Can Wave help document client conversations for my files?

Yes. Wave provides searchable transcripts and AI summaries of every client meeting, which you can save to your client files or practice management system.

Is my clients' financial information secure?

Wave is SOC 2 compliant with encryption at rest and in transit. Wave never uses your content to train AI models, and you retain full ownership.

Can I record phone calls with clients?

Yes. Wave records both sides of phone calls on iPhone and Android. Always obtain required consent per your jurisdiction.

How do I get meeting notes into my client files?

Wave lets you copy or export summaries and transcripts to paste into any document, CRM, or practice management system.

Does Wave work for in-person client meetings?

Yes. Open Wave on your iPhone or Android and hit record during any in-person meeting. The audio is transcribed automatically.

The AI Note Taker Built for Accountants & CPAs

Capture every client planning session, intake call, and year-end review. Wave gives you accurate transcripts and AI summaries so you spend more time on accounting, less on admin.

The problems you know too well

Tax Season Overload

Back-to-back client meetings with no time to write thorough notes. Wave transcribes and summarizes each session automatically so you're never behind.

Important Client Details Slip Through

Tax situations are complex. Wave captures every detail of every client conversation so nothing falls through the cracks come filing time.

Disputes Over What Was Discussed

When clients claim they weren't told something, having a transcript is invaluable. Wave gives you a clear record of every conversation.

Features

Everything you need to capture every conversation

Automatic Meeting Transcription

Every client conversation transcribed accurately with speaker labels — perfect for multi-party planning sessions.

AI-Powered Meeting Summaries

Get structured summaries with decisions, action items, and document requests extracted automatically from every meeting.

Phone Call Recording

Record both sides of client calls on iPhone and Android. Essential for intake calls and quick tax questions.

Searchable Client Library

Find any conversation detail instantly. Search across all client recordings by name, keyword, or date.

SOC 2 Security

All recordings encrypted at rest and in transit. Wave never uses your data to train AI models — your client data stays private.

Export for Client Files

Export transcripts and summaries to add to your client files or share with clients as a session record.

Perfect for

New client intake callsAnnual tax planning meetingsYear-end review sessionsAudit prep discussionsBusiness advisory callsPartnership and entity planning sessions

FAQs

The AI Note Taker Built for Accountants & CPAs

The problems you know too well

Tax Season Overload

Important Client Details Slip Through

Disputes Over What Was Discussed

Everything you need to capture every conversation

Automatic Meeting Transcription

AI-Powered Meeting Summaries

Phone Call Recording

Searchable Client Library

SOC 2 Security

Export for Client Files

Perfect for

Common questions

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