Built for Accountants
AI Note Taking for Accountants
Transcribe client calls, summarize regulatory documents, and keep a searchable client-meeting knowledge base.
Why Accountants choose Chatlo Notes
Accountants and CPAs face a common problem: Manually documenting client advisory calls and summarizing dense regulatory updates takes hours each week. Chatlo Notes solves this by letting you transcribe client calls, summarize regulatory documents, and keep a searchable client-meeting knowledge base.
- ✓Client call transcription and action item extraction
- ✓Summarize tax regulations and compliance documents
- ✓Searchable engagement notes knowledge base
How to get started as a accountants
- 1
Create a free account
Sign up at notes.chatlo.io — no credit card required. The core AI features are free.
- 2
Capture your first note
Record a voice note, paste a YouTube URL, upload a document, or type directly into the editor.
- 3
Let AI do the work
Chatlo Notes automatically transcribes, summarizes, and structures your content within seconds.
- 4
Chat and query
Use Knowledge Chat to ask questions across all your notes and surface any insight instantly.
Frequently asked questions
Can it transcribe client advisory calls?
Yes — record any client call and Chatlo Notes produces a clean transcript with AI-extracted action items.
Can it summarize IRS guidance or tax publications?
Yes. Paste the document text and the AI produces a concise summary of the key provisions.
Is client financial data stored securely?
Yes — all data is encrypted in transit and at rest. See the compliance page for the full security posture.
Does it work on mobile for client site visits?
Yes — the iOS and Android app supports voice capture and note review from any location.