Claude on your client work. Client identities stay in your firm.
Proxara connects Claude to Outlook, SharePoint, Karbon and CCH Axcess. Before anything reaches Claude, client names and numbers become codes, and your staff see the real ones in the Proxara window.
What Claude sees
P-7KQ2M’s 2025 K-1 from B-4F2KD shows $212,400 in box 1. A corrected K-1 arrived on September 30.
What your staff see in the Proxara window
John Smith’s 2025 K-1 from Smith Dental Partners LLC shows $212,400 in box 1. A corrected K-1 arrived on September 30.
Works with the systems your firm already uses
- Outlook
- SharePoint
- OneDrive
- Karbon
- CCH Axcess
- Claude
- Windows
Ask about any client, and Claude checks your systems for you.
Each answer links to the email, file or return it came from.
What’s holding up the Smiths’ 2025 return?
What’s in, what’s missing and what’s out of date, with a link to each source.
Compare the Smiths’ 2025 return with the last three years.
Each year’s figures from CCH, line by line, with the largest changes explained.
What are we still waiting on from the Smiths?
A list built from last year’s return and checked against what has arrived.
A corrected K-1 arrives by email.
Every return and decision that used the old one is flagged.
Every change waits for a person.
Claude can draft the client email, update Karbon or file the documents. Nothing is sent or changed until your staff member has seen each step with the real names and clicked Approve.
Email from your mailbox
ToJohn Smith
SubjectYour 2025 1099-B from Schwab
Hi John, we have everything for your 2025 return except the 1099-B from Schwab. Could you send it when it arrives?
Karbon
WorkSmith 2025 return
ChangeIn Review, assigned to Sarah
Right-click a file to redact it.
When someone wants to give Claude a W-2 or a bank statement themselves, Proxara Redact on Windows saves a copy beside it with the names and numbers replaced and every figure kept. Right-click Claude’s result and the names come back.
The right-click guide
Private by design.
Your firm gets its own environment in Microsoft Azure in the US, with its own database and keys.
Read the security briefCodes before Claude
Names, SSNs, EINs, account numbers, addresses, emails and phone numbers are replaced before anything is sent.
The access people already have
Each person sees only what they can open in Microsoft 365, Karbon and CCH today.
A person approves every change
Claude can propose. Only a person can approve, from their own browser.
Every request is logged
Who asked, when, and about which client, ready to export.
A four-week pilot on your own clients.
About two hours to set up, three weeks of real work, then a decision on the times your team measured.
- Setup1 day
- Week 1Connect and try
- Weeks 2–3Live work and measure
- Week 4Review and decide
To start a pilot, write to us.
We send your firm’s setup link, and support@proxara.ai answers questions throughout the pilot.