Karbon
Karbon is a collaborative practice management platform designed for accounting firms to unify workflows, settle communication gaps, and provide real-time visibility into team productivity and client management.
Practice Better
Practice Better is a complete practice management platform designed for health and wellness professionals to streamline client coaching, scheduling, and HIPAA-compliant documentation in one centralized portal.
Quick Comparison
| Feature | Karbon | Practice Better |
|---|---|---|
| Website | karbonhq.com | practicebetter.io |
| Pricing Model | Subscription | Freemium |
| Starting Price | $70/month | Free |
| FREE Trial | ✓ 14 days free trial | ✓ 14 days free trial |
| Free Plan | ✘ No free plan | ✓ Has free plan |
| Product Demo | ✓ Request demo here | ✓ Request demo here |
| Deployment | ||
| Integrations | ||
| Target Users | ||
| Target Industries | ||
| Customer Count | 0 | 0 |
| Founded Year | 2014 | 2016 |
| Headquarters | San Francisco, USA | Toronto, Canada |
Overview
Karbon
Karbon is a centralized workspace designed specifically for accounting and professional service firms to manage their entire practice. You can combine your email, discussions, tasks, and powerful workflows into one integrated platform, ensuring nothing falls through the cracks. It helps you eliminate silos by connecting your team’s communication directly to the work they are performing for clients.
You can automate data collection from clients using auto-reminders and secure portals, which saves hours of manual follow-up. The platform provides deep visibility into your firm's performance through real-time analytics, allowing you to balance workloads and identify bottlenecks before they impact your deadlines. Whether you are a small firm or a large practice, it scales to help you deliver consistent, high-quality service.
Practice Better
Practice Better is a comprehensive practice management platform built specifically for health and wellness professionals like nutritionists, dietitians, and health coaches. You can manage your entire client journey from a single dashboard, replacing scattered tools with one integrated system for scheduling, billing, and clinical documentation. The platform focuses on automating the administrative side of your business so you can spend more time supporting your clients' health goals.
You can easily create and sell wellness programs, track client progress through food journals, and conduct secure telehealth sessions. It solves the problem of fragmented workflows by keeping your intake forms, chat history, and supplement recommendations in one HIPAA-compliant location. Whether you are just starting your private practice or managing a multi-practitioner clinic, you can scale your operations with tools designed for professional growth.
Overview
Karbon Features
- Integrated Email Turn your emails into actionable tasks and link them directly to client timelines so your whole team has context.
- Automated Client Tasks Send automated requests and reminders to clients for documents, ensuring you get what you need without manual chasing.
- Visual Workflow Management Track every project stage with Kanban boards and list views to ensure your team hits every critical deadline.
- Collaborative Checklists Standardize your firm's processes with detailed templates and checklists that ensure consistent service delivery across all clients.
- Real-time Analytics Access visual dashboards to monitor team capacity, project status, and firm-wide productivity metrics in real-time.
- Secure Client Portal Provide your clients with a branded, secure space to upload documents and complete tasks without using risky email attachments.
Practice Better Features
- Automated Scheduling. Sync your calendar and let clients book appointments online while you automatically send reminders to reduce no-shows.
- HIPAA-Compliant Telehealth. Conduct secure video sessions directly within the platform without requiring your clients to download external meeting software.
- Client Portal. Give your clients a dedicated space to view recommendations, upload documents, and message you securely between scheduled sessions.
- Lifestyle Journaling. Monitor your clients' nutrition, mood, and activity in real-time to provide immediate feedback and keep them accountable.
- Program Builder. Create and launch fixed-date or evergreen online courses and group coaching programs to generate recurring revenue.
- Billing and Payments. Generate professional invoices, set up recurring payment plans, and accept credit cards through integrated payment processors.
Pricing Comparison
Karbon Pricing
- Integrated email and internal discussion
- Work and task management
- Automated client reminders
- Basic templates and checklists
- Contact management and CRM
- Global search and filters
- Everything in Team, plus:
- Time tracking and budgets
- Advanced workflow automation
- Client portal with secure file sharing
- Leaderboards and productivity reporting
- Capacity planning tools
Practice Better Pricing
- Up to 3 clients
- Unlimited 1:1 sessions
- HIPAA-compliant messaging
- Basic charting and notes
- Online booking and scheduling
- Everything in Free, plus:
- Up to 10 clients
- 1 GB document storage
- Customizable intake forms
- Standard telehealth (1:1)
- Invoicing and payment processing
Pros & Cons
Karbon
Pros
- Excellent visibility into team-wide email communication
- Powerful automation for gathering client documents
- Highly responsive and helpful customer support team
- Intuitive interface that simplifies complex project tracking
Cons
- Steep learning curve for complex automation setups
- Higher price point compared to generic task managers
- Mobile app features are limited compared to desktop
Practice Better
Pros
- Highly intuitive interface for both practitioners and clients
- Excellent mobile app for managing tasks on the go
- Robust automation for intake forms and appointment reminders
- Comprehensive HIPAA compliance across all communication channels
Cons
- Steep learning curve for complex program building
- Limited customization options for some automated emails
- Higher tiers can become expensive for solo practitioners