An accounting firm swapped phone calls for personal videos.
John Whiteley CPA, a Moncton accounting practice, replaced more than 15 hours of weekly client calls with personalised avatar videos in English and French.
Inside their videos
Frames recreated in vidBoard to show the kind of video described in this story.
Your T2 return, explained.
What we file for your corporation, and what we need from you.
Before we file your HST return
- ✓Sales invoices for the period
- ✓Receipts for business expenses
- ✓Bank and credit card statements
Votre déclaration T2, expliquée.
Explaining the same things, call after call
- More than 15 hours a week went on phone calls explaining T2 returns, HST filings and bookkeeping.
- Long written explanations led to follow-up emails, delays and confusion.
- Only 35% of clients fully understood their tax obligations.
- French-speaking clients needed extra preparation for every message.
A video library that answers the questions
John created his avatar and five templates for the questions clients ask most: T2 returns, HST filings, QuickBooks setup and new client onboarding. Each client gets a personalised explanation, in English or French, and the videos sit on the firm's website and in its emails.
- STEP 01
Week 1: avatar and five templates
A professional avatar and templates for the most common questions.
- STEP 02
Week 2: rolled out to 50+ clients
Complex tax explanations went live first, in English and French.
- STEP 03
Month 1 on: 100+ videos
The library grew, and seasonal reminders were automated.
“vidBoard completely transformed how I communicate with my clients.”
“My clients love the clarity, and I've reclaimed 40+ hours monthly to focus on growing my practice.”
What changed
| Measure | Before vidBoard | With vidBoard |
|---|---|---|
| Weekly time on client calls | 15+ hours | 5 hours |
| Clients who fully understand | 35% | 87% |
| Client retention | 78% | 95% |
| Client satisfaction | 6.8 / 10 | 9.5 / 10 |
| Response time | 3 to 5 days | Same day |
| Languages | English only | English and French |
Figures reported by the customer.
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