Karbon is the new “Black”!
Karbon is rising as #1 choice for Practice Management for CPAs
Don’t miss out this opportunity to transform your own firm
Karbon Migration Support
83% of data migration projects fail or exceed budgets due to poor planning or lack of expertise.
Most issues trace back to inaccurate transfers, system mismatches, or limited testing.
With 10 years of experience, we can help you skip the hassle!
Clean Migration. No Rework. No disruption.
Map out the migration process and get through each milestone. Take care of heavy lifting data preparation and validation. Get it done right the first time. Minimize the overlap time with Legacy systems
No surprise, no rollback
We help you with the optimal configurations, understand the limitation as well as potentials. Strategically plan out the end-to-end testing to make sure department leaders see outcomes before fully executing the migration.
No double data entries
Larger firms often opt to migrate one department at a time, which pose challenges maintaining data on two different systems. We have advanced utilities leveraging Karbon API, allowing automated data sync between Karbon and Legacy system, removing the need for manual data entries.
What we migrate
Client list
Staff records
Project list
Open WIP
AR transactions
Historical invoices
Custom field config
Workflow templates
Works alongside
CCH Axcess · Practice CS
Document Migration to SharePoint
The migration service from karbon does NOT include Document Migration. We’re happy to fill the gap and help you migrate your documents properly and execute your data cleanse/retention policy.
Bulk Extraction from Legacy System
We pull documents from your current system — CCH Axcess Document, GoFileRoom, local drives, or other repositories — in bulk, preserving folder structure and metadata.
Folder Structure
and Data Governance
We set up the SharePoint site structure, folder naming conventions, permission groups, and retention policies before a single file moves.
Completeness and
Integrity Validation
We upload documents and validate the count as well as contents against the source, catching any missing or corrupted files early
What Is Your Karbon Success Story?
“Karbon is our rocket booster that’s allowing us to grow at 40% to 50% year-over-year”
Go beyond the standard Karbon BI reports. Turn your Karbon data lake into a gold mine. 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: 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 — no copy-paste, no version drift. New client fills out your intake form → Karbon contact created, team assigned, approval workflow started. No double entry. No missed fields. 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. Your intake form already collects the data. We connect it to Karbon via API so no one has to re-type it. ✕ Client fills out intake form (PDF/email) ✓ Automated validations prevents data entry errors ✓ No need to chase down missing data points ✓ Data is created consistently across systems ✓ Incidents are detected and addressed timely ✓ Go live on Karbon in weeks ✓ Eliminate the manual, repetitive tasks ✓ Integrate with AI and Automation
See WIP, Staff Utilization, and Billing in real time
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?
Advanced Integration
Connecting Karbon to the Rest of Your Tech Stack
SHAREPOINT
(Documents)
Permission &
Document Sync
Karbon HQ
Client Master
Sync
CRM
(Client Data)
Cross-Platform Client Master Sync
Automated Client Onboarding
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
Sync Client Onboarding Forms Directly to Karbon
Manual process
✕ Staff re-types into the Karbon contact manually
✕ The staff assigns the team, sets the client group manually
✕ Approval email sent manually — if remembered
✕ Missed fields found later — fixed one by one
Time per client: 45–90 min
With Our Solution
✓ Intake form ensures complete and accurate data
Time per client: Under 2 mins.
Ready to empower karbonhq?
call us today