The Challenge

Clients new to the tax preparation process may not fully understand their obligations and may underestimate the time required for completing their taxes.  As a result, the lack of awareness can cause delays in tax filing and even necessitate filing an extension.

The Solution

The video details the procedures for filing federal and state tax returns.  Each step is clearly explained and accompanied by visual components to enhance the viewer's understanding and retention of information.

The Outcome

Clients are expected to come prepared and promptly share information, leading to a smooth workflow for finalizing federal and state tax submissions without requiring an extension.

The project began with a rough outline I sketched in Canva. I used it to map out the full learner experience—from start to finish—making sure each step in the tax preparation workflow process was clearly laid out. My goal was to visualize how everything would flow together, so learners could move through the video with a clear understanding of the process.

After sketching out the initial outline in Canva, I moved into drafting a written storyboard to map out each design point in detail. From there, I created a script for every step of the tax preparation workflow process, making sure each step was clearly defined. This helped me stay organized and ensured the video would guide learners through each step seamlessly.

Once I wrapped up the storyboard, I began to create the audio.  I used Microsoft Clipchamp to create the narration.  I pulled together images using a mix of Canva elements of graphics, shapes and videos. I customized some of the video clips to make sure the look and feel matched the course content and gave learners an authentic experience.  Once I had all of my images created, I moved into building the video in Camtasia.