EINTACT Training Videos

Training Video 1: Welcome to EINTACT

New to EINtact? This short video shows you how to get started—from setting your password to securing your account with two-factor authentication—so you can begin managing your firm’s EIN applications with confidence.

Training Video 2: Managing Your Team’s Access

Learn how to easily manage your team’s access in EINtact. This quick video shows you how to add new members, set permissions, update access, and remove users—all in under 90 seconds.

Training Video 3: Understanding Roles & Permissions

Learn how each permission level works in EINtact. This quick video explains the differences between Owners, Creators, Writers, Readers, Deleters, and Sharers—so you can assign the right access to every team member.

Training Video 4: Applying for an EIN with EINTACT

Follow a step-by-step walkthrough to create and file your first EIN application. You’ll see how to save progress, send or capture signatures, and submit automatically once it’s signed.

Training Video 5: Resuming a Saved Application

Need to finish what you started? This short video shows how to reopen a saved draft, complete remaining fields, and resubmit. EINtact auto-saves your work, so you never lose progress.

Training Video 6: Dashboard Status Key

Quickly understand what each dashboard status means—Draft, Waiting for Signature, Filing in Process, and Done. Track every stage of your EIN application at a glance.

Training Video 7: Dashboard Actions Key

See what each dashboard action button does. From editing and signing to viewing and deleting drafts, this short tutorial helps you keep your filings organized and up to date.

Training Video 8: Accessing EIN Confirmation Letters

Learn how to find and download your EIN Confirmation Letter right from your dashboard. View your EIN number, access the completed SS-4, and download all documents with one click.