Client Success
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Recent activity by Client Success-
Choosing how many decimal places are displayed
Display of decimal places: Click the drop-down next to your profile in the top right corner Open 'Accounts' Under custom setting: select from drop-down how many decimals places to display Or...
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Customizing Your Org Charts (Part 2)
Part 2: Learn how to assign colors and shapes to your entities along with choosing what information is displayed within an Org Chart Displayed information: Settings > Displayed Information Chec...
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Display Information on Org Chart
EntityKeeper's Org Charts offer a flexible way to visualize your entity and personnel relationships. Configure each Org Chart to show as much or as little detail as needed, selecting from a variety...
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How much do EntityKeeper's Corporate Services cost?
For more information on what each service entails and the associated costs, please visit the Corporate Services section in EntityKeeper (hover over the Corporate Services tab and click All Services).
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When to Use Fixed vs Floating Interest Rates (On-Demand Course)
Course Overview A core component to any real estate deal is understanding the strategies and implications of the interest rate associated with the loan. It’s never just as simple as two options wit...
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Delete User
As your organization evolves, you can quickly remove users from your EntityKeeper account to ensure only relevant team members can access entity information. To do so, simply: Click your name in t...
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What is the process of appointing a registered agent through the EntityKeeper platform?
To purchase a registered agent service, simply hover over the Corporate Services tab and click All Services. Once redirected, locate the Registered Agent Services section and select the desired ser...
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[Video] Notification Center
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Edit User Permissions
As your organization evolves, you can quickly edit user permissions to ensure EntityKeeper scales with your needs. To do so, simply: Click your name in the top right corner and then click "Account...