Client Success
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Recent activity by Client Success-
Guide to the Corporate Transparency Act
Click here to view and download the PDF.
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Can EntityKeeper assist with entity dissolution or withdrawal processes?
Yes, EntityKeeper offers Dissolution/Cancellation and Withdrawal/Surrender services. After you have gone through the proper service selection and checkout process, you will be contacted to confirm ...
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Ordering Corporate Services for Multiple Entities
EntityKeeper Corporate Services is the one-stop solution that enables you to automate your filings and services, ensuring ongoing compliance across all your entities. Please follow the steps below ...
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Advanced Documents Overview [Video]
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Data-Driven Analysis (Certification Course)
Course overview This 8-week program offers a comprehensive introduction to Data-Driven Analysis in Commercial Real Estate. Data is often siloed in inflexible platforms including PMS systems, census...
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Connect - The New Social Platform for CRE
Join EntityKeeper on the new social platform designed specifically for Commercial Real Estate Professionals! Connect does just what its name suggests...connect CRE professionals with other CRE prof...
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Creating an Entity Record
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July 2020 Release Notes
Our Org Chart Builder just keeps getting better! In this month's release, we are giving you the opportunity to begin building a library of your most used and favored org charts. Save Your Org C...
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Add User
As organizations evolve, team members need proper access to entities and information that supports their roles. Whether internal or third-party users, you can have peace of mind by tailoring user r...
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Changing an entity's color
To change the color of the entities displayed in your org chart follow the below steps: In the org chart view, click "Settings" in the right-side panel Click the "Entity Color" dropdown Select ...