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.

Better but not Best

Comentarios: Karbon support has always been great. Higher ups are not accessible. While they always solicit feedback, it never seems to get heard. They seem to be chasing markets and customers right now and not focusing on their existing clients and how they can help them be more productive.

Puntos a favor:

Karbon has revolutionized Workflow for accountants. Truly taken it to a new level. It does so many things so well that it is hard to not take those features for granted until you compare it to other similar software. Here are some exceptional features While not perfect, the email integration is great Creating and managing projects is relatively easy and painless Client task management is excellent and extremely useful Automations is work is great team collaboration is very good especially at the task level Mostly great utilization of screen realestate.

Puntos en contra:

Todo list is frustrating for me. Being a Franklin Covey person, i want more control over my todo list. I cant export my todo list either which would help mitigate this issue. Not enough control over tasks. Task list can be overwhelming and thus not useful No proactive feedback about assigned tasks or notes. IF I assign someone a task, email or note, I want to know when they have done the work and if they have not done the work. I want automatic feedback on this. I want more shortcut icons. Some steps are really "clicky" I wish there was much better app integration. This is very limited. On a task list, if a task does not apply to a client I want to mark it NA. Not delete it or mark it complete with a comment. I need more flexibility on labeling clients. For example I want a job to be flagged as extended and not just have a temporary status of completed.

Accountant's view of Karbon

Comentarios: Our overall experience with Karbon is sensational. The software works well, and the support we get is great ([sensitive content hidden]
is sensational!) and the training available solidifies our understanding of the software and ensures we maximise the benefits of using Karbon.

Puntos a favor:

The most powerful features of Karbon are the automation elements that allow projects to flow seamlessly through the office. Communication between clients and us is solid, and the fact that the system follows up automatically outstanding client issues takes a huge workload off us.

Puntos en contra:

Document management is still being developed and needs further work, although the current options are quite manageable.

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.

Karbon is great

Comentarios: Outstanding. Very happy with Karbon. Use it every day.

Puntos a favor:

Workflow functionality is great. Resource planning workbook is great.

Puntos en contra:

Not well designed for longer duration projects. Limited to work with a duration of no longer than one week, otherwise manually intensive process to create longer duration work items.

Best Workflow Management Tool on the market

Comentarios: It's been great, and we could not see working in our practice without it.

Puntos a favor:

The best decision you need to make if you own a Bookkeeping practice is the choice of your Practice Management software. I believe this is where you should economize on this decision. Karbon is definitely the best option out there. We are thrilled it was our first choice, and we were able to invest our time in such a long-term investment. We have been using Karbon since 2017 (we opened our business in 2016!) and we continue to improve our processes and take advantage of their continuous improvements. 5-star all over!

Puntos en contra:

The CRM part of the software is probably the weakest and clunkier to use. I also don't find it as suitable for internal project development. We use a separate system for this (Notion) and are are very happy to use the two apps parallel.I would LOVE to extend its ability to a very simple support system where a ticket number is automatically generated for the client and those support requests are linked to the client's timeline!

Karbon has enabled us to be more efficient, productive and profitable

Comentarios: 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.

Puntos a favor:

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.

Puntos en contra:

Nothing really. Karbon is very responsive to our requests for improvements

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.

Tremendous

Puntos a favor:

Great features and helps manage your workflow well. Ability to send links to clients to download files

Puntos en contra:

There is too much clutter with the email settings functionality

Good

Puntos a favor:

Good for task management. Helped me to optimize my working time

Puntos en contra:

Sometimes gets frozen and had ro restart it, but no often tho

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.

Karbon lets me manage my business end-to-end

Puntos a favor:

I can manage my entire practice with Karbon, from email communication to time tracking to creating and documenting workflows to planning my capacity. They are always rolling out new features, improving the product, and they provide some of the best customer service I've ever experienced both in B2B and B2C settings.

Puntos en contra:

There are a couple small inconveniences, like when highlighting text or searching for work within the platform, but they're minor compared to the benefits of working with Karbon.

The Project Management Tool that Manages YOU!

Puntos a favor:

It's completely streamlined our business, increased profitability and reduced time wasted on looking for things, or duplicating tasks. It's really easy to setup and maintain and you don't need an administrator to manage it for you. We have much more control over our emails now, assigning them to work and colleagues and setting up work such as on-boarding, system setup, or IAS and BAS is a breeze using templates. Client tasks help us receive information from clients in a more timely manner. There are too many features to list! But I'd pretty much tried everything on the market prior to Karbon and this - well it just ticks ALL the boxes and does what it's meant to do!

Puntos en contra:

I'd love to be able to pin a note to the top of the work timelime. But that's not really a con, it's just a feature request!!!

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.

I have been looking for a product like Karbon for the 7 years. Now I have it!

Puntos a favor:

Karbon is the answer to all our problems. We have struggled with other software in the past. We have always found we needed to change the way that we do things to fit the system, rather than the system suit the way we do things. With Karbon we don't need to change anything. It suits the way we work. It has a huge amount of flexibility without being so flexible you don't know where to start. You just get started and go from there. There is no huge learning curve and even if you do need help the Support is fantastic.

Puntos en contra:

None. There is nothing to say other than positive things. Even if there were some the Karbon team are very approachable about new features or tweaks.

An app that keeps us organized and on top of our workflow

Puntos a favor:

The workflow management using Kanban just makes it so easy to see what needs to be today, tomorrow and in the future. Workflow templates are an awesome way to get organized and allow for an efficient way to get client work done. The checklist format in work templates is great, one of our staff setup a complicated payroll for a client via a template that now anyone can go in and do that client's payroll without wonder if they missed something. Definitely a must have app for accounting workflow.

Puntos en contra:

No custom fields ability, we send out birthday cards to our clients and we can't keep track of that in Karbon at the moment. Email scheduler so we can do up an email and schedule to send it out later. Email templates would be a great feature too.

Karbon Review

Comentarios: Great workflow management tool.

Puntos a favor:

The email feature is very good. It enables a remote team to pick up things even if the email was sent to someone else

Puntos en contra:

Flexibility of changing the templates e.g. attaching a pdf file

Karbon has taken me to another level.

Puntos a favor:

I've been looking for a solution like Karbon for a few years. I'm a sole trader right in the middle of 52 different financial year end client jobs (I am juggling 52 clients in a 10 day window right now). I am normally out of control at this time of year, but I have found time write this. Each job is scheduled, I know who is waiting for who, how many hours I need and importantly the dollars to flow in. All emails around these jobs are connected to the job. If the jobs have issues (as they are doing as I type), I can move the timing easily and make notes. Generally extra work flows from these jobs and I can now slot that into a future, less crazy time, and it won't be missed. In the past, year end has been a highly stressful, unpleasant time, but I am in control. I've used CRMs before but they were sales focused and I needed work focused. I'm in for the long haul with Karbon.

Puntos en contra:

I am looking forward to ongoing product development. I've seen great new features in the first 3 months already.

Good Project Management - Still Needs a Little Work

Puntos a favor:

I like that the app looks great, it has really great potential to be the perfect project management software in the future. I use it as a checklist for all my work items. The client task option is also great for reminding our clients of outstanding items we need from them.

Puntos en contra:

It's slow to load your work and sometimes work gets lost in the To-do's if they aren't assigned correctly by your colleagues (which is common when we are really busy). Karbon is willing to take our comments and ideas into consideration and always have great customer service.

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.

Quick to learn and heaps of support!

Comentarios: 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.

Puntos a favor:

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

Puntos en contra:

More people aren't using it!

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.