Karbon

AI capabilities

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.

Pricing

Team $59/user/mo billed annually ($79 monthly); Business $89/user/mo. Karbon AI included.

Source: https://karbonhq.com/pricing/, checked 2026-11-05

Trust checks

• Admin-verified listing: Pass · Reviewed by the Catervas team: links and prices checked Nov 5, 2026
• Active maintenance: Not checked · Not checked yet
• No open critical security advisories: Not checked · Not checked yet
• Privacy and data policy: Not checked · Not checked yet
• Company or foundation backing: Pass · Vendor named: Karbon

Problems it helps with

• Staff shortage and tax-season burnout: 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).
• Chasing client documents and information: 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).
• Getting paid: slow fees, paper checks and unbilled extra work: 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).

Works with

• Calendly · QuickBooks Online Accountant, QuickBooks Time, Xero/XPM, Microsoft 365/Outlook/Exchange/Teams/OneDrive, Slack, Calendly, Zoom, Ignition, Zapier;
• Outlook / Microsoft 365 · QuickBooks Online Accountant, QuickBooks Time, Xero/XPM, Microsoft 365/Outlook/Exchange/Teams/OneDrive, Slack, Calendly, Zoom, Ignition, Zapier;
• QuickBooks Online · QuickBooks Online Accountant, QuickBooks Time, Xero/XPM, Microsoft 365/Outlook/Exchange/Teams/OneDrive, Slack, Calendly, Zoom, Ignition, Zapier;
• Slack · QuickBooks Online Accountant, QuickBooks Time, Xero/XPM, Microsoft 365/Outlook/Exchange/Teams/OneDrive, Slack, Calendly, Zoom, Ignition, Zapier;
• Xero · QuickBooks Online Accountant, QuickBooks Time, Xero/XPM, Microsoft 365/Outlook/Exchange/Teams/OneDrive, Slack, Calendly, Zoom, Ignition, Zapier;
• Zapier · QuickBooks Online Accountant, QuickBooks Time, Xero/XPM, Microsoft 365/Outlook/Exchange/Teams/OneDrive, Slack, Calendly, Zoom, Ignition, Zapier;