Client Success
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Recent activity by Client Success-
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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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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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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Mastering Stock Classes, Ownership Changes, and Complex Org Charts
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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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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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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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June 2024 Release Notes - Org Chart Enhancements [Video]
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Filing Annual Report
Organizations must file an annual report with the Secretary of State for most (if not all) their active entities, which can be difficult sometimes given the deadlines and requirements that are spec...
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February 2024 Release Notes - Entity Information Tab
EntityKeeper is excited to announce new enhancements to the Entity Information tab! If you have any questions or need assistance, please contact support@entitykeeper.com. Entity Status A new en...