Key Benefits
Video That Holds Up on Home Internet
Good enough that nobody has to say "you're breaking up" twice in the same meeting. Audio and video stay steady on an ordinary connection.
Screen Sharing for Document Review
Put the return on the screen and point at line 24 while the client watches. Faster than three emails describing line 24.
Nothing to Install on Their End
A link, a browser, and they're in. No account, no download, no "it says I need an update" four minutes into your hour.
Video Lives Inside the Phone System
There's no second vendor and no second bill. Start a meeting from the same dashboard where your calls live, send the client a join link, and share your screen once they're in. One fewer subscription for the partner who reviews the software line every year.
- One-click meeting links for clients
- Screen sharing for document review
- HD video and audio quality
- Meeting recording with transcription
Sarah Mitchell, CPA
Robert Johnson (Client)
Who It's For
Firms whose clients live an hour away and would rather not prove it
CPAs & Accountants
Walk a client through their statements without either of you driving anywhere.
Tax Preparers
Review the return on screen while they watch, which is where most of the questions get answered anyway.
Legal Professionals
Client consultations and remote proceedings, recorded when the matter calls for it.
Advisory Firms
Projections look like advice when you present them and like homework when you email them.
Screen Sharing Beats the Fourth Follow-Up Email
Put the return, the statement, or the projection on screen and talk through it while the client watches your cursor. Questions get answered in the moment they occur to someone, which is the only time they're easy to answer. The alternative is a thread that runs four days and still ends in a phone call.
- Share full screen or one window
- Document review while the client watches
- Fewer follow-up emails after a review call
- Encrypted screen sharing