ACCOUNTING SECTOR
Meeting reports for Accounting Firms
Client review meetings, on-site audits, partner discussions: Recapro captures and structures every exchange without ever exposing it to the Cloud Act. Your clients’ data stays inside your firm.
0
client data on a US cloud
100%
on-premise or France-sovereign
The exchanges that carry the most value in a firm — the annual review, the audit meeting, the arbitration between partners — are today neither recorded, traced, nor exploited.
What
What exposes your firm
High-value exchanges are never captured
Annual reviews, financial statement presentations, on-site audits, file reviews between experts: everything relies on memory and scattered notes. The engagement knowledge lives nowhere.
Your meetings run through Microsoft Teams
As soon as a client call goes to video, the recording and transcript are shipped to Microsoft’s servers, a company under US law.
Data under professional secrecy is exposed
Tax filings, forecasts, payroll data, structuring, due diligence: all covered by professional secrecy, and none of it belongs on an extraterritorial cloud.
The Cloud Act, compliance blind spot
Storing data in Europe is not enough: US law overrides the technical measure. Microsoft admitted it under oath before the French Senate.
A firm that captures its review meetings and audits turns hours of lost memory into traceable, defensible files.
Recapro.ai
What Recapro delivers
The review meeting becomes a report
The accountant runs the meeting, Recapro produces a structured report — decisions, points of attention, advice given, actions — ready to file in the permanent file.
The audit meeting, traced
On-site or remote, every exchange with the audited management is captured and returned: findings, answers obtained, supporting documents requested. A trace for the working file.
100% on your side, out of the Cloud Act
France-sovereign cloud or on-premise server in the firm’s offices. AI transcription and summarization run on your infrastructure: no client data ever leaves.
The first brick out of Microsoft
Recapro replaces Teams recording with a capture you host. You regain control of both the data and the software, gradually freeing your firm from the ecosystem.
Works with your tools
Recapro integrates with the firm’s software ecosystem
What Recapro handles concretely
We don’t replace the accountant. We capture and structure the exchanges that, today, vanish once the meeting is over.
Annual review meeting
Presenting the accounts to the director: Recapro captures the exchanges and produces the summary of decisions, advice given and upcoming deadlines.
Audit engagement meeting
Interviews with management, internal control reviews, statutory audit: every exchange becomes a usable trace for the working file.
Internal partner and staff meetings
File reviews, handovers, technical arbitration: knowledge no longer rests on a single person and is captured in writing.
Advisory meeting with the director
Cash flow, growth, succession, disposal: strategic advisory work is documented with no writing effort.
Who it’s for
If your firm handles confidential client data every day
Accounting firms
From the independent practice to the multi-office firm: make your engagement trail reliable and save time on every report.
Firms serving mid-caps and large companies
As soon as you handle strategic data — M&A, consolidation, due diligence — extraterritorial transfer becomes a business risk, not just a GDPR one.
Statutory auditors
Defensible traceability of audit exchanges strengthens your working file and secures your liability.
Need deployment support?
For optimal Recapro integration in your organization, our partners NoBullshit Conseil support document process auditing, deployment and team training.
Discover the full journeyCLOUD ACT — CLIENT DATA AT RISK
The guarantee Microsoft cannot give you
Today, most of a firm’s client meetings are recorded and transcribed through Microsoft Teams. That data — accounts, forecasts, structuring, payroll — is hosted by a company under US law, and therefore subject to the Cloud Act.
« No, I cannot guarantee it. »
The Cloud Act overrides data residency
This 2018 US law lets US authorities demand access to data held by any company under US jurisdiction — even when stored in Europe.
EU data residency does not protect you
Keeping data in Europe is a contractual guarantee, not a legal one: the US legal obligation overrides the technical measure, as Microsoft’s own technical director confirmed.
The risk rises with your mid-cap clients
For a firm serving large companies and mid-caps, an extraterritorial transfer of strategic data is a leak risk toward a competitor or a foreign authority.
Take back control of your clients’ data
Capture the value of your review meetings and audit engagements, without ever exposing a single file to the Cloud Act.