A simpler Karbon alternative for accounting firms

Powerful practice management—without the complexity and cost of Karbon

Client Hub gives accounting firms the practice management, client collaboration, accounting workflows, and AI they need in one simpler platform.

Get deeply connected QuickBooks and Xero workflows, free onboarding, and straightforward pricing—without taking on more software than your firm needs.

Client Hub client workspace and mobile app

Client Hub or Karbon: which is right for your firm?

Karbon is a powerful, highly configurable practice management platform. For larger firms with complex operational requirements, that depth can be valuable.

Client Hub takes a different approach: give small and midsize accounting firms powerful practice management while keeping implementation and everyday use simple.

Choose Client Hub if...

  • You want powerful practice management without a major implementation project
  • QuickBooks or Xero bookkeeping workflows are central to your firm
  • You want your practice management system connected to the accounting work itself
  • You want accounting-focused AI
  • You value a simpler system that staff and clients can adopt quickly
  • You want free onboarding and straightforward pricing

Karbon may be a better fit if...

  • You need extensive customization and configuration
  • You have a larger team with complex operational requirements
  • You want an extensive practice-management platform and are comfortable investing more time in implementation
  • You need the additional capabilities and customization available in an enterprise-oriented offering

The question isn't whether Karbon is powerful. It is whether your firm needs all that power and complexity.

Even Karbon says it may be more than smaller firms need

Karbon is candid about the tradeoff that comes with a robust platform.

“Functionality is geared towards teams, so may not be suitable for sole practitioners or teams of two to three staff that don’t anticipate growing”

— Karbon

Read this on Karbon's website →

On the same page, Karbon says its product is built for accounting, tax, and bookkeeping firms with teams of five or more.

Karbon also lists another limitation of its own platform:

It may require more time to set up than basic alternatives.

That can be a reasonable tradeoff for a firm that needs Karbon's depth.

But if your firm wants powerful practice management without taking on unnecessary complexity, there is another option.

That's where Client Hub fits.

Why accounting firms choose Client Hub over Karbon

1. Deep accounting workflows—not just practice management

Your practice management system shouldn't stop where the accounting work begins.

Client Hub connects your team directly to the QuickBooks and Xero work they need to complete.

Resolve uncategorized transactions. Manage month-end close. Review financial reports. Handle 1099 workflows. Keep client questions connected to the accounting work that prompted them.

Instead of managing the work in one system and doing the work in another, Client Hub brings them together.

Practice management that actually reaches into the books.

Client Hub uncategorized transaction question and client response

2. Powerful without being complicated

Karbon's configurability is one of its strengths.

It's also one of the reasons Karbon acknowledges that implementation can take longer than simpler alternatives.

Client Hub is designed around the workflows accounting firms use every day, so you don't need to build an elaborate system before your team can benefit from it.

Manage recurring work. Track deadlines. Collaborate with your team. Request information from clients. Manage documents. Track time. Use automation and AI.

Without turning practice management into a project of its own.

Less to configure. Easy to learn. Simple for staff and client adoption.

Client Hub client workspace and mobile app

3. AI built for accounting work

Lots of software can summarize text or help draft an email.

Client Hub AI goes deeper into the accounting work itself.

For example, Client Hub can use AI to review a client's Balance Sheet and Income Statement directly from QuickBooks Online or Xero, analyze the financial information, and highlight areas that may warrant further review by your team.

That gives accountants an AI-assisted first pass at the financials—not just another generic writing assistant.

Client Hub brings that intelligence into the same system where your team manages the client, the work, the review process, and the follow-up.

AI that understands the accounting work you're actually doing.

Client Hub Balance Sheet Review with Run AI Analysis

4. A lower-cost path to modern practice management

Karbon currently offers:

Team
$59/user/month when paid annually

Business
$89/user/month when paid annually

Enterprise
Custom pricing

Karbon identifies Business as its most popular plan. Features including automatic client reminders, task automation, and industry integrations are included at that level.

