“Every new hire makes the bill bigger.”
Our plans are per firm: Single for one person, or Firm with three staff seats included. See pricing
Welcome home
Switching from Karbon? We’ll help carry everything over.
You didn’t plan on moving. Nobody does, least of all with clients waiting. So let us do the heavy lifting.
Connect BytesHood to Karbon with two API keys and bring over your organizations, contacts, work items, invoices, payments and each client’s files, with nothing to export by hand. Check every client before anything is saved, and undo the whole move for 30 days.
- Move in is included in every plan
- Check every client before anything is saved
- Undo the whole move for 30 days
From Karbon
Clients
Spouses & dependents
Invoices
Documents
Notes & tags
WELCOME
We’ve got this.Nothing you already have is overwritten, and you can undo the move for 30 days.
We hear you
Maybe one of these sounds familiar.
Firms rarely change software on a whim. Usually something kept getting in the way. Here is how we would answer it.
“Sales tax and payroll still live in a spreadsheet.”
Sales Tax Manager and Payroll Tax Manager are in every plan, on the same client record as everything else.
“I’m scared something gets lost in the move.”
You check every client before anything is saved, nothing on file is overwritten, and the whole move can be undone for 30 days.
“I can’t stop working to move systems.”
Move in whenever you are ready, right after setup or months later. Keep your old system until you are sure.
“I don’t know where my clients’ data actually lives.”
Your firm gets its own dedicated server, in the United States. Our security approach
“When I need help, I want a person.”
Email [email protected] and someone on our team in Binghamton, New York answers.
Moving day
From Karbon in four gentle steps.
Firm Settings › Move in walks your administrator through it, right after setup or later, once you have tried things out.
- 1
Export from Karbon
- The quickest way: connect with Karbon’s API keys. In Karbon, open Settings › Connected Apps › API Applications and copy the Application ID and the Access Key. If you don’t see API Applications, ask Karbon support to turn the API on for your account.
- Or with files: Contacts, the cloud icon, and download the contacts spreadsheet (a Karbon admin can).
Documents: with the connection, each client’s files are fetched from Karbon for you, only your clients’ files, matched to them by Karbon’s own key.
- 2
Connect, or add your files
Paste the two keys into Move in and click Connect and read. BytesHood reads your organizations, contacts with their accounting details, work items, invoices, payments and each client’s file list in the background. Wrong keys are refused at once. The files themselves are fetched when you import.
- 3
Check every client
See what will happen, in numbers, then every client: new, added to a client already here, or left out. Match old staff names to your users and old stages to your return statuses. Nothing is saved yet.
- 4
Import
All records go in at once. Documents are stored in the background with their folders kept; you can leave the page, and Continue picks up where a stopped upload left off.
Move in from KarbonCheck and import
Nothing is saved until you click Import
412new clients
37added to clients here
1to choose
0overwritten
Tomas & Ana Reyes2 new clients, spouses
Maple Street Bakery LLCAdd to #B0042 · same EIN
Dana WhitfieldMaybe #1042 · same email
ImportBack
2,318 documents stored · From Karbon, folders keptUndo is available for 30 days
Sample data
What comes with you
Your clients, their people, their history and their files.
An imported client is a full BytesHood client, ready for every system in the suite.
- Individual and business clients, numbered in BytesHood (businesses as B and four digits)
- The people on each account: a second adult becomes the spouse, both clients and linked; a minor is noted as a dependent; a couple’s name such as “Tomas and Ana Reyes” becomes two clients; people on a business become its contact person and owners
- Contact details: phones, emails, mailing address and date of birth
- SSNs and EINs, SSNs stored encrypted
- Tax returns: a return with a year becomes that client’s tax year, at the status you match its stage to, with the staff you match its old assignee to; other work and tasks become notes
- Invoices and payments as Earlier invoices on the client record: your history, kept apart from today’s billing
- Documents under From Karbon in each client’s files, with their folders kept
- Work items as tax years or notes, and each client’s files, fetched for you
Good to know about Karbon
- Karbon’s API has no list of notes or tasks, so those don’t come over from Karbon.
- Karbon allows a limited number of requests a minute, so reading a large firm takes a while. You can leave the page while it reads.
- Your Karbon keys are kept encrypted only until the files are fetched, then deleted.
- Columns are recognized from each system’s help pages and common names. Anything not recognized can be set by hand under Check columns, or is kept in the client’s notes as “Details from Karbon”.
- Choose what to leave out before importing: notes, SSNs, work, invoices or documents.
- A name that appears only on an invoice or job, such as a former client, becomes a client too, unless you turn that off.
Our promises to you
Your client list is the most valuable thing you own. We’ll treat it that way.
- You decide every client. Each one is new, added to a client already here, or left out, and you can change any of them. A client is matched on its own only when it is certain: the same SSN, the same EIN, or the same name and email.
- Nothing on file is overwritten. A client already here only gains what it lacks: a phone, an email, a tag, an empty field filled. A shared email alone never merges two people.
- You can change your mind for 30 days. Take the whole move-in back from the list of move-ins. Clients you have worked on since are named first and kept unless you say otherwise.
- We won’t email your clients. Importing sends them nothing and queues no portal invitations. You decide when they hear from you.
- Their SSNs are handled with care. Stored encrypted, shown masked while you check columns, never copied into notes. The uploaded lists are deleted once imported.
- Big firms are welcome. Lists of up to 50,000 rows and document zips of up to 50 GB. A stopped document upload continues where it left off.
With care,
The BytesHood teamBinghamton, New York
Questions during the move? Email [email protected]. A person on our team answers.
Coming from somewhere else?
Move in reads six systems, and any spreadsheet.
TaxDome, Canopy, Karbon, Financial Cents, HoneyBook and ATOM each have their own steps. Anything else comes over from Excel or CSV.
FAQ
Questions about leaving Karbon.
Short answers about moving your firm to BytesHood.
Can I move my firm from Karbon to BytesHood?
Yes. BytesHood’s Move in, in Firm Settings, has step-by-step export instructions for Karbon, or connects with Karbon’s API keys. It reads Karbon’s files as they come, lets you check every client before anything is saved, never overwrites a client already on file, and can be undone for 30 days.
Can BytesHood import directly from Karbon?
Yes. In Karbon, open Settings > Connected Apps > API Applications and copy the Application ID and Access Key into BytesHood’s Move in. BytesHood reads your organizations, contacts with their accounting details, work items, invoices, payments and each client’s files. The keys are kept encrypted only until the files are fetched, then deleted.
Do Karbon notes and tasks come over?
Not through the connection: Karbon’s API has no list of notes or tasks. Clients, contacts, work items, invoices, payments and files do.
Will importing overwrite clients I already have in BytesHood?
No. A client already here only gains what it lacks: a phone, email or tag it doesn’t have, or an empty field filled. A client is matched on its own only by the same SSN, the same EIN, or the same name and email together; anything less is shown as a “Maybe” for you to choose.
Can I undo a move-in?
Yes, for 30 days, from the list of move-ins. The clients it made are removed with their files, and the clients it added to lose what it added. Clients you have worked on since are named first and kept unless you choose to undo them too.
Will my clients be emailed when I import them?
No. Importing emails no one and queues no portal invitations.
Does moving in cost extra?
No. Move in is part of Firm Settings in every BytesHood plan.
The door is open
Give your clients a better home.
See the whole suite in your own sandbox first, free for 14 days, no credit card. Move in is waiting in Firm Settings when you subscribe.