Full Account Download

Leverage on-demand data extraction for all data points captured at the entity-level. The following screenshot details all the available information, as well as the option to export sensitive data and all account personnel.

To access "Export Account Data", click your name in the top right corner, click Accounts, and then click the Settings button to the right of the account name. Once redirected, you will find an "Export Account Data" section with a left column to select entities and a right column to select data (screenshot below).

Note: This feature is only available for users with Master Control.

Org Chart Enhancements

To enhance the user experience and streamline Org Chart functionality, you can now expand and collapse an Org Chart one level at a time with the click of a button. By clicking "Expand Level", all nodes with a plus icon will expand one level and vice versa when clicking "Collapse Level". To access this feature, navigate to the Settings tab on the right control panel when viewing an Org Chart.

Additionally, a new triangle node shape is available to provide more configurability when building Org Charts.

Edit Recurring Orders

Previously, recurring orders, such as filing an annual report, displayed in the platform 45 days before filing. Now, users can manage all recurring Corporate Services orders immediately after paying for the first order, providing better visibility into your compliance operations.

To access your recurring orders, simply hover over the Corporate Services tab and click Recurring Orders.