We cut operational costs by up to 40% with Trish AI. Increase margins, boost profits, and scale your business today!

AI-driven Workflow Software
for Professional Services

Trisk empowers Professional Services with SMART Forms, AI Reporting, and real-time data insights to streamline operations and boost efficiency by 3x.

Save time, reduce costs by up to 40%, while scaling your organization.

Enjoy unlimited E-Signatures included in our all-in-one pricing, protect your IP with complete Audit Trail, make informed decisions with actionable analytics, and boost client satisfaction by transforming how you work—all with Trisk.

Learn More

AI-enabled Professional Services

intelligent document analysis, analytics
and conversational reporting, and more

Limitless Capabilities

all-in-one pricing for unlimited projects,
E-Signatures, history, and client portals

Informed Decision-making

increased margins, predictable scale, and
revenue, and reduced operational costs

Operations Safety

intellectual property protected,
continously SOC 2 Type II compliant

WE ARE TRUSTED BY

vdx.tv
vectra
wandisco
lucid
15Five
MSBA
VPTAX

What our Customers say

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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
Dave Brehmer
Director of Operations & Finance @ VPTax
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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
Jason Tuzinkewich
Chief Operations Officer @ Blue Sky Business Resources
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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
Jeff Mack
Former CFO @ Outset Medical
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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
Bob Klausmeyer
Education Safety Coordinator @ Missouri School Boards' Association
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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
Stephen Day
Senior Tax Director & Principal @ VPTax
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Trisk is a great way to set standard practices in the process... and make sure everyone follows them.
Mila Pandit
Mila Pandit
Team Lead - Tax Processing Center @ VPTax
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Modern back office infrastructure

Accelerate processes

Eliminate manual process modeling and ask Trish-AI
to design, adjust, launch, and supervise the workflow

Bolster compliance

Be in control with outstanding permissions granularity for your team and the complete audit trail of actions

Increase accuracy

Get the right information in the right place, that is easy to find, simple to manage, and always at hand

Pay when active

Our flexible pricing plans allows you scale up (and down) on-demand, pay only when people are active

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. Make your expertise accessible to everyone in the company.

Let's talk

Can Trisk help my business?

Outside
consultants

External experts brought in to advise businesses

Professional
services

Legal and Accounting space

Small and medium
businesses

Companies with limited resources or headcount

Enterprise

Forward-thinking large scale organizations

Can't find myself

Customer Stories

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.”

Todd Suchevits

Todd Suchevits

CEO and Principal

Learn about Tax

How Trisk helps automate
school safety coordination

"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

Bob Klausmeyer

Education safety coordinator

Explore Student Safety

Explore our API
and integrations

Boost productivity, get better customer experiences,
and faster decision-making by seamless data exchange between different software applications and systems.

Explore Integrations

Ready to go?

Explore our flexible plans with per-active user model, all-in-one features, AI
assistance, and 30-day free trial with no credit card required

Go to Pricing
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