Migrate docs from Karbon to TaxDome

Moving your documents out of Karbon by hand means downloading and reorganizing client by client. You don’t have to do that—TaxDome offers migration assistance specifically for Karbon, and our team runs the export with you.

What comes over

• Every client’s documents, in the folder structure you already have

• Proper client names on every folder

• Native files (PDF, Excel, Word, images) in their original format

Nothing is changed or removed in Karbon. The export only reads from your account.

How it works

Step 1. Get your client list into TaxDome first

Your documents are matched to your existing TaxDome client accounts, so bring your client list over before the documents. Follow Migrate CRM data to TaxDome in 3 steps .

Step 2. Export your documents from Karbon

This is the part our team handles with you. During a scheduled call, we sign in to Karbon on a local computer running Google Chrome and export every client’s documents in one pass, preserving your existing folder structure.

Get started

This step is a paid service, often included free as part of onboarding—ask your onboarding manager or TaxDome representative for details, or tell us about your setup and request a migration .

Step 3. Import your documents into TaxDome

Once your documents are exported to a computer as one folder per client, bring them in with the web migration tool: select the folder, review how the folders match your client accounts, and start the import. If you’ve already moved some documents over by hand, that’s fine—files that are already in TaxDome are skipped, so nothing is duplicated.

For a complete walkthrough, see our article on the web migration tool .

FAQ

Here we’ve gathered frequently asked questions and answers:

Will my folder structure be kept?

Yes—your existing structure is recreated inside each client folder.

Do I have to do this client by client?

No. Your whole account is exported in one pass.

What do I need for this?

A computer with Google Chrome and your Karbon login. Our team handles the rest during a scheduled call.

Does importing my documents into TaxDome cost anything?

No. Bringing your exported documents into TaxDome with the web migration tool is always free.

Will my clients see these documents once they’re imported?

No. Imported documents land in a folder that’s hidden from clients by default—only your team can see them.

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