Karbon is a productivity iceberg.
Let’s reach under the tip.
Break the ceiling of bottlenecks and silos. Rise with innovations.
Karbon is a productivity iceberg.
Map out your journey with karbon
Don’t get lost in the noises. We’ll guide you through every step of the journey.
White-glove service KarbonHQ Migration Support
83% of data migration projects fail or exceed budgets due to poor planning or lack of expertise.
Most issues trace back to inaccurate transfers, system mismatches, or limited testing.
With 10 years of experience, we know where the landmines are!
Understand how your firm actually works.
We map your workflows before we touch Karbon. Your department leads sign off on the configuration before go-live, not after. No surprises, no rollbacks.
No double data entry during cutover
Migrating department by department usually means weeks of staff re-keying every change into two systems. We build a custom sync utility on the Karbon API so data flows automatically between Karbon and your legacy platform. Zero manual re-entry.
Done right the first time
We handle data prep, validation, and end-to-end testing. You get a clean go-live with minimal overlap against your legacy system.
Don’t forget about your documents!
Karbon integrates natively with SharePoint. Karbon’s migration service does not include Document. We do, and sometimes Karbon calls us to help!
Understand the power of SharePoint and the transition
Chances are your firm has already paid for Sharepoint – which can host your internal documents on the cloud, sync to your workstation, securely request files from clients, work seamlessly with AI and automation, etc… Let’s weight SharePoint against your current DMS to evaluate the functionality and process change.
Keep the same folder structure while purging old files
A typical migration strategy is to keep the same folder structure from CCH Axcess Document, GoFileRoom, or File Cabinet etc… this would minimize the change for your team. We can also help with any data cleanup to get you started on a clean slate
Powerful automation from day 1
Typical high value automations include: Automatically create folder structure as part of onboarding process. Sync staff assignment with folder permission. Auto print from tax software to Karbon and Sharepoint. etc… let’s find out what’s possible for your firm!
THE SILVER SEA LAYER
Karbon ships with a powerful platform and a growing marketplace of integrations. Where Silver Sea adds value is the layer that Karbon doesn’t ship with — the firm-specific integration, automation, and reporting that turns Karbon into the operating system your firm runs on.
Custom API Integration
We connect Karbon to the rest of your stack — SharePoint, tax software, intake forms, e-signature, payments, CRM. If a workflow involves Karbon and at least one other system, we make it run automatically.
AI Automation with MCP
We’ve built a Model Context Protocol server for Karbon. Your team operates Karbon in plain English — pull work lists, draft client updates, escalate exceptions — without code or copy-paste. We help your firm get ready before AI agents become standard.
Advanced BI Dashboards
Karbon native reports cover the basics. Partner-level questions — client profitability, staff workload, extension status, AR by tier — need more. We build the Power BI layer that answers them. Karbon stays the system of record. Power BI becomes the command center.
Sync Client Onboarding Forms Directly to Karbon
Your intake form already collects the data. We connect it to Karbon via API so no one has to re-type it.
Manual process
✕ Client fills out intake form (PDF/email)
✕ Staff re-types into the Karbon contact manually
✕ The staff assigns the team, sets the client group manually
✕ Approval email sent manually — if remembered
✕ Missed fields found later — fixed one by one
Time per client: 45–90 min
With Our Solution
✓ Intake form ensures complete and accurate data
✓ Automated validations prevents data entry errors
✓ No need to chase down missing data points
✓ Data is created consistently across systems
✓ Incidents are detected and addressed timely
Time per client: Under 2 mins.
How would you like your success story to be?
Together, we’ll make it happen
Further reading
Workflow
An end-to-end 1040 tax automation pipeline for CPA firms
Read the piece
Migration
Moving a firm’s documents from GoFileRoom to SharePoint
Read the piece
This is what a roadmap looks like for a Karbon firm specifically. It sits inside the fuller strategy-to-execution approach.
Ready to make Karbon your firm’s operating system?
The firms getting the most out of Karbon aren’t the ones with the most marketplace integrations turned on. They’re the ones whose partners decided to build the layer Karbon doesn’t ship with.
If you’re considering Karbon, already running on it, or hitting the limits of what comes out of the box — let’s talk through where the leverage is in your firm’s setup.
