Client Success
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Recent activity by Client Success-
Accessing your org charts
There are two ways to access your org charts: From the Entity Page Within a selected Entity 1. From the entity page Scroll to the desired entity Click the "Org Chart icon" to the left of the ent...
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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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Welcome to EntityKeeper
Now that you are signed up for an account, let’s get you started. Logging in: When you signed up for a subscription you should have been prompted to create a password, this password you will use wh...
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Creating Ownership - In App
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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Monitoring, Managing, and Maintaining Entity Health
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What information needs to be reported?
For the Corporate Transparency Act, each reporting company is required to report: Entity name (and any ‘doing business as’ or trade names) Business address Jurisdiction of formation (for domestic ...
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Guide to the Corporate Transparency Act
Click here to view and download the PDF.
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Can EntityKeeper assist with entity dissolution or withdrawal processes?
Yes, EntityKeeper offers Dissolution/Cancellation and Withdrawal/Surrender services. After you have gone through the proper service selection and checkout process, you will be contacted to confirm ...
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Ordering Corporate Services for Multiple Entities
EntityKeeper Corporate Services is the one-stop solution that enables you to automate your filings and services, ensuring ongoing compliance across all your entities. Please follow the steps below ...
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External Documents Overview [Video]