Your firm is set up in an afternoon.
Three administrators each do one short task, in any order. The first picture of your clients fills in while Proxara reads in your firm’s history, and staff can start before it finishes.
The setup guide, step by step
1:00
Your Microsoft administrator
Approves Proxara once in Microsoft, picks the client mailboxes and SharePoint sites, and runs the commands the console has written out. Microsoft applies them within two hours.
Choose the client sitesProxara reads only the SharePoint sites you list here.ClientFileshttps://harlowcpa.sharepoint.com/sites/ClientFilesRemoveSite address
https://yourfirm.sharepoint.com/sites/ClientsAdd1:20
Your Karbon administrator
Copies the two values from Karbon’s Connected Apps page into the console. Private and restricted contacts stay that way unless your firm allows them.
1:40
Whoever runs your assistant
Adds Proxara to your firm’s Claude, ChatGPT, Gemini or Microsoft 365 Copilot, once for everyone. From then on, the first time a person asks about a client, they choose Connect and sign in with their work account. There is nothing to install.
3:00
The first picture is filling in.
Microsoft 365 and Karbon are connected, and Proxara is reading in your firm’s history. The reports fill in as it goes.
Microsoft 365Outlook, SharePoint, Excel and Teams · 26 of 26 people signed inConnected
KarbonClients, work, notes and filesConnected
What is read, and what is not.
Your administrators set the scope, and can change each of these later in the console.
- Client mailboxes
- Only the mailboxes in the group your Exchange administrator scopes. Personal mail outside it is not read.
- SharePoint
- Only the sites your administrator lists. Proxara gets read access to those sites and nothing else.
- Karbon
- Clients, work, notes and files, with the key your administrator enters. Anyone restricted in Karbon sees only their assigned clients.
- CCH Axcess
- Optional. Return figures and comparisons across years come from here. Each person signs in to CCH the first time it is needed, so CCH’s own access groups apply.
- Read only, or approvals
- A firm can begin reading only. Allowing approved changes is one switch, and it can be turned back.
- The redaction policy
- Keep more as it is, such as vendor names on a ledger, or replace more, such as bank names. SSNs, ITINs, EINs, account numbers, and people’s names, addresses, emails, phone numbers and dates of birth are always replaced.
- Follow-ups
- Client reminders, chases for quiet jobs and a Karbon job for each new notice are separate switches. Each starts off.
- The Windows app
- Each person installs it as themselves, without administrator rights, or IT pushes it through Intune.
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