How can I turn a tax return review into a more client-friendly presentation instead of walking through the raw 1040 or Schedule C/E?

One member described replacing the traditional Loom walkthrough of a tax return with a Loom recorded over a Gamma-generated presentation. Instead of reviewing the actual tax forms, they extract the key highlights of the return (income, effective tax rate, savings opportunities, year-over-year changes, business profitability) and generate a polished, visual summary in Gamma. They also built a custom "tax savings score" and "business profitability score" to make the numbers more meaningful. The presentation includes a tax waterfall (total income, adjustments, AGI, deductions, taxable income), a breakdown of tax owed by each spouse (useful for newly married couples confused about their liability), a three-year trend, and a tax efficiency score broken into components like retirement and income structure, ending with recommended next steps such as booking a tax planning engagement. Clients have responded well because, as the member put it, "what client cares to see the schedule C or schedule E."