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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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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!