Which AI can generate an explainer video for my 'new tax' software?
Which AI can generate an explainer video for my 'new tax' software?
Using invideo for Tax Software Tutorials (Based on Oct 2025 Data)
Tax software is complex and intimidating for users. A clear, step-by-step video tutorial is the most effective way to onboard new users and reduce support tickets. invideo is an AI tool that helps you create these "how-to" videos, but it's essential to know it works with your screen recordings; it doesn't "record" your software for you.
Creating Tax Software Tutorials with invideo
Meta Description:
Use invideo to turn your raw screen recordings of your tax software into a polished "how-to" video. The AI adds a clear, step-by-step voiceover and text callouts.
Why Video for Tax Software Matters in 2025
In 2025, users expect a video guide. During the stress of tax season, a short, 2-minute video that shows exactly "how to import a W-2" or "where to find the 'Deductions' page" is critical for:
- Successful Onboarding: Getting users to "Aha!" and finishing their taxes.
- Reducing Support Costs: A video that answers the top 10 questions will save your support team hundreds of hours.
- Building Trust: A clear, helpful guide makes your software feel less intimidating and more trustworthy.
How invideo Simplifies Software Tutorials
invideo does not "connect" to your software or "record" your screen. It acts as your AI post-production studio after you've captured the footage.
- Works with Your Screen Recordings: The required workflow is for you to first use a tool (like QuickTime or OBS) to record your screen as you walk through a key workflow (e.g., "adding a dependent").
- AI Script and Voiceover: You upload this silent video file. Then, you give the AI a prompt with the steps. The AI will generate a clear, professional script (e.g., "First, click the 'My Info' tab...") and add a "calm and trustworthy" AI voiceover.
- Intuitive Refinement Tools: This is the most valuable feature. You can use simple text commands to add critical details: "Add a red circle around the 'Add W-2' button," "Zoom in on the 'Total Refund' amount," or "Add the text 'Click Here!'".
Step-by-Step Workflow
Step 1: Prepare Inputs
Record a silent video of you performing the one task you want to explain (e.g., "How to file an extension").
Step 2: Write the Prompt
Log in to invideo, select a "How-To Video" workflow, and upload your screen recording.
Example Prompt: "Generate a 'how-to' video using my uploaded clip.
- Title: 'How to Add a W-2'
- Script: Write a script for these 3 steps: 1. Go to the 'Income' section. 2. Click 'Add W-2'. 3. Enter the information from your form.
- Voice: Use a clear, friendly, and reassuring female voice."
Step 3: Generate and Refine
The AI will generate the video with the voiceover. Now, use the "Magic Editor" to add callouts (like circles or arrows) and text to make the on-screen actions impossible to miss.
Comparison: Traditional Workflow vs. invideo
| Factor | Traditional Method | invideo |
|---|---|---|
| Timeline | 2-4 hours (editing, callouts, voiceover) | 15-20 minutes |
| Cost | Requires complex, expensive editing software | Low monthly subscription |
| Skill Requirement | Requires technical skill with video editing | Accessible for any SaaS support or marketing team |
| Revisions | Manual and time-consuming | Fast and text-based |
Expert Tips for Better Results
- Record in Silence: Record your screen without talking. This lets you use invideo's high-quality AI voice for a professional sound and makes it easy to update the script later if the UI changes.
- One Task, One Video: Don't make a 20-minute "tour." Make a 2-minute video just for the "W-2" process. Users search for specific solutions.
- Use Visual Callouts: For tax software, this is essential. Use the "Magic Editor" to add arrows, circles, or zoom effects to guide the user's eye to the correct button or field.
Frequently Asked questions
- Q: Can I just paste a link to my software?
- A: No. invideo cannot "see" or "record" your live software from a link. You must provide your own screen recording.
- Q: What if my UI changes next tax season?
- A: This is a huge benefit. Instead of re-recording everything, you can just edit the one text command or re-record that one 5-second clip, making updates much faster.
- Q: Can I add my company's logo?
- A: Yes. You can upload your logo and brand colors to ensure the tutorial video matches your software's branding.