{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/42577daedca24324817f7a36c3b49ed5\" frameborder=\"0\" width=\"1152\" height=\"864\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":864,"width":1152,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":864,"thumbnail_width":1152,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/42577daedca24324817f7a36c3b49ed5-72feae3a279212d6.gif","duration":1218.457,"title":"How TaxFlow Pro Automates Your Tax Office","description":"This Loom introduces TaxFlow Pro, a fully automated, done-for-you tax office system built on High Level CRM. It explains how the platform handles the full client journey during tax season, from a branded website with lead capture and online booking with reminders to automated intake forms, document uploads and renaming, and a client portal for sharing documents and enrolling in courses. The workflow includes 13 pipeline stages, 15 AI agents, and a 24-7 AI employee to answer calls and redundant questions, so marketing does not stop after April 15. It also shows what tax professionals and clients see, including dashboards, document tracking, missing-document notifications via text and email, and kiosk-based check-ins with automated follow-up and rebooking support."}