Financial planners: online meeting software for financial planners and tax advisors

Financial planners meet clients to discuss goals and plans. KEZAYO provides private meetings, screen sharing for plans and records of attendance. KEZAYO is a meeting tool and does not provide financial advice.

KEZAYO Meet is made in India by BIDUA Industries and is priced in rupees, so you can try it free and pay only when you need more.

Planning conversations are about goals and trade-offs. Start with what the client wants, then use screen sharing to walk through scenarios and agree on next steps. Keep the room private and avoid recording unless the client agrees.

KEZAYO is a meeting tool — it does not provide financial advice. Follow the rules that apply to your profession, keep your own records and send the client a summary of what was discussed.

What makes financial planners hard online

Privacy

Passcode and waiting room.

Explaining plans

Screen share and whiteboard.

Scheduling

Calendar links.

Follow-up

Chat and summary.

How to run financial planners on KEZAYO, step by step

Share the meeting link.
Review goals.
Show the plan on screen.
Note actions.
Send a summary.

KEZAYO features that help

Host controls

Waiting room, meeting lock, passcode, mute controls and co-hosts keep the meeting orderly and private.

Screen sharing

Share your whole screen, a window or a tab, so slides, spreadsheets, code or a recorded lesson are visible to everyone.

Collaborative whiteboard

Draw, write and explain on a shared whiteboard — with palm rejection for Apple Pencil — and save the board as PNG or PDF.

Scheduling and calendar

Schedule meetings in advance, share the link and keep upcoming sessions in one calendar.

In-meeting chat

Share links, answers and files in chat without interrupting the speaker.

Meeting reports

After the meeting, get a report with attendance, polls, Q&A, transcript and a summary.

Tips from teams who do this every day

Keep documents ready.
Lock the meeting.
Follow up promptly.

Before you start: a quick checklist

Professional meetings are judged on punctuality, clarity and follow-up. A tidy setup and a short written summary do more for your reputation than any feature.

Send the link with an agenda and time zone
Use the waiting room and admit by name
Share only the window you need, not your whole desktop
Assign a note-taker and a time-keeper
Agree owners and dates for every action
Send a summary the same day

Mistakes to avoid

Starting without an agenda
Sharing the wrong window or private notifications
Letting the call run over without a decision
Skipping the follow-up message

Which KEZAYO plan fits?

Free for individual consultations.

Plan	Price	Participants	Meeting length
Free	₹0	up to 100	50 minutes
Starter	₹499 / month	up to 100	up to 4 hours
Pro	₹1,499 / month	up to 150	up to 12 hours
Business	₹2,499 / month	up to 300	up to 24 hours

Need a one-off big session? A Day Pass costs ₹2 per seat for 24 hours, paid from your wallet. See the full pricing.

Frequently asked questions

Does KEZAYO give financial advice?

No. It is a meeting platform; advice comes from you.

Can I share a financial plan on screen safely?

Share only the window you need, close other applications and use a passcode and waiting room so nobody uninvited can see the screen.

Does KEZAYO give any advice?

No. KEZAYO provides the meeting platform; any advice comes from you and must follow the regulations that apply to your work.

Is KEZAYO Meet free to start?

Yes. There is a free plan, and paid plans or a pay-per-seat Day Pass are available when you need longer meetings or larger audiences. All prices are in rupees.

Do participants need to install an app or create an account?

No. Guests join from a link in their browser. The Android, Windows, macOS and Linux apps are optional.

Which devices and browsers work?

Chrome, Edge, Safari and Firefox on laptops and phones, plus apps for Android, Windows, macOS and Linux.