Difference between revisions of "IRS and CRA - Automatic Verification"
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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]]. | 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]]. | ||
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[[Image:IRSCheck.png|link=|500px]] | [[Image:IRSCheck.png|link=|500px]] | ||
Revision as of 12:45, 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.
