How Karbon’s newest integrations connect your workflows: March 2026 edition
Explore Karbon integrations in the March 2026 update, including Cognito Forms, Float, Microsoft Teams, Dext, and more that automate firm workflows.
Karbon has never tried to replace every tool in your firm’s tech stack. The goal has always been to bring them together.
Firms increasingly want the freedom to use their preferred best-in-breed tools, and a complete operating layer to coordinate work, communication, and data. Karbon is built to do exactly that.
With 80+ integrations and growing, the Karbon ecosystem continues to expand, connecting the tools firms rely on while keeping everything coordinated in one place.
Here’s a look at what’s new for 2026 and what’s coming next.
The most connected ecosystem in accounting practice management
Based on research conducted by Karbon, the average accounting firm uses 14 pieces of technology. That's a lot of tools, and a lot of potential for things to fall through the cracks when they don't connect.
Karbon's approach has been to build an open ecosystem, partnering with best-in-breed providers rather than trying to replace everything in your stack. The goal is to reduce the friction of how you interact with those tools day-to-day, not just at the contact-sync level, but deeper into an automated layer where data moves between systems without you having to move it manually.
Today, 42% of Karbon customers have two or more integrations active. That number speaks to how central the connected ecosystem has become to the way firms are running their businesses.
Much of what follows was covered in Karbon's latest quarterly integrations update webinar, where the partnerships team walked through recent launches and shared what's on the roadmap next. You can watch the full recording of the March 2026 session.
What's recently launched
Client onboarding: Cognito Forms
For firms with high volumes of incoming clients, Cognito Forms is now integrated with Karbon. When a form is submitted via Cognito Forms, it automatically creates contacts and organizations (plus their related custom fields) in Karbon without manual entry. You can also send prefilled forms to existing clients, and the full audit trail is captured in Karbon.
Dext has been available as an integration for several months, and a number of firms have already connected it. It now lives in Karbon's Connected Apps section, making it easier to find and activate. The integration starts with a contact sync, with more functionality in development.
Transaction capture: Uncat
Uncat helps you manage uncategorized transactions from your clients, collecting the receipts needed to update those transactions at the general ledger level. The integration supports bookkeeping collaboration and helps keep your workflow moving without chasing down missing information through separate channels.
Meeting assistance: Microsoft Teams
The Microsoft Teams integration is now live. If your firm runs on Microsoft's Office suite, you can activate this integration to sync client information and have meeting summaries tagged to client timelines in Karbon. This becomes incredibly powerful as Karbon AI layers on top and can summarize all of your recent communication with your clients.
Client feedback: AskNicely and SurveySparrow
Two new NPS and CSAT tools have joined the ecosystem:
AskNicely lets you trigger client satisfaction surveys automatically when a workflow in Karbon reaches completion. Results are posted back into Karbon directly, so you know straight away whether a client is a promoter or needs a follow-up conversation.
SurveySparrow offers a similar capability, letting you send NPS or CSAT scores when work reaches a defined status. Both tools give you a live read on client sentiment without adding a separate manual step to your process.
Resource planning: Float
Float is a production planning tool that helps you manage your team's capacity as your client roster grows. With this integration, Float projects are automatically created from Karbon, and any adjustments you make in Float to manage your team are reflected back into Karbon. Recent integration improvements, like webhooks, ensure workload visibility stays in sync across both systems.
What's coming next
Jump
Jump is joining Karbon's meeting notetakers category. It primarily serves financial advisors, but a growing number of accounting firms are already using it. If your firm has a financial advisory arm and wants a meeting assistant tailored to that side of the business, Jump is worth exploring.
FinOptimal: Accruals, Booker, and Wrangler
FinOptimal's integration covers three products: Accruals, Booker, and Wrangler, all connecting into Karbon. The Accruals product handles spreading annualized expenses across 12 months in the general ledger automatically, and posts status updates and summaries directly into the relevant Karbon work item. The goal is less time reconciling and more time closing. Booker and Wrangler will also be integrated as part of the beta rollout.
FuseSign
FuseSign is an e-signature tool, and the contact sync from Karbon into FuseSign is the foundation of this integration, ensuring that signatures are mapped to the right client record. FuseSign is also planning to build further functionality into Karbon's integrated workflows, so there's more to come with this partnership.
RC Reports
RC Reports lets firms build reasonable compensation analysis into their workflows, helping reduce underpayment risk for clients. It integrates through Karbon's integrated workflows and is a strong fit for firms doing business tax work. RC Reports is currently in beta, joining Karbon's growing set of tax integrations.
Tallyfor
Tallyfor focuses on the books-to-tax handoff. It takes the books you've managed throughout the year and turns them into tax-ready workpapers, helping speed up tax delivery from your bookkeeping team to your tax team. The Tallyfor integration is currently in beta, and worth checking out if tax work is a core part of your practice.
A note for developers
If your firm builds its own integrations, Karbon has recently made improvements to its developer portal and expanded its APIs for clients and custom fields. OAuth for integrated workflows is also in preparation. You can explore the documentation and upcoming improvements at the Developer Center.
The bigger picture
The Karbon vision is an ecosystem where integrations don't just sync contacts, they automate workflows, surface data intelligence, and cut the manual steps between your tools.
You can browse the full list of Karbon integrations to see everything that's available today. And if there's a tool your firm uses that isn't yet connected, you can reach the partnerships team at partnerships@karbonhq.com.
Ian is passionate about helping businesses be as successful as possible in order to positively impact the small businesses they serve. With 25+ years' experience in technology & process improvement and 15+ years of leadership experience in the accounting industry at Karbon, Xero, and Intuit, Ian is a recognized expert, innovator, and teacher.
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