{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/a6eb997c5b77493dbbf380293b7d5f86\" frameborder=\"0\" width=\"1920\" height=\"1440\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/a6eb997c5b77493dbbf380293b7d5f86-1695612271380.gif","duration":835.2,"title":"Delivering Financials to Clients from the Keeper Platform","description":"In this video, I will show you how to deliver financials to clients using the Keeper platform. I will guide you through the process step by step, starting from selecting the client and timeframe to finalizing and delivering the financials. I will also explain how to handle client communications, download and organize documents, and ask the client questions. By the end of the video, you will have a clear understanding of how to efficiently deliver financials to clients using Keeper."}