Accountants have each client's details ready in busy season

Littlebird remembers your calls, email and screen, so each client's documents, questions and deadlines stay in view

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What did Casey Reed say about the rental property, and which documents are still missing for their return?

Worked for 3 steps

On the September 12 call, Casey said the rental was sold in June and that the closing statement would follow by email. Two documents are still missing: that closing statement and the brokerage 1099 you requested on October 2.

What you and each client agreed on is easy to look up

Busy season brings dozens of clients at once, and their details arrive across calls, email and spreadsheets: the document that's still missing, the question about an entity, the plan you agreed on last week. Keeping it all straight is a real part of the job.

Littlebird remembers the calls you take on your computer, the email you connect and the work on your screen, so you can ask what a client said or still needs to send. It drafts the request or the recap for you to send, and it gives no tax or accounting advice.

What Littlebird does for you

It works from your meetings, email and the work on your screen, and you stay in charge of what goes out

Recall what each client told you

Ask what a client said about their entity structure or a rental property, and Littlebird answers from the call or email where it came up.

Draft document requests with the specifics

Ask for the missing-documents email or a recap of what you agreed, and Littlebird drafts it in Gmail or Outlook with the client's real details. You review it and send it.

Keep track of what you promised

Every Monday a routine lists what you told clients you'd do, like the amended return or the payroll question, from last week's calls and email. It runs even while your laptop is closed.

Start each client meeting briefed

With meeting prep on, Littlebird writes a short brief before meetings on your calendar: what you discussed last time, what's still outstanding and what the client has emailed since.

Littlebird works with the tools you already use

Connect your email, calendar and files on every plan, including the free one

Littlebird also remembers what you see in any app on your Mac or Windows computer.

Integrations

Private by default

Littlebird never sells your data or trains models on it, and neither do its AI providers

You choose what it sees

Pause capture anytime, keep apps and websites out, and delete your data whenever you like.

Private until you share

Your chats, meeting notes and memory stay private to you unless you choose to share them.

Encrypted in the cloud

Data is encrypted at rest with AES-256 and in transit with TLS 1.3, and hosted on AWS in the United States.

Audited security

Littlebird is SOC 2 Type II audited, and HIPAA is available with a signed BAA.

Visit the Trust Center Read how we handle your data

Frequently asked questions

Can Littlebird draft emails to my clients?

Yes. Ask for the missing-documents email or a recap of what you agreed on a call, and Littlebird drafts it in Gmail or Outlook with the client's real details. You review it and send it yourself.

Does Littlebird work with my accounting software and spreadsheets?

Littlebird remembers what you see in any app on your Mac or Windows computer, including your accounting software and spreadsheets, so you can ask about a figure you had open last week. You can also connect Gmail, Google Calendar, Google Drive, Outlook and Dropbox on every plan, including the free one.

Does a bot join my client calls?

No. Littlebird takes notes from your computer's audio, so no bot joins the call and it works with the meeting app you already use. It takes notes on calls you take on your computer. Let clients know you're taking notes, as your firm's policy and local law require.

Is client information kept confidential?

Littlebird never sells your data or trains models on it, and neither do its AI providers. It's SOC 2 Type II audited, your chats and notes stay private to you unless you share them, and you can pause capture, keep apps out or delete your data at any time.

What does Littlebird cost for an accounting firm?

You can start for free. Paid plans add more capacity and features, and Team plans give each person their own private Littlebird with shared projects. Compare them on our pricing page.