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Karbon
Description de Karbon
Karbon propose une nouvelle approche de la gestion pour les cabinets comptables.
Ses outils de flux de travail et de collaboration offrent une grande visibilité de l'ensemble de votre cabinet, avec des processus normalisés, des synthèses d'informations sur les clients et un lieu de travail unique pour votre équipe.
Rejoignez des centaines de cabinets comptables très performants venus du monde entier. Acheter Karbon.
Qui utilise Karbon?
Les cabinets comptables hautement performants du monde entier qui offrent des services en matière de fiscalité, d'audit, de comptabilité, de tenue de livres ou de conseils axés sur le client.
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Karbon
Avis sur Karbon
The Superman-Batman-Crocodile Dundee-Indiana Jones-Dog Whisperer of Team Communication and Project Mgmt Tool
Commentaires : Have you ever wanted ONE SPOT to check email, delegate task, manage projects and customers? Karbon is IT. NOthing else compares to this robust, all inclusive system. Forget Twist and Slack, and your gmail or outlook, zendesk and all the rest. This program, while made for the accounting industry, is the perfect solution for any industry, and even a single individual could use it, but it shines with many users. No more multiple things to check and manage, it's all in one place. From Triage, you empty your inbox for email and @ tags from within the system and assign emails to other team members, create work from emails, and all correspondence tracks back to both contacts and pieces of work, so nothing is ever lost or hard to search. This is the most intelligent productivity solution available; I've tried many to disappointing results and now will stay with Karbon and not continue to look further. You can see work for the whole business, for yourself, and separately for your team. You can assign work to others, you can even assign tasks to clients and people outside your team, so they have their own checklist, which has comments and attachments - no more 10k emails! You can break down work into sections with different checklists and assign each task it's own team member and due date. You can drag and drop tasks to different dates. You can have templates for work to make creating work easy. You can make client tasks in these templates and also schedule repeating work. I can't go on, there are too many things that are amazing about this program. Do yourself a favor and try it out. I put it off for 8 months and after 2 days was hooked. 5 months later, it just keeps getting better and easier as we get more proficient using the program to its full potential. AMAZING! Nothing less than Amazing. Nothing slips through the cracks with Karbon.
Avantages :
Everything about Karbon.
Inconvénients :
They have both of these on their Fall 2017 roadmap: 1) time clock for job/client/employee time tracking (which is the only other external program we now use and can't wait to only use Karbon for everything); 2) Canned Responses (template emails plug & play). Coming soon, and I can deal with these cons because of everything else has saved so much time.
Alternatives envisagées :
Karbon has enabled us to be more efficient, productive and profitable
Commentaires : Karbon provides us with visibility over all aspects of our accounting business including communications with clients; assigning actions and status; workflow creation, scheduling and monitoring; project management; creating efficiencies and more. The new Practice Intelligence has provide even more valuable insights into our data and how we operate leading to reduced wastage and more profit.
Avantages :
The triage feature for emails and team communications is a massive time saver. Templates for work flows, and the ability to assign, view, review and action items with simple views and filters allows us to easily have a complete picture of where our workflows, outstanding actions and capacity scheduling for resource planning.
Inconvénients :
Nothing really. Karbon is very responsive to our requests for improvements
Not worth the money - there are lots of other options
Commentaires : I hope it's improved since I tried using it. I know Karbon has a lot of positive reviews, and it has always confused me because I liked a lot of the other project management applications we looked at better than it. But who knows - maybe my brain just doesn't work right for this particular piece of software.
Avantages :
It's a good-looking, flashy app. I liked being able to assign emails to coworkers and clients and my own tasks. Full disclosure: we used this for about three months at my company and then abandoned it. It just was not helpful to us.
