video1.0<iframe src="https://www.loom.com/embed/cb851a068e43426cb58ef33199089011" frameborder="0" width="2560" height="1920" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>19202560Loomhttps://www.loom.com19202560https://cdn.loom.com/sessions/thumbnails/cb851a068e43426cb58ef33199089011-e14ec0b068bc35e5.gif304.773This Loom explains how to use ClientLoop to collaborate and share files with your firm. After accepting the firm invite and setting a password, you will see two homepage tabs: Unread Chat for new messages and Action Required for chats needing your input, which remain until the firm marks them resolved. Chats may include tags such as Tax Return or Accounts Payable to help with prioritization. You can reply in a chat, upload files from your computer or device (including taking a picture with your phone, covered later), and send a message that shows as Waiting on Firm. It also covers the Folder and Files tab for shared documents and the Chat tab for conversation history and search.