Beyond Notetaking: How Vinyl Turns Every Client Meeting Into Done Work

Generic notetakers can transcribe a meeting. Vinyl gets the work done. Built specifically for accounting and bookkeeping firms, Vinyl captures every client conversation — online or in person — and turns it into filed notes, follow-up emails, proposals, and tasks before you've even left the room.

Join us for a live walkthrough where you'll see exactly how leading firms are using Vinyl to claw back hours every week, eliminate the dreaded post-meeting admin pile, and turn client conversations into firm-wide intelligence.

Here's what you'll discover:

• Why Vinyl isn't just another notetaker — and how it goes miles beyond what Teams, Zoom, or Otter can do for an accounting firm
• Capture every meeting, anywhere — see how the Vinyl app records online calls and in-person client meetings with a single tap
• Notes that file themselves — watch Vinyl automatically organise every conversation so your entire team has full client context, instantly (and if you use Karbon, FYI, or XPM, see how notes flow straight into the client record without lifting a finger)
• Post-meeting actions on autopilot — follow-up emails, client file notes, proposals, and tasks drafted and ready in one click
• Ask Vinyl anything — unlock firm-wide intelligence by querying every client conversation your team has ever had, in plain English

Walk away ready to give your team back their afternoons — and finally make every meeting count.