Difference between revisions of "IRS and CRA - Automatic Verification"

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SmartSimple supports automatic verification of  
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SmartSimple supports automatic verification of organizations with multiple databases such as IRS, CRA, OFAC, or UK Charities. System Administrators can set up automatic monthly checks of organizations in a certain [[Client Categories|category]] against these databases, and save the record of the check as a [[transaction]] on the company [[profile]].
  
 
[[Image:IRSCheck.png|link=|500px]]
 
[[Image:IRSCheck.png|link=|500px]]

Revision as of 10:29, 22 November 2013

SmartSimple supports automatic verification of organizations with multiple databases such as IRS, CRA, OFAC, or UK Charities. System Administrators can set up automatic monthly checks of organizations in a certain category against these databases, and save the record of the check as a transaction on the company profile.

IRSCheck.png IRSFieldMapping.png OpeningOrgsearchFromTransaction.png TransactionListOnOrgRecord.png TransactionOnOrgRecord.png