Client Success
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Recent activity by Client Success-
Budgeting & Pro Forma 101 (On-Demand Course)
Course Overview Budgets and pro formas are two very important financial statements that will impact how you manage your property and make strategic decisions for the future. Set Your Deal Up for Su...
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Admin Guide
As a user with administrative (Master Control) permissions, you have comprehensive access to EntityKeeper’s features and functionality. Additionally, you can configure user roles/permissions, so th...
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March 2023 Release Notes
New module window for creating a Notification The method of creating Notifications to EntityKeeper has been updated to include two workflows - by Entity and by Personnel. Creating a Notificati...
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August 2022 Release Notes
We are excited to announce the new Single Sign-On (SSO) feature. Now, you can securely authenticate your login with one set of credentials.Benefits of SSO: Monitor which apps employees are using...
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July 2022 Release Notes
Entity Information Visibility EntityKeeper has added the ability to edit the information displayed in each node within your Org Chart. To change the display, each node now has a pencil icon in th...
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June 2022 Release Notes
We have made a few small changes within your EntityKeeper account that can help your organization in a big way. Here’s the updates you can find: New Node Shapes We have added one more way to ma...
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September 2021 Release Notes
We have made recent updates to our platform to give you an enhanced user experience when uploading, creating, and managing your documents. Advanced Documents The in-app portal enables users to ...
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June 2021 Release Notes
Introducing the new Registered Agents tab! EntityKeeper is adding a new Registered Agent tab to the platform. We've taken all of your entity administrative contact information and moved it to this ...
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August 2020 Release Notes
EntityKeeper wants to make sure you have everything you need at all times (and on all screens). You never know when you are going to need to refer to a piece of information - this is why our new...
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How do I export a comprehensive entity list from the system?
There are now two ways to export your data: You can export your data in excel when you are on the entity tab. Under the Charts & Reports tab, select all the entities you want to see, then select ...