Customized Client Videos to Grow Your Firm

Easy-to-use 1-3 minute client videos that are designed to help grow your firm.

In minutes you can:

Packages starting at $16/month.

The New Child Tax Credit
Help clients learn how the recent changes to the Child Tax Credit affect them.
The New World of Deductions: What Everyone Needs to Know
This video takes an in-depth look at the new rules surrounding itemized deductions.
2018 Business Tax Highlights
Help clients navigate the 2018 business tax landscape.
2018 Individual Tax Highlights
2018 Individual Tax Highlights will be available this fall.
The Tax Cuts & Jobs Act: What You Need to Do Now
Use this video to keep your clients on course to file their 2017 returns and explain the 2018 changes in more depth.
How Long Should I Save It?
How long do I keep this? This video describes the Federal recordkeeping guidelines.
Make the Most of Your Donations
Non-cash donations can really reduce a client's tax obligation, but only if they know the rules.
Proving Your Deductions
Helps clients understand what is needed to document and defend their deductions.
Ideas to Audit-Proof Your Tax Return
Sometimes the best defense in an audit is knowing how to prepare. Here are some great client ideas.
Five Great Tax Secrets
Clients overlook tax deductions. Here are five things every client should know.