Inconvénients :
My list of complaints about Karbon is long. Mostly, I feel like they hint at features that only technically exist. For example, Karbon integrates with QuickBooks Online, but I cannot understand why. It doesn't pull in relevant company information from QBO - not even company addresses. Those have to be manually entered. And yes, you can read your emails in Karbon, but you lose a lot of Gmail functionality when you make the switch: you can't sort emails into folders, save contacts into segmented lists, etc. Emails aren't even marked as read in Gmail! And, Karbon doesn't sync your contacts from Gmail. It brings in everyone you've emailed with. This is not helpful and extremely messy. There is no Google Calendar sync, which is what I use to sync my iCalendar and send my times and dates to all of my devices. So I just found Karbon really frustrating, especially at the price point - I feel like a lot was promised that wasn't delivered.
Alternatives envisagées :
The well deserved leader in Practice Management for Accountants and Bookkeepers.
Commentaires : The Karbon employees are amazing. Helpful and friendly. Also, Karbon offers quite a bit of general support to help run an accounting firm, from weekly webinars to an online magazine and blog they seem like they are invested in your practice in general. This support has been helpful on numerous occasions!
Avantages :
The best thing about Karbon is the automation that is built into the existing templates and the ease at implementing it into custom templates.
Inconvénients :
The biggest challenge with Karbon is the time it can take to learn the idiosyncrasies of the software. It sometimes seems counterintuitive but if you take the time to learn the software things will make sense.
Alternatives envisagées :
KarbonApp for the Growing Firm
Commentaires : Wonderful and I can't wait to continue to gain further best practice and utilize all the components around capacity planning etc.
Avantages :
We implemented Karbon only a short time ago and I am already seeing significant impact on my time through the ease of delegation of specific tasks and the ownership of those tasks to be able to check provide oversite. My staff has had a similar response and although it has been a learning curve we all see the potential and benefits.
Inconvénients :
There are a few items around being able to apply templates after work is created (currently you cannot do this only at creation). It also takes the server five minutes or so to show a contact that you add which is a pain when setting up new client work. We had asked to have contact emails imported and although they were provided for some reason they did not get imported (that combined with the delay was a bit of a pain). A few other items are more about learning how to get the best use out of all so I would argue are not dislikes but more learning curves as it changes the way you work significantly with the implementation of triage. Overall the team at Karbon have been great in answering any questions and give a lot of opportunity to show you best practice even when you choose the self implementation option. I do hope they create more integrations with Xero Accounting Software as they do with QBO.
Karbon is for serious practice owners who want to scale their firm
Commentaires : 100% optimal. Its a solid product used by the best accounting firms globally. It is THE ONLY product on the market at the time of this writing that will action emails into workflows. If you dislike emails, then Karbon will help you delegate PDQ!
Avantages :
It keeps our team optimized and as a practice owner I know exactly what's happening and more importantly what's not happening!
Inconvénients :
Updating mass workflows for a new template - but honestly, each customer is so unique that it makes sense not to fiddle with the workflows on such a mass level
The best tool for accountants, with great support.
Avantages :
It is designed for accountants to both manage their clients and the team collaboration effectively and efficiently. Either as the owner, partner of the business managing the team or as a team member managing the client projects on a day to day basis, this tool does a great job. I can't think of not having Karbon HQ. The Karbon HQ team is always providing new updates and on-going trainings to increase the usage efficiency of its users.
Inconvénients :
Can't say there is anything I don't like. The UX has a classical design and may be updated to have a fresher look and feel but that is a minor enhancement.
Alternatives envisagées :
Awesome Practice Management Software for Accountants and Bookkeepers
Commentaires : Excellent and thrilling
Avantages :
Karbon is right at the top - best software available - permanently developing and adding features - super support
Inconvénients :
there is nothing I don't like - Karbon is spot on perfect
Karbon User
Commentaires : Invested lots of time with the Karbon team in setting up our practice on the application, but this investment has paid off over the last 3 years with our practice able to scale and not loose sight of all work and tasks each team member is working on.
Avantages :
A cloud-based, highly functional, simple UI application makes running our accounting practice much easier.
