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.
SimplePractice
SimplePractice is an all-in-one practice management software designed for health and wellness professionals to manage scheduling, billing, documentation, and telehealth through a secure, HIPAA-compliant cloud platform.
Quick Comparison
| Feature | Karbon | SimplePractice |
|---|---|---|
| Website | karbonhq.com | simplepractice.com |
| Pricing Model | Subscription | Subscription |
| Starting Price | $70/month | $29/month |
| FREE Trial | ✓ 14 days free trial | ✓ 30 days free trial |
| Free Plan | ✘ No free plan | ✘ No free plan |
| Product Demo | ✓ Request demo here | ✓ Request demo here |
| Deployment | ||
| Integrations | ||
| Target Users | ||
| Target Industries | ||
| Customer Count | 0 | 0 |
| Founded Year | 2014 | 2012 |
| Headquarters | San Francisco, USA | Santa Monica, USA |
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.
SimplePractice
SimplePractice is a dedicated practice management solution built to help you run your health and wellness business more efficiently. Whether you are a solo practitioner or managing a group practice, you can handle every aspect of your workflow—from initial client intake and scheduling to paperless documentation and automated billing—all within a single, secure environment.
You can eliminate manual administrative tasks by using the integrated client portal, which allows your patients to book appointments and complete digital intake forms online. The platform also includes built-in telehealth capabilities, enabling you to conduct secure video sessions without needing third-party apps. It simplifies your financial management with integrated credit card processing and automated insurance claim filing, helping you get paid faster while maintaining full HIPAA compliance.
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.
SimplePractice Features
- Paperless Intake. Send digital intake forms and legal documents to your clients so they can sign them electronically before their first visit.
- HIPAA-Compliant Telehealth. Conduct secure high-definition video appointments directly through the platform on your computer or mobile device with no extra software.
- Online Appointment Booking. Give your clients the freedom to request appointments online through a professional portal that syncs instantly with your calendar.
- Automated Billing. Generate invoices, process credit card payments, and send automated billing reminders to your clients to ensure you get paid on time.
- Insurance Claim Filing. Submit primary insurance claims electronically in just a few clicks and track their status directly within your dashboard.
- Mobile Clinician App. Manage your schedule, view client records, and finish your progress notes from anywhere using the dedicated mobile app.
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
SimplePractice Pricing
- Unlimited clients
- Paperless intake forms
- Client Portal
- Mobile app access
- HIPAA-compliant storage
- Integrated credit card processing
- Everything in Starter, plus:
- Telehealth included
- Professional website builder
- Appointment reminders
- Analytics and reporting
- Customizable note templates
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
SimplePractice
Pros
- Intuitive interface makes it easy to learn quickly
- Excellent mobile app for managing tasks on the go
- Streamlined insurance filing saves hours of manual work
- Professional client portal improves the patient experience
- Reliable HIPAA-compliant video quality for telehealth sessions
Cons
- Customer support is primarily chat and email based
- Pricing has increased significantly for long-term users
- Limited customization options for specific medical specialties