Canopy Notetaker: AI meeting assistant built for accounting firms that records client calls and produces accounting-specific summaries and tasks. Great Question: All-in-one UX research platform combining recruitment, scheduling, and AI analysis of interviews into a connected research repository. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Canopy Notetaker when accountants capturing notes from client advisory and tax meetings matters most, and Great Question when auto-summarizing and tagging interview sessions with ai matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
AI meeting assistant built for accounting firms that records client calls and produces accounting-specific summaries and tasks.
All-in-one UX research platform combining recruitment, scheduling, and AI analysis of interviews into a connected research repository.
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
Great Question is a UX research platform that consolidates participant recruitment, study setup, and AI analysis into a single workflow for product managers, designers, UX researchers, and research operations teams. On the recruitment side it offers access to a large participant panel, the ability to build customer panels from CRM systems, automated screening, eligibility rules, incentive payments, and a research calendar for scheduling one-on-one, collective, or round-robin interviews. For conducting research it supports moderated user interviews, AI-moderated interviews, unmoderated prototype testing with Figma, surveys, card sorting, tree testing, and focus groups, with observer rooms for live team participation. After sessions, Great Question's AI analysis generates summaries, chapters, highlights, and tags, and builds a searchable research repository where transcripts, themes, highlight reels, and insights are connected so teams can query their entire body of research. It offers a wide range of integrations and an MCP that lets users run and analyze research from AI tools, and meets enterprise requirements with SOC 2 Type II, GDPR, and HIPAA compliance. The platform aims to take research from recruitment through synthesis without stitching together multiple tools. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Canopy Notetaker is a free tier with paid upgrades (freemium); Great Question is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Canopy Notetaker | Great Question |
|---|---|---|
| Core capability | Meeting notes linked to the relevant client record | AI analysis generating summaries, chapters, highlights, and tags from interviews |
| Standout feature | Automatically joins, records, and transcribes client and internal meetings | Searchable research repository connecting transcripts, themes, and insights |
| Team usage | Accounting-specific summaries highlighting client intent, tax risks, and next steps | Participant recruitment from a large panel plus CRM-based custom panels |
| Integrations | Automatic extraction of follow-up tasks and client commitments | Scheduling, screening, eligibility rules, and incentive payments |
| Languages & capture | Searchable firm-wide meeting history with permission-based access | Moderated, AI-moderated, and unmoderated study methods including prototype testing |
| Best-fit workflow | Delivered within the Canopy practice-management platform | 50+ integrations plus an MCP for running research from AI tools |
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.
Great Question
Choose Great Question if you need recruiting participants and scheduling user interviews end to end — strengths include handles recruitment, study execution, and analysis in one platform.
Canopy Notetaker
Great Question
It depends on your workflow. Canopy Notetaker is strong for accountants capturing notes from client advisory and tax meetings, while Great Question is strong for recruiting participants and scheduling user interviews end to end. Both transcribe and summarize meetings.
Canopy Notetaker is a free tier with paid upgrades and Great Question is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Often yes: teams combine tools when one handles capture and another handles analysis.
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