video1.0<iframe src="https://www.loom.com/embed/af452ff875904144821b46691e5809eb" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/af452ff875904144821b46691e5809eb-6070132785d7277e.gif198.123This Loom explains how to set up Chase Access and Security for simplifiedpartners so the speaker can view account data needed for bookkeeping. It advises creating a user ID and password after receiving only a generic invitation email, and to share access using the shared account clients at simplifiedpartners.com rather than the speaker’s personal email. The speaker requests view-only access so they can pull bank statements and check images, and notes that transactions must include check images since statements do not. After setup, the viewer should email the speaker’s client email address with the created user ID, and avoid granting access to bill pay or anything beyond view-only.