How do accounting firms actually use it?

Most commonly for recurring explanations — walking a client through their management accounts, explaining what changed in a tax return, or demonstrating how to upload documents to the portal. These are conversations a firm repeats many times a year in near-identical form, and recording once is both faster and more consistent than delivering it live each time.

Is it appropriate for confidential client information?

With care. Recordings showing client financial data must be shared with access restricted rather than by public link, and business plans provide password protection and viewer controls. Firms should set a clear policy, since the default sharing behaviour of any video tool is more permissive than client data warrants.

Does it replace client meetings?

It replaces some of them — the informational parts. Explaining what a report shows works well recorded; a conversation about what the client should do about it does not. Firms typically send the explanation in advance and use the live meeting for discussion, which makes the meeting shorter and more useful.

What is the advantage over a Zoom recording?

Loom is built for asynchronous consumption — instant shareable links, viewer analytics, timestamped comments, and no scheduling. A Zoom recording is a by-product of a meeting that happened; a Loom is made deliberately for someone to watch later.

Loom

Communication & Collaboration

Website: www.loom.com

Loom at a glance

Best for: Replacing repetitive client walkthroughs with recordings
Pricing model: Per user per month, with free tier
Deployment: Cloud, with desktop apps and browser extension
Regions: Global
Key integrations: Slack, Microsoft Teams, Gmail, Notion

Last reviewed July 2026. Pricing and features change frequently — confirm current details with the vendor.

Loom is an asynchronous video messaging tool for recording screen walkthroughs and explanations without a live meeting, generating a shareable link recipients watch on their own schedule.

How accounting firms use it

The strongest use is repetition. A firm explains a set of management accounts, a tax return, or the client portal upload process many times each year in substantially the same words. Recording it once produces a consistent explanation, and the client can rewatch the part they did not follow rather than asking again.

The timing advantage matters during busy season. Scheduling a live call with every client to walk through a return is impossible in March; sending a five-minute recording is not, and clients frequently prefer it because they can watch it when convenient.

Key features

Screen recording captures the screen with optional webcam overlay, producing a shareable link immediately without export or upload steps.

Viewer analytics show whether and how much a recipient watched — useful for knowing whether a client actually reviewed the explanation before a follow-up call.

Timestamped comments let recipients ask questions against a specific moment, and reply recordings allow a threaded exchange. Business plans add password protection and viewer restrictions, which firms should use for anything showing client financial data.

Who it’s best for

Firms wanting to replace repetitive live walkthroughs with recorded explanations, those working across time zones, and practices building internal training material.

It is supplementary rather than a primary communication tool. Live client meetings remain necessary for discussion and decisions, and Zoom or Microsoft Teams cover those.

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Loom FAQ

How do accounting firms actually use it?: Most commonly for recurring explanations — walking a client through their management accounts, explaining what changed in a tax return, or demonstrating how to upload documents to the portal. These are conversations a firm repeats many times a year in near-identical form, and recording once is both faster and more consistent than delivering it live each time.
Is it appropriate for confidential client information?: With care. Recordings showing client financial data must be shared with access restricted rather than by public link, and business plans provide password protection and viewer controls. Firms should set a clear policy, since the default sharing behaviour of any video tool is more permissive than client data warrants.
Does it replace client meetings?: It replaces some of them — the informational parts. Explaining what a report shows works well recorded; a conversation about what the client should do about it does not. Firms typically send the explanation in advance and use the live meeting for discussion, which makes the meeting shorter and more useful.
What is the advantage over a Zoom recording?: Loom is built for asynchronous consumption — instant shareable links, viewer analytics, timestamped comments, and no scheduling. A Zoom recording is a by-product of a meeting that happened; a Loom is made deliberately for someone to watch later.

Loom Alternatives

Other communication & collaboration tools for accounting firms, ordered by how much of Loom's functionality they cover.

Client Portals Communication & Collaboration Practice Management

Loom

Loom at a glance

How accounting firms use it

Key features

Who it’s best for

Loom FAQ

Loom Alternatives

Liscio

Google Workspace

Microsoft 365

Microsoft Teams

Slack

Zoom