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How to Connect Juno to Karbon

This article walks you through how to connect Karbon to Juno

The Juno and Karbon integrations allow you to streamline tax preparation by syncing your Karbon clients and documents directly into Juno. Once connected, Juno will automatically import your clients, create tax preparations on their behalf, and pull in documents from their Karbon work items.

This connection also lets you add the Juno integration tasks to your Karbon Work Item Templates. See How to Add the Juno Integration Tasks to your Karbon Workflow to learn how.

Before You Begin

You'll need:

  • Admin access to your Juno organization
  • Admin access to your Karbon workspace
  • Your Karbon API key (steps below)

Prefer to watch a video demo?

Click below to watch a video demo of the Juno <> Karbon integrations set up.

 

How to Connect Karbon to Juno

Step 1: Find Your Karbon API Key

  1. In Karbon, go to Settings
  2. Select Connected Apps
  3. Find Juno in the list and click into it
  4. Copy the Connection Token value shown
support_Screenshot_2026-06-15_at_6_09_46_PM

 

Step 2: Connect Karbon in Juno

  1. In Juno, go to Organization → Integrations
  2. Under the Karbon section, click Connect
  3. Paste the API key you copied from Karbon

 

Step 3: Select Your Work Item Template

Once connected, you'll be prompted to select the Karbon work item template that maps to 1040 returns. Choose the template your firm uses for individual tax returns.

After selecting the template, click to confirm. Juno will begin importing your clients. Navigate to the Preparer tab to see your clients populate.


 

Maintaining The Connection

Initial Import

After the connection is established, Juno will automatically:

  • Import all clients from your Karbon instance
  • Create a tax preparation in Juno for each client. Please note, Juno does not consider a preparation used until you have actively started processing documents related to that work item by clicking into the preparation thus initiating the fetching of documents from Karbon
  • Sync any documents attached to their Karbon work items

Ongoing Sync

Once connected, the integrations stay active. When you create a new work item in Karbon using the selected template:

  1. The client will automatically appear in Juno
  2. Any documents you add to that Karbon work item will sync into Juno automatically upon entering the preparation

There's no need to re-run any setup or manually trigger a sync for new clients.

Starting a Preparation

Step 1: Select a Preparation in Juno

Once you’ve established the Juno and Karbon connection you can start a preparation by clicking into a client’s preparation in the Preparer screen in Juno.

Please Note: Juno will create one preparation per client from your Karbon work items. If you have multiple work items for one client the contents will be combined into one preparation. 


 

Step 2: Karbon syncs documents from the work item to Juno

Once you open a preparation Juno will automatically pull in the documents associated with the work item you have selected.


 

Once Juno indicates the sync from Karbon is complete click “Continue” to proceed to data validation.

For more details on completing your preparation in Juno check out our Getting Started with Preparer guide.

Juno <> Karbon FAQs

Q: I created a new work item in Karbon when does it show up in Juno?

A: A few seconds after you create a work item in Karbon that corresponds with the Work Item Template you selected during initial connection you’ll see the client display in the Preparer tab of Juno.

If any other questions on our Karbon integration come up, please contact Customer Support via Live chat inside of the Juno Web App or email at support@juno.tax. We're happy to help!