Live video calls with your tax professional
Some things are faster said than typed.
Some questions take thirty seconds out loud and a week in email. Start a video call with your professional in the browser, share your screen on the transaction in question, and get back to work with the answer.
14-day free trial · No credit card required
Included in: Every plan
What it does
Jump on a call with screen share inside the workspace — no meeting link to send.
Inside the workspace
The call starts inside the workspace you are both already in, and a meeting link is there if you need one.
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
How live calls works
- 1
Start or join
From the workspace, with the professional you work with.
- 2
Share your screen
Walk through the books together.
- 3
Carry on afterwards
Follow-ups become tasks or messages in the same place.
The details
Live calls, in detail
Video, in the browser
Calls run in the browser with your camera and microphone, which you can turn on and off. A call is one-to-one, between you and the professional you work with.
Share your screen
Share your screen so you are both looking at the same report or transaction, and stop sharing with one click when you are done.
Instant or scheduled
Start a call now, or schedule one for a date and time. A scheduled call room opens 15 minutes before the start time, and the link only works once the consultation is confirmed.
Every call in one history
Past and upcoming calls are listed together. Filter by professional, date or status to find the one you need. Your professional can save meeting notes and action items against the call.
Trust
Your books, on your terms
Read-only bank connection
You sign in on your bank’s own screen. DynaTax AI can see balances and transactions. It can’t move money.
You stay in control
Nothing posts without your approval, except merchants you’ve already confirmed above the auto-post threshold.
Your data isn’t training data
Your data isn’t used to train AI unless you turn on Allow AI Training. It’s off by default.
A professional when you want one
Invite your own CPA into your books, or find one in the marketplace. Dyna’s answers are general information, not professional advice.
Plans
Where live calls is included
Every plan. Every plan starts with a 14-day free trial, no credit card required. Pay yearly and get 12 months for the price of 10.
Bring your books with you: import transactions, your chart of accounts, opening balances, customers, vendors, invoices and bills from CSV, Excel or a QBO/OFX bank download. Switching from QuickBooks
- Starter$29 / month · 1 user
- GrowthRecommended$49 / month · 3 users
- Pro$99 / month · 10 users
Related features
Works well with
FAQ
Live calls questions
Run your business. Live your life.
Try live calls with your own books for 14 days. Less time on the books, more time for everything else.
No credit card required