Connect Claude, ChatGPT, and your AI agents to the systems where work happens.
Proxara lets AI complete approved work across systems a regulated firm keeps separate, without building a new data lake or handing the model the keys.
Claude
Proxara
SharePoint
Microsoft 365
SalesforceAny other toolClaudeProxaraSharePointMicrosoft 365SalesforceAny other toolToday, the practitioner is the integration.
Currently, accounting firms are trapped: to make AI truly useful, it needs to join data spread across internal systems.
But under IRS § 7216, connecting these systems to third-party AI models constitutes an unauthorized disclosure of tax return information, requiring mandatory, client-by-client consent.
KarbonMANUAL WORK
- Reconcile the records
- Determine what is actually missing
- Prepare the follow-up
- Update every system
- Check that each change completed
KARBON3 documents marked outstanding
OUTLOOK1 was already sent by the client
SHAREPOINT1 was already received and filed
SALESFORCECannot perform this action as it contains real client information. Please consult your Compliance officer
A model inside the firm decides what leaves it.
The same request reaches every system at once, and what each one gives back is decided inside the firm.
See the engineSharePointthe basis workpaperas a stand-inOutlookthree client threadsas a summary
Karbonfour work itemsas writtenSalesforcea partner-only recordnot openedAn agent is a principal, not a key.
It carries no credentials of its own. It holds a name, a scope the firm wrote, and the same permissions every person passes.
It asks as itself on the firm’s own systems, and the moment the firm withdraws it, it stops.
See Agents
Not every request gets the same access.
The same name can be routine in one request and confidential in the next. Proxara reads the difference from the firm’s clients, matters, accounts, and policy.
See Policy & AuthorityThe standard mode.
Protected Reasoning
Claude reasons over consistent stand-ins and is never given their identities.The employee reads the clear result inside the conversation, and follow-up questions keep working.
The standard mode.
Protected Reasoning
Claude reasons over stand-ins and is never given their identities. The clear result appears inside the conversation.
Nothing goes live untested.
A rule change is replayed against past requests before the firm turns it on.
See the console
Client review preparation
Three would come back differently, and v4 stays available to roll back to.
Security and compliance are enforced inside every workflow.
Proxara controls what AI can access, what may leave the firm, and what actions may be completed, then records the evidence.
Every request is controlled before release.
Every action is verified after execution.
Assurance
Work Assurance Record
Missing-document follow-up · Completed and verified
Purpose
Sources used
External AI received
Protected locally
Completed · 30 days
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The demonstration runs on a stocked practice tenant. Nothing installs.
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