shield-flash-fill
NEW RELEASE
User Provisioning and SSO with Microsoft Azure AD
Read more
chat-2-fill
Start trial
LoginStart your trial
globe
chevron-left

Client information

Store all sensitive client information in your vault. Add companies, contact persons, EIN numbers, account numbers, banking information, …

Company NameThe name of the client company.
Contact PersonThe name and contact information of the person responsible for the account.
EIN NumberThe Employer Identification Number (EIN) assigned to the company.
Account NumberThe account number assigned to the client by the service provider.
Banking InformationThe bank account information used for payments and transactions.
NotesAny additional notes or comments about the client.
TagsKeywords or labels used to categorize the client for easy retrieval.