Karbon vs XPM

Karbon or XPM? Choose by how your team works

Karbon is built around shared email and workflow. XPM is built around Xero: time, billing and the link to Xero Tax. Both are good at what they’re built for. Here’s how to tell which fits your firm, and where AccountKit comes in.

AccountKitWorkflowInteractive preview · sample data
RJ & AJ Bull Family GroupWorkflow
Workflow
AllMy workMy ReviewMy TeamTax WIPBAS WIPTemplates+ New View
WORKFLOW / ALL JOBS

Practice-wide work

4 jobs
Job / clientAssignedStatusDue
Client onboardingBull Antics Pty Ltd
MCWork in28 Sep
Engagement renewalCrazy Bull Family Trust
JLWaiting2 Oct
Payroll processingSchurr Pty Ltd
PKManager review4 Oct
FY26 financial statementsBull Antics Pty Ltd
MCOpen14 Oct

Illustrative AccountKit-style view · sample data

Interactive demonstration with sample data, based on the AccountKit interface.

What you’re really choosing

The real difference is where your team’s day starts.

If your team lives in a shared inbox, Karbon’s model will feel natural. If your day runs from Xero and the tax calendar, XPM keeps the work on one Xero client record.

  1. 01Karbon

    Karbon puts email, workflow and client requests in one shared workspace.

    It includes time, billing and payments, syncs invoices and payments with your Xero ledger, and syncs contacts with XPM.

  2. 02XPM

    XPM keeps jobs, time, billing and WIP on the Xero client record.

    It links jobs to returns in Xero Tax, and it’s free for Silver partners and above.

  3. 03AccountKit

    AccountKit works with XPM, so it fits the XPM path.

    It adds workflow, compliance tools, correspondence and documents around XPM. It doesn’t connect to Karbon.

    See what syncs with XPM

Side by side

Karbon, XPM and what AccountKit adds, line by line

The first two columns are the choice. The third is what AccountKit adds if you choose XPM.

Karbon and XPM (Practice Management) and AccountKit adds compared, checked 2 October 2026
What you’re weighingKarbonXPM (Practice Management)AccountKit adds
Built aroundShared email, workflow and client collaboration.Xero: client records, time, billing and WIP.Works with Xero Practice ManagerOne view of each client group over XPM and Xero.Works with AccountKit
WorkflowWork templates, automation and capacity planning.Jobs, templates and scheduling.Works with Xero Practice ManagerStatus flows, work types, recurring templates and a daily plan for each person.Works with AccountKit
EmailA shared team inbox with triage and AI summaries, connected to Microsoft 365, Outlook or Gmail.Not listed on Xero’s Practice Management page.Outlook or Gmail email captured against the client in the correspondence register.Works with Outlook, Gmail
Time and billingTime, billing and payments built in, with invoices and payments syncing to Xero.Time, invoicing and WIP.Works with Xero Practice ManagerTime recorded in AccountKit syncs to XPM.Works with AccountKit, Xero Practice Manager
Xero connectionTwo-way sync with your Xero ledger (contacts, invoices, payments) and contact sync with XPM.Part of Xero Partner Hub, with jobs linked to returns in Xero Tax.Works with Xero Practice Manager, XeroClient details sync both ways with XPM, and compliance tools post journals to Xero.Works with Xero Practice Manager, Xero
DocumentsConnects SharePoint, OneDrive and SuiteFiles.Not listed on Xero’s Practice Management page.Connects SharePoint, OneDrive, FYI, SuiteFiles or Google Workspace.Works with SharePoint, OneDrive, FYI Docs, SuiteFiles
PricingPer user: the Team plan is US$59 a user a month, billed annually.Free for Silver partners and above. Otherwise a flat fee for up to 10 users (A$163.90 incl. GST in Australia).From AUD $55 a user a month (ex GST), five-user minimum.

Making the call

Which fits your firm

Pick the column that sounds like your team on a Monday morning.

  • Karbon may suit you if…

    • Your team works from a shared inbox and wants email and workflow in one place.
    • You want time, billing and payments outside Xero’s practice tools.
    • You’re happy for your practice records to live outside XPM.
  • XPM may suit you if…

    • You want time, billing and WIP on the Xero client record, linked to Xero Tax.
    • You’re a Silver partner or above, so it’s included.
    • Your other apps already use XPM as their client list.
  • XPM with AccountKit suits you if…

    • You want XPM’s record plus workflow and a daily plan for each person.
    • You want email, documents and compliance tools in one view of each client.
    • You’d rather build on Xero than run a separate system beside it.

