ProCharted vs Karbon
ProCharted vs Karbon
Karbon is a popular practice-management tool. ProCharted gives your firm the same everyday essentials — work, clients, portal, email, time and billing — with AI included, for less.
Why firms choose ProCharted
- $47 per user a month, everything included, and month to month for any team size.
- E-signatures are included; Karbon charges for e-signature credits.
- One plan: automations, client reminders and unlimited clients are not saved for a higher plan.
- Ask ProCharted: ask questions about your firm's work, time and invoices, and set up work in one sentence.
- Free seasonal staff from February 1 to April 30.
Where Karbon is stronger today
- Gmail integration.
- Phone apps for iPhone and Android.
We'd rather you know up front. If one of these matters a lot to your firm, tell us on a demo.
Side by side
| ProCharted | Karbon | |
|---|---|---|
| Month-to-month option | ✓$59 per user, any team size | ~Teams of 4+ only |
| One plan with every feature | ✓Yes | ✕3 plans |
| AI included | ✓Ask questions, create work and reports by asking, write emails | ✓Email writing and summaries |
| Recurring work and automations | ✓Yes | ~Automations on Business plan |
| Shared work queues by role | ✓Yes | ✓Yes |
| Client portal | ✓Yes | ✓Yes |
| E-signatures included | ✓Yes | ✕Paid credits |
| Client folders and documents | ✓Yes | ~Basic |
| Automatic client reminders | ✓Email sequences | ~Business plan |
| Email inside the app | ✓Outlook | ✓Gmail, Outlook |
| Time tracking and invoices | ✓Yes | ✓Yes |
| QuickBooks Online | ✓Yes | ✓Yes |
| Text messages (SMS) to clients | ✕No | ✕No |
| Mobile app | ~Works in the phone browser | ✓Firm app |
| Seasonal staff | ✓Free, Feb 1 – Apr 30 | ✕No |
| Unlimited clients | ✓Yes | ~Team plan: 1,000 contacts |
Compared on October 26, 2026 using each company's public website (karbonhq.com). Features and plans change; please check each company's website for current details. ✓ yes · ~ partly or on some plans · ✕ no. All trademarks belong to their owners.
Switching is easier than you think
Import your clients from a spreadsheet and our team helps you set up, at no extra cost. Try every feature free for 14 days.