Karbon
A connector — no code, no developer. Connect Karbon to Magnetic and your two systems stay in step: your client list comes across, jobs you start reach us on their own, and the finished return lands back on the same Karbon job. Your team keeps working in Karbon.
Connect it
You'll need someone with Karbon admin access. It takes about two minutes.
1. Get your access key from Karbon. In Karbon, go to Settings → Connected Apps → API Applications and copy the AccessKey.
2. Paste it into Magnetic. In Magnetic, go to Integrations, paste the key, and choose Connect Karbon.
Your clients import straight away — a few seconds for a small firm, a minute or two for a large one. You can leave the page while it runs.
Once it's connected, the page shows what Karbon is sending you and what we pick up:
What happens after that
Your client list stays current. Add or rename a client in Karbon and it updates in Magnetic within about a minute. You never maintain it twice. Deleting a client in Karbon archives it here rather than removing it, so past returns keep their history.
Jobs reach us when you start them. A job comes to Magnetic once it moves to In Progress. Documents you attach afterwards follow automatically — you don't have to wait until everything is gathered before starting the work.
If "every job you start" is broader than you want, we can narrow it to particular job types, or to jobs assigned to a specific person. Tell us how your firm marks work as ready and we'll set it up.
The finished return comes back to the same job. When it's ready, the prepared return, workpapers and review notes are attached to the Karbon job they came from, and the job moves to Review so it shows up on your board. Nobody has to download anything from us and re-upload it.
What we read and write
| We read | your clients, and the jobs and documents you send us |
| We write | the finished documents — prepared return, workpapers and review notes — onto the job they came from, and that job's status |
| We never touch | anything else in your Karbon |
Your access key is encrypted and only ever used for your firm.
Turning it off
Integrations → Disconnect. The sync stops immediately. Clients already imported stay in Magnetic, and returns already delivered stay in Karbon. Reconnecting later picks up where you left off.
If something looks wrong
The Integrations page shows what Karbon is sending us and when we last checked. Use Check connection to ask Karbon directly, or Sync now for a one-off catch-up of your client list.
The one failure worth knowing about: if Karbon stops sending us changes, your imported clients are untouched but new edits won't appear. The page says so plainly when it happens, and reconnecting fixes it.
Questions, or a workflow that doesn't fit the above? Get in touch — the pick-up rule is configurable per firm and we'd rather match how you already work than ask you to change it.