Client notes and appointment notes
Recorded on a demo practice with fictional data.
Open the video pageClient notes
Capture calls, decisions and advice as rich notes on the client file, with autosaved drafts the whole team can see.
The problem it solves
Important context lives in someone's inbox or memory, so the next person to call the client starts from scratch.
How it works
- Open the Notes tab on the client.
- Write the note; drafts save as you type.
- Publish the draft so the team sees it, and link notes to related clients where relevant.
What your practice gets
- Client history the whole team can read.
- Drafts are not lost if you are interrupted.
- Notes can be related to other clients in the family or group.
Watch it in the product
A short recording of client notes in use.
Questions accountants ask
Are notes saved automatically?
Drafts autosave while you write; you choose when to publish them.
Can a note relate to several clients?
Yes. Notes can be linked to related clients.
Who can see notes?
Team members with access to the client, under the practice's permissions.
Related features
Features that work alongside client notes.
Client workspace
One page per client, with tabs for summary, profile, services, relationships, ATO information, identity, compliance, tasks, notes, time, billing and activity.
VideoAppointment notes with client sign-off
Record meeting notes against the client, export them to PDF and send them to the client for e-signature.
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.