video1.0<iframe src="https://www.loom.com/embed/42577daedca24324817f7a36c3b49ed5" frameborder="0" width="1152" height="864" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>8641152Loomhttps://www.loom.com8641152https://cdn.loom.com/sessions/thumbnails/42577daedca24324817f7a36c3b49ed5-72feae3a279212d6.gif1218.457This 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.