Redesigning the Client Meeting: Trent McLaren on Smarter Workflows and Stronger Relationships

Mark chats with Trent McLaren, co-founder of Vinyl and a recognised leader in accounting technology. They discuss how Vinyl grew from the frustrations of day-to-day firm meetings into a tool that helps accountants save time and strengthen client relationships.

Topics include:

• Where client meetings typically lose time, and what can be automated
• Guardrails for security, privacy, and accuracy
• How firms can pilot new tools without disrupting workflow
• Lessons from early users and what’s next on the roadmap

A practical conversation about the future of meetings, trust, and technology in accounting.