canadian company?

Not only. Karbon describes itself as a globally distributed team with people in the US, Australia, New Zealand, Canada and the UK. Its Google business listing shows a San Francisco address.

Does Karbon integrate with QuickBooks and Xero?

Yes. Karbon lists integrations with QuickBooks Online Accountant, Xero, Xero Practice Manager and ProConnect, plus Gusto, Slack, Microsoft Teams, Zapier and its own API.

Karbon alternatives

Other practice management tools for accounting firms:

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Sources checked October 4, 2026: Karbon pricing, Karbon product overview, Karbon integrations, About Karbon, Get started with Karbon (demo).

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Karbon

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