
Client Success
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Recent activity by Client Success-
Adding Personnel
Adding personnel to your EntityKeeper account allows you to seamlessly link contacts to an entity, ensuring all key stakeholders are properly associated and easily accessible. This helps streamline...
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Creating Custom Fields
Note: Custom Fields are available for Corporate, Enterprise, and Platinum subscriptions. At EntityKeeper, we know that every organization has unique needs when it comes to managing entities. With...
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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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Show Ownership Percentages on Org Chart
Understanding ownership percentages between an org chart's entities and personnel is a must, but manual calculations can get a bit messy as the layers of ownership increase. To display these percen...
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Advanced Documents Overview [Video]
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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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Upload Document or Image
Centralizing legal and compliance documents in EntityKeeper not only eliminates confusion and errors from sharing versions over email, but it protects sensitive documents from computer and hard-dri...
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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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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 Workshop: Updating Required CTA Information in Your EntityKeeper Account