video1.0<iframe src="https://www.loom.com/embed/a7c9f450399b4476a8b287617cc577c6" frameborder="0" width="1280" height="960" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>9601280Loomhttps://www.loom.com9601280https://cdn.loom.com/sessions/thumbnails/a7c9f450399b4476a8b287617cc577c6-6302b6d6cd05722f.gif247.234In this video, I walk you through the key features of your client portal, highlighting important updates and how to navigate the various sections effectively. You'll find quick links for uploading files, booking appointments, and accessing our contact information. I emphasize the importance of your to-do list, especially regarding the 2025 tax return, which is currently waiting for information from you. Please check the Client Uploaded Documents section for any prior year documents that may be needed again this year. Lastly, I encourage you to utilize the chat feature for any questions or updates you may need from our team.