Karbon is a powerful platform, but most firms use only a fraction of its potential. We build the integration, automation, and analytics dashboards that turn Karbon from just another software into an operating system your firm runs on.
Whether you’re considering a migration, already running on Karbon, or looking for advanced AI and automation,
WE CAN HELP.
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.
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.
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.
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.
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!
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.
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.
We handle data prep, validation, and end-to-end testing. You get a clean go-live with minimal overlap against your legacy system.
The Karbon migration service doesn’t include your client documents.
We fill the gap — moving years of client files into SharePoint with the right folder structure, naming convention, and retention policy your firm actually needs.
We map your firm’s folder convention — accounting vs. tax separation, year-by-year, permanent files, payroll, IRS notices — and migrate documents into the structure your team already knows how to navigate. No re-training, no re-organizing post-migration..
Folders inherit the permission model from your Karbon Client Teams. When a Client Team changes in Karbon, SharePoint permissions stay synced automatically. Security policy enforced without manual cleanup.
A document migration is the cleanest moment to enforce retention. We apply your firm’s policy as files move — archiving what should be archived, purging what should be purged, flagging what needs partner review.
SharePoint can do far more than most firms get out of it. We implement it properly and connect it to your stack with RPA, API, and AI.
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Automated permission sync from Karbon Contact to SharePoint folders allows you to open/limit access to a client’s SharePoint folder based on the assignment in Karbon, seamlessly enforcing security policy and document retention.
We integrate SharePoint to Power Automate and AI to automatically parse any client-provided PDF files into Excel or Tax Software, and update Karbon Work Item status automatically. Saving 2-5 hours per 1040 returns.
“Karbon is our rocket booster that’s allowing us to grow at 40% to 50% year-over-year”
New client in Karbon → folder in SharePoint + CRM record created. Automatically.
If your firm runs Karbon alongside a CRM, QBO, or Xero, we sync client records across all of them. One update in Karbon keeps everything consistent.
New client fills out your intake form → Karbon contact created, team assigned, approval workflow started.
No double entry. No missing data.
We build the Power BI operating layer that answers the questions partners actually ask — the ones Karbon's built-in reports weren't designed for.
Quickly see who is over/under work, who is productive, which group is producing the most revenues, etc... Ensure your members are working hard towards the common goals. And nudge those who don't!
Focus on what matters - answer critical questions instantly:
✓ Workload by individual on a weekly basis?
✓ Who is working on which clients?
✓ Who has too much on his/her plates?
✓ Who can we reassign the projects to flatten the curve?
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.
