AI-Powered Workflow Orchestration
Built for Real Operations

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.

Start Free Trial Book a 15-Min Demo

AI-Powered Workflow Orchestration Built for Real Operations

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

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Built for Real Operations. Ready in 15 Minutes

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

Start Free Trial Book a 15-Min Demo

Trisk Orchestrates the Entire Process
From Submission to Sign-Off

Without Trisk:

Email back-and-forth

Missing docs

Manual task assignment

Deadline slippage

Generic tools and duct-taped workflows

With Trisk:

Smart forms collect the right info from the start

Docs and approvals routed automatically

Tasks assigned and tracked in real time

Clients guided through a branded portal

Nothing falls through the cracks

What our Customers say

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

The workflows VPTax crafted in Trisk is what drives our industry-beating margins. This synergy not only drives financial success but also grants me the freedom to focus on what truly matters. Trisk automatically serves up my tasks, eliminating the need for constant tracking and unleashing unparalleled efficiency.

Stephen Day

Senior Tax Director & Principal @ VPTax

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

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.

AI-Powered Workflow Orchestration
Built for Real Operations

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: