Karbon
Filed integrates with Karbon to help tax teams move work forward faster, without changing how they already manage their workflow. Karbon remains the place where work is organized and tracked. Filed connects in to accelerate tax preparation and reduce friction during busy season.
The integration is designed to be simple to set up, transparent in what data is shared, and flexible enough to match how firms actually use Karbon.
Karbon
How it works
- Sync client lists and details
- Keep information consistent across systems
- Reduce manual data entry
- Prepare returns with organized client context
Built for firms running tax work in Karbon
Filed was designed to plug into the way firms already use Karbon. The integration focuses on removing friction from tax preparation while keeping Karbon as the place where work is managed, tracked, and reviewed.
Once connected, Filed pulls in the right work items and documents so prep can begin quickly and stay aligned with your existing workflow. Teams do not need to change how they assign work, track progress, or collaborate inside Karbon.
The result is a smoother handoff between workflow and preparation, especially during high-volume periods
What this means for your team:
- Karbon remains your system of record for work and timelines
- Filed accelerates tax preparation without adding extra steps
- Only selected work types and relevant files are pulled into Filed
- Work stays organized, predictable, and easier to move forward
How it works
- Sync client lists and details
- Keep information consistent across systems
- Reduce manual data entry
- Prepare returns with organized client context
The questions firms ask us
Filed connects to Karbon to pull in your client list and all of their respective documents. No need to create clients manually and upload documents one-by-one.
You have the option to pull additional documents you added anytime with a click of a button to Filed and make sure that the document is properly accounted for and ready for transfer to the return.
Filed cannot re-run the return without charging you for an additional return. Our AI must essentially start from scratch on the return and delete the previous version of the return that it prepared.