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