How it comes together

Choose XPM, and AccountKit brings the rest of your stack to it

If XPM is your choice, this is how the pieces fit together. AccountKit works with XPM and Xero, not with Karbon.

Xero

  • XeroYour clients’ booksAccountKit tools post journals to Xero
  • XPM in Partner HubTime, billing and WIPClient details sync both ways, time goes to XPM
  • Xero TaxPrepares and lodges returnsNo data link: the job for the return runs in AccountKit

Where your team works each day

AccountKit

  • Workflow and each person’s daily plan
  • Compliance tools: Division 7A, inter-entity loans and more
  • Correspondence register for every client
  • Client Map of the family group
  • Links to every client’s folder

Microsoft 365 and compliance apps

  • OutlookClient emailEmails captured against the client
  • SharePoint or OneDriveYour files, where they areEach client links to its folder, permissions kept
  • Microsoft TeamsWhere the team talksClient notes and tool updates sent to Teams
  • CAS 360 or NowInfinityCompany complianceAnnual reviews and ASIC payments shown with the client
Sample setup. Xero Tax and XPM come with Xero Partner Hub at the partner tiers Xero sets; the Microsoft and compliance connections are the ones your firm switches on.
Chris Wheatley, Scope Accounting
Scope Accounting · Suburban firm in Bayside Brisbane, started in 2014, now a team of 14

A firm that moved its workflow out of spreadsheets

Scope Accounting stopped jobs stalling and caught up on its lodgements.

“It’s all interactive and it’s in one spot. We’re not looking at various Excel spreadsheets. It’s honestly all about visibility.”

Chris Wheatley, Scope Accounting
years on the lodgement statistics dashboard
4+
of this year’s work already done, in Chris’s words
80%
people on the team now, grown from a two-person operation
14
Read the Scope Accounting story

From the Xero App Store

What firms say about building on XPM with AccountKit

★★★★★

I've been using AK for about a year now and have found it to be a great help in tying our systems together. We use Nimbus and Xero (XPM and tax).…

George EliasReview on the Xero App Store, June 2020

★★★★★

We use Account Kit every day. It's a great tool to utilise everything in the one place. :)

Debbie PoynerReview on the Xero App Store, February 2025

5.0 out of 5 from 83 reviews. Read them all on the Xero App Store

Questions

What firms ask when choosing between Karbon and XPM

Does Karbon integrate with Xero Practice Manager?

Yes, for contacts. Karbon’s XPM integration syncs contacts both ways, and Karbon also syncs contacts, invoices and payments with your Xero ledger. Karbon doesn’t publish whether jobs, time or WIP move across from XPM.

Does AccountKit work with Karbon?

No. AccountKit connects to Xero Practice Manager and to Xero, not to Karbon. It’s built for firms that keep XPM as their practice record.

How much does Karbon cost?

Karbon lists per-user pricing: the Team plan is US$59 and Business US$89 a user a month billed annually (US$79 and US$99 billed monthly), and Enterprise is priced on request. Check Karbon’s pricing page for your currency.

Is XPM free?

For Xero Silver partners and above, yes. Otherwise it’s a flat fee for up to 10 users: A$163.90 including GST in Australia, £99 ex VAT in the UK, NZ$149 ex GST in New Zealand and US$149 in the US.

Is XPM being discontinued?

No. Xero is moving XPM into Xero Partner Hub as Partner Hub plus Practice Management, and says core features and pricing stay the same.

Does AccountKit replace XPM?

No. XPM keeps your time, billing and WIP. AccountKit syncs client details both ways with XPM and sends time to it, and its workflow jobs stay in AccountKit.

The heart of your firm

If XPM is your choice, bring the rest of your stack to it

Start a free trial, connect XPM and Xero, and see each client with workflow, tools and documents around it.

  1. Start a free 14-day trial

    Create the account and bring in the client list your firm already works from.

  2. Shape your AccountKit

    Choose the tools, views and workflows that match the jobs your team needs to run.

  3. Put it to work

    Use AccountKit with real client work and decide what belongs in your practice stack.