
Karbon
Sobre Karbon
Karbon es una plataforma de gestión del trabajo para compañías de contabilidad y empresas de servicios profesionales. Proporciona una plataforma verdaderamente colaborativa para administrar flujos de trabajo, comunicarse con equipos y entregar un trabajo excepcional al cliente.
Al combinar correo electrónico, conversaciones, tareas y flujos de trabajo potentes, Karbon alinea a tu equipo con un solo lugar para comunicarse y colaborar, aumentando la capacidad para entregar un trabajo a tiempo y dentro del presupuesto.
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Opiniones
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¡Ayuda a los compradores de software! Las opiniones sobre los productos son útiles para que el resto de los usuarios podamos tomar las decisiones acertadas.
- Software usado A diario durante Más de un año
-
Fuente de la opinión
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 10.0 /10
Game Changer!
Revisado el 3/2/2017
I don't know how I managed my clients and jobs before Karbon ... I know it was a struggle! With...
I don't know how I managed my clients and jobs before Karbon ... I know it was a struggle! With Karbon, it is so easy to keep track of what you are doing for each client with all correspondence and documents relating to those jobs attached to each piece of work. You can search for jobs, emails, work etc, create To-Do lists, assign work to colleagues and so much more. I can recommend this app to all professional service businesses, particularly bookkeeping and accounting practices.
Puntos a favor
Super easy to set up
Very responsive support
Makes scheduling work very easy
Makes keeping on top of ad-hoc jobs and regular jobs very, very easy
Constant innovation and improvement of the app
Keeps all correspondence and emails relating to each job in one place
Searchable emails, work, contacts etc
Desventajas
I can't think of any cons!
- Sector: Contabilidad
- Tamaño de la empresa: 2-10 empleados
- Software usado A diario durante 1-5 meses
-
Fuente de la opinión
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 10.0 /10
Karbon -
Revisado el 30/10/2022
Karbon has made work life easier. I am no longer looking at 4 trello boards, a white board, a...
Karbon has made work life easier. I am no longer looking at 4 trello boards, a white board, a daily to do list. I just run thru Karbon.
Puntos a favor
Love the ease of My Week and its integration with Google Calendar. I simply triage all my emails - allocated to my week if needed follow up. Then slot them into Google Calendar to allocate time. My phone even reminds me of scheduled tasks coming up. The templates for work are so easy to use. The client requests are user friendly for the clients and us. All emails are allocated to work or the client. No more scrolling thru emails to find that particular document. Its all in the work. Essential with monthly or quarterly BAS. Or even if a client purchases a new car you simply add that email to their next years tax return!
Desventajas
Would love signing to be part of client requests. Its actually essential!Would also like documents to be added to the client rather than work as sometimes you don't have a work item.
Alternativas consideradas
TrelloRazones para elegir Karbon
I needed an accountant friendly program to organise me!Software anterior
TrelloRazones para cambiar a Karbon
More robust- Sector: Contabilidad
- Tamaño de la empresa: 2-10 empleados
- Software usado A diario durante Más de un año
-
Fuente de la opinión
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 0.0 /10
Very Poor service (after you have purchased)
Revisado el 19/11/2021
Brutal - Do not buy this software. There are cheaper and better ones out there that have a better...
Brutal - Do not buy this software. There are cheaper and better ones out there that have a better track record.
Puntos a favor
Planned features were great, but in operation were very clunky and still being developed. Despite its polished look, this software is far from ready for use.
Desventajas
The support. The sales team are super nice, and accommodating until you have purchased and they will tell you anything, including lies to get you to buy.
Once you need support or assistance, good luck!
They are currently withholding our client data in their system so we will continue to pay them!
- Sector: Contabilidad
- Tamaño de la empresa: 2-10 empleados
- Software usado A diario durante 1-5 meses
-
Fuente de la opinión
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 10.0 /10
An excellent project management and client communication tool with excellent support
Revisado el 8/3/2021
Puntos a favor
Client communication is so simple yet secure. Automation works very well. It integrates with other products that I use.
Desventajas
Lack of control over sorting of work items in kanban so it's hard to practice first-in first-out workflow. Lack of flexibility in the templates so it's hard to do A/B testing and continuous improvement.
Alternativas consideradas
TaxDomeRazones para elegir Karbon
OfficeTools had terrible support, onerous contracts and renewal language, and a long update cycle.Software anterior
OfficeToolsRazones para cambiar a Karbon
Kanban- Sector: Contabilidad
- Tamaño de la empresa: 2-10 empleados
- Software usado A diario durante Más de dos años
-
Fuente de la opinión
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 10.0 /10
Why I picked KarbonHQ
Revisado el 4/11/2020
This software has given us the visibility to see all of the work that we have. Before this we were...
This software has given us the visibility to see all of the work that we have. Before this we were all siloed in our inboxes, now we have shared communication and collaboration on work.
Puntos a favor
I like the fact that this software gives me visibility on Work that is not complete, by person, by budget, by client, by type of work. The flexibility of seeing reporting is great.
Desventajas
The ability to search emails needs improvement. You can do it, however it is more effective to use Outlook.
Razones para elegir Karbon
We needed an environment that was easily shared, a place to download all of the tasks that individuals were doing and make notes so that we had written procedures, we wanted the visibility on all of the work that was due without having to go look at individual files.Razones para cambiar a Karbon
It incorporated the best of all of the products. It gave us Email, Work (Project) Management, Repeating Tasks and Schedules, Client email requests and template with Auto RemindersPreguntas frecuentes sobre Karbon
He aquí algunas preguntas frecuentes sobre Karbon.P. ¿Qué tipo de planes de precios ofrece Karbon?
Karbon ofrece los siguientes planes de precios:
- A partir de: 59,00 US$/mes
- Modelo de precios: Suscripción
- Prueba gratis: Disponible
P. ¿Quiénes son los usuarios habituales de Karbon?
Los clientes habituales de Karbon son:
2-10, 11-50, 51-200, 201-500, 501-1.000, 1.001-5.000
P. ¿Qué idiomas admite Karbon?
Karbon admite los siguientes idiomas:
francés, inglés
P. ¿Karbon es compatible con dispositivos móviles?
Karbon admite los siguientes dispositivos:
Android (móvil), iPhone (móvil), iPad (móvil)
P. ¿Con qué otras aplicaciones se integra Karbon?
Karbon se integra con las siguientes aplicaciones:
AWARD, Dropbox Business, Gmail, Google Calendar, Ignition, Lacerte Tax, Liscio, Microsoft 365, Microsoft Outlook, OneDrive, ProConnect, QuickBooks Online, QuickBooks Time, Slack, SuiteFiles, Xero, Zapier
P. ¿Qué tipo de asistencia ofrece Karbon?
Karbon ofrece las siguientes opciones de asistencia:
E-mail/Help Desk, Preguntas frecuentes/foro, Base de conocimientos, Asistencia 24/7, Chat
Categorías relacionadas
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