Can Wave help accountants document client conversations?

Yes. Wave records each client meeting or call and produces a speaker-labeled transcript and an AI summary of decisions and requested documents. Accountants export these as PDF or DOCX to the client file, or send them to OneNote, Notion, or Google Docs.

Is clients' financial information secure in Wave?

Wave is SOC 2 Type 1 compliant for the Security criteria. Recordings, transcripts, and summaries are encrypted in transit and at rest, are never used to train AI models, and belong to you.

Can accountants record phone calls with clients using Wave?

Yes. Wave's Phone Bridge records both sides of phone calls on iPhone and Android, using your own number as caller ID. It works on every plan: on Free, calls count toward the 30 minutes a month; Pro is unlimited, from $80/year on the web. Get the client's consent where the law requires it.

Does Wave work for in-person client meetings?

Yes. Open the Wave mobile app on iPhone or Android and tap record; it keeps recording with the screen off. Wave transcribes the meeting and writes a summary once the recording uploads.

Can an accounting firm put every accountant on one Wave plan?

Yes. Wave Teams gives a firm one bill and a team console for seats, starting at $7.50 per user per month with a 5-user minimum. Each accountant keeps a private account, and admins see usage, never recordings.

The AI Note Taker Built for Accountants & CPAs

Last updated: November 3, 2026

Wave AI is an AI note taker that records accountants' client intake calls, tax planning meetings, and year-end reviews, then writes a transcript and a summary of decisions and documents to collect. It works on iPhone, Android, Mac, Windows, and the web, and is free for 30 minutes a month.

How accountants use Wave

How do accountants and CPAs use an AI note taker?

Accountants record client meetings in the office, on video, or by phone, and let Wave write the notes. Each recording gets a speaker-labeled transcript and a summary of facts, decisions, and missing documents, which you can export into the client's file.

In the office: tap record on the Wave mobile app.
On Zoom, Google Meet, or Microsoft Teams: record with the Wave desktop app for Mac or Windows, or let the Wave bot join from your calendar.
Phone questions from clients: call from Wave's Phone tab (every plan; Pro is unlimited).
After the meeting: export the summary as PDF or DOCX for the client file, or ask Wave what the client said about a deduction last year.

What should I know before recording clients?

Tell clients you're recording; recording-consent laws vary by state and country. Wave's security credential is a SOC 2 Type 1 report for the Security criteria, and recordings are never used to train AI models. Whether recordings belong in your engagement records is your firm's call.

How Wave handles your data

The problems you know too well

Tax Season Leaves No Time for Notes

Back-to-back client meetings make thorough notes impossible. Wave transcribes and summarizes each one while you move to the next.

Client Details Get Lost Before Filing

A new dependent, a sold rental, or an estimated payment mentioned in passing is easy to miss. A searchable transcript keeps it on record.

"You Never Told Me That"

When a client disputes advice months later, a transcript shows what was discussed and when.

Features

Everything you need to capture every conversation

Speaker-Labeled Transcripts

Every client conversation transcribed with speaker labels in 76 languages, including multi-party planning sessions.

Summaries With Document Requests

Decisions, open questions, and the documents the client still owes, pulled out of each meeting. Save your own template for intake calls.

Custom Vocabulary

Add client names, entity names, and terms Wave should spell correctly in every transcript.

Search Every Client Conversation

Wave Assistant answers questions across your recordings with a link to the session and line it came from.

Phone Call Recording

Wave's Phone Bridge records both sides of client calls on iPhone and Android, with your own number as caller ID. Works on every plan.

Export for Client Files

Export a summary and transcript as PDF or DOCX, or send it to OneNote, Notion, or Google Docs.

Perfect for

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

FAQs

Common questions

Meeting Recording Laws: What You Need to Know

Understand meeting recording laws across the US and abroad. Learn one-party vs two-party consent rules and how to record meetings legally.

All The Ways to Wave: Every Device, Every Scenario, One App

The complete guide to recording with Wave — iPhone, Android, Apple Watch, Wear OS, Desktop, Chrome Extension, Meeting Bots, Phone Calls, Web App, and Import. Every way to capture, transcribe, and summarize your conversations.

Wave Is SOC 2 Type 1 Compliant

Wave completed a SOC 2 Type 1 examination covering the design of controls relevant to Security as of March 1, 2025. Here's what that means for you.