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.

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.

Informations sur Karbon

Karbon

http://karbonhq.com/

Fondé en 2014

Vidéo de Karbon
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Présentation des tarifs de Karbon

Karbon n'est pas disponible en version gratuite mais propose un essai gratuit. La version payante de Karbon est disponible à partir de 70,00 $US/mois.


À partir de

70,00 $US/mois

Version gratuite

Non

Essai gratuit

Oui

Déploiement et prise en charge de Karbon

Ressources d'aide

  • Service de support permanent (réponse directe)
  • En ligne

Déploiement

  • Cloud, SaaS, web
  • Mobile (iOS natif)
  • Mobile (Android natif)

Formation

  • Formation présentielle
  • Formation en ligne en direct
  • Webinaires
  • Documentation

Karbon - Fonctionnalités

  • Facturation
  • Gestion de projets
  • Gestion des clients
  • Gestion des documents
  • Gestion du personnel
  • Portail client
  • Pour les cabinets d'expertise comptable
  • Suivi des échéances
  • Suivi du temps
  • Workflow d'approbation

Logiciels de procédures comptables : afficher la liste complète

  • Accès mobile
  • Automatisation des processus métiers
  • Configuration des workflows
  • Contrôles/Permissions d'accès
  • Gestion des calendriers
  • Gestion des documents
  • Gestion des formulaires
  • Gestion des tâches
  • Intégrations de tiers
  • Sans code
  • Suivi de la conformité
  • Tableau de bord personnalisable
  • Éditeur graphique de workflow

Logiciels de workflow : afficher la liste complète

  • Brainstorming
  • Conférences vidéo
  • Correction en temps réel
  • Forums de discussion
  • Gestion de contenu
  • Gestion de projets
  • Gestion de versions
  • Gestion des calendriers
  • Gestion des contacts
  • Gestion des documents
  • Gestion des tâches

Outils collaboratifs : afficher la liste complète

Karbon - Alternatives

Plus d'alternatives à Karbon

Avis sur Karbon

Lire tous les avis

Note moyenne

Facilité d'utilisation 4,6
Service client 4,9
Fonctionnalités 4,6
Rapport qualité-prix 4,6

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Écrivez votre avis !
Cenk T.
Founder and CEO
Marketing et publicité, 2-10 employés
Temps d'utilisation du produit: plus d'un an
  • Note globale
    5 /5
  • Facilité d'utilisation
    5 /5
  • Fonctionnalités
    5 /5
  • Support client
    5 /5
  • Rapport qualité-prix
    5 /5
  • Probabilité de recommander le produit
    10/10
  • Source de l'avis 
  • Source : GetApp
  • Publié le 10/12/2020

"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.

  • Source de l'avis 
  • Source : GetApp
  • Publié le 10/12/2020
Lisa S.
Project Manager
Comptabilité, 11-50 employés
Temps d'utilisation du produit: plus d'un an
  • Note globale
    5 /5
  • Facilité d'utilisation
    5 /5
  • Fonctionnalités
    5 /5
  • Support client
    Sans note
  • Rapport qualité-prix
    5 /5
  • Probabilité de recommander le produit
    10/10
  • Source de l'avis 
  • Source : GetApp
  • Publié le 19/08/2019

"Communication reduces staff frustration and is the key to excellent customer service!"

Commentaires: Exceptional. Karbon continually makes improvements to their products. They look for suggestions from the users and are happy to accommodate finding a solution for a specialized request.

Avantages: Our staff enjoys the Triage function and visibility of communication most about Karbon. With having a team approach to most of our client work, it's important for everyone to know details from client interactions. This has helped us to be more efficient, batching questions and keeping us from contacting the client repeatedly for the same thing. It has essentially helped us provide better customer service while making our team more efficient.

Inconvénients: I would like to have more options of labeling clients, helping to narrow down a specific group of clients to target for an email message or reporting purposes. Filter work by work title instead of work type.

  • Source de l'avis 
  • Source : GetApp
  • Publié le 19/08/2019
Chrissy M.
Accounting Informations Director
Comptabilité, 2-10 employés
Temps d'utilisation du produit: 6 à 12 mois
  • Note globale
    5 /5
  • Facilité d'utilisation
    5 /5
  • Fonctionnalités
    4 /5
  • Support client
    5 /5
  • Rapport qualité-prix
    5 /5
  • Probabilité de recommander le produit
    10/10
  • Source de l'avis 
  • Source : GetApp
  • Publié le 02/02/2021

"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.

  • Source de l'avis 
  • Source : GetApp
  • Publié le 02/02/2021
Amy P.
Bookkeeper
Comptabilité, 2-10 employés
Temps d'utilisation du produit: 1 à 5 mois
  • Note globale
    3 /5
  • Facilité d'utilisation
    3 /5
  • Fonctionnalités
    3 /5
  • Support client
    2 /5
  • Rapport qualité-prix
    1 /5
  • Probabilité de recommander le produit
    1/10
  • Source de l'avis 
  • Source : SoftwareAdvice
  • Publié le 05/04/2018

"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.

  • Source de l'avis 
  • Source : SoftwareAdvice
  • Publié le 05/04/2018
Andrew N.
Owner
Comptabilité, 2-10 employés
Temps d'utilisation du produit: plus de deux ans
  • Note globale
    4 /5
  • Facilité d'utilisation
    4 /5
  • Fonctionnalités
    4 /5
  • Support client
    5 /5
  • Rapport qualité-prix
    3 /5
  • Probabilité de recommander le produit
    7/10
  • Source de l'avis 
  • Publié le 13/11/2020

"Better but not Best"

Commentaires: 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.

Avantages: 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.

Inconvénients: 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.

  • Source de l'avis 
  • Publié le 13/11/2020