TaxBandits + Karbon:
Bringing Practice Management and Tax Filing Together
Import client data once. E-file tax forms without rework. Keep client needs and compliance in sync.
Seamless Data Import, Faster Tax Filing
CPAs and accounting firms often rely on multiple systems to manage client work and complete tax filings. The constant switching, exporting, and re-entering of data adds unnecessary steps, increases the chance of mistakes, and reduces capacity when deadlines are tight.
The TaxBandits and Karbon integration eliminates this gap!
Firms can move from client records to accurate tax filings in fewer steps—saving time, reducing errors, and creating more room for high-value client service.
Want to see how it all comes together?
Key Benefits of Integrating Karbon with TaxBandits
Discover how connecting Karbon and TaxBandits can transform your firm’s efficiency, accuracy, and client service.
1. Save time on every filing
Cut the manual work out of your process.
- Import client data directly into returns–no repetitive work
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Eliminate duplicate entries across systems, cutting down on
manual work - File faster, even during peak seasons, with streamlined processes
2. Improve accuracy and compliance
Confident filings start with reliable data.
- Minimize errors and mismatches caused by re-entry of data
- Keep records and filings aligned with IRS requirements
- Leverage built-in validation checks to ensure accurate submissions
3. Deliver better client service
Cover more compliance needs in one place.
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E-file 100+ federal and state forms to meet diverse
compliance needs - Meet deadlines more easily with reduced complexity
- Build trust with consistent and accurate results
4. Keep your team in sync
Filing progress is always visible in Karbon.
- TaxBandits automatically posts filing statuses back into Karbon
- Reduce back-and-forth and manual check-ins
- Give your team real-time visibility to stay on track
Ready to streamline your tax workflow?
How TaxBandits + Karbon Integration Works
Add all your clients as contacts
Create a work item for each client
Assign the TaxBandits work template
Built by Karbon
Push data
Post filing status
Push data
Post filing status
Connect your Karbon account using JWT
Import client data to the Address Book
Use the imported data to file tax forms
Built by TaxBandits
See how Karbon and TaxBandits work together in minutes.
Safe and Secure Filing with TaxBandits: Rely on Our Advanced Protection Measures
Two-factor Authentication
TaxBandits offers two-factor authentication to prevent unauthorized access to your accounts. Additionally, we incorporate multiple security features to protect your sensitive information (PII).
Data Integrity Safeguards
According to the IRS guidelines, we require you to complete a one-time identity verification before e-filing to prevent identity theft and fraudulent tax claims. It just takes 2 minutes to complete!
Frequently Asked Questions
- How to import Karbon data into the TaxBandits?
- Where can I find my Karbon JWT access key?
- How to fix errors after importing payer data from Karbon?
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What happens when duplicate payer records are found during import
from Karbon? - If I disconnect my Karbon account, will the data in my TaxBandits Address Book be lost?
