A Karbon implementation shouldn’t stop at go-live. We take it further — integrating your tools, automating your workflows, and building reporting your partners rely on daily. Serving CPA firms for 10 years.
Whether you’re considerating a migration, already running on Karbon, or looking for advanced AI and automation,
WE CAN HELP.
Karbon gives you the foundation. These 3 gaps are where firms still lose hours, capacity, and margin every week.
85% of accounting professionals are excited about AI, but only 37% of accounting firms invest in AI training. The firms that unlock roughly 7 additional weeks of capacity per employee per year.
Studies suggest 77% of general accounting operations can now be fully automated — but only with the right connected tech stack. Karbon alone doesn’t get you there.
The accounting industry has seen a 33% decline in CPA exam candidates from 2016 to 2021 — pushing firms to do more with the same or fewer staff.
83% of data migration projects fail or exceed budgets due to poor planning or lack of expertise. We map out your full migration path and walk you through every milestone. Our team handles the heavy lifting on data prep and validation. You get it done right the first time — with minimal overlap against your legacy system. We configure Karbon to fit how your firm actually works — not the default setup. We map out the limits and the upside before you commit. Then we run end-to-end testing with your department leads, so they sign off on the outcomes before you go live. Larger firms often migrate one department at a time. That means two systems holding the same client data for weeks, and staff re-keying every change in both. We fix this with a custom sync utility built on the Karbon API. Data flows automatically between Karbon and your legacy system. Zero manual re-entry.
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.
We pull documents from your current system — CCH Axcess Document, GoFileRoom, local drives, or other repositories — in bulk, preserving folder structure and metadata. We set up the SharePoint site structure, folder naming conventions, permission groups, and retention policies before a single file moves. We upload documents and validate the count as well as contents against the source, catching any missing or corrupted files early “Karbon is our rocket booster that’s allowing us to grow at 40% to 50% year-over-year” We connect Power BI to your Karbon Data Lake and rebuild every metric so your partners can see the firm the way they actually need to. 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) ✕ 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 ✓ Intake form ensures complete and accurate data ✓ 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 Time per client: Under 2 mins.
KarbonHQ Migration Support
Most issues trace back to inaccurate transfers, system mismatches, or limited testing.
With 10 years of experience, we can help you skip the hassle!
Migration Done Right With Us!
Clean Migration. No Rework. No disruption.
No surprise, no rollback
No double data entry
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
Bulk Extraction from Legacy System
Folder Structure
and Data Governance
Completeness and
Integrity Validation
What Is Your Karbon Success Story?
Karbon Power BI Dashboard
— Beyond What Karbon 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?
Advanced Integration
Connecting KarbonHQ to the Rest of Your Tech Stack
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
With Our Solution
Ready to Empower KarbonHQ?
✓ Go live on Karbon in weeks
✓ Eliminate the manual, repetitive tasks
✓ Integrate with AI and Automation
