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.
The Filed Karbon integration is a direct connection that brings your Karbon clients and documents into Filed for AI tax preparation. Once connected, Filed pulls in your Karbon client list and each client's documents, so nobody has to create clients or upload files one by one. If a client adds a document in Karbon later, your team pulls it into Filed with one click. Filed then reads the documents, builds the workpaper and prepares the return in your tax software (CCH Axcess, Lacerte, Drake or ProConnect), with every figure traced back to its source page.
Karbon stays the place where your team assigns, tracks and reviews work, and nothing about how you use it changes. Only the work types and files you select come into Filed. Filed supports 1040, 1065 with K-1, 1120, 1120-S, 1041 and 990 returns, is SOC 2 Type II compliant and ISO 27001 certified, and keeps client data on U.S. servers.
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 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.
Pull the new document into Filed and re-run the return. Re-runs are included in your plan at no extra cost.