Canopy Notetaker: AI meeting assistant built for accounting firms that records client calls and produces accounting-specific summaries and tasks. Steno: Steno is a tech-enabled court reporting and litigation support platform that captures, transcribes, and analyzes legal proceedings such as depositions, including an AI transcript analysis tool. Below, they line up on price, capture method, and how each fits a real meeting stack.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Canopy Notetaker when accountants capturing notes from client advisory and tax meetings matters most, and Steno when using ai to summarize, search, and compare deposition transcripts for case strategy 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.
Steno is a tech-enabled court reporting and litigation support platform that captures, transcribes, and analyzes legal proceedings such as depositions, including an AI transcript analysis tool.
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
Steno is a court reporting and litigation services company built for law firms and attorneys. It provides access to a network of certified court reporters who capture spoken proceedings and produce transcripts in rough, original, and certified formats, with realtime, next-day, and expedited delivery options. For remote work, Steno Connect is a Zoom app purpose-built for depositions, adding secure exhibit handling, annotation, and a live technical assistant; the company reports SOC 2 Type II and HIPAA compliance. Video capabilities include standard video plus text-to-video synchronization. Its AI tool, Transcript Genius, reads case transcripts to generate summaries, answer conversational questions with page and line citations, run semantic and exact-match search, and compare multiple transcripts to surface contradictions; users can also upload outside .txt and .pdf transcripts. A Firm Dashboard handles scheduling, file access, and invoicing, and integrations include Zoom, Clio, and Litify. Steno also offers deferred, contingency-friendly payment. It is aimed primarily at litigators and legal support staff rather than general business meetings.
Best suited for
Canopy Notetaker is a free tier with paid upgrades (freemium); Steno is custom pricing (contact sales). Always confirm current pricing on each vendor's site before buying.
| Feature | Canopy Notetaker | Steno |
|---|---|---|
| Core capability | Meeting notes linked to the relevant client record | Certified court reporters producing rough, original, and certified transcripts |
| Standout feature | Automatically joins, records, and transcribes client and internal meetings | Interactive realtime transcription during proceedings |
| Team usage | Accounting-specific summaries highlighting client intent, tax risks, and next steps | Steno Connect Zoom app for remote depositions with exhibit handling |
| Integrations | Automatic extraction of follow-up tasks and client commitments | Transcript Genius AI for summaries, semantic search, and Q&A with page/line citations |
| Languages & capture | Searchable firm-wide meeting history with permission-based access | Multi-transcript comparison to surface contradictions and discrepancies |
| Best-fit workflow | Delivered within the Canopy practice-management platform | Firm Dashboard for scheduling, file access, and invoice management |
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.
Steno
Choose Steno if you need scheduling and capturing certified transcripts for remote or in-person depositions — strengths include combines human-certified court reporting with ai-powered transcript analysis.
Canopy Notetaker
Steno
It depends on your workflow. Canopy Notetaker is strong for accountants capturing notes from client advisory and tax meetings, while Steno is strong for scheduling and capturing certified transcripts for remote or in-person depositions. Both transcribe and summarize meetings.
Canopy Notetaker is a free tier with paid upgrades and Steno is custom pricing. 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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