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About

Built with collaboration at its core, Karbon is a practice management platform for accounting firms ready to embrace a more connected future. Seamless communication and workflows let teams know who's doing what, when, why, and how. Karbon is cloud-native, frequently updated, highly configurable and a delight to use. Firms running on Karbon are better equipped to drive the success of their business and the prosperity of their clients. Visibility & Control Enjoy peace of mind knowing where every job stands, who’s working on what, and what’s being said to clients. No blind spots, and nothing falls through the cracks. Automation & Efficiency Get more out of every team member by automating tasks, standardizing common processes, scheduling data collection and scaling onboarding. Collaboration & Connectivity Unite the firm with one place to collaborate on email, clients, jobs and tasks. Get more work done together, whether people are remote or in the office.

About

Lio is one app for all of your data, which you can use to construct lists, maintain databases, and create tables. The premium features would assist your firm in growing by 10x, including PDF quotations, WhatsApp Automation, data revision, voice notes, color formatting, dashboards, and more. Lio provides you with a safe and secure space and ensures that your files and data are kept private and that you only share with others what you want to. Lio makes sure that your business process gets a simple automation shift where all the manual and repetitive processes that can lead to errors are well taken care of by offering a number of premium features.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Karbon is designed for accounting firms and is built to solve the specific needs and challenges within a modern accounting practice.

Audience

Small & micro businesses

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$59/month/user
Free Version
Free Trial

Pricing

$2
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Karbon
Founded: 2014
United States
karbonhq.com

Company Information

Lio
Founded: 2020
India
lio.io

Alternatives

Alternatives

Jetpack Workflow

Jetpack Workflow

Jetpack Workflow
Corals POS

Corals POS

Dijkstra Logistics Private Limited
Shift

Shift

Shift Technologies Inc.
CCH iFirm

CCH iFirm

Wolters Kluwer
LEAP

LEAP

Flovate

Categories

Categories

Workflow Management Features

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Accounting Practice Management Features

Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking

Integrations

Easyflow
Element Finance
Float
Gmail
Ignition
Liscio
Microsoft 365
Microsoft Outlook
QuickBooks Online
QuickBooks Online Advanced
QuickBooks Time
SalesMachines.ai
Soraban
Stackreaction
Wufoo
Zapier

Integrations

Easyflow
Element Finance
Float
Gmail
Ignition
Liscio
Microsoft 365
Microsoft Outlook
QuickBooks Online
QuickBooks Online Advanced
QuickBooks Time
SalesMachines.ai
Soraban
Stackreaction
Wufoo
Zapier
Claim Karbon and update features and information
Claim Karbon and update features and information
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Claim Lio and update features and information