--- title: "Show accounting clients where their documents go" description: "Explain the submission channel, requests for missing information and the people clients can contact with questions." canonical: https://caprivideo.com/industries/professional-services/accounting-firm-onboarding-videos language: en updated: 2026-10-02 alternate_de: https://caprivideo.com/de/branchen/beratung-finanzen/erklaervideo-fuer-steuerkanzleien alternate_de_markdown: https://caprivideo.com/md/de/branchen/beratung-finanzen/erklaervideo-fuer-steuerkanzleien alternate_fr: https://caprivideo.com/fr/industries/professional-services/accounting-firm-onboarding-videos alternate_fr_markdown: https://caprivideo.com/md/fr/industries/professional-services/accounting-firm-onboarding-videos alternate_it: https://caprivideo.com/it/industries/professional-services/accounting-firm-onboarding-videos alternate_it_markdown: https://caprivideo.com/md/it/industries/professional-services/accounting-firm-onboarding-videos publisher: Capri Video --- # Show accounting clients where their documents go A new accounting client needs to know where to send documents and what happens if something is missing. Follow one familiar exchange with your team. Keep the video about working together, rather than tax or financial advice. ![Hands working through documents with a calculator](https://caprivideo.com/content/images/accounting.jpg) *Illustrative stock photo: [Mikhail Nilov / Pexels](https://www.pexels.com/photo/a-person-working-on-the-documents-using-a-calculator-8297220/). [Pexels License](https://www.pexels.com/license/).* ## Follow a document and a reply Use neutral sample documents and the approved submission channel. Then show how the firm requests missing information and where the client can contact the appropriate person. Screens should use demonstration data. Include deadlines or required items only when they belong to the specific service being explained. ## Prepare the example Use the agreed service description, anonymized portal screens and the onboarding steps you send new clients. Have the responsible specialist review the words and pictures together. Even a check mark can imply a decision that has not been made. ![Desk with a keyboard and notebook](https://caprivideo.com/content/images/desk.jpg) *Illustrative stock photo: [Mike Murray / Pexels](https://www.pexels.com/photo/laptop-and-notebook-on-the-desk-6446245/). [Pexels License](https://www.pexels.com/license/).* ## Check it with someone new to the service Include it in welcome materials and relevant follow-ups. Ask someone what they'd do after receiving a request for missing information. Then check whether documents arrive through the intended channel. Accounting and tax decisions stay within the professional engagement; this video helps the day-to-day exchange run more clearly. ## Related reading - [Show customers how your service works](https://caprivideo.com/guides/b2b-explainer-videos) - [What does “paid” mean in your finance software?](https://caprivideo.com/industries/software-saas/finance-software-explainer-videos) ## Related pages - [Industry group: Advice & business services](https://caprivideo.com/industries/professional-services) - [A little more background: Show customers how your service works](https://caprivideo.com/guides/b2b-explainer-videos) - [What follows an inquiry to a law firm?](https://caprivideo.com/industries/professional-services/law-firm-explainer-videos): Explain intake and possible next steps while making clear that a submitted form does not establish representation. - [Help employers understand the recruitment process](https://caprivideo.com/industries/professional-services/recruiting-agency-explainer-videos): Show how a role is discussed, when the employer gives feedback and how candidate introductions fit into the search. - [Show what clients actually receive from consulting](https://caprivideo.com/industries/professional-services/consulting-explainer-videos): A fictional process-map project can turn an abstract service description into a concrete example of the work and its output. - [Prepare people for the insurance conversation](https://caprivideo.com/industries/professional-services/insurance-agency-explainer-videos): Walk through the information-gathering process while leaving policy recommendations to the review of individual circumstances. - [Help applicants understand where things stand](https://caprivideo.com/industries/professional-services/financial-service-explainer-videos): Show submission, review and possible follow-up questions without making a financial application look automatically approved. - [A benefits request, from receipt to review](https://caprivideo.com/industries/professional-services/benefits-explainer-videos): Explain where members find updates, who answers questions and why acknowledgment is different from a decision. ## See your offer as a video We create a free watermarked video for your business from your website. Once it’s ready, you decide whether to keep it with a subscription. [Create my video](https://caprivideo.com/create) ## About Capri Video Capri Video (caprivideo.com) is an explainer video company that creates custom animated explainer videos for businesses in the United States and Germany. Script, illustration, animation, professional voiceover and music are included, and our team reviews every draft. All you need is your website link. - **Pricing:** Your first video is a free watermarked preview with three revision rounds, no credit card needed. To keep the original without the watermark, choose a monthly subscription: Starter at $99 a month with 2 credits or Growth at $299 a month with 8 credits, plus applicable sales tax, cancel monthly. A short video uses 1 credit, an explainer 2. - **Speed:** First reviewed, watermarked draft within 24 hours after you submit your website link. - **Revisions:** 3 revision rounds included with every video; for your first video they are part of the free preview. - [Start for free](https://caprivideo.com/create) · [All facts](https://caprivideo.com/about.md)