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 20,000+ 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.
Automate admin busywork
Reclaim hours – let Jump handle notes, summaries, and CRM updates automatically after every client meeting.
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, social media posts, and more with a human touch.
Connect to your existing stack
Streamline workflows across systems with integrations across calendars, conferencing, CRM, and more.
Get insights across your book
Grow revenue and retain more clients with trends, risks, and growth opportunities automatically surfaced.
Stay secure and 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.
Access control is a priority for you, and it is for Jump, too. Easily who can see, edit, or manage meetings, settings, and data — with built-in roles for teams and accounts.
