Leverage KarbonHQ
Integration – Automation – AI
We help CPA firms set up Karbon the right way, connect it to the rest of their tech stack, and turn data into dashboards your leadership team will actually use
Leverage KarbonHQ
Where are you with Karbon today?
Whether you’re migrating from CCH Axcess or Practice CS, already running on Karbon and frustrated by manual processes, or looking to build real reporting on top of your Karbon data,
we can help.
Migrating to Karbon?
We’ve helped many firms execute the migration. We know where the landmines are.
Started Using Karbon?
Let’s make sure you don’t miss out on integration, automation and business intelligence capabilities.
Already Using Karbon?
Let’s take Karbon’s built in reports to the next levels, and fully integrate it with other parts of your tech stack.
Ready to empower karbon hq?
call us today✓ Migrate with confidence.
✓ Modernize your operation.
✓ Empower Automation and AI.
KarbonHQ Migration done Right
Moving practice management platforms is one of the highest-risk projects a firm can take on. Most firms treat automation and reporting as “phase 2” projects that never happen. We build the data foundation during migration so you’re ready to connect Karbon to your other systems and reporting tools from the start — not six months late.
Data Mapping & Consolidation
We help you with the optimal configurations, understand the limitation as well as potentials – custom field, API, data warehouse. We help you define all mapping rules, handle the edge cases, and validate that every record lands correctly.
Document Migration to SharePoint
We help you establish the folder structure, retention policy, and batch migration plan to move your documents from CCH Axcess Document or other repositories into SharePoint Online. We coordinate the document move alongside the client data migration so everything stays in sync.
Process Change Management
New software means new workflows. We help your team map existing processes to Karbon’s workflow model, identify what changes, and build the training plan so your staff isn’t guessing on Day 1
Connect Karbon to the Rest of Your Firm
Karbon Is More Powerful When It’s well connected. Karbon stores your client list, engagements, time entries, invoices, and notes. Most firms only interact with that data by clicking around inside Karbon. But the system also allows outside tools to read and write data directly — automatically, behind the scenes. Think of it like giving a trusted assistant a key to your filing cabinet. Here’s what becomes possible:
Cross-Platform Client Master Sync
If your firm uses Karbon alongside a CRM, QBO, Xero, or a legacy system, we can build a sync that keeps your client records consistent everywhere. Karbon’s custom fields let you store each client’s ID from other systems directly on their Karbon record, which is the foundation of a clean multi-system setup.
Automated Client Onboarding
Link your electronic intake forms directly to Karbon. When a new client fills out your form, their record is created in Karbon automatically, assigned to the right team, and an approval workflow kicks off. No double entry. No missed fields. Save 6-10 hours per week.
Document Automation with SharePoint
SharePoint is very capable of automation and integration, but it’s not easy to implement. We not only implement it properly but also enable seamless automation capabilities with RPA, API and AI.
Automated Document Processing
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.
Automated Permission Sync
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.
Unlock Analytics within Karbon
Seamless visibility. continous monitoring.
We bring your Karbon HQ’s data to live, empowering the leadership to manage and grow the firm
Your most valuable asset – your staff’s time
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!
Instant Visibility into Project workloads and key deliverables
Go beyond the standard Karbon BI reports. Turn your Karbon data lake into a gold mine.
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?