{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/88fca877d4c94c949f56ab58d4de2bd5\" frameborder=\"0\" width=\"1818\" height=\"1363\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1363,"width":1818,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1363,"thumbnail_width":1818,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/88fca877d4c94c949f56ab58d4de2bd5-9628ba5bca37a087.gif","duration":734.768,"title":"Walking through an Open Individual Tax Return in Firm360","description":"In this video, I walk you through how to manage individual tax return projects live in Firm 360, specifically for clients Brooks and Winnie White. I demonstrate how to set up an annual recurring project using a template and how the system automatically handles client actions and document requests. I also highlight the importance of tracking project status and maintaining an audit trail. Please make sure to familiarize yourself with these processes as they will streamline our workflow."}