Client Success
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Activity overview
Latest activity by Client Success-
Client Success created an article,
Display Information on Org Chart
EntityKeeper's Org Charts offer a flexible way to visualize your entity and personnel relationships. Configure each Org Chart to show as much or as little detail as needed, selecting from a variety...
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Client Success created an article,
Configure Document Access
Advanced Documents provides a centralized hub for storing and managing essential entity files. It is important to note that any user with access to a specific entity in your account will also have ...
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Client Success created an article,
Designate Stock Ownership
Designating stock ownership in EntityKeeper is a straightforward process that helps ensure accurate record-keeping and compliance. Before assigning ownership, you'll need to create a stock or u...
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Client Success created an article,
Adding Employer Identification Number (EIN)
An Employer Identification Number (EIN) is a unique nine-digit number issued by the IRS to identify a business for tax purposes. Under the Corporate Transparency Act (CTA), an EIN is required to ve...
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Client Success created an article,
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Client Success created an article,
November 2024 Release Notes - Account Data, Org Charts, and Recurring Orders
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 e...
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Client Success created an article,
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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 _________...