Canopy Notetaker: AI meeting assistant built for accounting firms that records client calls and produces accounting-specific summaries and tasks. Zeck: Modern board meeting platform that replaces static decks with interactive updates, AI-generated minutes, smart agendas, pre-voting, and digital voting. 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 Zeck when generating board minutes and capturing votes during governance meetings 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.
Modern board meeting platform that replaces static decks with interactive updates, AI-generated minutes, smart agendas, pre-voting, and digital voting.
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
Zeck is a board management platform built to modernize how companies prepare for and run board meetings. Instead of distributing static slide decks, board leaders create mobile-first interactive updates that directors can read, comment on, and engage with before the meeting. Its pre-vote feature lets boards move routine discussion and approvals ahead of time so live meetings focus on strategy rather than procedure. Zeck's AI capabilities are aimed at the board workflow: it can generate board updates from reports and quick notes, summarize key takeaways from data and charts into concise points for directors, and automatically produce board minutes from agenda blocks, vote records, and discussions. Smart agendas help teams structure the meeting, while digital voting and an automated minutes book keep governance records, approvals, and historical documentation centralized without manual note-taking. The platform also includes real-time commenting throughout materials and engagement analytics, plus passwordless sign-in for security. Zeck positions itself as a consumer-style, visually modern alternative to traditional board portals and is geared toward startups and growth-stage companies, with thousands of CEOs and board members using it. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Canopy Notetaker is a free tier with paid upgrades (freemium); Zeck is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Canopy Notetaker | Zeck |
|---|---|---|
| Core capability | Meeting notes linked to the relevant client record | AI-generated board minutes from agenda blocks, votes, and discussions |
| Standout feature | Automatically joins, records, and transcribes client and internal meetings | AI-assisted board update creation from reports and notes |
| Team usage | Accounting-specific summaries highlighting client intent, tax risks, and next steps | AI summaries of key takeaways from data and charts |
| Integrations | Automatic extraction of follow-up tasks and client commitments | Smart agendas and interactive, mobile-first board updates |
| Languages & capture | Searchable firm-wide meeting history with permission-based access | Pre-vote and digital voting with a centralized automated minutes book |
| Best-fit workflow | Delivered within the Canopy practice-management platform | Real-time commenting across board materials |
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.
Zeck
Choose Zeck if you need preparing and distributing interactive board updates before a meeting — strengths include purpose-built to streamline board meeting prep, execution, and minutes.
Canopy Notetaker
Zeck
It depends on your workflow. Canopy Notetaker is strong for accountants capturing notes from client advisory and tax meetings, while Zeck is strong for preparing and distributing interactive board updates before a meeting. Both transcribe and summarize meetings.
Canopy Notetaker is a free tier with paid upgrades and Zeck 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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