With FATJOE's Explainer Video Service, I created a clear and instructional explainer video for Coeur D'Alene Accounting, guiding tax clients through the simple process of using their Client Portal.
The video outlines the three key emails clients will receive—portal invite, login instructions, and tax forms—and walks them through uploading documents, accessing tax returns, and e-signing with ease.
The animation effectively simplifies the secure and streamlined tax filing experience, ensuring clients stay organized and stress-free.