Accounting Dictation That Keeps
Client Files Off Third-Party Servers
Engagement memos, workpaper notes, management letter drafts, and planning memos contain confidential client financial data. When dictation audio travels to a cloud vendor, that vendor can access what you said. VoicePrivate keeps everything on your machine.
Cloud dictation creates a confidentiality gap
The AICPA Code of Professional Conduct Rule 1.700.001 places a direct confidentiality obligation on CPAs. Client information gathered during an engagement cannot be disclosed without client consent or a specific legal exception. That obligation does not have a carve-out for the tools you use.
Most cloud dictation tools work by capturing your audio, sending it to vendor servers, transcribing it there, and returning the text. During that process, the vendor receives whatever you said - including client names, tax positions, financial figures, and strategic advice. That is a third-party disclosure of client information, regardless of what the vendor's privacy policy claims.
CPA firm risk management teams and E&O carriers are increasingly asking about cloud tool usage. The question is not hypothetical. If a cloud vendor is breached or subpoenaed, client data that passed through their infrastructure is exposed. VoicePrivate removes that exposure entirely by keeping audio and transcription local.
Standard cloud tools
- CPA dictates engagement memo with client financials
- Audio uploaded to vendor cloud for processing
- Vendor AI transcribes on their servers
- Text returned to accountant
- Client financial data exists on vendor infrastructure
On-device accounting dictation
- CPA dictates engagement memo via hotkey
- On-device AI transcribes with accounting vocabulary
- Text typed directly into workpaper or document
- Audio deleted from memory - never stored
- Zero client data reaches any external server
Built for accounting professionals
Who uses it
- Tax CPAs and enrolled agents dictating planning memos
- Audit managers writing workpaper review comments
- Partners drafting engagement letters and management letters
- Accounting staff documenting client discussions
- Forensic accountants writing report narratives
- CPA firm risk management teams
The workflow
- Press hotkey, dictate directly into CCH, UltraTax, or Word
- Accounting terms recognized accurately on first pass
- Review comments added to workpapers without typing
- Custom dictionary for firm-specific terminology
- Works offline - no internet required for transcription
- Privacy audit log confirms no data ever left the device
Six ways accountants use VoicePrivate
Workpaper review comments
Dictate review notes directly into CaseWare, CCH Engagement, or any workpaper platform. Flag open items, document conclusions, and note scope exceptions without stopping to type. Client financial figures stay on your machine.
Tax planning memos
Dictate NOL carryforward analysis, Section 199A deduction planning notes, passive activity rule discussions, and 1031 exchange strategy memos. Tax vocabulary recognized without coaching the software.
Engagement and management letters
Draft engagement letters, management letters, and representation letters by dictation. Speed through the standard language and focus your attention on the client-specific sections that require judgment.
Financial statement analysis notes
Document ratio analysis, going concern assessments, and variance explanations by voice. Accounting terms like EBITDA adjustments, deferred tax assets, and goodwill impairment testing are recognized accurately.
Internal review documentation
Dictate internal quality control review notes, peer review preparation memos, and risk assessment updates. Sensitive firm and client information stays on the device of the person doing the review.
Tax research summaries
Summarize tax research findings, code section analysis, and revenue ruling interpretations by voice. Build out client files faster without the friction of typing dense technical language.
VoicePrivate vs. cloud dictation tools
| What matters for accountants | VoicePrivate | Otter.ai | Rev | Whisper API | Dragon |
|---|---|---|---|---|---|
| Audio stays on device | ✓ Always | ✗ Cloud | ✗ Cloud | ✗ Cloud | Hybrid |
| Works offline | ✓ | ✗ | ✗ | ✗ | ✓ |
| Accounting vocabulary built in | 10,000+ terms | General | General | General | Limited |
| Types into any app | ✓ Any text field | Separate window | Separate window | API only | ✓ |
| No third-party data access | ✓ Architecture | ✗ | ✗ | ✗ | Partial |
| Monthly price (per user) | $24.99/mo | $16.99/mo | $29.99/mo | Usage-based | $15/mo |
Competitor pricing based on publicly available information. Subject to change.
Mac and Windows, fully offline
VoicePrivate runs natively on macOS 13 (Ventura) and later, and on Windows 10/11 (64-bit). On Mac, Apple Silicon (M1 and later) delivers fast on-device transcription using Neural Engine acceleration. Intel Macs and all modern Windows machines are supported with CPU inference. No internet connection required after the one-time model download.
Finance Edition pricing
Simple per-seat pricing. No usage fees, no data processing charges.
- Full on-device processing
- Accounting vocabulary included
- Mac and Windows
- No cloud upload ever
- Unlimited dictation
- 10,000+ financial terms
- Custom dictionary
- Privacy audit log
- 99 languages
- Everything in monthly
- Priority support
- Early feature access
- 2-5 independent seats
- Each seat fully on-device
- No shared cloud infra
- Centralized billing