Save hours every week with AI that automates meeting prep, notes, tasks, and client follow-up, all while uncovering hidden prospect needs in your data.
Trusted by 31,000+ insurance, tax, and financial advisor professionals
Why Jump?
AI built for the next era of client experience
Reimagining how tax professionals work with AI that transforms meetings into lasting relationships and measurable growth.
Spend less time on admin
Let Jump capture meeting notes, update the CRM, draft follow-ups, and prep tasks automatically. So you can spend more time selling and less time logging activity.
Get a 360 view of every client
Stay connected with a centralized view of every client – across conversations, portfolios, and action items.
Engage clients at scale
Use AI to automatically generate personalized recap emails, create shareable booking links and more.
Works with your tools
Connects to your existing calendar, CRM, email, and more. So you can deploy in minutes, not months.
Spot opportunities earlier
Identify product interest, competitor mentions, advisor sentiment, and emerging opportunities across every conversation.
Stay secure & compliant
Keep client data encrypted and audit-ready with the option to go recording-less and customize Jump to your needs.
Tax professionals are raving about Jump’s impact on their business
Jump has organized my pre-meeting prep and follow-up like no other tool I've experienced. Next level.
Troy Koepplin
Tax Specialist / Enrolled Agent, San Diego Tax & Financial Associates
“I have the liberty to just have a conversation and know the details are being picked up. I feel more freedom because my Jump Notes have me covered.”
Travis Landry, CPA
Partner and Founder, Shreeve Landry Certified Public Accountants
“We use Jump daily with our client meetings and love it.”
Mike Carlson
Owner, Carlson Tax and Accounting
“Jump has become my all-in-one hub for client conversations. Unlike generic recording tools, it doesn’t just capture calls; it understands tax discussions.”
Aaron Siegel
Enrolled Agent, Thrive Tax Solutions
Let Jump do what it’s good at, so you can do more of what you’re good at
1 hour
Meeting admin time saved
Per finserv professional, every day worked
250
Days worked per year
Minus weekends, holidays, time off
$2500
Overhead saved each year*
Based on $100/hr blended rate
*This is a hypothetical scenario and not meant to be a guarantee of results. Each finserv professional's mileage with automated features such as meeting prep, notetaking, smart tasks, and follow-ups may vary.
20+ AI features that transform the way you work, forever
Jump has the most configurable compliance settings, whether you’re a solo practitioner, regional CPA firm, or enterprise tax team. It easily aligns to your document retention, audit trail, and data privacy policies.
With SOC 2-compliant infrastructure and enterprise-grade security, Jump meets the highest standards for privacy, encryption, and auditability across every data flow.
Strong access controls are a priority for you, and they are for Jump, too. Easily control who can see, edit, or manage meetings, settings, and data — with built-in roles for teams and accounts.
