IRS and CRA - Automatic Verification

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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 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

OpeningOrgsearchFromTransaction.png TransactionListOnOrgRecord.png TransactionOnOrgRecord.png

Configuration

IRSCheck.png IRSFieldMapping.png

See Also