For CPA firms
AI for CPA firms that turns every client meeting into finished work
Vinyl records your client and prospect calls, writes the file note and the follow-up draft, and drafts the proposal in Anchor or Ignition, so your CPAs review the work instead of rebuilding it from memory.
What Vinyl does after each meeting
Tax season makes the gap obvious: back-to-back calls and no time to write any of them up.
A File Note for every client meeting
Vinyl writes a structured File Note from the recording, ready to export as a PDF, alongside the summary and the action items.
File note templateProposals from the prospect call
Ask Vinyl to draft the proposal for the services you discussed, then check and approve it before anything is created in Anchor or Ignition.
The Anchor integrationNotes on the Karbon timeline
Meeting summaries and actions sync two-way with Karbon and FYI, so everyone in the firm sees what was agreed without asking.
The Karbon integrationFollow-ups drafted, sent by you
Vinyl drafts the client email with your signature. You review it and click Send from Gmail or Outlook. Nothing goes out on its own.
The Outlook integration
Built around a US firm’s stack
Vinyl joins Zoom, Microsoft Teams and Google Meet calls, and plans start at $85 a month with unlimited users on every plan.
What CPA firms say about Vinyl
“We really liked that [Vinyl] spoke with Karbon and were able to send those meeting summaries directly to the timelines… That was really a key factor for us. That was a decider.”
“No more fear about following up on what happened in client meetings. We have access to all client calls to review any issues or communication.”
Frequently Asked Questions
Mostly to stop writing meetings up by hand. An AI meeting assistant records the call and drafts the file note, the follow-up email and the action items. Vinyl also drafts proposals in Anchor or Ignition and files notes to Karbon or FYI.
Yes. Meeting summaries and actions sync two-way with Karbon, so they appear on the client’s timeline. Vinyl also syncs with FYI and pulls clients from Xero Practice Manager.
No. Vinyl does not use your recordings, transcripts or summaries to train AI models. Data is encrypted in transit (TLS 1.2 or higher) and at rest (AES-256), and firms can ask for a Data Processing Agreement.
Plans start at $85 a month for the Starter plan, and every plan includes unlimited users. The pricing page shows each plan’s recorded hours and the rate for extra time.