For tax practices
AI for tax practices that keeps every client meeting on the record
Vinyl records your tax planning and year-end meetings, writes the file note with the advice you gave, and drafts the follow-up with the documents the client still owes you.
Built for tax conversations
A summary that mishears a tax term isn’t a record you can rely on. Vinyl is designed around accounting language.
Tax terms transcribed properly
Vinyl is designed around accounting conversations, with transcription accuracy of roughly 95% depending on audio quality, so terms come out right instead of needing a rewrite.
How accurate AI summaries areA file note for the advice you gave
Each client meeting produces a structured File Note, ready to export as a PDF, with the recording kept as the source if a figure needs checking.
File note templateThe document chase, drafted
Vinyl drafts the follow-up email listing what the client agreed to send. You check it and click Send from Gmail or Outlook.
The follow-up email guideClient data kept private
Recordings are encrypted in transit and at rest, primary data is stored in Australia, and Vinyl does not train AI on your meetings.
Privacy & Security FAQ
Files to the systems you already use
Vinyl joins Zoom, Microsoft Teams and Google Meet calls and records in-person meetings on the mobile app.
What tax practitioners say about Vinyl
“I've sent this to lots of clients and always said, look, just confirm this is a correct reflection of the meeting. Is there anything that I've missed? Never had a correction.”
“I think it’s a no-brainer. I can’t imagine not having it now that we’ve got it.”
Frequently Asked Questions
Yes. An AI meeting assistant records the meeting and writes up the options discussed, the advice given, the decisions and the actions. Review important figures before relying on the summary, and keep the recording as the source.
Often yes. Recording rules vary by jurisdiction, and getting consent is your firm’s responsibility. A line in the calendar invite and a short notice at the start of the call usually covers it. This is general guidance, not legal advice.
Vinyl stores primary data in Australia. Speech to text is processed in the United States and speaker separation in the European Union, under data-protection safeguards. Vinyl does not use your meetings to train AI.
Yes. Notes and actions sync two-way with Karbon and FYI, and clients are pulled from Xero Practice Manager so meetings are filed to the right client.