AI Meetings for Accounting & Tax Firms. Monthly reviews and year-end meetings by video, summarized.
AI Meetings runs the video appointments your firm books: a business client's monthly review, the year-end planning session with the owner and bookkeeper, a remote signing walkthrough. Up to eight people join, files are shared, and the transcript and summary land on the client's record. Regulated mode runs the session without recording when your engagement rules require it.
TRY AI MEETINGS FREENo credit card · Ready in 2 minutes7 days free · per company, never per seat · nothing to install
You talk. Lisa sets it up.
You“Monthly reviews by video for business clients; no recording on any meeting tagged audit.”
Lisa“Done: business clients' monthly reviews are booked as video meetings, and any meeting tagged audit runs in regulated mode with no recording.”
Any setting, in any module · applied only on your yes
How Accounting & Tax Firms use it
The owner, her bookkeeper and your partner meet by video for the monthly review; the summary and to-dos land on the record.
A year-end planning session with a client who moved out of state is booked by the AI and held by video.
A sensitive session about an audit engagement runs in regulated mode, so no recording is kept.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
- Meetings booked by Front Office, up to 8 people
- Files shared; transcript and summary on the record
- Regulated mode: no recording, when your sector requires it
Add it to any contact channel — AI Phone, AI Chat, AI E-mail or AI Web Forms — or get it inside a solution · See pricing › · Per company, never per seat.
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Questions & answers
AI Meetings for Accounting & Tax Firms: questions & answers
Can an AI take notes during client meetings at an accounting firm?
Yes. After the video review, AI Meetings saves the transcript and a summary to the client record for the preparer and partner. When a session should not be recorded, such as one about an audit engagement, regulated mode runs it without a recording.
How many people can join a video review with a business client?
Up to eight, which covers the owner, the bookkeeper, the office manager, your partner and the staff accountant. Files are shared in the meeting and stay on the client's record afterward.
Does the AI give advice during our client meetings?
No. Your people run the meeting and give the advice; the AI books it, records it when allowed and writes the summary. Follow-up tasks from the meeting can then go to the right person at the firm.
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Where next?
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Accounting & Tax Firms ›
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Winner at CES 2026, ISE 2026 and TMCnet Enterprise AI Product of the Year.
REAL AI - the whole Front Office is AI, not old software with an AI button.
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