{"securityAudit":null,"logoUrl":"/logos/karbon.png","id":"karbon","slug":"karbon","name":"Karbon","summary":"Practice management for accounting teams with shared email, workflows and AI email drafts and summaries.","type":"paid","hasFreePlan":false,"license":null,"trust":{"status":"verified","reasons":[]},"pricing":{"model":"per_seat","basePrice":0,"perSeat":59,"perLocation":null,"estHostingMonthly":null,"label":"$59/user/mo"},"setupEffort":"medium","setupLevel":null,"aiMaturity":"ga","worksWith":[{"id":"calendly","name":"Calendly"},{"id":"outlook","name":"Outlook / Microsoft 365"},{"id":"quickbooks-online","name":"QuickBooks Online"},{"id":"slack","name":"Slack"},{"id":"xero","name":"Xero"},{"id":"zapier","name":"Zapier"}],"problemIds":["accounting-1","accounting-3","accounting-5"],"rating":null,"securityAudits":[],"url":"https://karbonhq.com","aiCapabilities":"Karbon AI: drafts client emails, summarizes long email threads, flags missed time entries, suggests team assignments; currently included for all customers at no additional cost.","byoAiKey":false,"priceNotes":"Team $59/user/mo billed annually ($79 monthly); Business $89/user/mo. Karbon AI included.","pricingSourceUrl":"https://karbonhq.com/pricing/","priceCheckedAt":"2026-11-05","complianceFlags":[],"affiliate":false,"oss":null,"trustChecks":[{"key":"admin_verified","label":"Admin-verified listing","pass":true,"note":"Reviewed by the Catervas team: links and prices checked Nov 5, 2026","checkedAt":"2026-11-05"},{"key":"maintenance","label":"Active maintenance","pass":null,"note":"Not checked yet","checkedAt":"2026-11-05"},{"key":"security","label":"No open critical security advisories","pass":null,"note":"Not checked yet","checkedAt":"2026-11-05"},{"key":"privacy","label":"Privacy and data policy","pass":null,"note":"Not checked yet","checkedAt":"2026-11-05"},{"key":"backing","label":"Company or foundation backing","pass":true,"note":"Vendor named: Karbon","evidenceUrl":"https://karbonhq.com","checkedAt":"2026-11-05"}],"problems":[{"id":"accounting-1","industryId":"accounting","rank":1,"title":"Staff shortage and tax-season burnout","summary":"Finding qualified staff is a top issue for most CPA firms, and the pipeline of new accountants is thin. Workload peaks every tax season.","theme":"hiring","strength":1,"howItHelps":"Email-centric practice management: shared inbox + workflow, time/budget tracking, billing and payments, and (Business plan) automatic client reminders and task automation — helps manage staff workload (#1), chase client info (#3) and bill/collect (#5)."},{"id":"accounting-3","industryId":"accounting","rank":3,"title":"Chasing client documents and information","summary":"Most firms report delays getting the documents they need from clients. Fewer than a third fully use automated reminders.","theme":"admin-paperwork","strength":0.6,"howItHelps":"Email-centric practice management: shared inbox + workflow, time/budget tracking, billing and payments, and (Business plan) automatic client reminders and task automation — helps manage staff workload (#1), chase client info (#3) and bill/collect (#5)."},{"id":"accounting-5","industryId":"accounting","rank":5,"title":"Getting paid: slow fees, paper checks and unbilled extra work","summary":"Most accounting firms are paid late, and many still collect mostly by paper check. Extra work outside the agreed scope often goes unbilled.","theme":"cash-flow","strength":0.6,"howItHelps":"Email-centric practice management: shared inbox + workflow, time/budget tracking, billing and payments, and (Business plan) automatic client reminders and task automation — helps manage staff workload (#1), chase client info (#3) and bill/collect (#5)."}],"integrations":[{"id":"calendly","name":"Calendly","type":"calendar","note":"QuickBooks Online Accountant, QuickBooks Time, Xero/XPM, Microsoft 365/Outlook/Exchange/Teams/OneDrive, Slack, Calendly, Zoom, Ignition, Zapier;"},{"id":"outlook","name":"Outlook / Microsoft 365","type":"email","note":"QuickBooks Online Accountant, QuickBooks Time, Xero/XPM, Microsoft 365/Outlook/Exchange/Teams/OneDrive, Slack, Calendly, Zoom, Ignition, Zapier;"},{"id":"quickbooks-online","name":"QuickBooks Online","type":"accounting","note":"QuickBooks Online Accountant, QuickBooks Time, Xero/XPM, Microsoft 365/Outlook/Exchange/Teams/OneDrive, Slack, Calendly, Zoom, Ignition, Zapier;"},{"id":"slack","name":"Slack","type":"other","note":"QuickBooks Online Accountant, QuickBooks Time, Xero/XPM, Microsoft 365/Outlook/Exchange/Teams/OneDrive, Slack, Calendly, Zoom, Ignition, Zapier;"},{"id":"xero","name":"Xero","type":"accounting","note":"QuickBooks Online Accountant, QuickBooks Time, Xero/XPM, Microsoft 365/Outlook/Exchange/Teams/OneDrive, Slack, Calendly, Zoom, Ignition, Zapier;"},{"id":"zapier","name":"Zapier","type":"other","note":"QuickBooks Online Accountant, QuickBooks Time, Xero/XPM, Microsoft 365/Outlook/Exchange/Teams/OneDrive, Slack, Calendly, Zoom, Ignition, Zapier;"}],"setupGuide":null,"reviews":[]}