Karbon Integration
Bring client workflows, tasks and documents from Karbon into our products, so the numbers match your records.
Why connect Karbon
Karbon keeps client work organized. Connecting it lets a firm track R&D engagements alongside other work.
What syncs
Practice management. Exact fields depend on your setup.
| Product | What can sync with Karbon |
|---|---|
| R&D Tax Credit AI agent | Used by CPA firms to collect client information and track engagements |
| TaxTrex (white-label) | Source data for the cost and time workpapers |
| creditARMOR (white-label) | Supporting records for mock-audit checks |
| Custom AI work | Data needed for agents and automations we build for you |
Setup steps
- 1
Tell us your setup
Share how you use Karbon and which products you want connected.
- 2
We confirm the connection
We check what is possible and agree it in writing.
- 3
Connect and test
We link the systems and check the numbers against your records.
Security note
Access is limited to what the work needs and is agreed with you in writing. We do not claim certifications we do not hold. See the Trust Center for where things stand.
Integrations are proposals until confirmed for your setup. Tell us which system you use and we will confirm what is possible before you commit.
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Learn moreFind out what AI would cost you
Book a free call. We will map three opportunities and give you a rough idea of cost and payback.