Client Success
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Recent activity by Client Success-
February 24, 2026 Release Notes
SummaryThis release (26.3) focuses on improving ownership accuracy, reporting capabilities, and overall usability across key equity tools. We’ve introduced new export and reporting options in Busin...
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February 10, 2026 Release Notes
SummaryThis release (26.2) focuses on giving operations and people teams faster control over organizational data while tightening reliability in the Entity workspace and personnel records. The rele...
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January 27, 2026 Release Notes
SummaryThis release (26.1) introduces the new Licensing Tracker (Business Hub) to improve visibility into licensing activity, strengthens account security for SSO users created via JIT by addressin...
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EntityKeeper AI Overview [Video]
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Subscription Tiers & Pricing
EntityKeeper has three subscription tiers to choose from based on your organization's needs.Corporate: Manage up to 100 entities for $465 per month, or save 10% with our annual plan for $5,000 per ...
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November 2025 Release Notes - Org Chart Connector Lines
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September 2025 Release Notes - Org Chart Enhancements (Grids, Personas, Stock Names)
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Building a Smarter Notification System for Better Alignment, Compliance, and Control
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Adding Employer Identification Number (EIN)
An Employer Identification Number (EIN) is a unique nine-digit number issued by the IRS to identify a business for tax purposes. Under the Corporate Transparency Act (CTA), an EIN is required to ve...
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Client Workshop: Updating Required CTA Information in Your EntityKeeper Account