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The AI the firm already uses, reaching the systems the firm already runs.

Practice management, Microsoft 365, CRM and the tax systems, joined inside the firm, so the external model never receives a client name or a return figure.

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Built by a team from:

Mandiant
UC Berkeley
Google
AlixPartners
May Mobility
Oxford

Experience across enterprise security, AI governance, cloud, and compliance-heavy startups.Experience across enterprise security, governance, and compliance-heavy startups.

See Team

Proxara joins the stack the firm already runs.

With more to come upon request.

Microsoft 365Mail, calendar, files, and the tasks that come out of them.
Microsoft365OutlookSharePointTeams
Practice management and CRMWork items, requirements, assignments, and client records.
KarbonSalesforce
The AI the firm already usesThe work starts in the tool the person already has open.
ClaudeChatGPTGeminiPerplexity
The firm’s own cloudProxara runs in the account the firm already owns.
Amazon Web ServicesAzureGoogleCloud
Tax and researchClient, engagement, period, form and filing status, wherever the vendor provides it.
Thomson ReutersWolters KluwerLacerteDrake SoftwareHolistiplanLexisNexis
PROXARA
Microsoft 365

Mail, calendar, files, and the tasks that come out of them.

Microsoft365OutlookSharePointTeams
Practice management and CRM

Work items, requirements, assignments, and client records.

KarbonSalesforce
The AI the firm already uses

The work starts in the tool the person already has open.

ClaudeChatGPTGeminiPerplexity
The firm’s own cloud

Proxara runs in the account the firm already owns.

Amazon Web ServicesAzureGoogleCloud
Tax and research

Client, engagement, period, form and filing status, wherever the vendor provides it.

Thomson ReutersWolters KluwerLacerteDrake SoftwareHolistiplanLexisNexis

Every one of those systems has an assistant. None of them can see the others.

A Karbon assistant understands Karbon. A Microsoft assistant understands Microsoft. A CRM assistant understands CRM. Each is excellent inside its own product, and each one sees only its own data.

The work a firm actually does crosses all of them at once, and that join is the part no single platform can perform, because performing it would mean reading the others. Where a vendor does reason across systems, the information normally travels into that vendor’s cloud to be reasoned over. Proxara does the join first, inside the firm.

The difference between a contract that says they will not, and an architecture where they cannot.

Isolation you can prove.

Not a policy page. Three things an auditor can check without taking anyone’s word for them.

A dedicated account

One AWS account per firm. The organization boundary is the isolation, and an auditor reads it straight from AWS.

Keys the firm holds

Encryption keys live in the firm’s own KMS. Proxara gets use, never administration, and the firm can pull that access in a single change.

A record that checks itself

Every entry is signed and chained. The trail verifies offline, without trusting Proxara to be honest about it.

Ask Rox what the firm’s AI has been doing.

Rox answers from the same record the console holds. Which systems were reached, under which purpose, and what came back, in a sentence rather than a report.

See the consoleMeet Rox
Rox answering a request for an intelligence report with a governance summary across the firm

Designed to reach the whole job at once.

The systems the work lives in

  • Practice management, Microsoft 365, CRM and the tax systems, read together for one piece of work
  • Each provider exposes only the capabilities that exist for that firm’s own configuration
  • Reading and writing both, so the work finishes where it started
KarbonMicrosoft 365OutlookSharePointSalesforceThomson Reuters

The AI the firm already uses

  • Work can begin in Claude, in ChatGPT, in a first-party Proxara surface, or in a firm-built agent
  • The model is swappable. The connections, the policy and the record are not
  • A versioned Work API and SDK for anything the firm builds itself
ClaudeChatGPTA Proxara surfaceA firm-built agentThe Work API
One authorized WorkOne purpose. One policy. One record.

The cloud the firm already buys

  • Proxara runs in the firm’s own AWS account, Azure subscription, or private network
  • The cloud security standards and certifications the firm already holds carry straight over
  • Proxara has use of the encryption keys, never administration of them
Amazon Web ServicesMicrosoft AzureGoogle Cloud

Systems with no modern API

  • Approved folders the firm already writes exports, workpapers and trial balances into
  • Read-only local connectors, using access the firm is already authorised to use
  • Print to Proxara, for the drafts staff already print to PDF

This is not a claim that every proprietary database can be reached. Where the firm already controls the files or the export, no vendor partnership is needed to process them inside the boundary.

An approved folderExports, workpapers, trial balancesA read-only connectorAccess the firm already holdsPrint to ProxaraThe drafts staff already print
Inside the firmParsed, classified and held under the same policy as everything else.

Everything Proxara does, in that one region.

The private deployment carries every surface. Same account, same keys, same record.

The security architectureWhere the keys live, what crosses the boundary, and what Proxara cannot reach from outside it.Learn more One account per firmHow the region is built, in whose account, and what the firm is holding at the end of it.Learn more Policy and identityWho is asking, what they may reach, and what the model is allowed to be told.Learn more

Tell us which systems the firm runs.

Name them and a person will reply with what Proxara reaches today, and what it would take to reach the rest.

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