Transform your CPA firms
Cut 30% manual tasks in 3 months
Proven Solutions. Measurable Results.
Steven Tran, CPA – Serving Accounting Firms Nationwide Since 2014
Increase Capacity 20-30% Without new Hiring
Let you stay focused on advisories and high-value work
Save 3-10 hours per tax return, reduce 70% in data entry
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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Report & 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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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 Automate
Testimonies from a few among 40+ CPA firms
R. 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.
M. 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?
Manually copying/paste and tracking data between systems? Running reports with limited information?
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!
Business Intelligence Power BI Data Axcess Utility
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Automated CCH Axcess Tax Import
Eliminate 1 – 5 hours of mind-numbing data entry into Axcess Tax, empower your tax professionals without offshoring.
Process Automation CCH Axcess Tax CCH Tax API
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Automated Client Intake
When a prospect or admin staff submits a form on your website, data is validated, then created consistently across all applications.
Client Onboarding Automation Process Automation CCH API
View case studyUnlock full potential of Karbon HQ
80% of CPA firms plan to increase automation investment in the next 3 years (Canopy Survey, 2024).
The firms implementing now report 17% higher revenue growth (Industry Research).
Karbon is a rising star as Accounting Firm software, but just like any tool, it needs to proper configuration. 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
Learn MoreTransform Your Vision Into Reality Using Modern Platforms
Disclosure: Silver Sea is not affiliated with or endorsed by any of the software companies mentioned below
Take Automation and Integration to the extreme!
If your team logs 60+ hour weeks in tax season, this was built for you.
Automated Time Entry Approval
Incomplete time entries inflate WIP and distort realization rates. We automate the capture so nothing gets missed.
Process Automation Practice CS
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Automated client creation
When a prospect submits, automatically calculate create the record in Practice Management system, start tracking time and tax planning 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 to avoid nasty surprise, and use automation script to get the job done efficiently.
CCH Axcess API Document Migration
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