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features
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support

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Description

No more messy spreadsheets or awkward email threads. Charlie makes it easy to simplify your day and get on with what matters most. To keep your business running smoothly, collect and store vital People data. You can also bring together office-based, remote, or hybrid teams. Make sure everyone feels valued and create an environment that encourages growth. Charlie can help you create a great company culture. For total security, Charlie uses the highest standards of data security. Charlie is fully GDPR compliant and ISO 27001-accredited. Real people provide fast customer support. Our support team responds to queries in an average of 7 minutes. With startups and small businesses in mind, Charlie was designed. Charlie was specifically designed to assist small businesses based in the UK. We are a small team of 30 people. We have an office in London, but we work remotely from the UK.

Description

Work, clients, planning & communication in one place. Whether your team is in the office or remote, you’re together with Karbon. Karbon is the collaborative practice management platform for accounting firms. It brings your team, clients, systems, and data together in one place, significantly improving visibility, efficiency, and connectivity no matter where your people are located.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Complete Yes 
Desktop.com Yes 
Figures Yes 
Float No 
Gmail No 
Ignition No 
Kindo Yes 
Kombo Yes 
Liscio No 
Microsoft Outlook No 
Pave Yes 
Pento Yes 
QuickBooks Online No 
Slice Yes 
Soraban No 
ThriveSparrow Yes 
Trace Headcount Yes 
Wufoo No 
Xero Yes 
eduMe Yes 

Integrations

Complete No 
Desktop.com No 
Figures No 
Float Yes 
Gmail Yes 
Ignition Yes 
Kindo No 
Kombo No 
Liscio Yes 
Microsoft Outlook Yes 
Pave No 
Pento No 
QuickBooks Online Yes 
Slice No 
Soraban Yes 
ThriveSparrow No 
Trace Headcount No 
Wufoo Yes 
Xero No 
eduMe No 

Pricing Details

£4/month/user
Free Trial Yes 
Free Version No 

Pricing Details

$59/month/user
Karbon has three different pricing plans with the most popular one being Business. Karbon offers an annual and monthly subscription. It starts at $59/month if billed annually, or $75/month if billed monthly.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

CharlieHR

Country

United Kingdom

Website

charliehr.com

Vendor Details

Company Name

Karbon

Founded

2014

Country

United States

Website

karbonhq.com

Product Features

Human Resources

360 Degree Feedback Yes 
Applicant Tracking No 
Attendance Management Yes 
Benefits Management No 
Career Development Planning No 
Compensation Management No 
Compliance Management No 
Employee Database Yes 
Employee Lifecycle Management No 
Onboarding Yes 
Payroll Management Yes 
Performance Management Yes 
Recruiting Management No 
Self Service Portal No 
Succession Planning No 
Time & Attendance Management Yes 
Time Off Management Yes 
Timesheets No 
Training Management No 

Product Features

Accounting Practice Management

Approval Workflow No 
Billing & Invoicing No 
Client Management Yes 
Client Portal Yes 
Document Management Yes 
Due Date Tracking Yes 
For CPA Firms Yes 
Project Management Yes 
Staff Management Yes 
Time Tracking Yes 

Tax Practice Management

Approval Process Control No 
Billing & Invoicing No 
Client Management No 
Client Portal No 
Document Management No 
Due Date Tracking No 
Scenario Planning No 
Tax Filing No 
Tax Forms No 
Workflow Management No 

Workflow Management

Access Controls/Permissions Yes 
Approval Process Control No 
Business Process Automation Yes 
Calendar Management Yes 
Compliance Tracking Yes 
Configurable Workflow Yes 
Customizable Dashboard No 
Document Management Yes 
Forms Management No 
Graphical Workflow Editor No 
Mobile Access Yes 
No-Code No 
Task Management Yes 
Third Party Integrations Yes 
Workflow Configuration Yes 

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