Karbon runs the workflow. We connect it to your tax software, documents, and reporting, so every system in the firm works from the same client record.
We evaluate Karbon against your whole operation, then plan the migration end to end — unit-tested, configured, and with the heavy data prep done for you, so the move stays clean.
See how we helpYou're live but using a fraction of it. We tune work templates, automators, and client groups around how your firm actually runs.
See how we helpCustom API work that connects Karbon to tax software, documents, and reporting, plus an AI layer you can talk to in plain English.
See how we helpWorkflows mapped before anything moves, a sync utility so staff aren't keying into two systems, and go-live tested on your real data. Mid-migration and already sideways? That's a common starting point too.
Silver Sea is listed in Karbon's partner directory as a Karbon Certified Expert.
Case studies from this stage
You're live, but most firms use a fraction of it. We tune the setup to your process, configure SharePoint properly, connect the tools that work best with Karbon, and add the reporting Karbon doesn't ship.
Set up, connected to your Karbon work and contacts, and tested with your staff before they rely on it.
Practice management · Client contact
Sample client LLC
Client team
Cloud storage · Folder permissions
Sample client LLC
Shared with
Access is granted by the Karbon contact team, not by a second list that somebody maintains by hand in SharePoint.
When staff join an engagement, the folder opens. When they roll off, it closes. When a contact is marked inactive, all assignments on it are removed at once. The security policy is enforced by the system of record rather than by a cleanup ticket that sits open until August.
That closes an exposure most firms don't think about until an audit or a departing employee raises it.
SharePoint, Power Automate, and AI extraction feed the tax software and move the Karbon work item forward. In Silver Sea implementations, this has taken roughly two to five hours of handling out of each 1040.
Power Automate · Automated flow
Karbon · Work item
Demo return 1120
Tax return
Case studies from this stage
Karbon handles workflow well. Tax software, documents, and the client record itself still need connecting.
Print once from UltraTax, and a bot files the return in Karbon and SharePoint (49 seconds)
Case studies from this stage
UltraTax CS has no API at all. It is desktop software, so the only way in is the way a staff member gets in: through the screen. The bot below signs in overnight, reads the same reports a person would, and hands what it finds to Karbon through Karbon's API.
RPA extracts data
Bot performs actions
The bot logs into UltraTax every night, pulls the report that matters, and pushes the result straight into Karbon before anyone opens a laptop.
New to Karbon, the client listing report seeds your contacts. Years in, the same report shows which contacts are still active clients.
The bot checks e-file status every night. When a return is rejected, it escalates to the admin, manager, or partner the same night it happens.
Watch the bot print from UltraTax and file the result in Karbon (35 seconds)
A firm can't load open WIP into Karbon itself, and Karbon's API reads time entries but doesn't create them. During a billing implementation, Karbon's data team can import WIP that the firm prepares in Karbon's template. So budget for that import, or move clients with no open WIP first and work the rest down before their cutover.
Not through the API. Karbon has a document API, but it cannot connect a contact or a work item to a SharePoint folder. That link can only be made in Karbon's own screens. We use a bot to make those links in bulk, so staff don't connect clients to folders one at a time.
We implement Anchor, StanfordTax, Truss, RingCentral, Zapier, and custom Power BI reporting alongside Karbon. We also build custom connections to CCH Axcess, UltraTax CS, SharePoint, and QuickBooks Online where no off-the-shelf integration exists.
Yes. When a client is onboarded in Karbon, the matching SharePoint folder is created with a consistent structure and permissions. Files are tagged with client ID and tax year, and flat views let staff see every document for a client in one list.
Yes, through an MCP server. It is a governed connection between an AI assistant and Karbon. Staff can ask “which clients are missing an email?” and get the list. The server controls what the AI can see and do, and logs every request.
At the contact and client level only. Karbon has no custom fields on work items or projects. CCH Axcess allows them at both the project and the client level, so anything you record per project today has nowhere equivalent to land. Decide early whether to move it up to the client level or let it go.
Only partly. Karbon has two built-in positions on a client, client owner and client manager, and they cannot be relabelled. If your current system records more roles, either create custom fields to carry them or accept dropping them. Neither is wrong, but make it a conscious decision while mapping the data, not a discovery afterwards.
No, by design. The client interacts with Karbon, not with your document storage behind it. They upload to you, and the routing into the right SharePoint or network folder happens on your side. Most firms prefer that once they think it through, because a client cannot file something in the wrong place.
Yes. Bulk linking is a data management exercise and is generally straightforward. It is not one of the hard problems in a Karbon migration.
Yes. Silver Sea is listed in Karbon's partner directory as a Karbon Certified Expert, for migration, integration, and reporting work. Silver Sea stays an independent consultancy: we recommend what fits the firm, and we connect Karbon to whatever else the firm runs.
One call is enough to find the first integration worth building, or to tell you Karbon isn't the bottleneck at all.
