tax integration Integration
Jump +Karbon
Pull Karbon contacts and work items into Jump, prepare for meetings with full context, and automatically send updates back to Karbon, reducing manual entry and keeping workflows aligned.
Key Benefits
Keep Karbon work items up to date automatically
Meeting notes and follow-up tasks sync into Karbon, so your team always has the latest information.
Prepare for meetings with full client context
Jump pulls data from Karbon, including contacts, notes, and work items, to power structured pre-meeting prep.
Reduce manual data entry across systems
Automatically sync meeting outputs into Karbon to minimize repetitive updates.
Connect conversations to actionable workflows
Turn meeting outcomes into Karbon work items so nothing falls through the cracks.
Feature Details
Sync meeting notes to Karbon records
Send meeting notes directly to People, Organizations, Client Groups, and Work Items in Karbon.
Create follow-up work items automatically
Follow-up tasks generated in Jump sync into Karbon as Work Items with assignee, due date, and client mapping.
Import Karbon contacts into Jump
Pull People and Organizations from Karbon into Jump to ensure accurate client records.
Power pre-meeting prep with Karbon data
Jump uses Karbon contacts, notes, organizations, and work items to generate structured meeting preparation.
Firm-level connection and user setup
Admins connect Karbon using an API key, and individual users activate their accounts securely.
How it Works
Connect Karbon to Jump
An administrator connects Karbon using an API access key.
Prepare and run meetings
Jump pulls Karbon data to generate pre-meeting briefs and capture insights during conversations.
Sync updates back to Karbon
Meeting notes and follow-up tasks sync into Karbon automatically to keep workflows current.
Resources
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