Inconvénients :
There is yet ot be a fully functional iOS app

Karbon Works but there are more inclusive options out there
Commentaires : Overall I've had a positive experience. I did wind up switching to another service however because it appears that Intuit has bought them out and it is a matter of time before they are no longer offering Karbon as a product separate of Intuit. Also, TaxDome and a few other products out there have a lot more options in regards to features they offer (signature capture, tax software sync, payment processing, etc...) and it is a lot more convenient to go to one place for everything instead of several.
Avantages :
Sorting works and then individual tasks are great. Also, the auto-remind option is a huge time saver for our firm! I also really like the internal and external comments functions.
Inconvénients :
The analytics are a bit clunky to set up. It'd be really nice to be able to see projected budgeting, etc... but unless you have fixed prices for everything, it doesn't work and takes a long time to set up.
Good
Avantages :
Good for task management. Helped me to optimize my working time
Inconvénients :
Sometimes gets frozen and had ro restart it, but no often tho
Good so far, I need to learn more
Commentaires : Overall I am pleased with Karbon. It consolidated two other software solutions I was using.
Avantages :
The links sent to clients to upload docs and the automatic reminders that are sent to them.
Inconvénients :
This may be because I haven't done any of the training, but the format of the "My week" section could be improved upon to show what is coming due.
My preference of the Practice Management Tools available
Commentaires : Overall I find Karbon a pleasure to work with and has definitely made my life as a practice manager a whole lot simpler. It is continually getting better and it seems they listen to their users and make changes on what they hear which to me is the best thing a software company can do. Look forward to optimising Karbon more for our practice and definitely see it as a key software in view of the growth we are aiming to acheive.
Avantages :
It's very simple to get your head around in the main and comes with a good set of instructions. Love the task list and kanban boards for work management and as a practice manager, it makes my life much easier to be able to see all the work that is happening from one system. It also works wonders with repeating work items where you are able to assign e-mails or notes to multiple timelines and even if the work doesn't start for another year you have got all the information right there at your fingertips. The client tasks are an awesome feature too which have decreased our turnaround time on work considerably. You can start a job and be 100% sure that you have got all the information required right there as all the initial tasks have been checked off. The other side we have found very useful is the collaboration. With a team based in multiple areas this is so key and we find Karbon becomes that one source of truth which tells us exactly what is happening.
Inconvénients :
We have found it harder to get older members of the team onto the software and potentially could have a very simple addon for programs such as outlook and gmail which would let users use the system they're used of but still push the information into Karbon correctly. There has also been issues a few times with integration to Office 365 which when the whole office relies on the system can be a big hit on productivity. The other thing I probably would change if possible is the client portal and make it much more of a place where clients can actually log in and see the progress of their work and get an idea on exactly what is being sorted for them.
Long time user
Commentaires : Karbon has enabled our team to work efficiently, document work notes, and set up standards.
Avantages :
The ability to manage our work schedule.
Inconvénients :
Copy/paste features do not work well. I would like my Grammarly to integrate. I would like to move work tasks to client tasks. I would like to put an internal comment on client tasks. I would like to be above to select all work tasks, copy, then paste to Excel.
Step your game with Karbon!
Commentaires : Our team is more productive! They're spending less time sending emails and more time organizing their to-dos. We feel organized as a firm by being able to find client emails, assigning to-dos to each other and easily managing our work.
Avantages :
The most impactful feature is the cohesiveness of Karbon. We needed one place for our staff to send emails, enter their time, and track their work. We used 3 different apps to do this and Karbon combined all of them for us. The Client Task feature Karbon offers is my favorite. You can set up recurring monthly requests for your clients and it sends reminders on your behalf.
Inconvénients :
Karbon is robust, but with time you will get used to it. The onboarding was super helpful and seamless. We loved the support we had along the way.
Karbon - The best software for accounting firms.
Commentaires : Work, clients, planning and communication in one place. Thanks that we can focus on that what is important for our clients and build strong, long-term business relations.
Avantages :
Reports, dashboards and intelligent workflows give full control of work progress, team capacity/utilization and Time and Budget.
Inconvénients :
Integration with calendar and prioritizing work/tasks but Karbon team is working on it already. It's not many options for making bulk actions.
