Canopy Notetaker: AI meeting assistant built for accounting firms that records client calls and produces accounting-specific summaries and tasks. Tana: AI workspace with a bot-less meeting notetaker that transcribes and summarizes meetings directly into a connected knowledge base. 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 Tana when turning meeting notes into linked tasks and project knowledge matters most. Try them side by side on real calls before deciding — needs vary by team.
AI meeting assistant built for accounting firms that records client calls and produces accounting-specific summaries and tasks.
AI workspace with a bot-less meeting notetaker that transcribes and summarizes meetings directly into a connected knowledge base.
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
Tana is an AI-native workspace that combines outlining, knowledge management, and a built-in meeting notetaker. Its Meeting Notetaker captures, transcribes, and summarizes meetings without requiring a bot to join the call; instead, it records computer system audio directly from the desktop app, which means it works across Zoom, Google Meet, Teams, and even in-person meetings, lectures, and interviews started on the computer. On Mac, Tana can detect when a meeting link is opened and offer to start transcribing immediately. Once captured, transcripts and summaries flow directly into the Tana workspace, where the AI can extract action items and push them to task boards, link the meeting to relevant people and projects, and surface notes where they are needed. It supports many languages with automatic detection and is available on Mac and Windows desktop apps. Tana is aimed at professionals and teams who want their meeting notes to become structured, connected knowledge rather than isolated transcripts, integrating capture with an ongoing personal or team knowledge system. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Canopy Notetaker is a free tier with paid upgrades (freemium); Tana is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Canopy Notetaker | Tana |
|---|---|---|
| Core capability | Meeting notes linked to the relevant client record | Bot-less meeting capture using computer system audio |
| Standout feature | Automatically joins, records, and transcribes client and internal meetings | Transcription and AI summaries for online and in-person meetings |
| Team usage | Accounting-specific summaries highlighting client intent, tax risks, and next steps | Action items pushed directly to task boards in the workspace |
| Integrations | Automatic extraction of follow-up tasks and client commitments | Links meeting notes to relevant people and projects |
| Languages & capture | Searchable firm-wide meeting history with permission-based access | Automatic meeting detection on Mac |
| Best-fit workflow | Delivered within the Canopy practice-management platform | 60+ language support with automatic detection |
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.
Tana
Choose Tana if you need transcribing and summarizing meetings without a bot in the call — strengths include captures meetings without adding a bot to the call.
Canopy Notetaker
Tana
It depends on your workflow. Canopy Notetaker is strong for accountants capturing notes from client advisory and tax meetings, while Tana is strong for transcribing and summarizing meetings without a bot in the call. Both transcribe and summarize meetings.
Canopy Notetaker is a free tier with paid upgrades and Tana is a free tier with paid upgrades. 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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