Loom

Loom is an asynchronous video messaging tool for recording and sharing screen recordings, walkthroughs, and explanations without scheduling a live meeting. Users record their screen (with or without webcam), and Loom generates a shareable link that recipients can watch on their own schedule.

Accounting firms use Loom to walk clients through financial reports, explain tax return details, demonstrate how to use client portals, and create training materials for staff. The async format is useful during busy season when scheduling live meetings is difficult, and for firms working across time zones. Recipients can leave timestamped comments and reply with their own recordings.

Loom is not accounting-specific — it is a general-purpose video tool used across industries. It is best suited as a supplementary communication tool for firms that want to replace some live meetings with recorded explanations, particularly for recurring client walkthroughs that would otherwise require repetitive calls.