About
Meet Navi
Meet Navi Navi AI Trust & Due Diligence Guide
Courses
Think AI First Turning Tax Tech into Leadership Opportunity Modern Tax Workflow
What's Your AIQ? Tip Credit Blog Contact

Xcelerate Your AI Dexterity

with Jody Padar & Katie Tolin

When a Client Says "No" to Recording accounting technology consent laws 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...

Continue Reading...

Jody Padar

The Radical CPA

Katie Tolin

Growth Strategist

About Us

Read by Topic

All Categories accounting technology advisory advisory conversations advisory services ai and judgment ai in accounting client advisory services client relationships coaching consent laws conversation intelligence cross-selling firm growth leadership leadership development practice growth professional development talent development tech & ai transcription tools