AI, Automation & Analytics Solutions
Built for CPA firms
by a CPA, Steven Tran
Proudly Serving US CPA Firms Since 2014
Built for CPA firms
Solutions Tailored to Your Firm,
Unlock Capacity by 20-30%
Let you stay focused on client relationship and high-value advisory work
BI Dashboard
All KPIs in one place. No more manual reports or Excel spreadsheet. Provide real-time insights, streamline decision-making. Identify trends, and enhance strategic planning, ultimately driving improved performance and efficiency for businesses.
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Tech Stack Optimization
Align your process with Tech Stack, designing a standardized and seamless processes, taking back time for your professionals. Ensure that your objectives met when choosing a software of vendor. Protect your firms from misleading information.
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Automation & Integrations
Automate business processes end-to-end to improve efficiency, productivity, and client/employee experiences. Eliminate manual data entries and inconsistency. Enable new possibilities by integrating with modern software.
View case studyWhat Happens When You adopt innovations with us
Testimonials from a few among 40+ CPA firms’ executives
Reid Gavin
COO at Machen McChesney
Steven and Silver Sea Analytics have been transformative for our firm! They helped us get the CCH DAU up and running and also supported us with other vendors requiring connection with our CCH system.
Steven is very responsive and understands the needs of a growing CPA firm. I recommend Silver Sea Analytics to any firms looking to improve data utilization/visualization.
Mathew Salutoff
Director of IT at an Accounting firm in LA
Steven and Silver Sea has been an essential architect for CCH DAU add-on solutions. His expertise with CCH, including not only DAU but also extensive API knowledge, has allowed us to have amazing control of our data. Steven’s deep understanding of accounting and software development allows him to look for additional opportunities for improvement proactively. He always has our best interest at heart and is dedicated to the success of every project.
D. Cole
Director at Cathedral CPAs & Advisors
We have been thoroughly impressed with the exceptional service provided by Steven Duc Tran. He is incredibly responsive and always has our best interests at heart. Steven’s extensive system knowledge of CCH Axcess has been invaluable in supporting us with our software migration due to our recent merger transaction. He ensures a smooth and efficient transition. We highly recommend Steven and his company, Silver Sea Analytics, for his professionalism and expertise.
Sid Nueno
Chief Operating Officer from TPS Hayer
Working with Steven and the team at Silver Sea has been transformative for our business. They developed an automation solution that generates our weekly and monthly reports, seamlessly transforming the data into an insightful dashboard. Saving our team a few hours each week and given us almost real-time insights that were previously hard to get. Even without the DAU, we now have a BI dashboard that allows us to analyze our operations in ways we never could before. We couldn’t be happier with the results!
Fran Daughenbaugh
Project and Analytics Manager from Meriwether, Wilson and Company, PLLC
Steven and his team have been developing some Power BI Dashboards for us utilizing the data housed in our CCH software, as well as some custom reporting that elevates the canned reporting options from that software.
Steven keeps in touch with weekly updates and follow-ups, as well as responds promptly to all our questions. We are very impressed with his knowledge, responsiveness, and the level of support!
Donny Shimamoto, CPA, CITP, CGMA
Managing Director at Intraprise Techknowlogies LLC
I first worked with Duc (Steven) when he was first learning to deliver technology solutions back in Houston, and I have been a mentor to him since. He’s always been a quick study when I direct him to learn a technology or a particular development approach. Once he started his own firm, we have been referring accounting firms and nonprofit clients to him for great quick-win solutions.
Are you underutilizing CCH Axcess™ Suite?
Are you paying $50,000+ annually but still feel your technology outdated and time consuming? Still manually entering data in and out of Client Manager? Workstream? Axcess Tax? Running reports with long wait and limited data? Let us transform your experience!
Firm Management Dashboards
Connect into Data Axcess Utility to unveil all KPIs in one place: clients profitability, staff productivity, cash flows, and more! Stop the leak from aged WIP or AR.
Business Intelligence Power BI Data Axcess Utility
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CCH Axcess Tax Data Import
Eliminate 3 – 10 hours of mind-numbing data entry into CCH Axcess Tax. Automated accuracy check between tax return data and Excel workbook.
Process Automation CCH Axcess Tax CCH Tax API
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Client Intake Form
When a prospect or admin staff submits a form on your website, data is validated, then created consistently across all applications: CCH, Hubspot/Salesforce, ShareFile, etc…
Client Onboarding Automation Process Automation CCH API
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80% of CPA firms plan to increase automation investment in the next 3 years (Canopy Survey, 2024).
Don’t miss the chance to revolutionize your operations!
Partner with us! Be the Firm of the Future!
Phase 1: Migration
Understand the migration process and risks. Plan for phased migration. Prepare and cleanse data for a clean migration without disruption or surprise.
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Phase 2: Optimization
Optimize Karbon configuration: Integration with modern app, tactical dashboard, automated notifications, automated billing/payment process
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Phase 3: AI and Automation
Save thousands of hours with deep dive automation and AI – Tax return preparation and reviews, document intelligence, client service, etc…
Tax Automation Document Intelligence
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Connecting Karbon to the Rest of Your Tech Stack
SHAREPOINT
(Documents)
Permission &
Document Sync
Document Sync
Karbon HQ
Client Master
Sync
Sync
CRM
(Client Data)
Cross-Platform Client Master Sync
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.
Automated Client Onboarding
New client fills out your intake form → Karbon contact created, team assigned, approval workflow started. Say No to double data entry.
Cut down Tax Season overtime
from hours 70 hrs to 40 hrs/week!
Automated Time Entry Approval
Incomplete time entries may result in 2-4% leaks in revenues. We automate the time entry approval and follow ups to preent leakage and free up time for the whole team.
Process Automation Practice CS
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Automated client creation
When a prospect submits a request, automatically create the record in Practice Management system and CRM software, start tracking time for prospecting process.
Process Automation Practice CS
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Document Migration and Backup
Are you leaving your current DMS system? We help you plan out the migration in details, and use automation script to get the job done efficiently and avoid disruption.
CCH Axcess API Document Migration
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