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Xcelerate Your AI Dexterity

with Jody Padar & Katie Tolin

When a Client Says "No" to Recording accounting technology advisory services ai in accounting change management client communication client trust consent laws conversation intelligence meeting recording compliance professional services ai transcription tools Jun 30, 2026

You introduce a new AI tool inside your firm to transcribe meetings and capture action items. And then, in one of your first meetings using it, a client says: “I’m not comfortable being recorded.”

It’s usually said politely. Sometimes even apologeti...

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Jody Padar

The Radical CPA

Katie Tolin

Growth Strategist

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