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Free up 90% of your calendar
A step by step tutorial on how to securely use Loom to record 5-7 minute tax return video reviews, send them securely to your tax clients and eliminate 90% of your tax return appointments. Plus your clients will love them and praise you for walking them through their tax return in a way that NO ONE has ever done before. Enter your information below to join the waitlist for this next-level course!
Hi, I'm Julie Merrill, CPA —
I use Loom to deliver tax return reviews and turn clients into raving fans!
Are you solidly booked with tax return review appointments? Free up 90% of your calendar today by implementing this next level strategy of recording 5-7 minute Loom videos and delivering them securely to your tax return clients instead of meeting to review returns. We cover the details, how-tos, what to include, how to deliver securely and examples of tax return reviews.
