Full Review
Karbon has emerged as the leading practice management platform for accounting firms, earning the #1 ranking on G2 and the trust of over 30,000 accounting professionals globally. What sets Karbon apart is its AI-first approach - not AI bolted onto existing software, but intelligence woven into every workflow.
AI Agents: Your Digital Workforce
Karbon’s AI Agents represent a genuine leap forward in practice automation. These agents handle repetitive but essential work: data entry, client follow-ups, onboarding workflows. Unlike simple automation rules, AI Agents understand context and learn from your corrections. You configure their capabilities, review their work, and tailor them to your specific processes.
Email Intelligence That Actually Works
For many accountants, email is where productivity dies. Karbon’s AI addresses this directly. It prioritises emails by urgency and sentiment, so you see what matters first. It generates draft responses that you can edit and send. It summarises lengthy threads into digestible briefs. Firms report saving 18 hours per month just on email management.
Practice Intelligence: Strategic AI
Announced in June 2025, Practice Intelligence represents Karbon’s vision for the future of practice management. Rather than just organising your firm, it orchestrates it - connecting people, data, technology, and workflows with AI predicting the next best strategic move. This transforms practice management from reactive administration to proactive growth.
The Numbers Speak
The productivity gains are measurable: 18.5 hours saved per employee per week, translating to approximately $34,688 per year per employee. These aren’t theoretical benefits - they’re reported by actual Karbon customers.
Client Portal Excellence
Launched in July 2025, Karbon for Clients provides a secure, modern portal for client collaboration. It streamlines document sharing, accelerates response times, and reduces administrative burden. The portal manages the entire client lifecycle from onboarding through ongoing relationship management.
Tax Workflow Integration
Karbon’s tax workflows manage the complete tax lifecycle: client intake, work progress, team collaboration, filing, and archiving. Deep integration with StanfordTax embeds organizers and workpaper management directly into Karbon workflows. FIFO queues prioritise client work, and real-time progress reports show exactly where work stands.
Pricing Consideration
Karbon starts at $59/user/month for the Team plan, with Business and Enterprise tiers for larger firms. This premium pricing reflects the comprehensive feature set and measurable ROI. For firms with multiple team members, the productivity gains typically justify the investment within months.
Our Recommendation
Karbon is the right choice for growing accounting firms that want to operate more efficiently and strategically. The AI features deliver real time savings, the collaboration tools improve team coordination, and Practice Intelligence points toward where practice management is heading. For solo practitioners, it may be more than needed; for teams of three or more, it’s the benchmark against which alternatives should be measured.