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 considerating 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 Analytics 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. 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 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 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 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. 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:
KarbonHQ Migration Support
Most issues trace back to inaccurate transfers, system mismatches, or limited testing.
With 10 years of experience, we know where the landmines are!
Migration Done Right With Us!
Understand how your firm actually works.
No double data entry during cutover
Done right the first time
Document Migration to SharePoint
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.
Migrated to your folder structure by design
SharePoint Permission that mirrors Karbon
Retention and cleansing executed at the same time
Document Automation with SharePoint
Staff added to contact
Trigger
JL
Jane L.
Access granted →
MR
Mark R.
Has access
TK
Tom K.
No access
Acme Corp / TY 2025
Permissions synced from Karbon contact team
Staff removed from contact
Trigger
JL
Jane L.
Access revoked →
MR
Mark R.
Has access
TK
Tom K.
No access
Acme Corp / TY 2025
Jane L. removed from SharePoint folder
Contact marked Inactive
Trigger
JL
Jane L.
Removed
MR
Mark R.
Removed
TK
Tom K.
Removed
Acme Corp / TY 2025
All staff access removed — no manual cleanup needed
Automated Permission Sync
Automated Document Processing
What Is Your Karbon Success Story?
Advanced Integration
Connecting KarbonHQ to the Rest of Your Tech Stack
Cross-Platform Client Master Sync
Automated Client Onboarding
No double entry. No missing data.
Custom Power BI on Karbon Data
Beyond what Karbon’s native reporting ships
Your most valuable asset – your staff’s time
Instant Visibility into Project workloads and key deliverables
✓ 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?
Ready to Empower KarbonHQ?
✓ Go live on Karbon in weeks
✓ Eliminate the manual, repetitive tasks
✓ Integrate with AI and Automation
