Opiniones de Karbon

The Superman-Batman-Crocodile Dundee-Indiana Jones-Dog Whisperer of Team Communication and Project Mgmt Tool

Comentarios: 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.

Puntos a favor:

Everything about Karbon.

Puntos en contra:

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.

KarbonApp for the Growing Firm

Comentarios: Wonderful and I can't wait to continue to gain further best practice and utilize all the components around capacity planning etc.

Puntos a favor:

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.

Puntos en contra:

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 review

Comentarios: Very good and would recommend for any business that shares jobs and needs to keep track of what’s done.

Puntos a favor:

The lost of tasks and ticking off as I go is great. It was of exceptional value when o had staff.

Puntos en contra:

I find the weekly section confusing. I would also prefer a “cleaner” screen for emails.

Not worth the money - there are lots of other options

Comentarios: 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.

Puntos a favor:

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.

Puntos en contra:

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.

The well deserved leader in Practice Management for Accountants and Bookkeepers.

Comentarios: 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!

Puntos a favor:

The best thing about Karbon is the automation that is built into the existing templates and the ease at implementing it into custom templates.

Puntos en contra:

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.

Karbon -

Comentarios: Karbon has made work life easier. I am no longer looking at 4 trello boards, a white board, a daily to do list. I just run thru Karbon.

Puntos a favor:

Love the ease of My Week and its integration with Google Calendar. I simply triage all my emails - allocated to my week if needed follow up. Then slot them into Google Calendar to allocate time. My phone even reminds me of scheduled tasks coming up. The templates for work are so easy to use. The client requests are user friendly for the clients and us. All emails are allocated to work or the client. No more scrolling thru emails to find that particular document. Its all in the work. Essential with monthly or quarterly BAS. Or even if a client purchases a new car you simply add that email to their next years tax return!

Puntos en contra:

Would love signing to be part of client requests. Its actually essential!Would also like documents to be added to the client rather than work as sometimes you don't have a work item.

The best tool for accountants, with great support.

Puntos a favor:

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.

Puntos en contra:

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.

Karbon is for serious practice owners who want to scale their firm

Comentarios: 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!

Puntos a favor:

It keeps our team optimized and as a practice owner I know exactly what's happening and more importantly what's not happening!

Puntos en contra:

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

Great product

Comentarios: Karbon is a great app and has become an integral part of our business.

Puntos a favor:

Product is very easy to use and makes keeping client communications together really easy which in turn helps make us as efficient as possible.

Puntos en contra:

Would be great if there was integration with a client portal system.

Daffin Financial

Comentarios: Great.

Puntos a favor:

Features and ability to customize your workflow are close to perfect for accounting firms.

Puntos en contra:

Difficult to do capacity planning without add-on for Practice Intelligence, and I'm having issue with Practice Intelligence.

KarbonHQ - Our Why

Comentarios: Very good. The customer service is excellent, the updates are really regular - the forward focus is good. Overall, happy.

Puntos a favor:

Our original investigation into programs like Karbon were based on our massive email issue - clients would email the account manager or the Director (myself) and then we would spend amazing amounts of time cc'ing the right people. We were looking for a program whereby the email trail for a client was easily accessible to all relevant staff. Karbon has sufficient security to ensure its not open sharing, but allowed us to much better service client needs across our growing team.

Puntos en contra:

The Kanban/Task Management didn't work well for our company and the way we operate - I think it might work well for many accounting firms in vertical stacks, but we operate on a tier based level and it made using the task management system in Karbon a complex nightmare. Staff became confused with assigning and allocating work tags. We use a different program for project/task management - but it synchronises broadly with Karbon - and we intergrated Karbon with T-Sheets to take care of time monitoring.

Practice Management made easy

Comentarios: Practice management, staff management, job management, email management - it delivers all that I wanted in one app. What I would love is if the time tracking integration was not limited to tsheets as I have tested tsheets and it is more of a payroll focussed time management tool as opposed to a billing tool or tracking of job efficiencies tool - I would prefer if this integration was expanded to include a tool like Harvest for this purpose. Also if it could integrate with Xero HQ that would be wonderful as well as WorkflowMax just didnt work for me in terms of my logic or reasoning so I use Harvest with Practice Ignition and Karbon with only Harvest and Practice Ignition integrating with Xero - if I could get all 4 to talk to each other it would make my life a lot simpler and achieve better management

Puntos a favor:

I am constantly writing out "to do lists" and then I get to the end of the week and I need to consolidate those lists to make sure nothing drops off - with Karbon I always have my to do list available and up to date. I also enjoy the fact that i have better control of my e-mails and previously where I forwarded a mail to a staff member by way of delegating it to them i had no way of checking that the mail was attended to unless I added it to my to do list - whereas now I can add it to their to do list and monitor whether or not it was completed

Puntos en contra:

there is a quite a bit of set up involved in terms of getting the work templates in place but that is to be expected I guess - although once set up those work templates will serve as a sort of process manual so it kills two birds with one stone - its just where I am a small practice the time taken to get all set up will take longer as it is only me setting it up in between still trying to manage practice and keep up to date with client work

Long time user

Comentarios: Karbon has enabled our team to work efficiently, document work notes, and set up standards.

Puntos a favor:

The ability to manage our work schedule.

Puntos en contra:

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.

