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Tax Preparer Guide

How to Automate Meeting & Session Notes as a Tax Preparer

Tax season means jumping between 15-minute client calls and deep filing work. Trying to manually track details like Linda Park's new rental depreciation or the Kowalski family's missing 1099-INT while managing 130 files leads to sticky notes on coffee mugs and lost data.

The Current Reality

The Manual Way

Scratching details on Post-its during calls, then typing them into spreadsheets later. You often lose context or misplace the note entirely.

25 minutes per client
  1. Grab a physical notepad or sticky note before the client call starts
  2. Frantically write down numbers like '$4,200 home office' while listening
  3. Stick the note somewhere visible, where it often gets buried or lost
  4. Stop current filing work to manually type notes into the client spreadsheet
  5. Realize handwriting is illegible and email the client to re-ask the question

With Christine AI

The Christine Way

Voice-note the summary right after hanging up. Christine transcribes it, pulls out the tax figures, and updates the specific client file in Google Sheets automatically.

You

Send voice note: 'Just off call with Linda Park. New rental at 892 Elm bought August 2025. $4,200 home office expense claimed. She needs a depreciation schedule and Schedule E added.'

Christine

Transcribed note saved to 'Linda Park' folder; 'Schedule E' and 'Depreciation' tags added to her checklist; reminder set to draft depreciation schedule tomorrow.

You

Text: 'Update Okafor file. Received W-2 and 1099-DIV. Still waiting on rental income statement and mortgage interest form.'

Christine

Google Sheets client tracker updated: W-2 and 1099-DIV marked 'Received'; status changed to 'Pending Documents'; follow-up email drafted for missing items.

Time Saved Per Week

6 hours per week

Back in your pocket every single week — just for this one task.

Real Example

See it in iMessage

Just text Christine like you would a friend.

9:41

Christine

AI Secretary

Just finished with the Nguyen family. They're filing an extension. Dad started freelance consulting in Nov, made $12k, no expenses yet. Need to add Schedule C next month.
9:41 AM
Got it. I've updated the Nguyen file: Extension status set to 'Filed', added note about $12k freelance income, and flagged 'Prepare Schedule C' for May 1st. Want me to draft the extension confirmation email?
9:41 AM
Yes, send that. Also, remind me to ask the Mitchells about their charitable donations if they haven't sent receipts by Friday.
9:42 AM
Extension email sent to the Nguyens. Reminder set: 'Ask Mitchells for charitable donation receipts' for this Friday at 9 AM. I'll ping you if their documents arrive before then.
9:42 AM
Get Started Today

Stop doing this manually.
Let Christine handle it.

Christine is your AI secretary, available 24/7 via iMessage. One flat rate — no per-action fees, no learning curve.

Try Christine for $49/mo

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