IRS and CRA - Automatic Verification

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.

Database Check Records on the Company Profile

Configuration

See Also

• OFAC, IRS, CRA Checks
• IRS and CRA lookup (for further configuration instructions)