The possibilities are almost endless
Commentaires : Support has been fantastic and it has taken a while but they guys have been there throughout to help us.
Avantages :
Well where do we start - how we are now more productive with e-mails, the work flow tasks, the dashboards and now Insights!
Inconvénients :
Budgets, time and fees are the main things that are lacking as is the issue with the inflexibility of deadlines but hopefully we might have found a workaround.
Task Management - We're now at our best!
Avantages :
Thanks to Karbon, we are totally organised and know where we're at all times. With each email, you can either clear from the triage or assign to a colleague with a due date of expected completion which is attached to a piece of work. You will never forget a task again. Their search function make's it easy to locate information from many different platforms within Karbon. Karbon is so user friendly and their support team is the best I've ever experience. Can't rate this product high enough.
Inconvénients :
No time tracking - but I know it's coming as they listen to their users. Karbon are always looking at ways to improve their product.
Karbon is great
Avantages :
Easy to use Great team transparency Reduce emails
Inconvénients :
A bit of a mindset shift, but if implemented correctly with a positive team it’s fine
Quick to learn and heaps of support!
Commentaires : Our firm was looking for something that could help us easily manage our day-to-day activities easily. Karbon definitely has given us that capability! With its features growing more and more we find ourselves consistently integrating new and value adding practices. The support team at Karbon thoroughly listens and takes notes on what its users want and prioritizes and implements those things timely with lots of training and how-tos accessible.
Avantages :
There's less slipping-through-the-crack items Setting up projects is a breeze and recurring work ACTUALLY works Lots of customization within projects Creating to-dos from emails and on the fly Karbon support is the best
Inconvénients :
More people aren't using it!
Karbon has streamlined our job management and reduced my stress level!
Avantages :
TRIAGE - LOVE IT! you only read an email once, action it (assign to yourself, someone else, respond or create work), none of this reviewing the same emails as you constantly try to clear your inbox. You then work out of your TO-DO list and you even get the satisfaction of ticking items off the list The TRIAGE and TO-DO list help your own personal workflow/daily schedule but the "work" in Karbon is so easy to see at a glance what everyone is up to. We had someone really sick for a week and in the click of a button we reallocated the work, and all the correspondence with the client was attached.
Inconvénients :
Not really a "con" just an area to continue to improve - Emailing out of the triage is good, and they keep adding features, but it doesn't have all features of gmail etc it works well for most, but the attachment limit can catch you off guard sometimes but i know they are increasing the attachment size.
A must have to delegate work
Avantages :
WIth Karbon I am finally able to effectively delegate work and control execution. Standardize work processes and customize when necessary.
Inconvénients :
More expensive as other solutions. However, I tried multiple and Karbon is by far the best and worth the price.
Karbon is an awesome tool for any accounting practice!
Avantages :
The best thing about Karbon is that it integrates with your email!
Inconvénients :
It is very overwhelming when you first start only because it has so many features and options, but their implementation team is awesome and very helpful!
Excellent Management Tool
Avantages :
Allows for a highly organized system for all facets of your business. Having the ability to delegate and assign work, check on the progress of each task by creating checklists, and have your email filtered in so that nothing is overlooked has been immensely helpful to our business.
Inconvénients :
I suppose depending on the size of your team, it can get expensive, however I do believe the benefit and time savings would outweigh the cost. I would also like to see a better notification system when checklists have items left unchecked for more than the duration of the job post. This would help prevent steps being overlooked or ignored.
All-in-one accounting software which increase productivity and output
Avantages :
The availability of necessary data for an accounting work is the greatest advantage of this software; e-mails, clients, project managements, etc., it all available in Karbon. It can filter inputs and data of my entire team which makes allocation of files easier and time-saving. Visibility of necessary facts is top-notch. With this software, monitoring of deadlines and schedule reminders is easy and automated.
Inconvénients :
Limited integration is a disadvantage. Since our team uses more than one software for our daily accounting needs, it would really be a great addition for integration with excel or QuickBooks. But this might be included in future updates which we will gladly be looking forward to.