{"id":14940,"date":"2019-02-05T08:00:24","date_gmt":"2019-02-05T14:00:24","guid":{"rendered":"https:\/\/taxprocenter.proconnect.intuit.com\/?p=14940"},"modified":"2019-01-22T09:40:57","modified_gmt":"2019-01-22T15:40:57","slug":"using-video-to-train-clients-on-tax-reform","status":"publish","type":"post","link":"https:\/\/accountants.intuit.com\/taxprocenter\/client-relationships\/using-video-to-train-clients-on-tax-reform\/","title":{"rendered":"Using Video to Train Clients on Tax Reform"},"content":{"rendered":"

Something as complicated as tax reform<\/a> can be difficult to explain in simple terms to clients who would rather focus on their businesses than be overwhelmed by one more phone call, newsletter or even email string. We feel their pain; after all, how many times do you want to repeat the same information?<\/p>\n

Video communication is one solution that has worked well for our team at AdminBooks<\/a> for three reasons:<\/p>\n

    \n
  1. It\u2019s effective and efficient.<\/b> Our tax team is virtual, so offering video\u00a0conference meetings are a great way to communicate with clients while remaining approachable, even when distance separates us.<\/li>\n
  2. It\u2019s easy to understand.<\/b> Videos are like having a conversation with a friend.\u00a0Instead of relying on a written article to explain something, having a video conversation to clarify complex issues can deepen a client\u2019s understanding of the situation. People are more\u00a0likely to remember videos they watch.<\/li>\n
  3. It\u2019s relational.<\/b> Hearing a person\u2019s voice \u2013 more specifically, the tone<\/i> of their words \u2013 and seeing them in a video makes the contact more personal. And, if the video is a\u00a0collaborative web meeting, it turns tax reform topics into reality when they relate to a\u00a0client\u2019s specific situation.<\/li>\n<\/ol>\n

    In the summer of 2018, my team proactively invited our clients to a webinar\u00a0to explain different aspects of tax reform. In a live, three-part series, we explained in layman\u2019s terms what clients could expect from the new tax laws. During a portion of the webinar, we took questions from attendees and provided valuable, real-time tax advice. For clients who couldn\u2019t attend the webinar, we posted recordings of the full series on our website.<\/p>\n

    \"video<\/p>\n

    Then, in the fall, we used webcam video to meet with individual\u00a0clients to review their specific situation and\u00a0project their tax liability in order to eliminate any surprises at tax time. We explained how tax reform will affect them, and provided thoughtful guidance and strategies to ensure they are getting the maximum tax benefit allowable.<\/p>\n

    When integrated with social media, video really soars. Social media offers the opportunity to educate our clients on tax reform in a relatable and highly accessible way. In three-minute video segments, we tackle specific topics within tax reform, breaking down the details in easy-to-understand language. Because the videos are stored on our various social media platforms, clients can re-watch any videos that are of particular interest to them. In addition we keep the ability to comment on the videos enabled so we can interact with our clients when they have follow-up questions.<\/p>\n

    Now that we\u2019re in tax season, our team will use a webcam to meet with clients. During these sessions, we\u2019ll review their tax\u00a0return line by line, carefully explaining where the numbers are coming from. We\u2019ll offer targeted advice about how tax reform is either helping or limiting their tax situation, as well as discuss strategies they can employ to maximize every allowable deduction or make a course correction if necessary.<\/p>\n

    Video communication can be a powerful tool to use if you want to get your message across to a broad audience in a personal, relatable and memorable way. If you\u2019re not yet using video for your firm, I hope these ideas\u00a0have inspired you to consider doing so!<\/p>\n

    Editor’s note:<\/strong> Check out this step-by-step guide\u00a0on how to make your own videos<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"

    Find out how to make a more meaningful impact with your clients by using video to educate them on tax reform. Renee Daggett, EA, explains. <\/p>\n","protected":false},"author":138830254,"featured_media":14941,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"video","meta":{"rkv_reviewed_by_select":[],"rkv_browse_by_id":0,"rkv_cta_id":0,"rkv_optimize_for_pagespeed":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"useModifiedDate":false,"customPublishDate":"","customModifiedDate":"","_jetpack_feature_clip_id":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"{title}\n\n{excerpt}\n\n{url}","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2},"_wpas_customize_per_network":false,"jetpack_post_was_ever_published":false},"categories":[561584],"tags":[646041692,582953261],"intuit_collection":[],"intuit_series":[],"coauthors":[605132281],"class_list":["post-14940","post","type-post","status-publish","format-video","has-post-thumbnail","hentry","category-client-relationships","tag-firm-of-the-future","tag-tax-reform","post_format-post-format-video"],"header_image":"","yoast_head":"\nUsing Video to Train Clients on Tax Reform<\/title>\n<meta name=\"description\" content=\"How one virtual tax team uses video to explain complex tax reform to clients efficiently - 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