Karbon

Collaborative workflow and email platform for accounting firms

Overview

Karbon is a cloud practice management platform built for accounting firms, organised around shared email, recurring work and team collaboration. The company describes a globally distributed team based in the US, Australia, New Zealand, Canada and the United Kingdom, and reports more than 40,000 accounting professionals using the product daily, customers in 40 countries and 7.95 million jobs completed by customers in 2025[2].

The product combines integrated email triage with workflow templates, to-do lists, time tracking, budgets, billing, payments and engagement letters. The Business plan adds automatic client reminders, task automation and integrations with industry software, and the Enterprise plan removes the numerical caps on statuses, templates, teams and contacts that apply to lower tiers[1]. Recent additions shown on the company’s site include an AI coworker called Kai, AI agents, close automation, payroll, and a Practice Marketplace for buying and selling firms[2].

Karbon’s pricing is published but sits towards the upper end of accounting products, and monthly billing is available only for teams of four or more on Team and Business. The Team plan caps contacts at 1,000, which matters for high-volume tax practices[1].

Karbon features

  • Integrated team email
  • Recurring work templates and to-do lists
  • Time tracking and budget reporting
  • Billing, payments and engagement letters
  • Automatic client reminders (Business)
  • Kai AI coworker and AI agents

Karbon pricing

Team: US$59 per user per month billed annually, or US$79 monthly. Business: US$89 annually or US$99 monthly. Enterprise: custom pricing with a dedicated contact and unlimited limits. Monthly subscriptions require at least four users.

Karbon strengths and limitations

Strengths

  • Email and workflow in one shared workspace
  • Published pricing with an annual discount
  • Scales to an Enterprise tier with unlimited limits
  • Large accounting-specific user base

Limitations

  • Monthly billing requires four or more users
  • Team plan capped at 1,000 contacts
  • Higher per-user price than Financial Cents or Jetpack Workflow
  • Industry integrations only from the Business plan

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