Practice Management
Purpose-built workflow management for accounting firms.
Karbon is the practice management tool we recommend most often, and the one we see making the biggest difference in firms that adopt it properly. It combines workflow management, email triage, client tasks, and team collaboration in one place.
The workflow templates are the standout feature. You can build a template for any recurring process (year-end accounts, VAT returns, onboarding) and Karbon will automatically create tasks, assign them to the right people, and track progress. Email triage — routing client emails to the right workflow — is a game changer for firms drowning in inbox management.
The learning curve is real. Karbon is not a simple tool, and you will need to invest time in setup and training. But the firms that commit to it consistently report that it transformed how they work.
Best for
Growing firms (10+ staff) wanting a single source of truth
From $59/user/month (Team plan). Volume discounts available. Free trial available.
Karbon is our top recommendation for firms with 10+ staff. The investment in setup and training pays for itself within months through better workflow management, fewer missed deadlines, and reduced email chaos. For smaller firms, consider Senta as a lighter alternative.
Try KarbonBook a free discovery call and we will recommend the best setup for your firm.
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