chit at work
chit for accounting
Who carries it: CPA / bookkeeper
Scope creep starts on calls nobody memorialized.
When to press it
- Client advisory calls
- scope discussions
- document chases
What the end of the day gives back
PBC list updates, promised deliverables queued.
What a team sees
Firm: client sentiment before busy season; advisory call time.
Teach it your job
“Tax CPA; track client commitments, open items, and scope changes.”
A context like this — typed once into the app — is how chit stops being a generic recorder and starts being yours.
Where the data lives
Client financial data in firm VPC; recorded scope agreements stop scope creep.
Recording laws differ by state, and several require every party's consent. chit only captures while the button is held — know your state's rule before recording another person.