Karbon is my brain outside my body

Puntos a favor:

It's impossible to grow a firm without making intrinsic knowledge available to all. Karbon has allowed us to codify that knowledge in templates and checklists, while making both internal and client communications visible across the team.

Puntos en contra:

I'm looking forward to improved integration with our file storage system, as clients tend to want to upload documents through Karbon but that's not where I want them.

Excellent Management Tool

Puntos a favor:

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.

Puntos en contra:

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.

Project Management Tool Tailored to Accountants

Puntos a favor:

This tool is so flexible and customizable; it could be set up to fit the needs of many different accounting firms, and even businesses outside of accounting looking for project management. It is great that it links to your email so you can add to-dos directly from emails. You can also communicate within the team through notes, and store all communication with clients in one place. From a management perspective, you can slice and dice work items in many different ways (by team member, client, type of work, status of work, etc). This tool will really do most anything you need in terms of project management.

Puntos en contra:

I could get nitpicky and say I wish the scheduled work was more flexible in naming conventions and dates (for instance I want this work to be due every 1st Monday of the month). And it would be really great if you could get auto notifications when work or tasks were completed, or if tasks could be dependent on each other. Otherwise, as long as you spend a little time on the front end designing how you want it to work for you, Karbon is great.

Karbon simply rocks my world!

Comentarios: I am able to onboard clients quicker and provide a more seem less entrance to our workflow.
Staff are able to collaborate and share work more effectively while I see the overall plan of work from beginning to end.
I start and end my day in Karbon and could not live without it to run my business.

Puntos a favor:

Karbon is intuitive and flexible in it's approach to managing our workflow. Their support is on hand if we need it anytime. Using Karbon has revolutionised our Workflow and enabled us to increase efficiency and visibility over the team.

Puntos en contra:

In the beginning Karbon set up and customisation can seem a little daunting

Revolutionise your practice management methods!

Puntos a favor:

Get rid of the spreadsheets, reminders, to do lists, annoying pieces of paper lying around- Karbon encompasses all elements of practice management in an easy-to-use, robust and inclusive manner. Features such as scheduling and triage enables work to be assigned to different colleagues, and then kept on top of! Client tasks also ensures that clients are kept in the loop with their tasks and this saves the firm time chasing for info. The support provided by the Karbon team is excellent. Would highly recommend for all accountancy firms.

Puntos en contra:

Can take a little while to be accustomed to, however as stated the support is excellent and the features are easy to navigate!

Simply Awesome Software

Puntos a favor:

- One stop shop to see everything that is going on within the firm - Multiple ways to view information to manage work or see the tasks I need to do - Easy to oversee lots of pieces of work - Manageable inbox - Work templates make workflow standardized and easy to accomplish - Team actually uses (and loves) it!

Puntos en contra:

- A bit hard to navigate to information within a client record - simple design mean sometimes there is a lot of clicking - No mail merge/email template database yet - have to keep an external email template database and add to commonly sent emails. - Beautiful design can come at a cost of having to click around a bit.

Accounting Practice App of the future

Comentarios: Karbon allows total transparency across the entire practice allowing us to maximise efficiencies and streamline processes. We couldn’t work without it!

Puntos a favor:

We love that all emails are shared with the entire team and that at any one time we can also view the status of any piece of work. The checklists for both our team and our clients are also revolutionary in terms of the way we work.

Puntos en contra:

The reporting functionality is lacking. No calendar view of tasks.

Karbon has streamlined our job management and reduced my stress level!

Puntos a favor:

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.

Puntos en contra:

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.

The most beautiful accounting firm management software that I have ever seen

Puntos a favor:

The bringing together all our client information and work into one program. The "to do" and "triage" that allow assignment to other team members. The ability to manage your whole firm from one place anywhere anytime on any device.

Puntos en contra:

The program needs more integration and dynamic links with other "cloud" programs. There are times when the program "stalls" and it has to be restarted.

Love Karbon, has helped us streamline our processes and centralize our emails

Puntos a favor:

I love the templates for work flows and the ability to customize these to suit your needs. The filing of emails is a very easy process with a lovely interface to go with it. Its great that Karbon take on board our suggestions and there seem to be new releases all the time so the product just keeps getting better and better.

Puntos en contra:

Only downside is the search function on emails, currently there is no ability to filter by a client or individual however we have been informed this is coming soon.

Helpful, efficient and a real solution

Puntos a favor:

The flexibility around managing workflows and engaging with the team. It provides clarity to workflows, completely cloud-based and is an aesthetically pleasing product.

Puntos en contra:

Build on the reporting features and more customisation to some of the templates and client checklists. However, I'm sure this will all be introduced in time.

Peace of mind

Puntos a favor:

Helps me keep track of everything I need to do for clients. My tax business exploded this year, and I was losing sleep thinking about everything I needed to to, keeping spreadsheets, notes in One Note, emails... Everything in separate places. now I can bring most of that into one central system and I love that when I send a request to a client, Karbon: 1) sends them reminders so I don't have to follow up, 2) can add automators to change the status from "waiting on client" to "Ready" when they complete assigned tasks etc.

Puntos en contra:

Learning curve. Also, when I add a template it adds a long list of todos. My To Do list gets cluttered really fast, but I suspect there is a way to manage this that I haven't figured out. I've only been using Karbon for a few weeks.