The AI that knows
your clients as well
as you do.
Upload your client files, ask a question, and get an answer with the exact page cited. It is like having a colleague who has read every document in your office.
How Callwen works
Upload
Drop in tax returns, recordings, emails, or any client file. Callwen auto-classifies 12+ document types and extracts 63 financial metrics.
Ask
Ask anything in plain English. You will get cited answers from the client's full history, not just the last document.
Discover
Callwen flags tax strategies you might have missed, catches data contradictions, and tracks financial trends across years.
Act
Auto-generate deadlines, send client check-ins, draft quarterly estimate emails, and export a complete practice book.
Built for how CPAs actually work
Measurable impact from day one
Stop hunting through folders, inboxes, and portals. Ask a question, get a cited answer in seconds.
Every consent is tracked, timestamped, and exportable. No spreadsheets, no missed expirations.
Walk into every meeting with a full financial snapshot. Documents, emails, and action items in one place.
Every document,
instantly searchable
Upload tax returns, recordings, emails, and financials. Callwen auto-classifies 12+ document types, pulls out structured data, and lets you ask questions with source citations on every answer.
Upload · Classify · Query
Walk into every meeting
prepared
Send check-ins before client meetings. Clients fill them out in minutes, no login needed. Their responses go straight into the AI, so you already know what is on their mind before the meeting starts.
Check-ins · No login · AI-fedStrategies you would miss,
found automatically
Track 15+ tax strategies for each client. See which ones you have implemented, which ones you are missing, and how much each one is saving. The AI also suggests new strategies based on uploaded documents.
Strategies · Dollar impact · YoYYour practice,
ready to scale or sell
The Practice Book pulls together financial trends, strategy history, communication logs, and health scores into one export. If you ever want to sell your practice or bring on a partner, everything they need is already documented.
Practice Book · Health scores · ExportNever miss a deadline.
Never chase a task.
Pick an engagement template and Callwen generates all the deadlines: quarterly estimates, return due dates, document requests. Email drafts reference prior conversations and open items automatically.
Deadlines · Reminders · Threaded emailsContext that
compounds over time
Callwen remembers every conversation, catches contradictions across documents, and logs changes automatically. The longer you use it, the smarter it gets. It is institutional memory that never leaves the firm.
Memory · Contradictions · SessionsIntegrations
Connects to the tools
you already use
One-click connections. No IT department needed.
Gmail · Outlook
Sync client emails automatically. Every conversation gets indexed and searchable.
Meetings
Zoom · Fathom
Import recordings and transcripts. Every meeting becomes searchable.
Browser
Chrome Extension
Ask questions about any client without leaving your browser tab.
Coming Soon
QuickBooks · Calendar Sync
Pull in accounting data directly and sync deadlines with your calendar.
Coming Q3 2026Why Callwen
What meeting tools cannot do
Meeting tools structure conversations. Callwen delivers the knowledge that makes them count.
| Meeting & Note Tools | Callwen |
|---|---|
| Captures meeting transcripts | Full document history: tax returns, recordings, emails, check-ins |
| AI summaries of last conversation | AI answers cross-referenced across every document and financial record |
| No document intelligence | 12+ doc types auto-classified, 63 financial metrics extracted |
| No tax compliance features | Built-in §7216 consent tracking with e-signature |
| Context resets every meeting | Session memory + client journal. Context compounds over years |
| No strategy analysis | 15+ strategies tracked with dollar impact and practice book export |
Who it is for
Built for every
advisory practice
Solo Practitioners
Get back the hours you spend searching through client files. Spend that time advising instead.
Growing Firms
Give every team member the same depth of client knowledge. Automated deadlines, shared context, and practice book exports keep everyone aligned.
Advisory-Focused Practices
Tax strategy tracking, client check-ins, and engagement health scoring. The tools you need to prove and grow your advisory value.
Testimonials
What CPAs are saying
“I used to waste 20 minutes hunting for one number across client files. Now I just ask and get the answer with the exact page cited. Took me about a day to wonder how I worked without it.”
“The consent tracking alone was worth it. I was managing 7216 compliance in spreadsheets, which was a nightmare. Having it built in with e-signatures saves me hours every month.”
“I pull a client brief before every meeting now. One click and I have a full snapshot with sources cited. My clients think I have a photographic memory.”
“We got the whole firm set up in under an hour. The email sync alone saves us five hours a week. Every client conversation gets indexed and you can search across all of them.”
“I was skeptical about using AI for tax work. But every answer points to the exact document and page, so I can verify anything right away. That sold me.”
“The tax strategy module caught three things I missed in my own review. Paid for itself in the first week with one client.”
Security & Compliance
Bank-level protection,
built for tax
Data Encryption
AES-256 encryption at rest, TLS 1.3 in transit. Your data is protected end to end.
Zero AI Data Retention
AI providers process your queries but never store your data. Zero retention agreements in place.
US Data Centers
All client data stored in US-based servers. SOC 2 aligned infrastructure.
§7216 Consent Tracking
Built-in IRC Section 7216 consent management with e-signature workflow.
Role-Based Access
Complete data separation between firms. Control who sees what at the client level.
Audit Logging
Every document access, AI query, and admin action is logged for compliance review.
Pricing
Plans that grow with your practice
- 5 clients
- Unlimited documents
- 50 AI queries/month
- 10 advanced analyses/month
- Source-cited answers
- All document types
- 25 clients
- Unlimited documents
- 500 AI queries/month
- 50 advanced analyses/month
- 25 premium analyses/month
- Document comparison
- Email support
- 100 clients
- Unlimited documents
- 500 AI queries/month
- 100 advanced analyses/month
- 50 premium analyses/month
- Priority support
- Client briefs
- Unlimited clients & documents
- 1,000 AI queries/month
- 500 advanced analyses/month
- 100 premium analyses/month
- Multi-user team access
- Admin controls & audit log
- Dedicated support
FAQ
Frequently Asked Questions
Ready?
Stop searching.
Start advising.
Built by a CPA who got tired of digging through client files. Now used by firms who would rather spend their time advising.
Free tier includes 5 clients and unlimited documents. No credit card required.
Get started for free★★★★★ Trusted by financial professionals nationwide