We migrate your legacy files, build a client folder structure that maps to your practice, and automate access rights so the right people have the right files the moment they need them — without anyone lifting a finger.
Schedule a Free Assessment See What We Build
We build the entire SharePoint environment alongside you — migration, structure, automation, and integration included.
We move your entire document history — years of client files from GFR systems, shared drives, or legacy DMS — into structured SharePoint folders without a single file going missing. Every document lands in exactly the right place, verified by post-migration reconciliation.
”LearnWe design a client folder structure that maps directly to your firm’s engagement lifecycle — Permanent Files, Prior Year Documents, and Current Year Workpapers — standardised across every client and auto-created when new accounts are onboarded.
”LearnWe connect SharePoint to Karbon, CCH Axcess, and your broader Microsoft stack. Power Automate flows handle document routing, folder creation, and permission management automatically — so your team can focus on client work, not filing.
”LearnManual access management is a compliance liability your firm shouldn’t carry. We build Power Automate flows that read Karbon work item assignments and update SharePoint folder permissions in real time — no IT tickets, no permission spreadsheets, no gaps.
When a staff member is assigned to a client engagement in Karbon, the correct SharePoint folder access is automatically granted — they can open the file the moment they’re assigned.
When a team member rolls off an engagement, SharePoint access is removed instantly. No lingering permissions, no manual cleanup, no compliance exposure.
Every permission change is logged automatically — who had access to what and when. Your firm stays audit-ready without anyone having to maintain a separate access register.
Manual document handling is costing your firm hours every week. Silver Sea connects your systems, automates the repetitive work, and gives you complete visibility into every client file.
Karbon Integration
We store each client’s SharePoint folder URL directly in Karbon’s custom fields — so your team jumps from a work item straight to the right document folder in one click, without searching SharePoint manually.
Filing instructions pulled from Drake, signed engagement letters from Adobe Sign, completed workpapers — all automatically uploaded to the correct client folder in SharePoint and surfaced inside the Karbon work item, with no human routing required.
DOCUMENT AUTOMATION
Tax return PDFs exported from Drake land in the right client folder in SharePoint — automatically. Engagement letters signed via Adobe Sign or SafeSend are filed and linked back to the client record without anyone touching them.
We build Power Automate pipelines that handle folder creation on client onboarding, document routing when work is completed, and status notifications when files are ready for review — all running silently in the background.
VISIBILITY & REPORTING
We build custom dashboards that surface your SharePoint document status across the firm — which clients have complete file sets, which folders are missing current-year documents, and which engagements have access anomalies that need review.
Stop discovering document gaps at the worst possible moment — during a review or a client call. Get a live view of your entire document landscape, filtered by client, engagement type, or time period.
OUR PROCESS
We map every source system, catalogue file volumes by client, and identify every access and naming gap before a single file moves.
We design your full SharePoint structure — folder hierarchy, naming conventions, permission model, and Karbon integration points — reviewed and approved before we build.
Full document migration with reconciliation, SharePoint site and folder build, Power Automate flows deployed, and all system integrations wired up — while your team keeps working.
Post-migration reconciliation, automation testing, team training, and complete documentation — so you’re fully self-sufficient from day one.
READY TO FIX YOUR DOCUMENT INFRASTRUCTURE?
Built specifically for accounting firms that are done losing time to unstructured SharePoint and manual document management.
✓ Migrate with zero data loss.
✓ Access rights on autopilot.
✓ Fully integrated with Karbon.