Client Success
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Recent activity by Client Success-
When is the filing deadline?
The Corporate Transparency Act went into effect on January 1, 2024. Any entity existing or registered before January 1, 2024, must file their initial report by January 1, 2025. Additionally, any en...
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Can I track the status and renewal of my entity's business licenses and permits through EntityKeeper?
You can check the status of your orders by hovering over the Corporate Services tab and clicking My Orders. Additionally, you can create reminders for upcoming renewals and reports by following the...
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Reviewing Your Oders
Hover over the “Corporate Services” tab on the main navigation bar and click “My Orders” from the dropdown menu. On the My Orders page, you can search for a specific order(s) using the search bars...
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Debt & Equity Optimization (Certification Course)
Course overview This 8-week program offers a comprehensive introduction to Debt & Equity Optimization in Commercial Real Estate. There is a growing gap between the knowledge delivered in classrooms...
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Understanding the Import Template
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May 2020 Release Notes
We are always working to make sure our customers have what they need to successfully manage their entities. We have made a few updates to make your life easier when it comes to viewing and orga...
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Adding Your Company Logo
Personalize your EntityKeeper account by adding your company logo! To do so, simply: Click your name in the upper right corner and click "Accounts". Locate the desired account and click the "Setti...
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Changing the orientation of the org chart
To change the orientation in which the org charts are displayed: In the org chart view, click "Settings" in the right-side panel Click the dropdown "Display Direction" Choose your desired directio...
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Creating Tags
Want to easily filter your entities? Creating a custom tag can help. To create a custom tag: Select the entity you would like to tag Locate the 'Tag list' field Type in your desired tag name (...
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Creating Ownership - Template [Video]