Client Success
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March 2020 Release Notes
Org Charts Made Easy Creating org charts to visualize ownership structure is necessary, but a very manual process. With EntityKeeper’s redesigned org chart builder, you can now automatically cr...
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Canceling Your Account
We understand that organizational needs evolve, and that may affect your current software solutions. Before finalizing your decision to cancel EntityKeeper, we would love the opportunity to explore...
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Does EntityKeeper provide registered agent services?
Yes, EntityKeeper's Corporate Services provides registered agent services, such as changing your registered agent, annual report management and service of process. For more information on how Cor...
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What fields are used to generate the information in the Charts and Reports?
When creating a report, you have the ability to choose from the following 10 fields to generate the information displayed: Company Info Registered Agents Officers Board Committees All Affiliated ...
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Customizing relationship lines between entities
To customize the relationship line between two entities, follow the steps below: Select the desired line to change The "Connection Configurator" will pop up Verify that the parent and the child...
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Transfer Shares for Ownership Changes, Closure, and More
Accurately recording legal entity ownership and transfers over time is essential for compliance, transparency, and informed decision-making. EntityKeeper makes it easy to update ownership records a...
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How can EntityKeeper help me prepare and comply with the Corporate Transparency Act?
EntityKeeper enables you to establish a secure, single source of truth for all your entities and the information needed for the Corporate Transparency Act. By creating internal efficiencies and pro...
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How does EntityKeeper handle compliance reporting and documentation for my entities?
EntityKeeper is equipped to handle all major compliance reporting and documentation processes. Select the annual reports (or any other service) from the Corporate Services tab and proceed to checko...
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[Video] Registered Agent Services
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Loan Modifications & Workouts (On-Demand Course)
Course Overview Even with the best of intentions and thorough analysis, deals don’t always go according to plan. It’s crucial you are prepared with a basic understanding of how to better negotiate ...