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seit 15 Jahren bei der Softwareauswahl

Was ist Karbon?

Karbon ist eine Arbeitsmanagementplattform für Wirtschaftsprüfungsgesellschaften und professionelle Dienstleistungsunternehmen. Die Lösung bietet eine wahrhaft kollaborative Plattform, um Workflows zu verwalten, mit Teams zu kommunizieren und herausragende Kundenarbeit zu liefern.

Durch die Kombination von E-Mail, Diskussionen, Aufgaben und leistungsstarken Arbeitsabläufen richtet Karbon dein Team auf einen einzigen Ort der Kommunikation und Zusammenarbeit aus und erhöht so die Kapazität zur Einhaltung von Zeit und Budget.

Wer verwendet Karbon?

Karbon ist ideal für die Verwaltung von funktionalen Teams und Abteilungen in großen Unternehmen oder in kundenorientierten Dienstleistungsunternehmen. Die Lösung umfasst Buchhaltung, Finanzen, Back-Office-Support und mehr.

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Du bist nicht sicher, ob Karbon das Richtige ist? Mit einer beliebten Alternative vergleichen

Karbon

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Die grünen Bewertungsbalken geben an, welches Produkt gemessen an der Durchschnittsbewertung und der Zahl der Bewertungen am besten abschneidet.

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Bewertungen über Karbon

Durchschnittliche Bewertung

Gesamt
4,7
Benutzerfreundlichkeit
4,6
Kundenservice
4,8
Funktionen
4,5
Preis-Leistungs-Verhältnis
4,5

Nutzerbewertungen nach Unternehmensgröße (Angestellte)

  • <50
  • 51-200
  • 201-1.000
  • >1.001

Bewertungen nach Punktzahl finden

5
78%
4
18%
3
2%
1
1%
Samy
Samy
CEO in USA
Verifizierter Nutzer auf LinkedIn
Buchhaltung, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung
Quelle: GetApp

Best management software for Accounting firms

5,0 vor 4 Monaten

Kommentare: One of the top firm management apps available in the market.

Vorteile:

Karbon AI, workflow, Triage, integration with the tax software and best customer service.

Nachteile:

Setting up templates can be quite cumbersome.

Andrew
Andrew
Owner in USA
Verifizierter Nutzer auf LinkedIn
Buchhaltung, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Better but not Best

4,0 vor 4 Jahren

Kommentare: Karbon support has always been great. Higher ups are not accessible. While they always solicit feedback, it never seems to get heard. They seem to be chasing markets and customers right now and not focusing on their existing clients and how they can help them be more productive.

Vorteile:

Karbon has revolutionized Workflow for accountants. Truly taken it to a new level. It does so many things so well that it is hard to not take those features for granted until you compare it to other similar software. Here are some exceptional features While not perfect, the email integration is great Creating and managing projects is relatively easy and painless Client task management is excellent and extremely useful Automations is work is great team collaboration is very good especially at the task level Mostly great utilization of screen realestate.

Nachteile:

Todo list is frustrating for me. Being a Franklin Covey person, i want more control over my todo list. I cant export my todo list either which would help mitigate this issue. Not enough control over tasks. Task list can be overwhelming and thus not useful No proactive feedback about assigned tasks or notes. IF I assign someone a task, email or note, I want to know when they have done the work and if they have not done the work. I want automatic feedback on this. I want more shortcut icons. Some steps are really "clicky" I wish there was much better app integration. This is very limited. On a task list, if a task does not apply to a client I want to mark it NA. Not delete it or mark it complete with a comment. I need more flexibility on labeling clients. For example I want a job to be flagged as extended and not just have a temporary status of completed.

Amy
Bookkeeper in USA
Buchhaltung, 2–10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung
Quelle: SoftwareAdvice

Not worth the money - there are lots of other options

3,0 vor 6 Jahren

Kommentare: I hope it's improved since I tried using it. I know Karbon has a lot of positive reviews, and it has always confused me because I liked a lot of the other project management applications we looked at better than it. But who knows - maybe my brain just doesn't work right for this particular piece of software.

Vorteile:

It's a good-looking, flashy app. I liked being able to assign emails to coworkers and clients and my own tasks. Full disclosure: we used this for about three months at my company and then abandoned it. It just was not helpful to us.

Nachteile:

My list of complaints about Karbon is long. Mostly, I feel like they hint at features that only technically exist. For example, Karbon integrates with QuickBooks Online, but I cannot understand why. It doesn't pull in relevant company information from QBO - not even company addresses. Those have to be manually entered. And yes, you can read your emails in Karbon, but you lose a lot of Gmail functionality when you make the switch: you can't sort emails into folders, save contacts into segmented lists, etc. Emails aren't even marked as read in Gmail! And, Karbon doesn't sync your contacts from Gmail. It brings in everyone you've emailed with. This is not helpful and extremely messy. There is no Google Calendar sync, which is what I use to sync my iCalendar and send my times and dates to all of my devices. So I just found Karbon really frustrating, especially at the price point - I feel like a lot was promised that wasn't delivered.

Andrew
Andrew
Principal/Tax Agent in Australien
Verifizierter Nutzer auf LinkedIn
Buchhaltung, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung
Quelle: GetApp

In Betracht gezogene Alternativen:

Accountant's view of Karbon

5,0 vor 9 Monaten

Kommentare: Our overall experience with Karbon is sensational. The software works well, and the support we get is great ([sensitive content hidden]
is sensational!) and the training available solidifies our understanding of the software and ensures we maximise the benefits of using Karbon.

Vorteile:

The most powerful features of Karbon are the automation elements that allow projects to flow seamlessly through the office. Communication between clients and us is solid, and the fact that the system follows up automatically outstanding client issues takes a huge workload off us.

Nachteile:

Document management is still being developed and needs further work, although the current options are quite manageable.

Paolo
Paolo
Director in Australien
Verifizierter Nutzer auf LinkedIn
Finanzdienstleistungen, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung
Quelle: GetApp

In Betracht gezogene Alternativen:

Best Workflow Management Tool on the market

5,0 vor 12 Monaten

Kommentare: It's been great, and we could not see working in our practice without it.

Vorteile:

The best decision you need to make if you own a Bookkeeping practice is the choice of your Practice Management software. I believe this is where you should economize on this decision. Karbon is definitely the best option out there. We are thrilled it was our first choice, and we were able to invest our time in such a long-term investment. We have been using Karbon since 2017 (we opened our business in 2016!) and we continue to improve our processes and take advantage of their continuous improvements. 5-star all over!

Nachteile:

The CRM part of the software is probably the weakest and clunkier to use. I also don't find it as suitable for internal project development. We use a separate system for this (Notion) and are are very happy to use the two apps parallel.I would LOVE to extend its ability to a very simple support system where a ticket number is automatically generated for the client and those support requests are linked to the client's timeline!