Client Success
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Articles
Recent activity by Client Success-
Creating Custom Fields
At EntityKeeper, we know that every organization has unique needs when it comes to managing entities. With custom fields, you can capture and centralize additional data points that matter most to y...
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Creating Ownership - In App [Video]
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Webinar: Effectively Managing Corporate Changes and CTA Reporting Requirements
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Upload Document or Image
Centralizing legal and compliance documents in EntityKeeper not only eliminates confusion and errors from sharing versions over email, but it protects sensitive documents from computer and hard-dri...
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When is the filing deadline?
The Corporate Transparency Act went into effect on January 1, 2024. Any entity existing or registered before January 1, 2024, must file their initial report by January 1, 2025. Additionally, any en...
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Can I track the status and renewal of my entity's business licenses and permits through EntityKeeper?
You can check the status of your orders by hovering over the Corporate Services tab and clicking My Orders. Additionally, you can create reminders for upcoming renewals and reports by following the...
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Reviewing Your Oders
Hover over the “Corporate Services” tab on the main navigation bar and click “My Orders” from the dropdown menu. On the My Orders page, you can search for a specific order(s) using the search bars...
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Debt & Equity Optimization (Certification Course)
Course overview This 8-week program offers a comprehensive introduction to Debt & Equity Optimization in Commercial Real Estate. There is a growing gap between the knowledge delivered in classrooms...
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Understanding the Import Template
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May 2020 Release Notes
We are always working to make sure our customers have what they need to successfully manage their entities. We have made a few updates to make your life easier when it comes to viewing and orga...