Your day, in the assistant you already use.
Claude, ChatGPT, Gemini or Microsoft 365 Copilot, with Proxara underneath. It reads Outlook, SharePoint, Karbon and CCH Axcess with your own access, the assistant works with codes, and you see the real names.
The guide for staffAsk about a client.
Pick the Harlows in the Proxara window and ask what is still missing for their 2025 return. Nobody types the name.
What are we still waiting on for this client’s 2025 return?
The answer, with the real names.
From the firm’s own Outlook, SharePoint, Karbon and CCH Axcess, read with your access.
Daniel R Harlow
With Rosalind Finch, member · Imogen Harlow, member · 1 more
2025 Tax Return 1040 · Waiting2 missing
2Documents missing
0Open flags
Two documents are outstanding: the organizer and the signed Form 8879. Everything else on last year’s list has arrived.
The email and the note, drafted.
The assistant writes them with codes. The window shows them with the names, and waits.
Draft an email to Daniel R HarlowHideToDaniel R Harlowdharlow@quandarypeakdental.exampleoutside the firm
Signed Form 8879 needed to file your 2025 return
Hi Daniel,
Your 2025 return is prepared apart from one item: the signed Form 8879 (IRS e-file authorization). We can’t submit the return until we have it.
Show the whole message
Edit
Note on 2025 Form 1040 - HarlowHide2025 return: waiting on signed Form 8879
2025 Form 1040 is waiting on one document: the signed Form 8879. All other expected documents (organizer, 1098, 1099-R, both K-1s, W-2) are received. Email requesting the signed 8879 drafted to the client for approval.
Edit
ApproveReject
Approved.
The email goes from your own mailbox and the note is on the job. Each leaves a receipt.
Request missing 2025 documents from Daniel Harlow
Done
- Email Daniel R HarlowDone at 12:40 PMSent message
- Note this job’s summary on 2025 Form 1040 - HarlowDone at 12:40 PM
A statement on your desk.
A file that never reached SharePoint: right-click it, choose Redact, and hand the copy to the assistant. Right-click what comes back, and the names return.
Before you go.
Which returns are still waiting on something, with who holds each.
Waiting on documents
Returns due 15 October · 3 of 9
- DHDaniel R Harlow2025 Form 1040 · signed 8879 · Sarah Lin1 missing
- TVTeodora Vance2025 Form 1040 · organizer · Sarah Lin1 missing
- MBMarcus and Elin Brandt2025 Form 1040 · corrected 1099-B · Omar Reyes2 missing
Every name and figure on this page is an example.
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