Karbon
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.
How it works
- Connect Filed to Karbon using a secure access key
- Select Karbon work types to pull in only relevant work.
- Import work items and documents from Karbon and begin preparation directly in Filed
- Keep work and communication synced as returns move through your workflow
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
FAQ
How does the integration with Karbon work?
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.
What happens if a client uploads a document to Karbon after the client list in Filed has been created?
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.
What happens if a client uploads a document to Karbon and I’ve already sent the information for preparation to my tax software?
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.