Filed + Karbon
App integration via Karbon — Sync clients, work items, and documents from Karbon into Filed for AI-powered 1040 tax prep.
Filed and Karbon automate tax and compliance document review by syncing client work into Filed for AI tax prep and writing review-ready results and statuses back to Karbon, eliminating manual steps and speeding work from review to filing.
- AI-powered tax prep and review: Automatically pull client work from Karbon into Filed for AI-powered validation, then push results, statuses, and notes straight back to Karbon timelines.
- Simplify document handling: Automatically import documents into Filed for 1040 preparation to remove upload and download steps, while keeping Karbon work items updated with real-time outcomes.
- Speed work from review to filing: Sync completion statuses and review notes back to the right work and assignee in Karbon, helping teams move faster with clear audit traceability.
About Filed
Filed is the AI Workspace for Tax Transformation, embedded within existing tax workflows to help firms standardize client work, reduce manual effort, and improve consistency across preparation, review, and advisory services. Designed to work alongside the systems firms already rely on, Filed supports tax teams by automating time-intensive tasks while keeping professional judgment and control firmly with the practitioner.
