Let frontier AI providers run the work your systems could never run together.
Finally connect practice management, SharePoint, CRM, workpapers and internal tax software so frontier models and firm-built agents can complete powerful accounting and tax workflows without receiving protected client data.
Vessel Partners
InboxRe: outstanding items
Attaching the depreciation schedule you asked for.
Depreciation schedule.xlsx
Vessel Partners / 2025
Driven by the firm’s own provider. Never given a client identity.Your systems become something a frontier model can operate.
Not a view of them. The firm keeps the credentials, the identity graph and the authority to act, and an approved model or a firm-built agent works through that boundary into the systems of record themselves.
ChatGPTTwo of the three arrived. Sarah Jones sent one on 4 March and it was never filed. The 2025 K-1 never came.
Sarah Jones[subject_7f2a]Depreciation schedule.xlsxreceived, unfiled
$184,200typed variable100 Main St, Austinstays localTwo of the three arrived. Sarah Jones sent one on 4 March and it was never filed. The 2025 K-1 never came.
ChatGPTFixed asset registerClosedDepreciation scheduleClosedNext chase, 12 MarSetTo Sarah Jones, Vessel Partners
Following up on the 2025 K-1 for the return.
SendBoth closed. The follow-up is drafted and waiting for you.
ChatGPT
Engagements that run to completion
One authorized transaction carries intake, preparation, review and filing, and never loses its place between them.
Portfolios that keep advancing
Events and schedules move every active return, so nobody has to start each step by hand.
Planning that never stops running
New documents, ledger activity and rule changes are evaluated all year under an authorized tax purpose.
KarbonOutlookSharePointSalesforceLacerteRun the Vessel Partners 1120-S from intake through filing.Intake to accepted · 31 days · every state read back
Define the workflow once. Every model can run it.
A workflow is defined against the firm’s own substrate: the context it may retrieve, the identity it asks as, the authority it holds, the actions it may execute and the verification it has to return.
Claude, ChatGPT, Copilot and firm-built agents all call that same definition. Nothing is rebuilt for a new provider, and nothing is loosened to admit one.
WORKFLOW DEFINITION
Missing-document follow-up
+ Define another step
Run 4471
Called byChatGPTRan asD. WhitfieldAuthorityEngagementVerifiedKarbon
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.