Client Success
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Recent activity by Client Success-
September 2021 Release Notes
We have made recent updates to our platform to give you an enhanced user experience when uploading, creating, and managing your documents. Advanced Documents The in-app portal enables users to ...
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June 2021 Release Notes
Introducing the new Registered Agents tab! EntityKeeper is adding a new Registered Agent tab to the platform. We've taken all of your entity administrative contact information and moved it to this ...
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August 2020 Release Notes
EntityKeeper wants to make sure you have everything you need at all times (and on all screens). You never know when you are going to need to refer to a piece of information - this is why our new...
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How do I export a comprehensive entity list from the system?
There are now two ways to export your data: You can export your data in excel when you are on the entity tab. Under the Charts & Reports tab, select all the entities you want to see, then select ...
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Accessing your org charts
There are two ways to access your org charts: From the Entity Page Within a selected Entity 1. From the entity page Scroll to the desired entity Click the "Org Chart icon" to the left of the ent...
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Adding Personnel
Adding personnel to your EntityKeeper account allows you to seamlessly link contacts to an entity, ensuring all key stakeholders are properly associated and easily accessible. This helps streamline...
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Welcome to EntityKeeper
Now that you are signed up for an account, let’s get you started. Logging in: When you signed up for a subscription you should have been prompted to create a password, this password you will use wh...
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Creating Ownership - In App
Designating stock ownership in EntityKeeper is a straightforward process that helps ensure accurate record-keeping and compliance. Before assigning ownership, you'll need to create a stock or u...
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Monitoring, Managing, and Maintaining Entity Health
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What information needs to be reported?
For the Corporate Transparency Act, each reporting company is required to report: Entity name (and any ‘doing business as’ or trade names) Business address Jurisdiction of formation (for domestic ...