# AI-Powered Workflow Orchestration Trisk connects forms, files, people, and approvals into one dynamic system that adapts to how your practice actually works. Track progress, automate follow-ups, and surface the insights that matter — all from a single control panel. ## WE ARE TRUSTED BY ## The Hidden Cost of Workflow Chaos ### You didn’t hire your team to chase documents, send reminders, and manage spreadsheets. But that’s exactly what most CPA firms spend hours on — especially during tax season. Common friction we eliminate: - Endless document chasing - Manual follow-ups and client confusion - Errors from scattered email threads - Delays from handoff misfires - Lack of real-time visibility ## CTA-Focused Automation & Control ### AI-Powered Intake Get exactly what you need from clients, with no guesswork ### Workflow Automation Route tasks, approvals, and reminders automatically ### Document Management Centralized, secure, and easy to track ### E-Signatures Built-in, fast, and fully traceable ### Audit Trails Stay compliant and always know who did what, when ### Insight Dashboard Real-time visibility into every workflow ## Customer Story ### How Trisk plays in Tax space “When VPTax implemented Trisk, results came in right away. Now, we can’t imagine running our business without it. We saved money AND increased our bottom line! The time we have saved has given our business new life.” Stephen Day Senior Tax Director & Principal @ VPTax ## Proven Results from Real solo CPAs and Teams ### We’ve seen Trisk help accounting and tax teams: - Cut client follow-ups by up to 70% - Automate document collection, team handoffs, and approval workflows — no IT or software development needed - Give partners, managers, and staff a shared, real-time view of every client file Whether you're onboarding new clients, handling compliance checks, or preparing returns — Trisk keeps everyone in sync and moving forward. ## Built for Real Operations. Ready in 15 Minutes ### Unlike tools that pretend tax work is simple, Trisk embraces the real-world complexity of your practice — and makes it easier to manage. - Adapts to your process - No need for custom dev - Launch in minutes, scale as you grow ## Trisk Orchestrates the Entire Process From Submission to Sign-Off #### Without Trisk: 1. Email back-and-forth 2. Missing docs 3. Manual task assignment 4. Deadline slippage 5. Generic tools and duct-taped workflows #### With Trisk: 1. Smart forms collect the right info from the start 2. Docs and approvals routed automatically 3. Tasks assigned and tracked in real time 4. Clients guided through a branded portal 5. Nothing falls through the cracks ## Want to see it in action? See how AI-driven automation enables businesses to increase productivity in weeks and boost revenue in the first year. ## What our Customers say Trisk is a great way to set standard practices in the process... and make sure everyone follows them. Mila Pandit Team Lead - Tax Processing Center @ VPTax Without Trisk, managing our current volume with our lean team would be impossible. Trisk’s workflows automate our business processes, involving our tax professionals only when their expertise is most impactful and efficient. Their workflow tools ensure we maintain strong controls and accountability while offering the flexibility needed to support our business growth. Dave Brehmer Director of Operations & Finance @ VPTax The Trisk platform has changed the game for Blue Sky Business Resources. The automation and workflow functionality have allowed us to increase our direct engagement with clients many times over, and the development team is unsurpassed for responsiveness and delivery. We simply could not be better served! Jason Tuzinkewich Chief Operations Officer @ Blue Sky Business Resources Trisk allowed us to reduce costs, establish streamlined processes (SOX-friendly), increase staff awareness and knowledge, and accommodate our rapid growth. We haven’t yet found the limit of Trisk’s capabilities Jeff Mack Former CFO @ Outset Medical It's easy to use. It's all there. We're not near using the full potential of Trisk and it's already transforming how we do things. We're able to reduce the burden (on school staff), allow them the ability to get out their information to all the necessary parties such as first responders, fire, police, etc. and we're able to do it quickly. Bob Klausmeyer Education Safety Coordinator @ Missouri School Boards' Association ## Enterprise-Grade Security & Compliance Your data security is our top priority. Trisk follows industry-leading standards to protect sensitive information and ensure regulatory compliance. ### SOC 2 Type II Strict organizational controls to safeguard your data, the privacy of your clients and maintain confidentiality. ### PCI DSS via Stripe Secure payment processing ensures cardholder data protection with Stripe’s PCI DSS compliance. ### HIPPA readiness Designed to protect the privacy and security of patient health information in healthcare-related workflows. ### GDPR readiness Regulates responsible handling of personal data for EU-based clients. ### FINRA readiness Financial industry standards to support compliance in regulatory environments. ## Start streamlining your CPA operations today Join other firms saving **40+ hours per month** with Trisk.