A console the firm can runwithout opening it.
Every job the firm’s AI runs lands here as a record. Nobody has to sit and check it: ask Rox in Teams or Slack, and the answer arrives where the work already happens.
The AI did the work. It never saw the client.
Proxara handed Claude only the protected version of this engagement.
Proxara11 replaced
Claudeprotected briefOne approved piece of work.
- Approved read the engagement’s requirements and the client mail, work out what is genuinely outstanding, draft one follow-up
- Needs approval sending that follow-up to the client
- Not granted anything else
“The K-1 arrived under the old entity name. Treat it as received.”
Said in Claude: recorded as the preparer’s correction, and nothing changes in Karbon until it is confirmed.
All of that, from inside Teams.
Rox carries the console into Teams and Slack. Ask a question, approve what is waiting, open a job. The console is there for anyone who wants the whole file.
Teams
Slack
Deliver year-round tax planning across the client base.
Proxara can continuously evaluate new documents, ledger activity, entity changes, prior-year treatment and current tax rules for every engagement.
It can open planning cases, run the analysis, draft recommendations, create the follow-up and carry the work into the firm’s systems.
Build new workflows at frontier-model speed.
Every new workflow inherits the policy the firm already wrote. Claude, ChatGPT, Copilot and firm-built agents retrieve approved context, coordinate with one another and act through the same boundary, so a new model capability becomes a production workflow without rebuilding a single permission, control or integration.
How an agent gets its own scopeSee the console on the firm’s own engagements.
Tell us which systems the firm connects, and we will show what runs, what stops for a person, and where the record lands.
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