Karbon + StackGo

Run compliance from inside Karbon. Checks start from a record and the result lands back on the client.

Karbon publishes 5 trigger events and 6 actions on its public Zapier listing. StackGo uses them today.

Practice management System of record Native

Also listed under Communication, Practice management and Project management

What Karbon is

Karbon is the collaborative practice management platform for accounting firms. It enables seamless communication and workflows so you know who is doing what, when, why, and how.

Description supplied by Karbon.

The trigger

What starts a check from Karbon

You do not open StackGo. A change in the system starts the work, and the system stays your source of truth.

Person Contact Updated
Organization Contact Updated
New Person Contact
New Organization Contact

The write-back

What StackGo puts back on the record

Named fields on the Karbon record, not a link to a portal someone has to log into. Every field is optional — you choose which ones get written, and the ones carrying client information are marked so that choice is an informed one.

Field	What it holds
Verification status Outcome	Verified, Refer, Failed or Pending
Risk rating Outcome	The assessed rating and the date it was set
Last checked Outcome	The date the check completed, so monitoring has a baseline
Report link Outcome	A link to the full record, behind your StackGo login. The link travels; the data does not.
Verified name Personal data	Full legal name as it appears on the document
Date of birth Personal data	As verified against the document
Document checked Personal data	Type, issuing country and expiry
Screening result Personal data	Clear, or a potential match with the list that matched
Beneficial owners Personal data	The individuals behind an entity, each with their own status
Form responses Personal data	Whatever the intake form collected
Verification report (PDF) Personal data	The whole session: every field collected, the document images, the timestamps. Attach it where your retention obligation is to hold the evidence, not a link to it.

Outcome Carries no identity data. Safe anywhere your team already works.
Personal data Client information. Turn it on where the record has the right access controls, and leave it off where it does not.

Run it one-way if that suits you better

The two directions are independent. You can have Karbon start a check and write nothing back — the result stays in StackGo, behind your login, and Karbon is never touched. Or write back without a trigger, and start checks by hand. Firms whose system of record is visible to support staff, contractors or an outsourced team often choose trigger-only for exactly that reason.

How it lands in Karbon

Create Person Contact
Create Organization Contact

Karbon's own write operations. The result goes onto the record you already work in.

Everything else Karbon publishes

Karbon’s public integration surface

The rest of what Karbon exposes on Zapier, beyond the ones above. Any of these can be wired into a StackGo workflow.

1 more event

Contact Types

4 more actions

Update Person Contact
Update Organization Contact
Find a Person Contact
Find an Organization Contact

Names are Karbon’s own, read from its public Zapier listing on 28 August 2026.

Setting it up

A native connector, set up once

Trigger from a work item; results land on the person and organisation.

Open a Karbon Contact
Choose a Karbon contact you can test KYC with – e.g. yourself and select “IdentityCheck” from the drop-down.
Trigger the IdentityCheck for your chosen Contact
You can trigger an IdentityCheck by creating a note and typing <kyc> in the title. Type anything into the Notes description, it can’t be empty. We will detect this entry, and read the Contact’s Name and Email address. Optionally, if you hav.
Branded email is sent to the Contact
You can add your company logo and preferred wording in the KYC email customization settings.
Contact completes Identity Check
The Contact opens a guided web browser session to take a picture of their Government-issued ID and a selfie.
Track results via the Karbon Contact Notes
You can also create automated Reminders for clients here, and internal Notifications here.
Review detailed results
If you are an IdentityCheck user, you can log in to see the KYC result.

Questions

Common questions about Karbon

What is a Karbon platform?

Karbon is the collaborative practice management platform for accounting firms. It enables seamless communication and workflows so you know who is doing what, when, why, and how.

Which Karbon events can start a compliance check?

“Person Contact Updated”, “Organization Contact Updated”, “New Person Contact”, “New Organization Contact”. These are Karbon’s own trigger names from its public Zapier listing, and StackGo can start a check from any of them.

How would a check result show up in Karbon?

Through Karbon’s own write operations: “Create Person Contact”, “Create Organization Contact”. You choose which fields are written, and you can also run it one-way, with nothing written back to Karbon at all.