video1.0<iframe src="https://www.loom.com/embed/88fca877d4c94c949f56ab58d4de2bd5" frameborder="0" width="1818" height="1363" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>13631818Loomhttps://www.loom.com13631818https://cdn.loom.com/sessions/thumbnails/88fca877d4c94c949f56ab58d4de2bd5-9628ba5bca37a087.gif734.768In this video, I walk you through how to manage individual tax return projects live in Firm 360, specifically for clients Brooks and Winnie White. I demonstrate how to set up an annual recurring project using a template and how the system automatically handles client actions and document requests. I also highlight the importance of tracking project status and maintaining an audit trail. Please make sure to familiarize yourself with these processes as they will streamline our workflow.