Back-to-back client meetings with no time to write thorough notes. Wave transcribes and summarizes each session automatically so you're never behind.
Tax situations are complex. Wave captures every detail of every client conversation so nothing falls through the cracks come filing time.
When clients claim they weren't told something, having a transcript is invaluable. Wave gives you a clear record of every conversation.
Every client conversation transcribed accurately with speaker labels — perfect for multi-party planning sessions.
Get structured summaries with decisions, action items, and document requests extracted automatically from every meeting.
Record both sides of client calls on iPhone and Android. Essential for intake calls and quick tax questions.
Find any conversation detail instantly. Search across all client recordings by name, keyword, or date.
All recordings encrypted at rest and in transit. Wave never uses your data to train AI models — your client data stays private.
Export transcripts and summaries to add to your client files or share with clients as a session record.
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