<?xml version="1.0" encoding="UTF-8"?><oembed><type>video</type><version>1.0</version><html>&lt;iframe src=&quot;https://www.loom.com/embed/d74ded677ff84c87b9553555fd803baf&quot; frameborder=&quot;0&quot; width=&quot;1802&quot; height=&quot;1351&quot; webkitallowfullscreen mozallowfullscreen allowfullscreen&gt;&lt;/iframe&gt;</html><height>1351</height><width>1802</width><provider_name>Loom</provider_name><provider_url>https://www.loom.com</provider_url><thumbnail_height>1351</thumbnail_height><thumbnail_width>1802</thumbnail_width><thumbnail_url>https://cdn.loom.com/sessions/thumbnails/d74ded677ff84c87b9553555fd803baf-1706027846021.gif</thumbnail_url><duration>545.3</duration><title>Boilerplate: Streamlining Document Requests for Auditors and Tax Preparers</title><description>In this video, I demonstrate how our new tool, Boilerplate, can streamline document requests lists from client.  I show you how to easily draft document request lists, send engagement letters, and track submissions, all in one place. With Boilerplate, we can save time and effort by automating reminders, organizing files, and providing a seamless client experience. Watch this video to learn how to simplify and enhance our document management process.</description></oembed>