Seamlessly connect Karbon and FileForms. Set up your integration, map your contact types, and eliminate manual data entry.
The FileForms integration with Karbon allows you to automatically pull your Karbon contacts directly into your FileForms workspace. By syncing your client list based on specific Contact Types, you ensure consistent client information across both platforms and remove the need for duplicate data entry.
Getting Connected
To set up the FileForms integration, you will need Admin access in Karbon to generate your connection token, and an active FileForms account. Don’t have one yet? Create your account here before proceeding.
Step 1: Navigate to the FileForms Tile in Karbon
- Log in to Karbon as an Administrator.
- Navigate to Settings > Connected Apps.
- Locate the FileForms tile and click Manage (or Connect if this is your first time).
Step 2: Copy the Connection Token
- In the FileForms connection screen, locate the section labeled Connection Token.
- Under the JWT TOKEN field, click the Copy button.
⚠️ Keep this token secure and do not share it outside of your organization.
Step 3: Connect Karbon Inside FileForms
- Log in to your FileForms account.
- Navigate to your Settings tab.
- Locate the Karbon integration module and click Connect Workspace.
- In the setup window, enter your Firm Name.
- Paste the Connection Token you copied in Step 2.
- Click Continue to Sync. FileForms will securely validate the token and connect to your Karbon workspace.
Syncing Your Karbon Contacts
Immediately after a successful connection, FileForms will prompt you to run your initial contact sync.
- Once the connection is validated, a Sync Clients window will automatically appear on your screen.
- FileForms will retrieve and display a list of your available Karbon Contact Types (e.g., Client, Client – Individual Tax, Prospect, Vendor / Supplier).
- Select the specific Contact Types you wish to import by checking the corresponding boxes. (You can also use Select All to import everything.)
- Click Start Sync.
Benefits of the Integration
- ✅ Zero Manual Data Entry: Instantly import your entire client roster into FileForms with just a few clicks, saving hours of administrative work during onboarding and compliance seasons.
- ✅ Single Source of Truth: Continue using Karbon as your firm’s central hub for client details, ensuring your data remains organized and authoritative.
- ✅ Reduced Human Error: Ensure exact spelling and naming consistency across both platforms, which is critical for state compliance and BOI reporting.
- ✅ Granular Control: You decide exactly who gets imported. By filtering based on Karbon Contact Types (e.g., Client – Individual Tax vs. Vendor), you keep your FileForms workspace clutter-free.
Current Limitations
- ⚠️ One-Way Sync (V1): Currently, data flows in one direction — from Karbon to FileForms. Updates made directly inside FileForms will not push back to Karbon.
- ⚠️ Manual Sync Triggers: Syncs are initiated manually by clicking the Start Sync button in FileForms. Continuous, real-time background syncing is not yet supported.
- ⚠️ No Document Pushback: In this V1 release, completed FileForms compliance documents and artifacts do not automatically upload to Karbon client timelines. (This feature is actively in development for our V2 release!)
Frequently Asked Questions (FAQ)
Is this a two-way sync?
No. Currently, this is a one-way sync from Karbon into FileForms. Karbon remains your single source of truth for all contact details.
What happens if a client’s name changes in Karbon?
When you run a subsequent sync in FileForms, the integration will recognize the existing client via their unique Karbon ID and securely update their name in FileForms — rather than creating a duplicate record.
How long does a sync take?
Most syncs finish in a matter of seconds. However, if you are importing thousands of clients at once, it may take a few moments to complete. You will see a success message with a summary of new and updated companies once it finishes.
I am getting an “Unauthorized” or “Invalid Key” error. What should I do?
This usually means your connection token was copied incorrectly, has expired, or has been revoked. Go back to your Karbon account (Settings > Connected Apps > FileForms), copy a fresh token, and try connecting again in FileForms.
Will FileForms documents show up on my Karbon client timelines?
Not yet — but it’s coming soon! We are actively building V2 of this integration, which will allow FileForms artifacts and completed filings to be pushed directly to your Karbon timelines, along with deeper workflow automations.
