Karbon review

Karbon starts from the inbox. Every plan lets a team share, assign and comment on client emails, and those emails sit on the same timeline as the jobs, tasks and notes for that client, which is how many firms already work. Work templates, statuses and dashboards cover recurring jobs, and client requests let staff ask for documents and track replies. The Team plan, at $59 per user per month billed annually, already includes time tracking with budgets, flexible and recurring invoicing, payment processing and branded engagement letters with upfront payment collection. The Business plan at $89 adds automatic client reminders, task automation and integrations with industry tools, and Karbon notes it is the plan most customers choose. Team has hard limits worth checking: 40 work templates, 30 work types and 1,000 contacts. Monthly billing is also restricted to firms with four or more users, so a two-person practice must commit to a year.

Who it is for

Small and mid-sized firms that run most client work through email and want triage, workflow and billing in one place.

Price

Team from $59 per user per month billed annually or $79 monthly; Business $89 billed annually.

Team $59/month, per user, paid annually
Quoted from the vendor pricing page on November 9, 2026.

Key features

• Email triage: share, assign and comment on emails across the team
• Work templates, workflow statuses, kanban and work dashboards
• Client requests, file uploads and a client portal
• Time tracking, work budgets, recurring billing and payment processing
• Engagements with service templates and branded engagement letters

Strengths and weaknesses

• Strength: Shared email inbox is built into every plan
• Strength: Billing, payments and engagement letters are on the Team plan
• Strength: Karbon says it is the top-ranked accounting practice management software on G2
• Weakness: Monthly billing is only available for teams of four or more
• Weakness: Automatic client reminders and task automation need the Business plan at $89
• Weakness: Team caps work templates at 40 and contacts at 1,000

Key facts

• Plans: Team, Business, Enterprise
• Monthly billing: Teams of 4 or more only
• Team plan limits: 40 work templates, 1,000 contacts
• Apps: Web, iOS, Android

Where it ranks

Karbon is No. 1 in our Best Practice Management Software for Accountants verdict.