chit at work
An AI note taker for accountants and CPAs
Who carries it: CPA / bookkeeper
Advisory calls create commitments in both directions: documents the client owes you, deliverables you promised, scope that quietly grew. An AI note taker for accountants captures the call as it happens and hands back open items, PBC updates, and promised deliverables that evening — before busy season buries them.
Scope creep starts on calls nobody memorialized.
When a cpa presses it
- Client advisory calls
- scope discussions
- document chases
“Tax CPA; track client commitments, open items, and scope changes.”
A context like this — typed once into the app — is how chit stops being a generic recorder and starts being yours.
PBC list updates, promised deliverables queued.
Client commitments and scope changes captured per engagement, searchable before busy season.
Client financial data in firm VPC; recorded scope agreements stop scope creep.
Scope creep is a spoken phenomenon
Nobody signs an engagement letter for the extra work. They ask for it on a call in February — could you also look at the trust return, could you help with the K-1s — and by April you have done nine hours nobody agreed to bill. Say it when the call ends: what they asked for, whether it is in scope, what you said. The evening digest has the PBC updates and the promised deliverables queued. It also solves the other perennial: the client commitment to send documents by a date, which lives in a call and dies in an inbox. Before busy season, ask-anything search will tell you exactly what each client has already asked you for, which is a better basis for a scope conversation than a feeling that they always do this.
See the app work
Good questions
How does it stop scope creep?
When "can you also handle the sales-tax filing" happens on a call, it's on the transcript with a timestamp. A recorded scope agreement turns the change-order conversation into a factual one.
Does it integrate with QuickBooks?
No. chit connects to calendar and mail today; there is no QuickBooks connection. What it gives you is the record — a transcript and the decisions from every client conversation, searchable in plain language.
Can it track the documents clients owe me?
Yes. The daily digest lists promises in both directions — deliverables you committed to and PBC items the client owes — and mail and calendar connections put the chases where you already work.
Is client financial information kept confidential?
Firm deployments keep recordings and transcripts resident in the firm's own VPC. See hichit.com/enterprise, and ask us about compliance deployments.
What does it cost?
chit one is $129, chit one Pro is $179, and the $9/month membership carries unlimited transcripts, the daily digest, search, and cloud backup. Free shipping in the contiguous US, free 30-day returns; current lead time is about three weeks.
Recording laws differ by state, and several require every party's consent. chit only captures while the button is held — know your state's rule before recording another person.
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