Proxara in Claude

Proxara connects Claude to Outlook, SharePoint and OneDrive, Karbon and CCH Axcess. Ask Claude about a client and it checks those systems for you. It can also draft emails, update Karbon and file documents. Nothing is sent or changed until you approve it.

Try asking

Where things stand

• “What’s still missing for the Smiths’ 2025 return?”
• “Did anything come in from the Smiths this week?”
• “Which of my returns are waiting on K-1s?”
• “What did we decide about the trust distribution last year?”

The numbers

• “Compare the Smiths’ 2025 return with the last three years. What changed?”
• “Does the corrected K-1 change anything on their return?”

Getting it done

• “Email the Smiths for the missing 1099-B.”
• “Move their return to In Review and assign it to Sarah.”
• “Save the K-1s from that email to their 2025 folder.”
• “What needs my approval?”

Example

You ask: “What’s still missing for the Smiths’ 2025 return?”

Claude replies: “Two documents: the 1099-B from Schwab and the K-1 from his partnership. Both were on last year’s return. A corrected 1098 arrived by email on Tuesday and isn’t in SharePoint yet.”

Under the reply, the Proxara window lists the same items with the clients’ real names and a link to each email and file.

Names and codes

Proxara never sends Claude your clients’ names, SSNs or account numbers. Claude gets codes like P-7KQ2M instead, so its replies say “the taxpayer”, “his spouse” or the code. The real names and numbers appear only in the Proxara window, and only for you.

Before anything is sent or changed

The Proxara window shows exactly what will happen: the email with real names, the Karbon change, the file and where it goes. Nothing happens until you click Approve. A recipient who is new or outside the firm has to be confirmed first. Emails go from your own mailbox, and Karbon notes are in your name.

What it can see

Only what you can already open in Outlook, SharePoint, Karbon and CCH.

You don’t need to download or attach client files. Ask about them, and Claude finds them.

First time

1. Ask Claude anything about a client.
2. Click Connect and sign in with your work Microsoft account.
3. The first time you need return figures, the Proxara window asks you to connect CCH Axcess. Click Connect and sign in.

Tips

• Name the client and the tax year.
• Click a figure in the Proxara window, then ask “why did this change?”
• Ask “show me the document” to open the source.
• If a figure looks wrong, click Wrong? beside it in the Proxara window and say what it should be. For anything else, email support@proxara.ai.
• To give Claude a file yourself, redact it first: see Right-click redact.