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Seat and usage sync available

Karbon is a collaborative practice management platform with AI-powered triage, workflow automation, and client management for accounting firms.

Pricing

$59-89 / user / month

Founded

2014

Team size

201-500 employees

Headquarters

San Francisco, California

Product Preview

Karbon preview

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At a glance

Best for

Startup (1-50), Small business (51-200), Mid-market (201-1,000), Enterprise (1,000+)

Pricing model

Per seat

Security

SOC 2GDPR

About Karbon

Karbon provides practice management for accounting firms combining work management, client communication, and team collaboration. The AI-powered triage system automatically prioritizes emails and tasks.

Features include workflow templates, automated reminders, time tracking, and client portals designed specifically for accountants.

Sync Karbon with Cubbie

Cubbie connects straight to the Karbon admin API, so your seats, usage, and plan stay current without anyone updating a spreadsheet. That is what turns renewals and unused licenses into something you can act on.

Practice user rosterSeat countUser emails

Connecting takes about a minute. Paste a read-only key from your Karbon admin settings. Cubbie never writes to your account.

Buyer Fit & Positioning

Procurement & Fit

Structured facts from the vendor to help your security, finance, and procurement reviews move faster.

Trust

Security & compliance

SOC 2GDPR

SLA uptime target: 99.9%

Security review turnaround: Not specified

DPA available: Not specified

Pricing

Commercial model

Pricing model: Per seat

Free trial: Not specified

Free plan: Not specified

Contract minimum: Not specified

Procurement

Purchasing & legal

The vendor hasn’t added purchasing & legal details yet.

Fit

Best-fit company size

Startup (1-50)Small business (51-200)Mid-market (201-1,000)Enterprise (1,000+)

Implementation & Procurement

Commercial Fit & Ecosystem

Proof, Outcomes & Momentum

Alternatives, Migration & Buyer Objections