Client notes and appointment notes
Recorded on a demo practice with fictional data.
Open the video pageAppointment notes with client sign-off
Record meeting notes against the client, export them to PDF and send them to the client for e-signature.
The problem it solves
Advice given in a meeting is hard to evidence later unless the client has confirmed what was discussed.
How it works
- Write appointment notes on the client record after the meeting.
- Export the notes as a PDF.
- Send the PDF to the client for e-signature and keep the signed copy on file.
What your practice gets
- A client-confirmed record of the advice given.
- Notes, PDF and signature in one flow.
- Supports your professional-standards record keeping.
Watch it in the product
A short recording of appointment notes with client sign-off in use.
Questions accountants ask
Can the client sign the notes online?
Yes. The notes can be sent for e-signature.
Is the signed copy kept?
Yes. The signed PDF stays with the client's documents.
Do I have to send every note for signing?
No. Signing is optional and chosen per note.
Related features
Features that work alongside appointment notes with client sign-off.
Client workspace
One page per client, with tabs for summary, profile, services, relationships, ATO information, identity, compliance, tasks, notes, time, billing and activity.
VideoSend documents for e-signature
Create a signing document from a file or template, place the fields, invite the signers, track progress, cancel if needed and keep the signed copy.
VideoAI client memory
Keep the facts the AI assistant learns about a client and about your practice, and let staff review and manage them.
VideoSignatory resolution
Work out who signs for a client entity (director, trustee or partner) so documents go to the right person.
Client cloud folders
Link each client to their OneDrive, SharePoint or Dropbox folder, match folders automatically, create a folder structure and keep it in sync.
VideoMultiple folder sources per client
Attach more than one cloud folder to a client, choose the primary one, and sync or push documents to it.
See it working in your practice.
Start with one workflow and adopt more of the connected practice system over time. Your team reviews and approves the work.
14-day free trial. A payment method is required to start. Your paid subscription starts automatically when the 14 days end; cancel during the trial and you pay nothing. After the trial, a 6-month minimum term applies, then month-to-month. Commit to 12 months up front and the monthly price is 20% lower. See pricing.