Voice notes for accounting client files

Answers are general operational information only — not legal, tax, regulatory, clinical, privacy, immigration, or professional advice. Requirements vary by matter, client, and regulator.

Frequently asked questions

What are voice notes used for?

Documenting call context, client promises, and follow-up instructions on the checklist record.

Is client audio sent to third-party AI?

No. Self-hosted AI on Canadian infrastructure — not OpenAI, Google, or Anthropic.

Does voice AI match uploads to checklist items?

No. v1 AI summarizes voice notes; it does not auto-classify uploaded PDFs to checklist rows.

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