Client Hub offers:

Practice Manager
$59/user/month when paid annually

Practice Manager + QuickBooks & Xero integrations
$79/user/month when paid annually

All Client Hub plans include unlimited clients, unlimited storage, AI features, support, and training.

Get the capabilities your firm needs without paying for complexity it doesn't.

Free onboarding. Not another implementation project.

Changing practice management systems is already a big enough decision.

Client Hub onboarding is included at no additional cost.

We help you get set up and get your team using Client Hub without charging you separately for onboarding or training.

With Client Hub:

Free onboarding.
Training included.
A simpler path to getting your firm up and running.

Karbon offers a much broader professional-services ecosystem for firms that want additional implementation, migration, consulting, and training support.

For example, Karbon currently publishes:

Example Karbon servicePublished price
Team training for up to 12 people$499
White Glove ExperienceStarting at $9,999

Karbon's White Glove Experience includes a customized implementation plan, process migration, configuration, and custom training.

That level of support can make sense for a firm that needs a highly customized implementation.

But many accounting firms would rather not need a major implementation project in the first place.

See Karbon's published services and pricing →

What does the price difference mean for your firm?

Per-user prices don't always make the difference obvious.

Here's what the annual subscription cost looks like for Client Hub's Practice Manager plan at $59/user/month compared with Karbon Business at $89/user/month, Karbon's most popular plan.

Team sizeClient Hub Practice ManagerKarbon BusinessAnnual savings
2 users$1,416$2,136$720
5 users$3,540$5,340$1,800
10 users$7,080$10,680$3,600
20 users$14,160$21,360$7,200

These figures compare subscription prices only. Client Hub Practice Manager excludes QuickBooks and Xero integrations. Karbon also offers optional paid implementation, migration, consulting, and training services.

Pay for the capabilities your firm needs—not complexity it doesn't.

Accounting work shouldn't live outside your workflow

Resolve uncategorized transactions without the back-and-forth

Uncategorized transactions often create one of the most frustrating workflows in bookkeeping: identify the transaction, figure out what you need from the client, contact them, wait for a response, track the answer, and then return to the books to finish the work.

Client Hub brings that entire flow together.

Identify uncategorized transactions from QuickBooks or Xero, send the questions to the client, let the client provide the information your team needs, and keep the response connected to the transaction and the accounting workflow.

From transaction to client question to resolution—in one connected workflow.

Uncategorized transaction connected to a client question in Client Hub

Make month-end close easier to manage

Track the accounting work required for each client alongside the tasks, team members, deadlines, and client dependencies needed to complete it.

Give your team visibility into what's done, what's missing, and what needs attention next.

Client Hub Books Review showing transactions that need attention

Use AI to help identify what needs further review

Once the books are ready for review, Client Hub can analyze Balance Sheets and Income Statements directly from QuickBooks Online or Xero.

AI highlights potential areas for further investigation, helping your team focus its attention where professional review may be most valuable.

The accountant stays in control—the AI helps make the review process faster and more focused.

Balance Sheet Review with AI analysis in Client Hub

Client Hub vs. Karbon at a glance

Decision factorClient HubKarbon
Best fitSmall and midsize accounting firms that want powerful practice management without unnecessary complexityFirms that need a robust, highly configurable practice management platform
ImplementationDesigned for a straightforward rollout with free onboardingRobust platform with multiple implementation and consulting options
QuickBooks & Xero workflowsDeep workflows for performing accounting work, including uncategorized transactions, close and financial reviewAccounting-platform integrations within a broader practice-management ecosystem
AIAccounting-focused AI, including analysis of QBO/Xero financial statements to identify areas for further reviewAI capabilities across Karbon's broader practice-management platform
Client collaborationClient portal, mobile app, tasks, messaging, files and eSignatureClient portal and iOS/Android apps with modern client collaboration
ComplexityLess to configure, easy to learn, simple for staff and client adoptionHighly configurable with greater setup requirements
Annual pricing$59/user; $79/user with QBO/Xero integrations$59 Team; $89 Business; Enterprise custom
OnboardingIncluded at no additional costImplementation support plus optional paid professional services

Both are capable practice management platforms.

