Client Success
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Recent activity by Client Success-
September 2025 Release Notes - Org Chart Enhancements (Grids, Personas, Stock Names)
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Building a Smarter Notification System for Better Alignment, Compliance, and Control
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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
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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...