Meeting Notes for Bookkeepers in Australia | Quill

TPB-Compliant Meeting Records

Private, local transcription for Australian bookkeepers

The Problem with Current Documentation

Most BAS agents, lawyers, and professional services practitioners are either:

Manually documenting meetings

Spending 30+ minutes per meeting taking notes, writing them up, and filing them properly. That's 5-10 hours per week you can't bill.

Using cloud transcription tools

Uploading your clients' sensitive financial and personal information to third-party servers (Otter, Fireflies, Fathom).

Scrambling with TPB compliance

If you're a BAS agent, the July 2025 QMS deadline has passed. You need proper documentation of every client meeting, advice given, and ATO correspondence. Penalties start at $330 per violation.

What Quill Does

Quill records and transcribes your client meetings with high accuracy, then organises everything into searchable, structured notes. The key difference: everything happens on your computer. No cloud upload, no third-party servers, complete data sovereignty.

High-Accuracy Transcription

Quill captures your client conversations with the accuracy you need for professional documentation. Handles technical terms, accents, and multi-speaker discussions. Transcripts are reliable enough to use for compliance, billing, and client records.

Structured Meeting Notes

Automatically organises transcripts with speaker identification, timestamps, and sections. Pulls out action items and follow-up tasks. Everything is formatted for professional documentation, not just raw transcripts.

Smart Action Items

Quill identifies tasks, deadlines, and follow-ups from your conversations. Review and assign them without manual combing through transcripts.

Custom Templates

Pre-built templates for common meeting types: year-end reviews, tax planning, client onboarding, ATO correspondence discussions. Start documenting immediately or create your own templates.

On-Premise Processing

All transcription and AI processing happens locally on your machine. Your client data never leaves your computer. No external servers, no third-party processors, no data sovereignty questions to answer.

Searchable Archive

Find any client discussion in seconds. Search by client name, topic, date range, or keyword. Need to recall what you discussed six months ago? Type, click, done.

Export for Compliance

Generate reports in PDF, Word, or CSV format. If TPB audits or a client needs documentation, you can export organised, timestamped records of meetings, advice provided, and decisions made.

Desktop-Native Performance

No internet lag, no connectivity issues, no bot announcing itself in your meetings. Fast, reliable, and private.

Unmatched Features to Transform Your Meetings

Quill offers a suite of advanced features designed to take your meetings and post-meetings workflows to the next level.

Minutes

Followups

Templates

Weekly Recaps

Minutes feature showing meeting transcription

Fast, local, accurate transcribing. Capture every word spoken during meetings.

Download and Try Quill Free

Built for Professional Services

BAS Agents & Bookkeepers

Document client meetings, tax advice, and ATO correspondence properly. Your documentation naturally includes what the TPB expects: discussions, advice, reasoning, action items, and follow-ups. Client financial data stays confidential on your machine.

Legal Professionals

Maintain attorney-client privilege with on-premise storage. Get detailed consultation records without cloud concerns. Searchable documentation for case files, billing, and practice management.

Medical Practitioners

Document patient consultations while keeping patient data exactly where it belongs: on your secure practice computer. Clinical notes without the administrative burden or privacy trade-offs.

Financial Advisors & Consultants

Professional meeting documentation for client files, compliance, and your own records. Capture advice given, client concerns, and agreed actions without hours of post-meeting admin.

Why On-Premise Matters

Cloud Tools

Upload to their servers

Remote processing

External storage

Trust their security

Bot joins meetings

Quill On-Premise

RECOMMENDED

✓Stays on your computer

✓Local AI processing

✓Local storage

✓You control everything

✓No bot in meetings

Cloud transcription tools (Otter, Fireflies, Fathom) upload your recordings to their servers. That's how they work. Your client conversations get processed remotely, stored externally, and you trust their security measures.

Quill processes everything on your computer. The software runs locally, AI processing happens locally, storage is local. You control retention, deletion, and exports.

When you're handling sensitive client information, you should know exactly where it is. With cloud tools: "it's on their servers." With Quill: "it's on my computer."

No bot joining your meetings. No third-party data processors. Just professional documentation that respects client confidentiality.

Pricing

Quill offers straightforward pricing for professional practices. Free tier available to start with. Paid plans for teams and practices with advanced features.

What You'll Save

5 hours saved per week at $150/hour = $3,000/month in recaptured time
One TPB violation = $330 (and climbing with indexation)
Lost registration from inadequate documentation = practice-ending

Professional documentation pays for itself.

Frequently Asked Questions

Does this meet TPB QMS requirements?

Quill is designed to help professional services practitioners document client meetings properly. It captures discussions, advice provided, reasoning, action items, and follow-ups - the elements TPB expects in your QMS.

Where does my data go?

Nowhere. It stays on your computer. Quill processes audio locally and stores everything on your local drive. Nothing uploads to external servers unless you explicitly export a file.

How long does setup take?

About 15 minutes. Download, run the tutorial, and start documenting. Most practitioners are comfortable after their second or third meeting.

What happens to old recordings?

You control your data retention. Keep them, delete them, export them for client files. Your computer, your policies.

How is this different from cloud tools?

Data sovereignty. Cloud tools upload recordings to their servers. Quill processes everything locally. Same professional transcription, no third-party data concerns.

Can I export records for audits?

Yes. Export transcripts and notes in PDF, Word, or CSV.

Works for in-person and virtual meetings?

Yes. Use your computer's microphone for face-to-face meetings, or run Quill during Zoom, Teams, or Google Meet calls.

You're already having these meetings and giving this advice. You just need better tools to document it without burning billable hours.

Quill gives you professional documentation that works the way you do. Client data stays private. Notes are properly structured. Time is spent on client work, not paperwork.

Quill is documentation software. We don't provide legal, accounting, or compliance advice. Consult your professional association regarding specific TPB QMS requirements.