10 Weeks of staff time recovered per filing season
Based on 200–400 hours of documented manual work eliminated across a 300-return firm
Does Any Of This Sound Familiar To Your Firm’s Issues?
- Someone on your team checks Drake statuses manually — and updates Karbon by hand — for every one of your 300 returns.
- Your tax preparers type in W-2 and 1099 data by hand. The PDF is sitting right there.
- Filing instructions go out one at a time, manually extracted from Drake for every return.
- Extension season is a week of overnight manual work that nobody should be doing by hand.
- Final return figures get checked against Excel by hand — and manual checks miss what OCR catches in seconds.
The tasks your team does manually in Drake every filing season.
Here’s what each one looks like, automated.
Each bot targets one repeating task — e-file status checks, extension filing, filing instructions, and PDF data entry — and runs it on a schedule against your Karbon Work Items, without a person having to open Drake.
Track E-File Status → Karbon
Runs every night at 11 pm. Checks Drake for all work items with status “Waiting for IRS/Agency.” Updates each Karbon work item to Agency Accepted, Agency Rejected, or leaves as-is.
OCR Final Tax Return (1065 / 1120 / 1120-S)
Upload a final return PDF. The bot pulls Page 1, Schedule L, M-1, and M-2 into a structured table — copy directly into your Excel workbook.
Auto-Extract Filing Instructions → Karbon
Queries Karbon daily for ‘Return Assembly’ items, extracts filing instructions from Drake, and uploads the PDF to the matching work item automatically.
Auto-File Extensions in Drake via Python
Runs nightly. Looks up each client by SSN in Drake and files the extension. Sends your admin an email summary after every batch.
Client List Sync & PDF Export
Pulls the full Drake client list into the portal database daily — every other bot stays current without manual re-entry.
Read PDF → Drake (W-2, 1099, K-1)
Upload a source document PDF. The portal identifies the form type, matches the client by SSN, extracts every field, and pushes directly to Drake. No hardcoding — a mapping file handles all field logic.
Export Prior Year Returns to PDF
When a return is finalized in Drake, the bot exports the package to PDF and saves it to your specified destination — SharePoint, local folder, or network drive.
Which of these 7 bots apply to your firm?
We map your Drake workflow to each bot in a single call. You’ll know exactly what to build — and what it saves — before any commitment.
What CPA firms are saying about us
“Working with Steven and the team at Silver Sea has been transformative for our business in terms of the way we manage and look at our data. They developed an automation solution that generates our weekly and monthly reports. This has saved our team a few hours each week and given us almost real-time insights that were previously hard to get.”
“From automation to exports to document management, Steven and Silver Sea Analytics have proposed and executed powerful solutions for us. His deep understanding of accounting and software development allows him to look for additional opportunities for improvement proactively.”
“Steven and Silver Sea Analytics have been transformative for our firm. They helped us get CCH DAU up and running and also supported us with other vendors requiring connection with our 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 and efficiency.”
R. Gavin / COO, Machen McChesney
SILVER SEA BOTS’ CLOSER LOOK
Upload a PDF. Review the extracted data.
Push to Drake in one click.
The portal reads W-2s, 1099s, K-1s, 1065s, and 1120-S forms from uploaded PDFs. It identifies each client by SSN or EIN against the Drake client database, maps every field to the correct Drake entry, and pushes the data.
No typing. No tab-switching. No selecting the wrong client.
🔎 Form Type and Page Detection
The system identifies the form type and locates the correct pages. For W-2s and 1099s with multiple entities, it matches by SSN, EIN, or payer name — and decides whether to create or update a Drake record.
🗺️ Data Mapping File — No Hardcoding
A mapping file drives every field decision. When Drake or your template changes, update the file — not the code.
⚡ Hours of Data Entry → Minutes of Review
Reading a PDF and entering each field manually takes hours per return. This bot reduces that to a few minutes of review and one click to approve.
OUR PROCESS
From audit to 7 live bots
— in 5 structured stages
We map your Drake workflow before writing any code. Each bot is tested with your tax team during an active filing period — so the output is verified against real returns before any bot runs unsupervised.
1 – Discovery
We audit your Drake setup and every manual step your team repeats each season.
2 – Design
We document every trigger, mapping, and extraction rule before any code is written.
3- Build
Portal deployed. All bots built. Karbon and SharePoint integrations wired.
4 – Test
Every bot runs alongside your tax team during a live filing period — we’re on-call to fix issues in real time.
5 – Handoff
Full training and documentation — your team runs every bot independently from day one.
Ready to stop doing this manually?
Book a 30-minute call. We’ll show you exactly what applies to your firm before any commitment.