video1.0<iframe src="https://www.loom.com/embed/c68f3458f3164995b2bda740c8be9986" frameborder="0" width="1728" height="1296" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>12961728Loomhttps://www.loom.com12961728https://cdn.loom.com/sessions/thumbnails/c68f3458f3164995b2bda740c8be9986-900c00f2bd8fe32d.gif404.1This video walks you through Keeper's new tax workflow suite, from setup to completing tasks. Watch to learn how to: - Add a new tax client to Keeper - Apply a workflow template - Get started on a tax return workflow - Draft & publish a client organizer - Enable the tax suite for your practice