Tax Practice AI Demo¶
Platform Demonstration Videos
Multiple videos showcasing Tax Practice AI functionality.
Comprehensive Training (December 28, 2025) 🎓 Full Course¶
Local Training Video
The full training video (33 MB) is stored locally in /training/demo_training_20251228.webm due to size limits. Contact staff for access.
Complete feature-by-feature walkthrough covering every interactive element. Ideal for new user onboarding and first-time exposure to the system.
12 Chapters:
- Dashboard - Practice overview and KPIs
- Clients List - Search, sort, filter
- New Client - Complete intake form
- Client Detail - Profile management
- Edit Client - Modify information
- Tax Returns - Create and manage
- Review Queue - Prioritized workflow
- Analysis Dashboard - 3-panel workspace
- Document Management - View, classify, organize
- AI Analysis - Intelligent insights
- AI Chat - Interactive assistant
- Panel Controls - Workspace customization
| Property | Value |
|---|---|
| Duration | ~8 min 54 sec |
| Format | WebM |
| Size | 33 MB |
| Resolution | 1920 x 1080 |
Narrated Demo (December 28, 2025) ⭐ Recommended¶
Full walkthrough with text overlays describing each step and click indicators showing cursor interactions.
Features:
- Text overlays explaining each step before it happens
- Visual click indicators (blue ripple effect)
- Cursor ring highlighting mouse position
- Covers all 14 major features
| Property | Value |
|---|---|
| Duration | ~3 min 6 sec |
| Format | WebM |
| Size | 12 MB |
| Resolution | 1920 x 1080 |
Full Walkthrough (December 28, 2025)¶
Comprehensive 55-second walkthrough covering all 15 major features.
Features covered:
- Dashboard - Practice metrics
- Clients - Client list
- Create Client - Intake form
- Client Detail - Profile & returns
- Edit Client - Inline editing
- New Return - Tax year dropdown
- Review Queue - AI prioritization
- Analysis Dashboard - 3-panel workspace
- Document List - View documents
- Document Actions - Reclassify/move/delete
- AI Analysis - Run intelligent analysis
- AI Chat - Interactive Q&A
- Panel Controls - Resize/collapse
- Coming Soon - Future features
- Final - Dashboard return
| Property | Value |
|---|---|
| Duration | ~55 seconds |
| Format | WebM |
| Size | 3.8 MB |
| Resolution | 1920 x 1080 |
Quick Flow (December 28, 2025)¶
Fast 27-second demo showing core workflow.
| Property | Value |
|---|---|
| Duration | ~27 seconds |
| Format | WebM |
| Size | 2 MB |
| Resolution | 1920 x 1080 |
Extended Demo (December 25, 2025)¶
Original 2.5-minute comprehensive demonstration.
| Section | Feature | Duration |
|---|---|---|
| 1 | Login - Magic link & password authentication | 0:00-0:25 |
| 2 | Dashboard - Practice metrics & recent clients | 0:25-0:50 |
| 3 | Client List - Full client database | 0:50-1:05 |
| 4 | New Client - Intake form with auto-onboarding | 1:05-1:25 |
| 5 | Client Detail - Contact & account information | 1:25-1:45 |
| 6 | Review Queue - AI-prioritized workflow | 1:45-2:00 |
| 7 | AI Review - Documents, Analysis, Chat | 2:00-2:25 |
| 8 | Closing - Key benefits summary | 2:25-2:35 |
| Property | Value |
|---|---|
| Duration | 2 minutes 35 seconds |
| Format | WebM |
| Size | 13 MB |
| Resolution | 1920 x 1080 |
Key Highlights¶
AI-Powered Analysis¶
- Automatic anomaly detection
- Missing document identification
- Smart recommendations
Natural Language Assistant¶
- Ask questions about any return
- "What are the key deductions?"
- "Compare to prior year"
Streamlined Workflow¶
- One platform from intake to approval
- 60% time savings
- Scales to 1,000+ clients
Request a Live Demo
Contact us for a personalized walkthrough tailored to your practice.