Key Benefits
IRS & TCPA Compliant
Meet federal record-keeping requirements with automatic, tamper-proof call recordings stored securely in the cloud.
Encrypted Cloud Storage
All recordings are encrypted at rest and in transit, with role-based access controls and audit trails.
Auto-Transcription & Search
AI-powered transcription lets you search call content by keyword, client name, or date range instantly.
Your Call History, Always at Your Fingertips
Every inbound and outbound call is automatically recorded and organized in a clean dashboard. Filter by client, date, or agent — and play back or download any recording in seconds.
- Automatic recording on every call
- Instant playback and download
- AI-generated transcripts
- Keyword search across all recordings
Johnson & Associates
(831) 555-0142
12:34
Today 2:15 PM
Maria Chen, CPA
(415) 555-0198
8:21
Today 11:30 AM
IRS Hotline
(800) 829-1040
23:05
Yesterday 4:45 PM
David Park
(831) 555-0267
0:00
Yesterday 9:12 AM
Who It's For
Compliance call recording built for professionals who need reliable, searchable records
CPAs & Accountants
Document client instructions and advisory conversations for compliance and dispute resolution.
Tax Preparers
Record tax filing discussions to protect against client disputes and IRS inquiries.
Legal Professionals
Maintain detailed call records for case documentation, discovery, and regulatory compliance.
Financial Advisors
Meet SEC and FINRA requirements for recording client communications about financial products.
Agent: Good afternoon, Johnson & Associates. How can I help you today?
Client: Hi, I'd like to discuss my quarterly estimated tax payments...
Agent: Of course. Let me pull up your account. Can you confirm the last four of your SSN?
... transcript continues (12:34 total duration)
AI-Powered Transcription & Archival
Every recording is automatically transcribed with speaker identification. Search across thousands of calls by keyword, export transcripts for audits, and set custom retention policies.
- Speaker-separated transcripts
- Full-text search across all calls
- Configurable retention policies (3–7+ years)
- One-click export for audits and legal discovery