Quick Setup
1Meeting Info
2Client Goals & Needs
3Discussion Notes
4Tax Preparer-Specific Notes
5Action Items
6Follow-Up Plan
Skip the typing entirely
With Christine, you just voice-note your meeting summary. She turns it into structured notes, saves them to Google Docs, and creates follow-up tasks — automatically.
Example voice note
“Hey Christine, just finished a meeting with Sarah. She wants to Voice note after call: 'Linda Park—new rental property at 892 Elm purchased August 2025, $4,200 home office claim, wants depreciation schedule, needs Schedule E added'. Follow up on Thursday.”