Save transcripts to client files and use purpose-built tools

🚨 Take a look at the accounting-specific meeting notetakers I mentioned:
Vinyl: https://www.usevinyl.com/
Ping: https://pingassistant.com/

Hungry for that transformational in-person connection? 👋 Join me at one of my upcoming events: jason.link/n49
🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: jason.link/woe

💰 Today's Sponsors
ClientHub: https://www.clienthub.app/
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ClientHub: https://www.clienthub.app/

🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa