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.
Contents
Database Check Records on the Company Profile
Configuration
See Also
- OFAC, IRS, CRA Checks
- IRS and CRA lookup (for further configuration instructions)