Accountancy
Video for accountants
Records requests, deadlines and year-end summaries, sent once to the whole client list.
Accountancy practices make four most often: a deadline reminder, a records request explainer, a year-end accounts summary and a bookkeeping software walk-through. Each runs sixty to ninety seconds and is reused every cycle.
Why video earns its place here
January is the whole argument. A records request video sent in October, explaining exactly what is needed and in what format, moves work out of the deadline month better than another reminder email.
The software walk-through removes the recurring support call. Showing how to attach a receipt or reconcile a feed once, in the practice's own words, is worth more than a link to a generic help page.
The four videos this sector makes most
| Video | Length | Purpose |
|---|---|---|
| Deadline reminder | 45 seconds | Name the filing date, the penalty and what you still need |
| Records request explainer | 90 seconds | Exactly what to send, in what format, and by when |
| Year-end summary | 90 seconds | Walk a client through their accounts before the approval call |
| Software walk-through | 60 seconds | Answer the bookkeeping question the practice fields every week |
A worked script outline
- 1Put the date first"Self assessment returns are due by 31 January, and we need your records by 30 November to guarantee filing."
- 2List what you need, concretely"Bank statements for the full year, any invoices raised outside the software, and the mileage log."
- 3Say what happens if it is lateLate-filing penalties, stated factually and without threat.
- 4Make the reply trivially easy"Upload everything to the portal — reply to this email if you have lost the link."
Compliance and tone notes
- Keep general tax information separate from advice on a client's own position, and say which the video is giving.
- Client data and figures never belong in a video sent to more than one recipient; year-end summaries must be produced per client and shared privately.
- Anti-money-laundering identity requirements can be explained on camera, but never ask for identity documents by reply email in the script.
- Date every tax-year reference explicitly — "the 2026/27 year" rather than "this year" — because these videos get reused.
What it costs
Start free with no card. Paid plans are Starter £49, Growth £149 and Scale £499 a month, measured in finished video minutes. Agencies reselling videos to their own clients pay a 5% platform fee on those sales. See plans and prices.
Questions people ask
Is there a free tier?
Yes. Practices often make the records request video on the free allowance in autumn and judge it on how many clients respond before January.
Can I use my own likeness?
Yes. For year-end summaries, the client expects the partner they engaged, and their own likeness makes the approval conversation shorter.
Do you support other languages?
Yes, 42 languages, which helps practices serving owner-managed businesses where the director's first language is not English.
Related reading
Next step
See every industry or start free and make one now. Last updated 14 September 2026.
Start free, no card required
Write a script, choose one of 143 real presenters and make a finished video before you pay anything. Paid plans are Starter £49, Growth £149 and Scale £499 a month.
Also useful: plans and prices and finished examples. Last updated 14 September 2026.