In Claude, ChatGPT, Gemini or Microsoft 365 Copilot, ask which returns are still waiting on documents, what the IRS sent a client or what came in this week. The answer comes from your firm’s own Outlook, SharePoint, Karbon and CCH, read with your own access.
Waiting on documents
Returns due 15 October · 3 of 9
- DHDaniel R Harlow2025 Tax Return 1040 · Form 8879 not signed1 missing
- TVTeodora Vance2025 Tax Return 1040 · Organizer not back1 missing
- MBMarcus and Elin Brandt2025 Tax Return 1040 · Corrected 1099-B2 missing
Reads what your firm already runs, with each person’s own access.
Your staff ask in whichever of these they already use. Nobody installs anything.
What it does all day.
It reads the firm’s systems in the background, keeps one picture of every client, and when something arrives it does the step your firm would do next, with a person approving anything that leaves the firm.
It answers about any client.
Ask what a client still owes you or what came in last week, and the answer comes from Outlook, SharePoint, Karbon and CCH, with the source of every fact one click away. Nobody has to log anything for it to be right.
What are we still waiting on for this client?
Daniel R Harlow
With Rosalind Finch, member · Imogen Harlow, member · 1 more
2025 Tax Return 1040 · Waiting2 missing
2Documents missing
0Open flags
Two documents are outstanding: the organizer and the signed Form 8879. Everything else on last year’s list has arrived.
It drafts the next step.
The email to the client or the note in Karbon is written for you and waits in the Proxara window with the real names until a person approves it. Then it runs as that person and leaves a receipt.
Draft an email to Daniel R HarlowHideToDaniel R Harlowdharlow@quandarypeakdental.exampleoutside the firm
Signed Form 8879 needed to file your 2025 return
Hi Daniel,
Your 2025 return is prepared apart from one item: the signed Form 8879 (IRS e-file authorization). We can’t submit the return until we have it.
Show the whole message
Edit
Note on 2025 Form 1040 - HarlowHide2025 return: waiting on signed Form 8879
2025 Form 1040 is waiting on one document: the signed Form 8879. All other expected documents (organizer, 1098, 1099-R, both K-1s, W-2) are received. Email requesting the signed 8879 drafted to the client for approval.
Edit
ApproveReject
It keeps client names in the firm.
The AI receives codes such as P-7KQ2M in place of names, SSNs, EINs, account numbers and addresses. The swap happens in your firm’s own environment in Azure, and your staff see the real names.
Sent to the AI
P-7KQ2M’s 2025 K-1 from B-4F2KD shows $212,400 in box 1. A corrected K-1 arrived on 30 September.
In the Proxara window
Daniel R Harlow’s 2025 K-1 from Quandary Peak Dental LLC shows $212,400 in box 1. A corrected K-1 arrived on 30 September.
A firm can start with the connector reading only, and allow approved changes when it is ready.
Leadership sees what is at risk.
Over the weekend it reads Karbon, Outlook and SharePoint. By Monday the firm’s console shows the returns at risk before 15 October, the work that has gone quiet and the notices nobody has picked up.
What leadership sees
More about the connector.
- How it worksWhat travels where when someone asks about a client, and what never leaves the firm.Read on
- For leadershipReturns at risk before a deadline, work gone quiet and notices nobody has picked up, every Monday.Read on
- For staffA preparer’s day with it, from the first question in the morning to what is still waiting at five.Read on
See it on your firm’s work.
We set it up with your firm and start where you are comfortable: XARA working nights on a few clients’ months, the connector reading only. Then we go through what it did with your partners.
- Your IT lead gets the Security Overview and the sub-processor list before anything is connected
- Nothing in your systems changes while you decide