Document Faster.
Protect Client Data.
Between client calls and during busy season, capture meeting notes, tax research, and workpaper documentation efficiently. Contextli's local processing keeps sensitive financial information completely private.
Client Financial Privacy
Your clients trust you with their complete financial picture - tax returns, income, business details. With local processing, this sensitive data is processed entirely on your device. No cloud exposure of client financials.
Client Meeting Notes
Document tax planning discussions, business consultations, and client questions immediately.
Tax Research Memos
Dictate research findings, technical positions, and conclusions while analyzing complex issues.
Complete Privacy
Client tax details, business financials, and personal information never leave your device.
Built for Accounting Flujo de Trabajos
From busy season to advisory work - Contextli supports your entire practice.
Client Meeting Documentation
Capture client discussions efficiently:
- Tax situation discussions and planning
- Negocios advisory conversations
- Client questions and follow-up items
Privacy: Client financial discussions stay on your device.
Tax Research Memos
Document research and technical positions:
- Research findings and code analysis
- Aspectos Técnicos position summaries
- Conclusions and recommendations
Privacy: Tax positions tied to specific clients are confidential.
Workpaper Documentation
Document engagement work:
- Adjustment explanations and rationale
- Reconciliation notes
- Review notes and queries
Privacy: Workpapers contain detailed client financials.
Client Comunicacións
Draft client correspondence:
- Engagement letter drafts
- Request for information lists
- Tax planning recommendation letters
Privacy: Client correspondence is confidential by default.
Serve Clients Better, Protect Their Data
Join accountants who trust Contextli for efficient, confidential documentation.