The firm’s console, Reports, as a partner opens it: four follow-ups waiting for approval; nine of 41 returns due 15 October still waiting on documents; six jobs gone quiet; three notices, one with nobody on it; and the table of returns beneath.

Monday morning, without asking anyone.

Over the weekend Proxara read Karbon, Outlook and SharePoint. By Monday the console shows what is at risk before 15 October, what has gone quiet, and which notices nobody has picked up. Nobody on your staff logged, tagged or updated anything for it.

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The console as it is, with an example firm’s figures.

Returns at risk before 15 October.

Every return due 15 October and what it still waits on, including the two documents that came in by email and were never logged.

The console’s Reports page on the Due Oct 15 tab: nine of 41 returns still waiting on documents, then the table of returns with the client, the return, who has it, what it waits on and the date due.

Work that has gone quiet.

Your rule, checked every morning: waiting on client and no client email in seven days, or in progress and no file touched in ten. Each job shows who holds it.

The console’s Reports page on the Gone quiet tab: six jobs with no email, file or Karbon activity, the firm’s rule above the table, and each job with who holds it, how long it has been quiet, when it was last heard from and when it is due.

Notices nobody has picked up.

Each IRS or state notice as it arrives, with its amount, its response date and whether anyone has opened a job for it.

The console’s Reports page on the Notices tab: three open notices, one with nobody on it. An IRS CP2000 for Daniel R Harlow due 4 November with a Karbon job waiting for approval, a California FTB notice held by Sarah Lin, and an IRS CP14 with nobody on it.

Switch on only what you want.

Reminders to clients, a hand-over for quiet work, a Karbon job for each notice: each is a switch, off until a partner turns it on. Anything that goes to a client or changes a return still waits for a person, and a week’s reminders are one click.

A firm can start with Proxara reading and reporting only. One setting, and it can be turned back at any time.

Follow-ups

Client remindersEach client whose return still waits on documents gets a reminder.

Hand over quiet workChoose quiet jobs in Reports and give them to someone in Karbon.

NoticesEach IRS or state notice nobody holds gets its own Karbon job.

Actions

Read only: Claude can search, read and show your clients, but can’t draft, send or change anything in your systems.Read onlyAllow, with approval

The console’s batch waiting for approval: reminder emails to Daniel R Harlow, Teodora Vance and Jonah Okafor about documents for their 2025 returns, the first one open, and a Karbon job for Daniel R Harlow’s IRS CP2000 notice, with Approve all.

See it on your own firm’s work.

We set it up with your firm, reading only at first, and walk your partners through what it finds on your own clients.

Your IT lead gets the Security Overview and the sub-processor list before anything is connected
Nothing in your systems changes while you decide