Why Proxara
Currently, accounting firms are trapped: to make AI truly useful, it needs to join data spread across internal systems.
But under IRS § 7216, connecting these systems to third-party AI models constitutes an unauthorized disclosure of tax return information, requiring mandatory, client-by-client consent.
KarbonMANUAL WORK
- Reconcile the records
- Determine what is actually missing
- Prepare the follow-up
- Update every system
- Check that each change completed
KARBON3 documents marked outstanding
OUTLOOK1 was already sent by the client
SHAREPOINT1 was already received and filed
SALESFORCECannot perform this action as it contains real client information. Please consult your Compliance officer
Deliverables: More work completed by the same team.
Less time searching and updating systems. More client work eligible for AI.
Accelerate workflows
Manual system touches
Verified completion
Proxara removes manual coordination between systems and expands where AI can be used.
But why now?
The technology required to make this work has now arrived.
Customer-local models
Models running inside the firm can now classify tax data, understand unstructured documents and enforce firm policy before release, making frontier AI usable while protected information remains adhering to the § 7216 boundary.
Frontier models
Can now reason, plan, and coordinate useful multi-step work.
Private work surfaces
MCP’s latest March 2026 update allows the ability for connectors to now show employees the clear result without giving it back to the external model.
The missing control point can now live inside the accounting firm.
01Why not Microsoft?
Microsoft governs what happens inside Microsoft. It does not govern what Karbon, the tax system or the CRM release, and its controls do not follow that data into another vendor’s model.
Proxara governs the join across every system, and decides what reaches any external AI.
02Why not the practice platforms?
Karbon and other vertical platforms are built to make their own product the centre of the workflow.
They are not built to deploy and maintain a private control point inside each firm’s own cloud, and their AI remains tied to their platform.
03Why not build it?
A firm can build agents. The boundary underneath them is a permanent software, integration and compliance obligation.
Accounting firms manage client risk, not software product risk.
One governed path, whichever AI the firm chooses.
The employee’s own permissions set the limit, and client identities are swapped before anything reaches an outside model.
The employee’s own permissions
Client identities swapped
- Whichever assistant is asking
- The employee’s own permissions
- Client identities swapped
- The firm’s own systems
Built by a team with nearly a decade of security and compliance experience.
Hemanth speaking at Fireside CISO panel in Washington D.C.
Proxara’s founder, Jex speaking at the YVS event in SF at Entrepreneurs First.
Advised by recognized voices in wealth management, cybersecurity and AI governance, among the Top 100 CISOs.
Bringing deep expertise in enterprise AI governance, cybersecurity, and risk.Deep expertise in enterprise AI governance, cybersecurity, and risk.
Built by a team from:
Experience across enterprise security, AI governance, cloud, and compliance-heavy startups.Experience across enterprise security, governance, and compliance-heavy startups.
See Team