What the Integration Does
Automatic work item creation: When a new Truss project is created from an Organizer upload, a matching Karbon work item is created
Two-way syncing: Intake and Delivery tasks sync between Truss and Karbon, including status, due dates, and notifications (e-signs, comments, file uploads)
Direct Karbon access: Each Truss project includes a Karbon button to jump straight to the corresponding Karbon work item
Organizer upload filter: In the Organizer Uploads screen, you can now filter and archive uploads whose taxpayers aren’t linked to Karbon yet
Setup Steps
There are two main ways to set up the integration with Truss, and it depends on whether you would like to create the Karbon work item from Truss or from Karbon.
Creating Work Item from Organizers (from Truss)
Step 1: Create a Work Template in Karbon
Go to Karbon → Work Templates.
Create (or edit) a template that matches your firm’s workflow
Add one or both Truss task types:
Truss Intake Task
Truss Delivery Task
(Use whichever fits your process — or both)
Step 2: Enable the Integration in Truss
In Truss, go to Organization Settings → Integrations → Karbon
Turn on Truss Projects & Integrated Tasks
Select Create New Work Items from Organizers
Select and attach your Karbon Work Template
Click Save Work Item Configuration
Matching Work Items to Existing Projects in Truss (from Karbon)
Step 1: Enable the Integration in Truss
In Truss, go to Organization Settings → Integrations → Karbon
Turn on Truss Projects & Integrated Tasks
Select Match to Existing Projects
Click Save Work Item Configuration
How Syncing Works
Depending on your setup choice, the syncing process works differently. Syncing for Creating Work Item from Organizers
Syncing for Creating Work Item from Organizers
When a new project is created in Truss:
A Karbon Work Item is automatically created using the template with:
Project name
Due date
Status
Other project details
Updates in Truss (like due date changes) sync automatically to Karbon after a short delay
Syncing for Matching Work Items to Existing Projects in Truss
First, a project must be created in Truss
The project should have the "1040" tag attached
When a new work item is created in Karbon with a Truss task
It is matched with the project in Truss based on the Karbon client
Updates in Truss (like due date changes) sync automatically to Karbon after a short delay
Truss Tasks in Karbon
Intake Task
A Karbon Work Item is automatically synced with:
Project name
Due date
Status
Other project details
Updates in Truss (like due date changes) sync automatically to Karbon after a short delay
Client-triggered updates:
Engagement letter signed → Notification appears in Karbon
Client adds comments → Comment syncs to Karbon (you can reply from there)
File uploaded or submitted for review → Notification in Karbon
Project marked as ready → Button to generate workpapers
Intake task completed in Truss → Task auto-completes in Karbon
Return Delivery Task
Start your Return Delivery Task directly from Karbon
When you upload a return in Truss, the linked delivery project syncs automatically
Project details (name, due date, etc.) stay in sync
Client-triggered updates:
Once clients complete e-signatures, the delivery task in Karbon auto-completes (signaling the project is ready for the next step)
Client adds comments → Comment syncs to Karbon
Tips & Notes
Initial syncs may take a few minutes
If it says 'awaiting connection' in Karbon after 3-4 mins, it usually means something went wrong, and that it didn't link, contact support for help
Ensure contact names match in both systems for smooth linking
Use the Organizer Uploads filter to find any unlinked projects
If you use both Intake and Delivery tasks, make sure each has a unique label in Karbon
It only connects for new work items in Karbon or new projects in Truss (depending on setup)