Karbon API
Karbon is practice management and collaborative work software built for accounting firms and professional services teams. An unofficial API lets you programmatically pull clients and contacts, work items and tasks, client requests, emails, and templates—and push new engagements, tasks
What is Karbon?
Karbon is a cloud platform for accounting practice management and collaborative work. It centralizes email, tasks, client communication, work templates, and planning so teams can run engagements end-to-end with transparency and accountability. Firms use Karbon to triage email, manage work items and checklists, send client requests and track responses, coordinate staff workloads, standardize processes with templates, and report on time and budgets.
Core product areas include:
- Work Management (Work Items, Tasks, Checklists, Statuses, Recurrence, Templates)
- Client Communication (Email Triage, Client Requests, Comments, Timeline/Activity Feed)
- People & Organizations (Contacts, Client Organizations, Roles/Permissions, Teams)
- Planning & Capacity (Work Planner, Assignments, Due Dates, SLA Monitoring)
- Time & Budgets (Time Entries, Budget Hours, Utilization—where enabled)
- Insights & Auditability (Notes, Approvals, Attachments, Audit Trail)
Common data entities:
- Users, Teams, Roles/Permissions
- Organizations/Clients (metadata, addresses, billing/contact info)
- Contacts (people at client organizations)
- Work Items (engagement metadata, client, owner, status, dates, tags)
- Tasks & Checklists (subtasks, assignees, due dates, completion state)
- Client Requests (request groups, items, due dates, attachments, status)
- Emails (threads, messages, participants, labels, associated work)
- Templates (work templates, task/checklist templates)
- Time Entries and Budgets (optional module, hours and allocations)
The Karbon Integration Challenge
Accounting and assurance teams rely on Karbon daily, but converting portal-first workflows into API-driven automation is nuanced:
- Email-first workflows: Messages, threads, and labels drive work context and ownership
- Role-aware access: Staff, managers, and client participants see different data and actions
- Evidence handling: Client requests bundle documents, comments, and due dates with strict audit expectations
- Template-driven processes: Recurring work and standardized checklists require careful mapping to your schemas
- Authentication complexity: SSO/MFA and session lifecycles complicate headless automation
- Data spread: Key objects span work items, tasks, client requests, emails, and templates with context in multiple views
How Supergood Creates Karbon APIs
Supergood reverse-engineers authenticated browser flows and network interactions to deliver a resilient API endpoint layer for your Karbon tenant.
- Handles username/password, SSO/OAuth, and MFA (SMS, email, TOTP) securely
- Maintains session continuity with automated refresh and change detection
- Normalizes responses so you can integrate once and rely on consistent objects across modules
- Aligns with customer entitlements and role-based permissions to ensure compliant access
Getting Started
- Schedule Integration Assessment
Book a 30-minute session to confirm your modules, licensing, and authentication model.
- Supergood Builds and Validates Your API
We deliver a hardened Karbon adapter tailored to your workflows and entitlements.
- Deploy with Monitoring
Go live with continuous monitoring and automatic adjustments as Karbon evolves.
API Endpoints
Authentication
/sessionsEstablish a session using credentials. Supergood manages MFA (SMS, email, TOTP) and SSO/OAuth when enabled. Returns a short-lived auth token maintained by the platform.
Authentication
/sessions/refreshRefresh an existing token to keep sessions uninterrupted.
Work
/workList work items (engagements) with filters and summary details.
Client Requests
/work/{workId}/client-requestsCreate a client request group with items, due date, and messaging.
Tasks
/work/{workId}/tasks/{taskId}Update task assignments, dates, status, and checklist details.
Emails
/emailsList email threads/messages with filters and linkages to work items.
Use Cases
Evidence & Client Request Automation
- Create client request groups from your audit program and track responses - Ingest attachments and comments as structured evidence with checksum validation - Drive reminders and escalation based on due dates and SLA rules
Engagement & Task Orchestration
- Spin up work items from standardized templates for audits, reviews, or compliance checks - Sync task assignments and due dates to your platform - Maintain status transitions (planned, in progress, waiting on client, completed) in lockstep
Email + Audit Trail Sync
- Mirror relevant email threads and link them to engagements to preserve audit trail - Extract approvals and decisions from email and timeline comments - Attach artifacts and notes directly to work items
Capacity, SLA, and Risk Monitoring
- Surface workload and due-date risk for audit teams - Trigger alerts for overdue client requests or blocked tasks - Feed utilization/budget signals to your compliance analytics
Accounting & Back-Office Sync
- Link engagements to accounting systems (e.g., QuickBooks, Xero) via your platform - Track time and budget consumption where enabled - Normalize client/org records across systems and avoid duplication
Technical Specifications
Authentication
Username/password with MFA (SMS, email, TOTP) and SSO/OAuth where enabled; supports service accounts or customer-managed credentials
Response format
JSON with consistent resource schemas and pagination across modules
Rate limits
Tuned for enterprise throughput while honoring customer entitlements and usage controls
Session management
Automatic reauth and cookie/session rotation with health checks
Data freshness
Near real-time retrieval of work, tasks, client requests, emails, contacts, and templates
Security
Encrypted transport, scoped tokens, and audit logging; respects Karbon role-based permissions
Webhooks
Optional asynchronous delivery for long-running workflows (e.g., client request responses, work status changes)
Latency
Sub-second responses for list/detail queries under normal load
Throughput
Designed for high-volume engagement data sync and client request processing
Reliability
Retry logic, backoff, and idempotency keys minimize duplicate actions
Adaptation
Continuous monitoring for UI/API changes with rapid adapter updates
Frequently asked questions
Supergood supports workflows across commonly used modules such as Work Management (Work Items, Tasks, Templates), Client Communication (Email, Client Requests), and People & Organizations (Clients, Contacts), subject to your licensing and entitlements. We scope coverage during integration assessment.
We support username/password + MFA (SMS, email, TOTP) and can operate behind SSO/OAuth when enabled. Sessions are refreshed automatically with secure challenge handling.
Yes. We can normalize client requests, work items, tasks, and time/budget signals to match your GRC or ERP/accounting schema (e.g., QuickBooks, Xero) and deliver updates via webhooks or polling while complying with rate and permission constraints.
Yes. We support downloading approval artifacts and uploading attachments via signed uploads, with checksum validation and time-limited URLs. Approval states and sign-off requirements are modeled explicitly in our normalized responses.