{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/e1e2fb90d8d24e65b5e71c57b89d7df1\" frameborder=\"0\" width=\"1726\" height=\"1294\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1294,"width":1726,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1294,"thumbnail_width":1726,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/e1e2fb90d8d24e65b5e71c57b89d7df1-462a7d99e63513b1.gif","duration":445.12,"title":"Organizer walkthrough","description":"In this video, I’m excited to show you how to efficiently request tax information from clients using our new Organizers tool. This tool replaces the old method of sending PDFs and following up manually, making the process much smoother. I’ll walk you through creating organizers, applying templates, and how clients can fill them out easily. Please make sure to start using this tool to enhance your workflow during tax season!"}