Connect Instructional Videos

Here are a few videos to get you started. It covers initial setup all the way to requesting signature from your clients. Remember, if you create your FREE account, you will receive a 20% Discount upon completion!

Enjoy!

Create FREE Account

Setup

Dashboard Settings View

 

Dashboard Settings Initial App View

 

Unique Link

Unique Link Dashboard View

Unique Link App View Part 1

 

Unique Link App View Part 2

Import

Drake Import Part 1

Drake Import Part 2

Crosslink Import

RushTax Import

TaxWise Import

Client Organizer

Signature

Signature Dashboard View

 

Signature App View