The TaxScout Notetaker joins your Google Meet and Zoom calls, transcribes with real speaker names, and turns the conversation into a summary, action items, tax events, and deadlines — attached to the client record, with you approving everything before it enters your workflow.
You finish a 45-minute client call, then spend another 20 minutes writing notes — or you don't, and the details evaporate. The client mentioned selling a rental property, changing jobs, a new baby. Six months later at tax time, nobody remembers, and the return goes out missing a form. Generic notetakers don't understand tax language and ship your client's audio to someone else's cloud.
Send the TaxScout Notetaker to any Google Meet or Zoom call — one click per meeting, automatically for booked calls, or via calendar auto-join that only records meetings with known clients. It announces itself when it joins, records, and transcribes with real participant names. AI then produces a summary, action items, tax life events with supporting quotes, and deadlines. Everything is review-gated: nothing becomes a task or an expected document until you approve it. Notes attach to the client and the tax return, raw audio is purged shortly after processing, and transcripts stay encrypted inside your firm's environment.
Plain-English recap of what was discussed and decided, attached to the client record
Promised follow-ups become one-click tasks in your workflow after you approve them
"We sold the house in March" is flagged as a tax event — with the exact quote and a confidence score
Dates mentioned on the call are extracted and tracked so nothing slips
Searchable transcript with real participant names, not "Speaker 1" and "Speaker 2"
Before the call, get a briefing email on where this client stands — docs outstanding, return status, open items
One click for any meeting, auto-record for chosen booking types, or org-wide calendar auto-join that only records calls where a known client is an attendee.
The notetaker joins the Google Meet or Zoom call and announces that it's recording, so everyone has notice. Consent behavior is configurable per meeting type.
AI transcribes the recording with speaker diarization mapped to actual participant names — you read a conversation, not a wall of anonymous speakers.
The summary captures decisions; extraction flags action items, tax life events (with quotes and confidence scores), and deadlines — all queued for your review. Nothing auto-fires.
Approve an action item to create a task. Approve a tax event to add an expected document to the return. Dismiss what doesn't matter. Notes live on the client's Meetings tab.
Generic notetakers like Fireflies and Otter charge per seat, don't understand tax terminology, and store client audio in their own clouds — an uncomfortable place to be under IRC §7216. TaxScout's notetaker runs inside your firm's environment, purges raw audio after processing, and turns conversations into review-gated tasks, expected documents, and deadlines on the actual client record — not a standalone notes app you'll never open again.
Google Meet and Zoom. The notetaker joins as a participant, records, and transcribes. Meetings on other platforms can still be scheduled and tracked in TaxScout — the bot just won't join them yet.
Book a 15-minute walkthrough and see how it fits your firm.