Dictation software for accountants and client notes
VoiceTyping is dictation software for accountants who finish a client call and still owe the file a note, the client a follow up and the partner a summary. You say what was agreed, and AI cleanup removes the ums, applies your corrections and adds punctuation, so the text you paste into your practice management tool or email already reads cleanly. Personal costs 7 USD a month billed yearly.
The short answer for accountants
An accountant in busy season takes calls all day and writes up each one, because an undocumented conversation about a client's deduction or a late filing is a liability. Typed afterward, the write up often takes as long as the call, so it gets shortened or pushed to Friday.
VoiceTyping lets you dictate it while the call is fresh. Say "Hartley Dental, call with the owner, confirmed the equipment purchase was in March, placed in service April, wants to take section 179, I need the invoice and the in service date by the 20th" and the Notes style returns a tidy file note. The Email style turns the same thought into a request to the client. The extension for Chrome and Edge types straight into web based tools and web mail.
File notes you can defend later
Dates, amounts and who agreed to what are the facts a reviewer or an auditor looks for. Say them naturally and correct yourself out loud, "no, make that 14,200 not 12,400", and the correction is applied instead of typed.
Client emails that ask for exactly what you need
Dictate the list of missing documents once. The Email style gives you a short, polite request with a greeting and a sign off, and you can say "firmer" for the third reminder.
Memos and review notes at the speed you think
Technical position memos and reviewer comments are long and mostly written from memory. Talk through the reasoning, and the Document style returns paragraphs instead of a transcript.
Client names, entities and terms spelled right
Add client names, entity types, account names and terms such as "S corporation" or "section 179" to your personal dictionary. Personal holds 200 words and Pro holds 2,000.
Snippets for what you send every week
Save your engagement follow up, document checklist and extension reminder as snippets and insert them by voice. Personal includes 10 snippets and Pro has no limit.
Works where accountants already type
The extension types into the note and message fields of web based tools such as QuickBooks Online, Xero, Karbon, Canopy, Gmail and Outlook on the web. No separate integration is needed.
How to clear your notes in four steps
- 01 Add the extension to Chrome or Edge. It takes a couple of minutes.
- 02 Right after the call, click into the note field and hold the record button. Say who, what was decided and what you are waiting for.
- 03 Pick the Notes style for the file or the Email style for the client, read the result once and fix anything by voice.
- 04 Save it to the client record, or send it. The next call starts with no backlog of unwritten notes.
How far each plan goes for an accountant
AI minutes are counted on your speech, by the second. A file note or a client email is usually 30 to 90 seconds of talking.
| Plan | Price billed yearly | AI minutes per month | About this many 60 second notes | Daily cap |
|---|---|---|---|---|
| Personal | 7 USD per month (84 USD per year) | 400 | 400 | 40 minutes |
| Pro | 14 USD per month (168 USD per year) | 900 | 900 | 90 minutes |
| Team | 24 USD per seat per month, from 3 seats | 1,500 per seat | 1,500 per seat | 120 minutes per seat |
An accountant who dictates six call notes and eight emails a day uses about 15 minutes, so Personal covers a normal month. Preparers who also dictate memos and review notes during busy season usually pick Pro. Monthly billing is 15 USD for Personal and 29 USD for Pro. Every plan is on the voice typing app pricing page.
What accounting teams dictate with VoiceTyping
- Tax preparers who log client calls, document requests and positions taken during the season.
- Bookkeepers who write month end follow ups to clients about uncategorized transactions. When the follow up is about unmatched bank lines, a tool such as Reconciler handles the matching while you dictate the explanation to the client.
- CPA firm managers who write review notes and engagement letters.
- Controllers and in house accountants who explain variances to the finance lead in plain language.
- Accounting firms that put the whole staff on one dictation software for teams plan with shared billing from 3 seats.
VoiceTyping writes what you say. You remain responsible for accuracy in anything you file or send, and for following your firm's confidentiality policy and your professional standards on what goes into any tool.
VoiceTyping compared with other dictation options for accountants
Facts about other products are as published at the time of writing and may change.
| VoiceTyping | Phone keyboard dictation | Dragon Professional | Wispr Flow | |
|---|---|---|---|---|
| Price | 7 to 14 USD per month billed yearly | Included with the phone | About 699 USD one time | Pro about 12 USD per month billed yearly |
| Removes ums and false starts | Yes | No | No | Yes |
| Styles for email, chat and notes | Yes, 4 built in plus custom on Pro | No | No | Tone per app |
| Custom vocabulary for client names | 200 or 2,000 words | No | Yes | Yes |
| Types into desktop programs | No, browser only | Not applicable | Yes, Windows only | Yes |
| Team plan with invoices | Yes, from 3 seats | No | Through resellers | Yes |
If your tax software is a desktop program, Dragon or Wispr Flow may fit better because they type into any window. If your practice tools, email and notes all live in the browser and you want each note cleaned before it is saved, VoiceTyping is the cheaper fit on a yearly plan. See the detail on the Dragon dictation software alternative and Wispr Flow alternative pages.
FAQ
What is the best dictation software for accountants?
The best dictation software for accountants turns a spoken call recap into a clean file note and a ready to send client email. VoiceTyping removes ums, applies corrections and formats text for the browser tools accountants already use. Firms whose tax software is desktop only may prefer Dragon on Windows.
Can I dictate client notes into QuickBooks or my practice software?
Yes, if the tool runs in Chrome or Edge. Click into the note field, hold the record button and speak, and the extension types the cleaned text in. Otherwise paste it from the app. Read it once before saving.
Will it spell client and entity names correctly?
Add the names and terms you use most to your personal dictionary once and VoiceTyping uses them every time. Personal holds 200 entries and Pro holds 2,000.
Is dictation private enough for client information?
Audio is processed to produce text and deleted right after transcription, and it is never used to train models. Read the privacy and security page, and follow your firm's confidentiality policy on what client data you put into any tool.
Does it replace transcribing client meetings?
No. VoiceTyping writes what you dictate into a field. It is not a meeting recorder. Use it to write your own summary right after the meeting, which is usually what ends up in the file.
How much does dictation software for accountants cost?
VoiceTyping Personal is 15 USD per month or 84 USD per year, Pro is 29 USD per month or 168 USD per year, and Team is 24 USD per seat per month billed yearly from 3 seats. Dragon Professional costs about 699 USD one time and runs only on Windows.
Try it on your next client call recap
Record 15 seconds the way you would brief a partner and see the clean version before you decide anything.