How-tos, product updates, and what we learned on CCH Axcess, Karbon, UltraTax CS, Practice CS, and Power BI. Usable, not observational.
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A legacy DMS can cost $1,000 per user a year. Why CPA firms move client documents to SharePoint, how the two compare, and what to plan before migrating.
CCH Axcess and Karbon keep separate client lists, so clients get keyed twice. How one form validates, routes approval, and creates or updates them in both.
UltraTax CS printed straight into GoFileRoom. SharePoint has no such button. How we automated it: print once, and the return files to Karbon and SharePoint.
A demo will not tell a CPA firm whether Karbon is worth building on. Five things a Karbon partner checks first, and the limits to plan around in a migration.
Notes from Accounting Today's Firm Growth Forum East: how CPA firms that scale pick clients, run technology, and build advisory. Five takeaways.
How a CAS team kept Financial Cents while the firm stayed on CCH Axcess Practice: time entries synced daily, reviewed by staff first, with no re-keying.
Wolters Kluwer added a dedicated vendor credential to the CCH Axcess API. Why a separate key matters with no sandbox, and what it lets a firm control.
Silver Sea's domain has transition from silversea-analytics.com to silversea-ai.com
KPMG embedded Claude in its tax platform. The same governed AI architecture can be built on CCH Axcess or Karbon using MCP. Here's how it works for CPA firms.
Karbon's public API, real-time webhooks, and MCP-readiness open up firm-specific automation for CPA firms. Here's what firms can build on them.
1040 tax automation for CPA firms is closer than you think. Karbon, SharePoint, and CCH Axcess Tax recover 2–3 preparer hours per return.
CCH Axcess Report Manager retires June 15, 2026. See what changes in the NextGen Reports Manager, plus the automation unlock most CPA firms missed.
Your team is still manually moving client files from SafeSend into your document system. See how 50+ CPA firms fixed this with an automated connection.
Planning a GoFileRoom to SharePoint migration? Avoid execution nightmares with these 4 best practices for data integrity, permission syncing, and automation.
Discover key improvements in CCH Axcess™ Report Data, enhancing billing, invoicing, staff management, and data accuracy for accounting firms.
Easily manage and analyze firm data with CCH Axcess™ Nextgen Reports Manager. Streamline reporting, improve accuracy, and boost productivity.
Tired of manual CCH Axcess™ data entry? Learn how Silver Sea AI automates client intake and validation to eliminate errors and recover billable hours. Read…
Discover what's new in the CCH Axcess™ Practice 2024 - 3.6 Update, including performance enhancements, user interface improvements, and time-saving features…
Discover 4 proven automation strategies from 30+ CPA firms. Learn how to reduce manual work, improve workflows, and build sustainable systems that scale.
Silver Sea AI simplifies CCH Axcess™ Document migration for CPA firms. Save time, ensure compliance, and boost efficiency.
Power BI mobile update helps accounting firms improve mobile reporting, boost productivity, and enhance user experience in the April 2025 release.
Are you satisfied with the reporting capabilities of mainstream practice management software like CCH Axcess, Practice CS, or Practice Management? While…
The accounting industry has experienced a notable increase in mergers and acquisitions (M&A) in recent years, driven by factors such as the need for…
Automate your CPA firm's CCH Tax Returns via API with Silver Sea. Eliminate manual Excel data entry, save thousands of hours, and boost accuracy today.
This past October, I had the incredible opportunity to attend the 2024 CCH User Conference at the stunning Fontainebleau Resort in Las Vegas. This event…
CCH Data Axcess Utility is a paid add-on in the CCH Axcess Suite designed to download data from CCH Axcess Practice and Workstream to a local SQL database…
When you operate an accounting firm of 20 people or more, you can’t undermine the importance of efficiency, accuracy, and seamless collaboration in your…
Discover why accurate time entry is critical for accounting firms to track billable hours, manage overhead, and maximize profitability.
According to CCH, the Data Migration Utility will not be available from 9/12024 to 8:00 AM on 9/17/2024 Central Time. CCH expected to restore this utility…
Merger and acquisitions are growing among accounting firms, and most likely each firm has its own technology stack. Migrating to new systems is often…
Celebrating National Nonprofit Day: Empowering Nonprofits with Data-Driven Insights August 17th marks National Nonprofit Day, a special occasion to honor the…
In December 2023, I had the privilege of attending the Practice Forward Summit in Las Vegas, an event that brought together some of the brightest minds in…
Discover the Power of Power App Architecture: A Game-Changer for Nonprofits Recently, I had the opportunity to meet Chris, the brilliant mind behind…
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