Integrations
Karbon Partnership

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.
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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
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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.
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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.
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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
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Best-in-class firms use Filed
AdamsBrown logoDWC CPAs and Advisors logoTax Time logoAlbert Tucker & Associates logoAgresta, Storms & O'Leary logoWestberg Eischens logoLong & Associates Public Accountants logoJMG CPAs logoKDA logoProctor, CPA, PC logoForesight Business Solutions logoDaniel W. Polachek, P.C. logoTax Sherpa logoJCG Tax logoHoff Financial Services logoTeel Accounting logoPoston Tax & Accounting logoAFS Financial Group logoPastor, Golbois, Ebert & Palladino logoSwamp Fox CPA logoCapstone CPA logoBrandywine Oak Private Wealth logoJ Allen & Associates logoEverest Financial Advisors logoAccounting & Advisory Services logoPapin CPA logoAffinity Tax Services logoJoseph Hawthorne CPA PC logoAvaii Wealth Management logoHansen Certified Public Accountants logoSwoop In Solutions logoDennis Duncan & Torchon logoXQ CPA logoButrica Ployd & Associates logoCore Capital Advisors logoKirschner Weeks CPAs and Advisors logoAlpine Mar CPAs & Advisors logoDentalCPA Services logo
FAQ

Ready to see what AI-powered tax preparation can do?

Join tax professionals who are using Filed to handle document collection, data entry, and review so they can focus on what matters most.

Book a demo

SOC 2 Type II · ISO 27001 certified · US-only data · No model training on your data

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.