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.
Endless document chasing
Manual follow-ups and client confusion
Errors from scattered email threads
Delays from handoff misfires
Lack of real-time visibility
Get exactly what you need from clients, with no guesswork
Route tasks, approvals, and reminders automatically
Centralized, secure, and easy to track
Built-in, fast, and fully traceable
Stay compliant and always know who did what, when
Real-time visibility into every workflow
“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
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.
Adapts to your process
No need for custom dev
Launch in minutes, scale as you grow
See how AI-driven automation enables businesses to increase productivity in weeks and boost revenue in the first year.
Your data security is our top priority. Trisk follows industry-leading standards to protect sensitive
information and ensure regulatory compliance.
Strict organizational controls to safeguard your data, the privacy of your clients and maintain confidentiality.
Secure payment processing ensures cardholder data protection with Stripe’s PCI DSS compliance.
Designed to protect the privacy and security of patient health information in healthcare-related workflows.
Regulates responsible handling of personal data for EU-based clients.
Financial industry standards to support compliance in regulatory environments.
Join other firms saving 40+ hours per month with Trisk