Canopy Notetaker: AI meeting assistant built for accounting firms that records client calls and produces accounting-specific summaries and tasks. Fathom: AI meeting assistant with a generous free tier — unlimited recording and transcription plus instant AI summaries. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Canopy Notetaker when accountants capturing notes from client advisory and tax meetings matters most, and Fathom when sales teams using summary templates matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
AI meeting assistant built for accounting firms that records client calls and produces accounting-specific summaries and tasks.
AI meeting assistant with a generous free tier — unlimited recording and transcription plus instant AI summaries.
Canopy Notetaker is an AI meeting assistant designed specifically for accounting and advisory firms and the client-meeting type they run. It automatically joins scheduled client and internal meetings, records the conversation, and generates a full transcription. Rather than generic bullet points, its summaries are tuned for accounting work, highlighting client intent, potential tax risks, commitments, and next steps. Follow-up tasks such as document requests, deadline commitments, and client decisions are extracted from the conversation and organized automatically. Because the notetaker is part of Canopy's practice-management platform, meeting transcripts and summaries link directly to the relevant client record, building a searchable firm-wide history of client conversations with permission-based access controls so the information stays inside the firm's secure system instead of being scattered across separate tools. For a meeting-tools directory, its relevance is the vertical focus: it is a meeting notetaker oriented toward the recurring client and advisory calls handled by accounting teams, keeping documentation tied to client context. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Fathom (fathom.ai) records, transcribes, and summarizes meetings across Zoom, Google Meet, and Microsoft Teams. Its free plan is unusually generous: unlimited recording and transcription with instant AI summaries. Paid plans add 15+ summary templates (BANT, Sandler, etc.), AI action items, CRM sync (HubSpot, Salesforce), and a bot-free capture option (beta on Mac).
Best suited for
Canopy Notetaker is a free tier with paid upgrades (freemium); Fathom is from $16/mo (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Canopy Notetaker | Fathom |
|---|---|---|
| Core capability | Meeting notes linked to the relevant client record | Unlimited free recording |
| Standout feature | Automatically joins, records, and transcribes client and internal meetings | AI summary templates |
| Team usage | Accounting-specific summaries highlighting client intent, tax risks, and next steps | Bot-free option (Mac beta) |
| Integrations | Automatic extraction of follow-up tasks and client commitments | CRM sync |
| Languages & capture | Searchable firm-wide meeting history with permission-based access | Unlimited free recording |
| Best-fit workflow | Delivered within the Canopy practice-management platform | AI summary templates |
Canopy Notetaker
Choose Canopy Notetaker if you need accountants capturing notes from client advisory and tax meetings — strengths include summaries tailored to accounting and advisory conversations.
Fathom
Choose Fathom if you need solo users and small teams wanting the most generous free recording — strengths include unlimited recording and transcription on the free plan.
Canopy Notetaker
Fathom
It depends on your workflow. Canopy Notetaker is strong for accountants capturing notes from client advisory and tax meetings, while Fathom is strong for solo users and small teams wanting the most generous free recording. Both transcribe and summarize meetings.
Canopy Notetaker is a free tier with paid upgrades and Fathom is from $16/mo. Check each vendor's pricing page for the latest plans and free-tier limits.
Sure. Running both makes sense when their strengths don't overlap and the budget allows.
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