The only platform that thinks like an operator, acts like an orchestrator, and automates
like an AI

Trisk turns scattered intake, decisions, and document handling into structured, AI-powered workflows.

Track everything, route tasks intelligently, and ensure nothing falls through the cracks — without writing a single line of code.

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Can Trisk help my business?

CPA & Tax Firms

Streamline client onboarding, automate document collection, and reduce the back-and-forth that clogs up tax season.

Insurance
Providers

Orchestrate internal workflows and client communications across policy, claims, and compliance — with real-time visibility and fewer manual tasks.

M&A Advisory & Consulting

For solo consultants or full deal teams, Trisk keeps deliverables moving, clients aligned, and work on track — without the spreadsheet chaos.

Manufacturing Operations

Standardize task flows, automate documentation, and align production, compliance, and vendor processes — all from a single control panel.

Can’t Find Your Business?

We’ve built workflows for everything from architecture to logistics.

Tell us what you need — we’ll show you how Trisk can flex.

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

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

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

The only platform that thinks like an operator, acts like an orchestrator, and automates
like an AI

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