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DocNag vs Karbon

Karbon is a practice-management platform for accounting firms: work planning, team collaboration, email triage, client requests and a client portal. DocNag does one thing: a checklist, a private link and automatic reminders for missing documents.

Pricing and features checked October 2026 from each product's public pages. They change, so confirm on Karbon's site before deciding. We are the maker of DocNag, so weigh this accordingly; we've tried to be fair.

KarbonDocNag
Built forPractice management for firms: jobs and workflows, team collaboration, shared inbox, client portal and client requestsDocument collection only: checklist, private link, automatic reminders
PricingTeam $59 per user/month billed annually ($79 billed monthly); Business $89 ($99 monthly); Enterprise custom. Monthly billing needs 4+ usersFree for 3 active requests, $19/month for 25, $39/month for 100; flat, not per user, month to month
Automatic client remindersListed on the Business plan and above, not on TeamOn every plan, every 3 days, firmer tone on the third
Client portalIncluded on all plans (tasks, document sharing)No client account: the client opens a private link and uploads
Free optionNone listed on the pricing pageFree plan for 3 active requests, no card; 14-day trial on paid plans
Setup effortBuilt around a team workflow; worth it when you run many jobs across staffCreate a request and send the link in a couple of minutes

How much does Karbon cost?

From its public pricing page (checked October 2026): the Team plan is $59 per user per month billed annually ($79 billed monthly), Business is $89 ($99 monthly), and Enterprise is custom. Monthly billing needs 4 or more users. No free plan is listed.

Does Karbon send automatic reminders to clients?

Automatic client reminders are listed on the Business plan and above, not on Team. DocNag sends them on every plan, every 3 days, with a firmer tone on the third.

Choose Karbon if…

You run a multi-person firm and want one system for job tracking, team collaboration and client work, and per-user pricing fits your headcount.

Choose DocNag if…

You are a solo bookkeeper or small shop that only needs documents to arrive on time, want to start free, and do not want to pay per seat for a full practice suite.

Try DocNag free

3 active requests free, no card needed. Set up your first request in two minutes.

Start free

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