Karbon Alternative
All the document collection.
None of the overhead.
Karbon is a full practice-management suite. If your real bottleneck is getting clients to send their documents — not re-tooling your whole firm — idutax does exactly that, in 20 minutes, at a flat fee.
Free up to 5 clients · No demo required
Karbon is a strong choice for firms that want to run their entire workflow — email triage, jobs, timesheets — in one place. But that breadth comes with per-user pricing, a learning curve, and onboarding measured in weeks.
idutax does one thing and does it well: it turns document collection into a simple checklist your client fills in from a single link — no login, no app. You see real-time status across every client, and reminders go out on their own. See how it works on our features page, or compare it with the TaxDome and Intuit Link options.