BoardSnap is an iOS app that captures the whiteboard planning accounting professionals do — audit approach design, tax strategy sessions, client advisory discussions — and turns it into structured written output that drives your work papers and client deliverables.
Accounting engagements require meticulous documentation. Audit approaches, tax planning strategies, advisory engagement frameworks — all of it needs to be documented accurately and in a form that supports the final work product. But the planning happens at whiteboards: the audit risk assessment matrix, the tax planning scenario map, the business advisory strategy discussion. That whiteboard content has to make it into the documentation system accurately.
BoardSnap gives accounting professionals a systematic way to capture planning session output. Snap the audit approach board, the tax planning decision tree, the client advisory framework. BoardSnap AI reads the structured content and returns a written summary that becomes the planning memo, the engagement letter supplement, or the client meeting follow-up — before the coffee gets cold.
For accounting firms with multiple clients across audit, tax, and advisory, Projects provide the essential separation. Each client engagement gets its own project. Audit work doesn't mix with tax planning. Client A doesn't appear in Client B's project.
Map the audit approach on the board: risk areas, materiality thresholds, audit procedures, sampling approach, key team assignments. Snap it. The structured summary becomes the audit planning memo before the engagement team debrief.
Walk through the tax planning options on the board: entity structure alternatives, timing strategies, deduction optimization, transaction structuring. Draw the decision tree. Snap it. The summary becomes the tax planning memo skeleton your team refines.
Business advisory engagements generate whiteboard output: cash flow improvement opportunities, financial reporting improvements, internal control gaps. Snap the advisory workshop board. The structured summary becomes the client deliverable before anyone types up notes.
Map the review procedures on the board: analytical procedures, inquiry focus areas, key ratios, prior-period comparison. Snap it. The summary becomes the review planning documentation that goes into the work file.
Map the year-end close checklist on the board: key tasks, owners, deadlines, dependencies, review points. Snap it. The structured output gives your team and the client a shared year-end action plan — before the busy season crunch hits.
VisionKit runs on-device — no external data transfer during the scan step. AI summarization sends content to BoardSnap's API. For boards containing client financial data, tax information, or other confidential client materials, review your firm's data security and client confidentiality policies before using cloud summarization. Many planning sessions — approach design, procedure selection, engagement strategy — don't involve client-specific sensitive data at the whiteboard level. For those, BoardSnap operates without restriction.
Apply the same judgment you'd use for any cloud productivity tool. The VisionKit scan is on-device. AI summarization sends content to BoardSnap's API over TLS. For boards containing client financial data or tax-sensitive information, review your firm's data handling and client confidentiality policies. Planning and approach sessions that don't involve specific client numbers are generally fine.
BoardSnap summaries are useful as planning documentation starting points — they can be pasted into your work paper system as the basis for formal planning memos. They don't replace the review and approval process your QC standards require.
Projects. Each client engagement gets its own project with isolated board history and context. Nothing from Client A's audit appears in Client B's tax engagement.
Yes. Technical training sessions, CPE workshops, and internal knowledge-sharing sessions that use whiteboards can all be captured. The structured summary gives attendees a clean reference they can review without relying on their own notes.
Free tier: one project, 30 boards. Pro: $9.99/month or $69.99/year for unlimited projects, boards, and AI chat — right for professionals managing multiple client engagements simultaneously.
Snap a board. Get a clean summary and action plan tied to your team.