5 free AI tools for accountants
Published and verified on October 15, 2026 · by Bogdan Isac
Five tools with a free plan we verified on the official pricing page. Careful: don't upload clients' personal data to free plans without reading the privacy policy and anonymising it.
ChatGPT (free plan verified)
Draft a client memo on new tax deadlines, to proofread and sign.
Claude (free plan verified)
Summarises a dozens-of-pages tax agency circular into key points.
Notion AI (free plan verified)
Archive of the firm's procedures with AI search and summaries.
Otter.ai (free plan verified)
Transcribes client meetings (works best in English).
Zapier (free plan verified)
Automatically saves email attachments into a folder per client.
See all AI tools for accountants.