Where does every client stand?
Answered.
Callwen reads every return, email, and meeting, then shows you where each client stands: which strategies are in motion, which are stalled, and what needs your attention next. Every answer cited to the exact page.
The status hunt vs. the status answer.
Callwen reads returns, emails, and meetings, then tells you where each client stands in under a minute. Every answer cited to the exact page.
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How Callwen works
Feed it everything
Tax returns, emails, meeting recordings, browser captures. Callwen auto-classifies 12+ document types and extracts the numbers that matter. §7216 consent is collected and e-signed before AI ever touches a client’s data.
Confirm the picture
Callwen proposes each client's financial profile and goals from their documents. You confirm or correct in seconds: the AI drafts, the CPA decides.
Know where everyone stands
Open a client and see it in one look: strategies recommended, in motion, stalled, or done, with the facts and goals driving that picture, and what needs you next.
Act with receipts
Generate kickoff memos and documentation packs, work the task list, drill into any question and get an answer cited to the exact page.
One minute, timed
Tomorrow, 7:58 am.
Coffee is too hot to drink. You open Callwen instead of your inbox.
One look at the pulse board. Two clients need you.
You open the stalled one. The answer says why, and where it came from.
R&D credit is waiting on payroll data from the client.
Cited: Form 6765 worksheet, p.2Reminder email drafted.
Coffee is drinkable now. You know where all of them stand.
<1 min to know where any client stands.
Integrations
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.
On the roadmapBuilt by CPAs who needed it to exist.
“We got tired of hunting through folders, portals, and inboxes to answer one question about one client. So we built the tool we wanted: every document readable, every answer cited, and one place that tells us where each client stands. We run our own clients through Callwen every day, on the same app, same servers, and same §7216 consent flow you'll use.”The Callwen founders Licensed CPAs
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 CPAs who got tired of digging through client files, for firms who would rather spend their time advising.
Free tier includes 5 clients and unlimited documents. No credit card required.
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