A great way to organize work and communicate with staff and clients
What do you like best?
Practice management software I have used in the past all had terrible support. Karbon, on the other hand, has support so responsive that I would very nearly call it excellent. I have had a few issues with higher-level support staff stationed in Australia, which means I had to work with them after hours to get things accomplished.
I also like the flexibility built within the program so that we can apply our particular work-style in an intuitive way. Other software we have used in the past was so rigid that it forced us unto a specific type of work philosophy that we do not believe is best for our firm.
What do you dislike?
My only complaint is that there isn't a way to easily see what the company is working on next and what's in the backlog of planned changes. Also, I don't feel like I have a voice in the process of directing those changes. I would love to see what other people suggest as changes and add my voice to their suggestions.
Recommendations to others considering the product:
Commit yourself to the training so that you can apply the tools to your work style.
What problems are you solving with the product? What benefits have you realized?
Our clients complained about submitting documents to our portal before we started using Karbon. Since we have switched, our clients have given us great feedback about how easy it is to collaborate and send documents through Karbon's hybrid portal.