The difference is how much software your firm actually needs—and how closely that software connects to the accounting work you're doing every day.

Switching doesn't need to be painful

One of the biggest reasons firms stay with a practice management system isn't because they love it.

It's because switching sounds difficult.

We make the transition easier.

Client Hub onboarding is free, and our team works with you to get your firm set up and ready to use Client Hub.

Whether you're replacing Karbon because of complexity, cost, or because you want deeper accounting workflows, we'll help your team get started.

Built to be easy for your firm—and your clients

You shouldn't need a complicated implementation to get value from your practice management software.

And your clients shouldn't need extensive training to use it.

Heather Satterely — Satterely Consulting

“Client Hub was so easy to set up, it took less than 10 minutes. The first client I showed it to loved it. It’s exactly what she has been asking for.”

Frank Shaun Butler — FSB Consulting

“The clarity and simplicity it offers are truly invaluable in mediating the chaos of daily business operations. It provides a sense of calm and efficiency, freeing up significant time that can now be dedicated to assisting my clients.”

Less complexity for your staff. More time for your clients.

Frequently asked questions

Is Client Hub a good Karbon alternative?

Yes. Client Hub combines practice management, workflow, client collaboration, accounting integrations, and AI in a single platform.

It is particularly well suited to small and midsize accounting firms that want powerful practice management without the implementation complexity of a more highly configurable system.

Is Karbon a good practice management system?

Yes. Karbon is a powerful and well-established practice management platform, particularly for firms that value extensive configuration, collaboration, and sophisticated practice-management capabilities.

The question for smaller firms is whether they need that additional complexity.

Karbon itself says its functionality is geared toward teams and may not suit sole practitioners or teams of two to three who don't anticipate growing.

Is Client Hub easier to implement than Karbon?

Client Hub is designed to get accounting firms up and running without a large implementation project, and onboarding is included at no additional cost.

Karbon acknowledges that its robust platform can take more time to set up than simpler alternatives and offers an extensive range of implementation, migration, training, and consulting services.

Does Karbon charge for onboarding?

Karbon provides implementation support and also offers optional paid professional services.

For example, Karbon publishes team training for up to 12 people at $499 and a White Glove Experience starting at $9,999.

Not every Karbon customer will purchase these services, so the actual cost depends on the level of support a firm chooses.

How much does Karbon cost?

Karbon's published annual pricing is currently $59 per user per month for Team and $89 per user per month for Business. Enterprise pricing is customized.

Karbon identifies Business as its most popular plan.

How much does Client Hub cost?

Client Hub Practice Manager is $59 per firm user per month with annual billing.

Practice Manager with QuickBooks and Xero integrations is $79 per firm user per month with annual billing.

A Solopreneur plan is also available for single-user firms.

Does Karbon have a client portal and mobile app?

Yes. Karbon has invested significantly in its client experience and currently offers a client portal as well as iOS and Android apps.

Client Hub also provides a modern client portal and mobile app.

For most firms evaluating the two products, the more meaningful differences are practice-management complexity, implementation, accounting workflows, AI, and cost.

Can Client Hub replace Karbon?

Yes.

Client Hub is designed to operate as your firm's practice management platform—not as an add-on to Karbon.

Manage your firm's work, deadlines, team collaboration, clients, documents, client requests, accounting workflows, and more from Client Hub.

You don't need more software. You need the right software.

Karbon is a powerful platform.

But if your accounting firm wants powerful practice management without unnecessary complexity, Client Hub may be the better fit.

Get deeper accounting workflows. Get AI built around accounting. Get free onboarding. And give your staff and clients a system that's easier to adopt.