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practice management, email, workflow

Karbon

Practice management software for accounting firms: shared email triage, workflow and recurring work, client portal and requests, time, billing and payments, with built-in AI that drafts emails and summarizes client threads.

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Pricing

$59 a month to start

Team $59 a user a month billed annually, $79 billed monthly; Business $89 billed annually, $99 monthly, and adds automatic client reminders and task automation. Monthly billing only for teams of 4 or more. Karbon AI (email drafting, replies and summaries) is included on paid plans at no extra cost.

Price checked on Karbon's own site on . Prices are in the vendor's own currency and can change, so confirm before you buy. How we check prices

Ideas that use Karbon

CPA Firms

Client email drafts and summaries in Karbon for CPA firms

Karbon AI drafts replies and sums up long client threads inside the firm's practice system. Team plan $59£44€53A$85C$83 a user a month billed annually.

  • Costs $236–316£177–238€211–283A$341–456C$334–447/mo
  • Worth $560£421€501A$808C$792/mo
  • Pays for itself in about two weeks
  • Easy to set up