Client Success
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Recent activity by Client Success-
Delete User
As your organization evolves, you can quickly remove users from your EntityKeeper account to ensure only relevant team members can access entity information. To do so, simply: Click your name in t...
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What is the process of appointing a registered agent through the EntityKeeper platform?
To purchase a registered agent service, simply hover over the Corporate Services tab and click All Services. Once redirected, locate the Registered Agent Services section and select the desired ser...
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[Video] Notification Center
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Edit User Permissions
As your organization evolves, you can quickly edit user permissions to ensure EntityKeeper scales with your needs. To do so, simply: Click your name in the top right corner and then click "Account...
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Expanding, Collapsing, and Hiding Entities
You have the ability to expand, collapse, or even hide entities/nodes on your Org Charts. Configuring your view enables you to get a clear understanding of entity and owner relationships. To Ex...
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Data Security Overview
SOC 2 Compliance EntityKeeper has completed SOC 2 attestation, demonstrating our commitment to enterprise-grade security, availability, and confidentiality and adherence to industry-leading standar...
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FAQ - Users and Permissions
Who can add users? Any user with "Master Control" permissions is able to add users to the account How many users can I have? EntityKeeper allows you to have UNLIMITED users without increasing th...
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How do we distinguish between authorized share capital and issued share capital?
The system is going to require a total ownership amount in one form or another, however this amount can be increased as you add/sell additional shares within the structure.
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How to Guide: Flexible Billing
1. Start from your EntityKeeper homepage 2. Click on your Account NameThis is located in the top right corner of your account 3. Click on Settings 4. Click on Add a User 5. Fill in the New User...
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Introducing Org Charts
Our Org Chart feature is here to help you easily build out complex org charts through automation. We help you to choose any entity and easily have all details associated shown in your org charts. C...