Client Success
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Recent activity by Client Success-
Adding Your Company Logo
Personalize your EntityKeeper account by adding your company logo! To do so, simply: Click your name in the upper right corner and click "Accounts". Locate the desired account and click the "Setti...
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Changing the orientation of the org chart
To change the orientation in which the org charts are displayed: In the org chart view, click "Settings" in the right-side panel Click the dropdown "Display Direction" Choose your desired directio...
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Creating Tags
Want to easily filter your entities? Creating a custom tag can help. To create a custom tag: Select the entity you would like to tag Locate the 'Tag list' field Type in your desired tag name (...
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Creating Ownership - Template [Video]
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Configure Document Access
Advanced Documents provides a centralized hub for storing and managing essential entity files. It is important to note that any user with access to a specific entity in your account will also have ...
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Unlocking Growth: Transforming Entity Management Challenges Into Opportunities
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What happens if I don't comply?
Failing to comply with the Corporate Transparency Act or willfully providing false information may result in civil and criminal penalties. Violating the CTA may result in a daily $500 fine until th...
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Webinar: Ensuring Compliance with the Corporate Transparency Act
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Influential Communication (Certification Course)
Course overview This 8-week program offers a comprehensive introduction to effective communication and meeting management. Professionals often lack confidence in challenging others’ assumptions or ...
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[Video] Corporate Services