Thank you for becoming an Idea Factory member!

We're excited to deliver your videos. 

Fill out your information below and choose your six videos in the order you’d like to receive them. Need a refresher on the videos? Keep scrolling down. The whole suite is available to watch on this page.

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Have any burning questions? We're here to answer them. 

Send us (and by "us" we mean Kalli) an email at kalli@IdeaDecanter.com


 

Idea Factory Video Suite

 

How to Start Using Client Access

How to Set Up e-Delivery

How to Start Using the Vault
 
How to Aggregate Accounts
How to Use the Goal Plan
How to Make a Mobile Check Deposit
 
How to Find Your Tax Documents
How to Use e-Signature
What's New in Client Access

Have a video idea that’s not included in the suite? Send it our way!