--- title: "AI Notetaker for Accountants and Tax Advisers" description: "Caven is the AI notetaker for accountants, tax advisers and auditors: client meetings and audit interviews without a bot, processed in the EU. ISO 27001." url: https://caven.io/industries/accounting language: en publisher: "Caven BV" --- # Caven for Accounting: Every client conversation documented, without adding hours to the file. *For accountants, tax advisers and auditors.* Caven records client meetings, tax advice and audit interviews without a bot and turns them into notes for the client file. Your clients’ figures stay confidential and processed in the EU. ## What is a good AI notetaker for accountants? Caven is an AI notetaker for accountants, tax advisers and auditors, built for client data that falls under professional secrecy. It records client meetings, tax advice sessions and audit interviews from your own desktop or phone without a bot, processes them in the EU and never trains on client data. Each meeting becomes a transcript, a summary and action items that can be filed with the client in SharePoint, OneDrive or Google Drive. ## Challenges for accounting firms - **Advice that is not written down did not happen:** When a client disputes advice months later, a short note in the file is all you have. Writing full notes after every call is time nobody bills for. - **Professional secrecy rules out most AI tools:** Client figures, salaries and tax positions cannot end up on US servers or in a model’s training data. Many AI notetakers offer no guarantee either way. - **Busy season leaves no time for admin:** During closing and tax season, follow-ups from client meetings slip. Missing documents and open questions surface too late. ## Meetings Caven documents - **Client intake:** Activities, structure and expectations, captured for the engagement and your client due diligence file. - **Year-end and closing meetings:** Adjustments, open documents and who provides what by when. - **Tax advice sessions:** The client’s situation, the options discussed and the advice given, as a record for the file. - **Audit interviews:** Inquiries with management and their answers, ready for your audit documentation. - **Payroll and HR advice:** Questions, decisions and next steps for the employer, without retyping notes. - **Internal planning meetings:** Staffing, deadlines and responsibilities per client during busy season. ## Made for professional secrecy and audit trails Accountants, tax advisers and auditors are bound by professional secrecy and documentation rules. Caven fits those rules instead of working around them. - **Professional secrecy:** No bot or third party joins the meeting. Recordings are encrypted, processed in the EU and never used to train AI models. - **Audit documentation (ISA 230 and ISQM 1):** ISA 230 asks auditors to document inquiries with management, and ISQM 1 asks firms to document consultations on difficult matters. Caven gives you a complete transcript and a structured summary of each conversation to support your working papers. - **Anti-money laundering:** Accountants are obliged entities under the EU anti-money laundering rules. Notes from intake conversations help document what the client told you. Your own client due diligence procedure stays leading. - **GDPR:** A data processing agreement, EU processing and pseudonymisation of names and identifiers before AI processing. EU rules covered: EU Anti-Money Laundering Directive (Directive (EU) 2015/849); General Data Protection Regulation (GDPR) (Regulation (EU) 2016/679). ## Caven at a glance - **Recording:** No bot joins the call. Caven records from your desktop or phone: Teams, Zoom, Google Meet, Webex, in person and phone calls. - **Data location:** Processed in the EU. Your recordings are never used to train AI models. - **Hosting:** Caven EU cloud, your own AWS, Azure or GCP account, or fully on-premise. - **Security:** ISO 27001 certified, GDPR compliant, encrypted storage and optional pseudonymisation before AI processing. - **Output:** Transcript, structured summary in the right template, action items with owners, in 99+ languages. - **Integrations:** NetDocuments, SharePoint, OneDrive, Google Drive, Notion, Slack, and Outlook or Google calendar. - **Pricing:** A free plan, and Plus, Pro and Team with a 14-day free trial. Enterprise for firm-wide rollouts. ## Questions from accounting firms ### Can accountants use AI to take meeting notes under professional secrecy? Yes, as long as the tool keeps client data confidential. Caven does not send a bot into the call, processes data in the EU, never trains on client data and can pseudonymise names and identifiers before AI processing. Firms that want full control can host Caven themselves. ### Does Caven help with audit documentation? Caven records interviews with management and turns them into a transcript and a structured summary. You can use these to support the documentation of inquiries in your working papers, as ISA 230 expects. ### Can Caven record client meetings at the client’s office? Yes. Put your phone or laptop on the table and Caven records the conversation in person. Online meetings and phone calls work as well. ### Can I use my own templates for client meetings? Yes. Caven recognises the meeting type and applies a matching summary template, and you can create your own templates from notes you already write today, for example for a year-end meeting or a tax advice session. ### Where do the meeting notes end up? In the Caven library, and if you want automatically in SharePoint, OneDrive or Google Drive, so notes are filed with the right client. ### Is Caven GDPR compliant for accounting firms? Yes. Caven is ISO 27001 certified, signs a data processing agreement, processes data in the EU and never shares it with third parties. ### Does Caven help with anti-money laundering documentation? Caven records intake and onboarding conversations and turns them into structured notes of what the client explained about their activities and the origin of their funds. Those notes can support your client due diligence file under the EU anti-money laundering rules; your own AML procedure and risk assessment stay leading. ### Can an accounting firm host Caven on its own infrastructure? Yes. Caven runs on the Caven EU cloud by default, and firms that want full control can run it in their own AWS, Azure or GCP account or fully on-premise behind their own firewall. ## Further reading - [Navigating Client Confidentiality in the Age of AI Meeting Assistants](https://caven.io/blog/client-confidentiality-ai-era.md) - [Why Pseudonymization Matters in AI Meeting Intelligence](https://caven.io/blog/pseudonymization-ai-meeting-intelligence.md) - [Why Encrypted Meeting Recordings Matter for Regulated Teams](https://caven.io/blog/encrypted-meeting-recordings-regulated-teams.md) - [Three Laws, One Problem: GDPR, the AI Act, and the CLOUD Act vs. Your AI Meeting Tool](https://caven.io/blog/gdpr-ai-act-cloud-act-legal-finance-ma.md) ## Other industries - [Caven for Legal](https://caven.io/industries/legal.md): Law firms and in-house legal teams - [Caven for Financial Institutions](https://caven.io/industries/financial-institutions.md): Banks, private banking and wealth management - [Caven for Insurance](https://caven.io/industries/insurance.md): Insurers and insurance brokers - [Caven for Private Equity & VC](https://caven.io/industries/private-equity-venture-capital.md): Private equity and venture capital funds - [Caven for Financial Advisory & M&A](https://caven.io/industries/financial-advisory.md): Financial consulting, corporate finance and M&A ## Next steps - [Book a demo](https://caven.io/book-a-demo) - [Start a 14-day free trial or the free plan](https://caven.io/pricing) - [Download the desktop app](https://caven.io/download)