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Karbon is practice-management software used by CPA firms. When your firm works with a tax practice on Karbon, Slant can create the household’s contacts and a tax work item in Karbon with one click, and show the work item’s status on the client record as the CPA team moves it through their workflow.
Karbon is enabled per firm. If Karbon does not appear under Settings → Integrations, contact your Slant representative.

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Connect Karbon

Only company admins can connect Karbon. The connection is shared by every book in your firm.
1

Copy the tenant access key from Karbon

In Karbon, go to Settings → Connected apps → Slant → Manage and copy the access key. If the Slant app is not listed, ask your Karbon contact to enable it for your tenant.
2

Paste it into Slant

In Slant, go to Settings → Karbon, click Connect Karbon, and paste the key. Slant encrypts it before storing it.
3

Choose send defaults

Pick the Karbon user who should receive new work items, the work template to start (for example the tax return template your CPA team uses), the client owner, and the contact type. Nobody can send a household until an assignee and template are set.
Slant registers a Karbon webhook when you connect, so status changes reach Slant within about a minute. Click Refresh Karbon settings after the CPA team adds users, templates, or statuses in Karbon.

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Send a household to Karbon

Anyone who can edit a client can send it. Open the client, choose the Karbon tab, and click Send to Karbon. Review the preview, adjust the work item title, template, assignee, or dates if needed, and click Send. Slant creates:
  • A Karbon contact for the head of household and their spouse or partner, with name, email, phone, address, and date of birth.
  • A client group for the household when two people are sent. A single-person household links to the contact instead.
  • A work item from the chosen template, assigned to the chosen Karbon user.
The tab shows the send while it runs. If Karbon rejects it, the error appears on the tab and Retry reuses the contacts and client group that were already created. Slant never sends Social Security numbers or other tax identifiers, and it does not update Karbon when household details change later. Company admins can link a household to a client that the CPA firm already has in Karbon:
  • Link existing Karbon client searches Karbon by name or email and links the selected contact or client group. Slant matches the group’s members to the household’s people by email, then by name.
  • Find by Slant ID looks the household up by the identifier Slant writes into Karbon’s User defined identifier field, so the CPA team can pre-link households in bulk on their side.
Only admins can search Karbon; advisors see the linked client but never a list of the tax practice’s other clients. Unlink removes the link in Slant and leaves Karbon unchanged.

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Track tax work

Once linked, the Karbon tab lists the household’s Karbon work items with their type, status, assignee, and dates. The status shows the CPA team’s own stage names, such as Prep, Review, or Waiting for signature. Statuses update automatically as Karbon sends changes. Click Refresh to pull the latest state on demand, or Create work item to start another work item, for example next year’s return.

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What is not included

  • Prospects and businesses cannot be sent to Karbon yet.
  • Karbon clients are not imported into Slant.
  • Invoices, time, and documents in Karbon are not shown in Slant.