INTEGRATIONS
Complement the tools you already use
TaxRiskOS handles the first hour — intake, deadline math, document checklist, escalation flags, structured handoff packet. Then that packet drops into whatever practice management tool your firm already runs. No rip-and-replace.
Workflow support only. Not legal or tax advice. No response drafting.
How the handoff works
Practice management tools
V1 delivers a structured export that attaches to any PM tool. Native integrations are on the roadmap — no timeline commitments, but actively scoped.
Download the structured handoff packet and attach it to the Canopy matter file. Every section — deadline, document checklist, escalation flag, audit trail — lands in one document.
Native Canopy pipeline integration: roadmap.
Drop the export into TaxDome's client portal or matter folder. The packet is structured to read cleanly in any document viewer.
Native TaxDome job integration: roadmap.
Paste or attach the structured packet to the Karbon work item or client thread. The timestamped audit trail provides clear documentation for work notes.
Native Karbon work-item sync: roadmap.
Attach the export to the Clio matter or document folder. The handoff packet format is designed to work as a standalone attachment in any matter management system.
Native Clio matter integration: roadmap.
What V1 delivers
- Structured handoff packet — 11 clearly labelled sections: notice summary, computed deadline, response window, document checklist, escalation flag and reason, intake notes, and a timestamped audit trail.
- Timestamped audit trail — every step taken during intake is recorded with a timestamp. Who ran it, what was checked, what was flagged.
- Portable format — structured text designed for easy copy/paste, attachment, or upload into any PM tool, DMS, or client folder.
- No proprietary lock-in — the packet is plain structured text. If TaxRiskOS is ever not right for your firm, the record stays with you.
What the first hour is not
- TaxRiskOS does not draft IRS responses or correspondence.
- It does not communicate with the IRS on your behalf.
- It does not replace your licensed professional's judgment — escalation flags are routing labels, not legal conclusions.
- It does not manage ongoing matters, billing, or client communication — that is what your PM tool is for.
Frequently asked questions
Does TaxRiskOS replace Canopy, TaxDome, or Karbon?
No. TaxRiskOS handles the first hour of notice triage — intake, deadline math, document checklist, escalation flags, and a structured handoff packet. It does not handle billing, ongoing matter management, client communication, or the response itself. Your practice management tool is the practice layer; TaxRiskOS is the first-hour intake layer.
What format is the V1 export?
Structured text formatted for easy reading and copy/paste. Every section of the 11-part handoff packet is clearly labelled. You can paste it into a matter note, attach it as a document, or drop it into a folder — whatever your PM tool supports.
Is PDF export available in V1?
PDF export is on the V1 milestone list. The structured-text export is available in the current working prototype.
When will native integrations ship?
We are actively scoping direct API integrations with Canopy, TaxDome, and Karbon. No timeline commitments — we will not promise a date we cannot keep. If your firm is piloting and wants input into integration design, reach out via the pilot page.
What if my firm uses a different tool?
The structured-text export is designed to work as a standalone attachment in any document management or matter management system. If your firm runs a tool not listed here and you want to discuss integration priority, let us know when you book a walkthrough.
Shape how integrations are built
Firms piloting TaxRiskOS during the discovery phase get direct input into integration design. If Canopy, TaxDome, or Karbon is central to your workflow, that feedback shapes what ships first.