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Does Karbon have a referral program?
Does Karbon have a referral program?

Introduce your clients, friends and peers to Karbon to benefit from account credits and unbeatable value for your business and theirs.

Erin Jamison avatar
Written by Erin Jamison
Updated over a week ago

Refer your clients, friends and peers to Karbon and 10% of their subscription will go to you. In this article, you'll learn more about the benefits of the program, how to refer and get an email template you can use when referring.


Benefits of the Karbon referral program

If you refer any other businesses to Karbon who becomes a paying customer, 10% of their Karbon subscription in their first year will go to you.

That means, if you refer a firm with 20 staff who signs onto Karbon's Business plan, you'll receive $1,896 USD*. You can choose whether that comes in the form of a credit off your own Karbon subscription, gift card/s to spend yourself or to give to staff, or a donation to an approved charity of your choice.

And you're not the only one who benefits.

We'll ensure your referral gets up and running quickly, efficiently and confidently with a premium onboarding package, worth more than $1000 USD, completely free.

The package includes:

  • Onboarding setup, training, support including assisted data import ($299 USD value)

  • 30-minute process consultation ($299 USD value)

  • 1-hour dedicated training session ($499 USD value)

There are no caps on this offer—you will be rewarded for as many new customers as you refer. User credits will be provided after your referred business has been a paying customer for one month. Learn more about the benefits of the Karbon referral program.

* Actual credit may vary depending on currency, location and other factors.

How to refer

There are two ways you can refer a new business to Karbon.

  1. Make an introduction to your new potential customer by emailing

  2. Ask your referral to start a Karbon trial using your unique referral link. To find out your unique link, simply send an email to

The Karbon team will take care of the rest.

Email template to use for referrals

To make it easier for you to refer others to Karbon, you can use the below email template. Just be sure to add their referral link.

Hi there,

As you may know, our firm uses Karbon for our practice management, and I think it would be a great fit for you too.

To help you get up and running quickly, efficiently and confidently, you'll receive a premium onboarding package worth more than $1,000, completely free.

All you need to do is start your trial at this link. <Add link>

If you have any questions about how we're using and benefitting from Karbon, let me know. You can also check them out here.

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