Karbon typically charges premium prices for their practice management features but lacks robust bookkeeping workflow features, like month-end close review. Client Hub offers straightforward per-user pricing with no hidden fees or add-on charges, typically resulting in better value when you consider the complete capabilities included.

Client Hub is founded on a clean, clear design that you and your team will find intuitive. It's easy to learn and enjoyable to use, unlike Karbon's steeper learning curve.

Migration is straightforward and well-supported. Our team guides you through every step, ensuring you can start working with your clients in Client Hub with no disruption.

While Karbon has limited or no QuickBooks integration for client collaboration, Client Hub offers deep QuickBooks integration. Our unique Books Review capability automatically reviews your clients' QuickBooks data, identifying potential issues in Balance Sheets and P&Ls, flagging transactions that need attention, and dramatically reducing the time spent on monthly closes. This feature alone saves our typical customer hours per client each month.

Magic Answers is like having a personal assistant who has read and memorized every client document in your system. It saves hours of work by instantly retrieving information from tax returns, financial statements, emails, and other documents. Your team can ask questions like "What were the client's total deductions last year?" or "What was our advice regarding their retirement planning?" and get immediate answers without hunting through files. This dramatically speeds up client service, reduces errors, and allows your team to focus on high-value work instead of searching for information.

Yes! Many firms use Client Hub for client collaboration and QuickBooks integration while maintaining Karbon for internal workflow management. We can help you determine the best setup for your firm's needs.