Client Success
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Activity overview
Latest activity by Client Success-
Client Success created an article,
September 2024 Release Notes - Enhancements to User Roles and Permissions
EntityKeeper is excited to announce NEW enhancements to user roles and permissions! As organizations evolve, team members need proper access to entities and information that supports their roles. W...
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Client Success created an article,
Data Security Overview
Sensitive Information: Tax ID's, social security numbers, and bank account numbers are considered sensitive information and can be hidden from certain users or charts and reports. Tip: Information ...
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Client Success created an article,
Key Terms in Entity Management and Compliance
The following key terms are listed in alphabetical order. If you are searching for something specific, use keyboard shortcuts to search/locate the term. Windows: Ctrl+F Mac: Command+F _________...
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Client Success created an article,
View Historical Ownership
EntityKeeper enables you to maintain historical records of ownership as entities, stock classes, shares, and capitalization tables evolve over time. With these audit trails, you can make informed o...
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Client Success created an article,
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Client Success created an article,
Deleting an Entity
To delete the entity from your EntityKeeper account, click the trashcan button as noted below. If you wish to update its status, please see the instructions below. If an entity is no longer in a...
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Client Success created an article,
CTA Filing
The Corporate Transparency Act (CTA) requires entities that are considered 'reporting companies' to file a report that includes entity-specific information and beneficial owner(s) / company applica...
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Client Success created an article,
CTA Required Information Audit
There are two categories of information that must be reported for the Corporate Transparency Act (CTA) - reporting company information and beneficial owner(s) / company applicant(s) information. By...
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Client Success created an article,
Add Stock/Unit Type
EntityKeeper enables you to build and manage capitalization tables across your entities, regardless of how many stock classes are available. To add a stock/unit type to an entity's capitalization t...
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Client Success created an article,