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DynaTax AI

Live calls

Some things are faster said than typed.

Start 14-day free trial

Included in: Every plan

Jump on a call with screen share inside the workspace — no meeting link to send.

No meeting link to send

The call starts inside the workspace you are both already in.

Screen share

Look at the same transaction rather than describing it.

Faster than typing

Some questions take thirty seconds out loud and four emails in writing.

How it works

  1. 1

    Start or join

    From the workspace, with the professional you work with.

  2. 2

    Share your screen

    Walk through the books together.

  3. 3

    Carry on afterwards

    Follow-ups become tasks or messages in the same place.

Live calls questions

No — the call runs in the browser.
Yes. Book a consultation for a slot in the future.

Works with

Invite your CPA

Bring your own accountant into your books — the same workspace, not a shared export.

Messages

Talk to your accountant next to the transaction you are talking about.

Tasks

What your accountant needs from you, and what they are working on, without an email chase.

Try live calls free for 14 days

No credit card required. Bring your existing books with you — imports never count against your plan.