TaxBandits Integrates with Karbon for a Seamless BOIR Filing Seamlessly integrate with Karbon, the leading practice management software, to import data into TaxBandits for efficient BOI reporting! See How Our Karbon Integration Works How TaxBandits Simplifies BOI Reporting With Karbon Integration? Reduce Manual Entry Import BOIR data seamlessly by integrating Karbon with TaxBandits, eliminating the need for manual entry. Boost Efficiency Simplify your workflow by importing BOIR data directly, saving time and increasing efficiency. Ensure Accurate Reporting The Karbon-TaxBandits integration streamlines reporting and ensures accurate BOI filing. Status & Transcript Updates Access the status and transcripts of your BOI reports instantly within your Karbon account. Import What You Need Import all or selective businesses. Also, you can choose the contacts you want to import as beneficial owners. Address Book Store all reporting details securely in TaxBandits’ Address Book for easy access during BOIR filing. How to Import BOIR Data From Your Karbon Account? Take a quick tour Step 1: Integrate your Karbon account with TaxBandits by entering the API key and the email address associated with your Karbon account. Step 2: Import the relevant organizations and their associated beneficial owners directly from Karbon to file BOIR. Step 3: Our system will automatically generate the initial BOI reports using the imported data. Step 4: You can then review the report and transmit it to FinCEN. Finally, TaxBandits will instantly send the filing status and transcript back to your Karbon account. Get Started Now Information You Can Import from Your Karbon Account You can import the following BOIR information from your Karbon Account into TaxBandits in minutes. 1. Reporting Company Information, which includes: Full Legal name DBA name or Trade name EIN Address Formation Date 2. Beneficial Owners Information, which includes: Name Date of Birth Address Import your required BOIR information & file your BOI Report easily & securely. Get Started Now Frequently Asked Questions on Karbon Integration Is there any additional charge for importing Karbon data into TaxBandits? No, there are no additional charges for importing your Karbon data into TaxBandits. You can easily connect your Karbon account to TaxBandits using your API access key and import the data from your account seamlessly at no extra cost. If I disconnect my Karbon account, will I lose my BOIR data in TaxBandits? No! There will be no data loss when you disconnect your Karbon account. Moreover, you can connect your account using the API access key whenever needed. Can I update the BOIR information after it has been imported? Yes, you can update the BOIR information after it has been imported. The imported data includes only the reporting company and beneficial ownership details, which can be edited and modified as needed. Additionally, you will need to provide the remaining information to complete the BOI report. If I delete the BOIR information in TaxBandits, will it also be deleted from my Karbon account? No, the data will remain in your Karbon account. It will only be deleted from your TaxBandits account. You can retrieve or import the data from your Karbon account at any time. Import BOIR information from your Karbon account in minutes for a seamless filing process. Get Started Now X How to Import BOIR Data From Your Karbon Account? Getting Started Click the "Import from Karbon" button to import the BOIR data from your Karbon account to TaxBandits. Next Connect Your Karbon Account Click the "Connect with Karbon" button to integrate your Karbon account into TaxBandits. Back Next Enter API Key Enter your API access key and email address. Back Next Choose Karbon Contact Types Select the Karbon Contact Types to import into TaxBandits Back Next Manage Imported Data Create Draft BOI Reports By selecting this option, we'll automatically generate the BOI report using the imported data. Back Next Manage Imported Data Import to Address Book Only In this option, the imported data will be stored in your Address Book, and you can use them to create a BOI report later. Back Next Select Organization Select the organizations that you want to import into TaxBandits. Back Next Select Individual Select the respective individuals associated with the organizations. Back Next Import Summary Here's a summary of your imported data. Back Next View BOI Reports We've generated a draft BOI report with your imported data. Click here to view the drafted reports from the dashboard. Back Next Drafted BOI Reports Click here to continue with your further BOI filing process. Request Demo Start Over Get Started Now