Client Success
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Recent activity by Client Success-
How does EntityKeeper handle service of process and legal notifications received on behalf of my entities?
All registered agent services are provided by Continental Corporate Services (CCS). You will be notified immediately by email, mail, and/or phone any time your registered agent receives legal notif...
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Managing Investor Expectations (On-Demand Course)
Course Overview So much emphasis is put on creating the perfect deal, but without the most aligned investors, it can all go sideways. The Art of Managing Investor Expectations is a 4-week course th...
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[Video] Custom Fields
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Where can I export data in Microsoft Excel (.xlsx) format?
Entities > Download company info for all your entities Navigate to the main Entities page listing all your entities. Click the document icon next to "Entities" at the top of the page. Entities > ...
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Choosing how many decimal places are displayed
Display of decimal places: Click the drop-down next to your profile in the top right corner Open 'Accounts' Under custom setting: select from drop-down how many decimals places to display Or...
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Customizing Your Org Charts (Part 2)
Part 2: Learn how to assign colors and shapes to your entities along with choosing what information is displayed within an Org Chart Displayed information: Settings > Displayed Information Chec...
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Display Information on Org Chart
EntityKeeper's Org Charts offer a flexible way to visualize your entity and personnel relationships. Configure each Org Chart to show as much or as little detail as needed, selecting from a variety...
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How much do EntityKeeper's Corporate Services cost?
For more information on what each service entails and the associated costs, please visit the Corporate Services section in EntityKeeper (hover over the Corporate Services tab and click All Services).
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When to Use Fixed vs Floating Interest Rates (On-Demand Course)
Course Overview A core component to any real estate deal is understanding the strategies and implications of the interest rate associated with the loan. It’s never just as simple as two options wit...
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