Practice Management
Best for workflow-heavy firms scaling past 25 staff
Karbon, reviewed honestly
A practical operator-grade review of Karbon as a practice management spine for growing accounting and advisory firms in 2026.
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Capacity & Time
Float for capacity and resource planning
Useful once spreadsheets are clearly failing
Reviewing Float as a capacity and resource planning layer for advisory and accounting firms past the spreadsheet stage.
Practice Insider
Verdict
The short answer
Float is a credible answer for firms whose capacity planning has outgrown a spreadsheet but who do not need an enterprise-grade resource management platform. The hard part is not the tool, it is the operating discipline around it.
Good for
- Firms with multiple teams running concurrent jobs.
- Operators who want a real picture of capacity, not a vibe.
- Teams already tracking time with reasonable consistency.
Where it falls short
- Garbage in, garbage out, assumes time data is broadly trustworthy.
- Requires a weekly operating cadence to stay accurate.
- Not deep on financial forecasting or recovery analysis.
Who it suits
Operations leads at 20 to 150 person firms who have decided capacity is a number worth managing on a weekly basis, not a quarterly conversation.
Capacity planning is one of the few places where the right tool, used consistently, will quietly add a point or two of margin a year. Float is one of the more credible options in that category for firms past the spreadsheet stage.
Implementation honesty
The tool is not the project. The project is establishing a weekly cadence where capacity is actually discussed and assignments actually move. Without that, no capacity tool earns its keep.
Operator take
Float works when there is a named owner running a weekly capacity meeting that actually changes assignments. Without that meeting, it becomes another dashboard nobody opens. With it, it becomes one of the highest leverage tools in the firm.
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CRM & Comms
Best for firms standardising proposals and recurring billing
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