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
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.
SOC 2 compliant · 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.