IRS and CRA - Automatic Verification

From SmartWiki
Revision as of 11:30, 22 November 2013 by Arthur Lathrop (talk | contribs)

Jump to: navigation, search

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