video1.0<iframe src="https://www.loom.com/embed/417657fe62a84f20982bb470c647b6bf" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/417657fe62a84f20982bb470c647b6bf-749ec1a878bb6fff.gif26.653Hi everyone, I'm Safiya from the TaxGPT team, and in this video, I'm excited to guide you through the process of searching within the clients folder on our client intelligence platform. I'll show you how to click on the entity name to access the information you need. Please pay close attention to the steps I outline, as they will help streamline your workflow. Let’s dive in and make the most of our client data together!