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.
| Karbon | DocNag | |
|---|---|---|
| Built for | Practice management for firms: jobs and workflows, team collaboration, shared inbox, client portal and client requests | Document collection only: checklist, private link, automatic reminders |
| Pricing | Team $59 per user/month billed annually ($79 billed monthly); Business $89 ($99 monthly); Enterprise custom. Monthly billing needs 4+ users | Free for 3 active requests, $19/month for 25, $39/month for 100; flat, not per user, month to month |
| Automatic client reminders | Listed on the Business plan and above, not on Team | On every plan, every 3 days, firmer tone on the third |
| Client portal | Included on all plans (tasks, document sharing) | No client account: the client opens a private link and uploads |
| Free option | None listed on the pricing page | Free plan for 3 active requests, no card; 14-day trial on paid plans |
| Setup effort | Built around a team workflow; worth it when you run many jobs across staff | Create 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.
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