Client Success
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Recent activity by Client Success-
Creating an Org Chart
Pro Tip: When creating an org chart, start with the bottom tier and assign ownership upwards. To get started: Select one of your entities on the lowest tier. Navigate to the owner's tab. Creat...
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Reports & Charts
Preparing for an internal meeting or need to get documents ready for a vendor? Our reports & charts will be your go-to! Creating a report is easy, follow these steps: Click on the Charts & Repor...
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How to Contact Us
Contact us via email Support@entitykeeper.com Call: 833-229-3806 Schedule a talk to a rep: Book a meeting
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Deleting an Entity
To delete the entity from your EntityKeeper account, click the trashcan button as noted below. If you wish to update its status, please see the instructions below. If an entity is no longer in a...
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Transfer of Shares [Video]
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Who is required to file a report?
Only “reporting companies” are required to file a report (this includes existing and future companies) for the Corporate Transparency Act. A reporting company is any legal entity that is: Created ...
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[Video] Formation & Dissolution Services
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Intro to Calculating & Creating Waterfalls (On-Demand Course)
Course overview This 4-week on demand program offers a comprehensive introduction to calculating and creating waterfalls. Waterfalls are powerful tools for raising capital but are also one of the m...
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Using EntityKeeper to Simplify Reporting for the Corporate Transparency Act
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Import Template: Jurisdiction