video1.0<iframe src="https://www.loom.com/embed/5b34380d4813431ea16c0b062e64fd55" frameborder="0" width="1304" height="978" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>9781304Loomhttps://www.loom.com9781304https://cdn.loom.com/sessions/thumbnails/5b34380d4813431ea16c0b062e64fd55-88d79d5eb3e4e1e3.gif163.2853In this video, I share three ways Taxy helps accountants streamline the client document collection process and reduce follow-ups. First, our client dashboard provides a real-time overview of outstanding requirements, eliminating the need for manual updates. Second, we offer customisable catalogues that match specific client needs, allowing for tailored documentation requests. Lastly, our in-app communications keeps client responses organised and easily accessible. If you have questions or would like a personalised walkthrough, please get in touch with us today.