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Karbon

Practice management platform that runs email, work, tasks, time and billing in one place, with Karbon AI drafting and summarizing client email.

Visit karbonhq.com

What the AI doesKarbon AI: Compose & Refine Emails, Quick Replies, Email/Client/Work summaries, Smart Suggestions, missed-time flags; Kai AI Coworker and Agentic Workflows (early access)
Who it servesSmall CPA firms, Bookkeeping practices, Tax offices
Starting price$59/user/mo (annual billing)
Pricing modelPer user/month
Free trialNot stated on the vendor site
Best fitSmall firm, Mid-size firm
CategoryPractice Management & Workflow with AI
Also fitsClient Communication, Portals & AI Receptionists
Works withGusto, Google Drive, OneDrive, StanfordTax
SOC 2Not stated on the vendor's site
Checked2026-10-29, against the vendor's own page

Who it's for

Karbon is listed as a fit for small and mid-size firms, and the vendor names small CPA firms, bookkeeping practices and tax offices on its own site. The job it gets hired for: running clients, work, deadlines and billing in one place, with AI built into the workflow. It also fits the Client Communication, Portals & AI Receptionists category.

What it costs

Karbon starts at $59/user/mo (annual billing), per user/month. Ask the vendor about a trial when you reach out.

Good to know

Karbon is practice management that starts from the inbox: email, work, tasks, time and billing in one place, with Karbon AI composing and refining replies, summarizing client threads and flagging missed time. Team is $59/user/mo on annual billing ($79 monthly, for teams of four or more); Business is $89. Karbon AI is included on every paid plan at no extra cost, and the Kai AI Coworker and Agentic Workflows are in early access.

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