Store all sensitive client information in your vault. Add companies, contact persons, EIN numbers, account numbers, banking information, …
|The name of the client company.
|The name and contact information of the person responsible for the account.
|The Employer Identification Number (EIN) assigned to the company.
|The account number assigned to the client by the service provider.
|The bank account information used for payments and transactions.
|Any additional notes or comments about the client.
|Keywords or labels used to categorize the client for easy retrieval.