Client Success
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Recent activity by Client Success-
Update Billing Information
Update your EntityKeeper billing / credit card payment information directly in the platform! To do so, simply: Click your account name in the top right corner and click Accounts. Locate the desi...
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What information can be displayed in the org chart?
EntityKeeper allows you to choose how much or little information you want to display in your org charts. You can choose the following to display in each entity square: Children Company Names Pare...
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Upgrading Account
If you need to change your subscription plan you can upgrade your plan in the Account settings. Below is a quick outline of this process, allowing you to easily upgrade and get back to business a...
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Where is the displayed information pulling its data?
EntityKeeper uses the data you entered into the application to population the org chart. The parent and child ownership percentages, total cost basis, and total current cost all populate from the ...