The Karbon & TaxNow integration streamlines how your firm manages IRS transcript activity and client tax alerts. By connecting TaxNow with Karbon, you’ll have a single place to access IRS notices, letters, audits, penalties, and transcripts—all without leaving Karbon.
Key Features & Benefits
Automated monitoring: TaxNow searches your clients’ IRS transcripts daily for new activity.
Real-time updates: When new IRS activity is detected, alerts are automatically posted to Karbon’s Triage and Client Timeline.
Direct access to documents: IRS source transcripts are deposited into the client’s Documents in Karbon for easy reference.
Proactive client service: Client Owners and Managers are notified immediately, empowering your team to act quickly.
Use Cases & Examples
Notices & letters: Get IRS notices delivered to Karbon as soon as they’re issued.
Audits & penalties: Stay ahead of client issues with alerts routed to the right Karbon users.
Centralized records: Access the original IRS transcript directly within the client’s Karbon record.
How to Connect Karbon to TaxNow
Setup instructions are managed directly by TaxNow. You can follow their step-by-step guide here: