video1.0<iframe src="https://www.loom.com/embed/ee789eeda8b8462e980d4075a8a99335" frameborder="0" width="1812" height="1359" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>13591812Loomhttps://www.loom.com13591812https://cdn.loom.com/sessions/thumbnails/ee789eeda8b8462e980d4075a8a99335-9a82af9ed7f7f7ac.gif382.879In this video, I'm excited to showcase Vrona's templates feature, which streamlines the preparation and review process for both individual and business tax returns. I'll walk you through three examples, highlighting how firms are using these templates to create engaging client-facing deliverables that summarize tax information effectively. Specifically, I'll demonstrate a 1065 client-facing review, where I uploaded federal and state bundles and received a comprehensive summary, including filing instructions and key metrics. I encourage you to explore this feature by uploading your tax prep files and running templates to see the benefits firsthand. Let's dive in!