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 Workflows
From busy season to advisory work - Contextli supports your entire practice.
Client Meeting Documentation
Capture client discussions efficiently:
- checkTax situation discussions and planning
- checkBusiness advisory conversations
- checkClient questions and follow-up items
lockPrivacy: Client financial discussions stay on your device.
Tax Research Memos
Document research and technical positions:
- checkResearch findings and code analysis
- checkTechnical position summaries
- checkConclusions and recommendations
lockPrivacy: Tax positions tied to specific clients are confidential.
Workpaper Documentation
Document engagement work:
- checkAdjustment explanations and rationale
- checkReconciliation notes
- checkReview notes and queries
lockPrivacy: Workpapers contain detailed client financials.
Client Communications
Draft client correspondence:
- checkEngagement letter drafts
- checkRequest for information lists
- checkTax planning recommendation letters
lockPrivacy: Client correspondence is confidential by default.
Voice note contexts for accountants
Ready-made contexts built for how accountants work. Copy one, add it to Contextli, and start turning rambles into clean, structured notes.
Client Bookkeeping Log
During busy season, log what's still missing per client so nothing falls through.
Tax Deduction Log
Speak a deductible expense the moment it happens and build a tidy tax log.
Product Bug Report
Turn a rambled "this is broken" into a clean, filable bug report.
Feature Idea Capture
Catch a product idea on the move and file it with the problem, not just the feature.
Serve Clients Better, Protect Their Data
Join accountants who trust Contextli for efficient, confidential documentation.