Canopy Notetaker: AI meeting assistant built for accounting firms that records client calls and produces accounting-specific summaries and tasks. ScreenApp: Screen/audio recorder with AI transcription and notes The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Canopy Notetaker when accountants capturing notes from client advisory and tax meetings matters most, and ScreenApp when documentation and training notes 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.
Screen/audio recorder with AI transcription and notes
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
ScreenApp is an AI-powered screen and meeting recorder that captures video and audio and then automatically transcribes and summarizes the content. Beyond meetings, it is used to record screen sessions, webinars, and other content, making it a flexible capture-and-transcribe tool rather than a meeting-only assistant. After recording, ScreenApp produces transcripts, summaries, and notes, and lets users search and share the results, which is useful for documentation, training, and revisiting long sessions. It works in the browser and supports recording across common workflows, with AI features that turn raw recordings into structured, searchable text. ScreenApp appeals to creators, support and training teams, and anyone who needs to record and then quickly extract the key points from video or audio. Because it combines screen recording with transcription and summarization, it sits at the intersection of meeting notetakers and general recording tools, with an emphasis on turning any recording into usable notes. Platforms: Browser / Zoom / Google Meet / Microsoft Teams. Integrations: Zoom, Google Meet, Microsoft Teams. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Canopy Notetaker is a free tier with paid upgrades (freemium); ScreenApp is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Canopy Notetaker | ScreenApp |
|---|---|---|
| Core capability | Meeting notes linked to the relevant client record | Screen and meeting recording |
| Standout feature | Automatically joins, records, and transcribes client and internal meetings | Automatic transcription |
| Team usage | Accounting-specific summaries highlighting client intent, tax risks, and next steps | AI summaries and notes |
| Integrations | Automatic extraction of follow-up tasks and client commitments | Searchable recordings |
| Languages & capture | Searchable firm-wide meeting history with permission-based access | Sharing and export |
| Best-fit workflow | Delivered within the Canopy practice-management platform | Screen and meeting recording |
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.
ScreenApp
Choose ScreenApp if you need recording and transcribing webinars — strengths include flexible recording beyond meetings.
Canopy Notetaker
ScreenApp
It depends on your workflow. Canopy Notetaker is strong for accountants capturing notes from client advisory and tax meetings, while ScreenApp is strong for recording and transcribing webinars. Both transcribe and summarize meetings.
Canopy Notetaker is a free tier with paid upgrades and ScreenApp is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
You can — some teams pair them when each covers a different part of the meeting workflow.
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