Product
Turn Conversations Into Action. With AI.
Cloudbase's AI Meeting Assistant records, transcribes, summarizes and turns client conversations into actionable tasks — so you can save time, stay organized, and deliver exceptional service.
- Automatic meeting recording and transcription
- AI-generated summaries and action items
- Syncs with client records and tasks
- Keeps your team aligned and accountable
Recording and transcription only with everyone's consent ·AI & Recording Notice
Every plan includes 10 AI hours per user each month. Need more? Add an AI bundle anytime. See pricing ›
Record & Transcribe
Automatically record and transcribe your meetings.
AI Summaries
Get clear, concise summaries highlighting key discussion points and next steps.
Action Items
Turn conversations into tasks and assign them to your team.
Connected to Your Workflow
Sync meeting insights directly to client records, tasks and documents.
A Smarter Way to Work
Focus on Your Clients. Let AI Handle the Rest.
Whether it's a quick check-in or a detailed tax planning session, Cloudbase's AI Meeting Assistant captures the details so you can stay present, provide better advice, and keep every client interaction moving forward.
From Conversation to Client Impact
A Seamless Workflow.
Turn client conversations into outcomes with a simple, automated process.
1. Capture the Meeting
Record and transcribe your conversation.
2. Generate Summary
Get a clear, AI-powered summary with key discussion points.
3. Create & Assign Tasks
Automatically create action items and assign them to your team.
4. Sync to Client Record
Save the meeting, summary and tasks directly to the client file.
5. Drive Better Outcomes
Stay organized, follow through and deliver exceptional service.
Built for Accounting and Tax Professionals
Capture Every Conversation. Create Lasting Client Relationships.
Experience how Cloudbase's AI Meeting Assistant can help you save time, stay organized, and deliver better outcomes for your clients.
