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
ACCOUNTING PROFESSIONALS
Relationships are the future of accounting
Jump AI identifies cross-sell opportunities and saves time across tax, audit, advisory and CAS by capturing client meetings, automating meeting prep and generating follow-up tasks.
Trusted by 35,000+ accounting, wealth management and asset management professionals.
Why Jump?
AI built for the next era of client experience
Reimagining how accounting professionals work with AI that transforms meetings into lasting relationships and measurable growth.
Identify cross-sell opportunities
Uncover signals from client conversations that point to cross-sell opportunities across all services lines.
Spend less time on admin
Let Jump capture meeting notes, update the CRM and Practice Management platforms, draft follow-ups, and prep tasks automatically. So you can spend more time advising clients and less time logging activity.
Get a 360 view of every client
Stay connected with a compliant yet centralized view of every client conversation and action item – across teams and service lines.
Engage clients at scale
Use AI to automatically generate personalized recap emails,and more with a human touch.
Integrates with your existing tools
Connects to your existing calendar, CRM and Practice Management platforms, email, and more. So you can deploy in minutes, not months.
Stay secure & compliant
Keep client data encrypted and audit-ready with the option to go recording-less and customize Jump to your needs.
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
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
#1 in configurable compliance
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.
Audit-ready by design
With SOC 2-compliant infrastructure and enterprise-grade security, Jump meets the highest standards for privacy, encryption, and auditability across every data flow.
The right permissions for every role
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.
Jump can give your team back thousands of productive hours each year
1 hour
admin time saved per professional per week
250
Days worked per year
Minus weekends, holidays, time off
$2500
Overhead saved each year*
Based on $100/hr blended rate
20+ AI features that transform the way you work
Jump is leaps and bounds ahead of the competition
#1 in Market Share and Customer Satisfaction
In the Category
Best in Show
Wealth Management EDGE Tech Demo Competition, May 2024
Wealthtech Startup of the Year
Digital Wealth Management Impact Awards, October 2024
5 Category Winner
2024 & 2025 Annual Wealthies
Fintech Demo Drop Finalist
Future Proof, September 2024
#1 in Market Share and Customer Satisfaction
In the Category
Best in Show
Wealth Management EDGE Tech Demo Competition, May 2024
Wealthtech Startup of the Year
Digital Wealth Management Impact Awards, October 2024
5 Category Winner
2024 & 2025 Annual Wealthies
Fintech Demo Drop Finalist
Future Proof, September 2024
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
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