Venture Vault
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Getting Started

How to: Add Users to Your Entity

You may authorize additional users (e.g., CPA, partner, assistant) to access your entity.   Attorney and/or CPA Step-by-Step Log in Click “Entities” Click entity card of choice Click “Change Requests” Click “New Change Request” Add “Attorney Information” and/or “CPA Information” Click “Submit Change Request” Admin at Venture Vault will approve shortly   Representative Step-by-Step Log in Click “Entities” Click entity
Getting Started

How to: Upload and Store Documents in Your Entity

Venture Vault allows secure storage and organization of your business documents. Step-by-Step Log in to your Click “Entities” Click “Documents” Click “Upload” Add document title and description Save   What Can Be Stored Operating agreements EIN letters Tax filings Contracts Government notices   Security Documents are encrypted and accessible only to authorized users.   Related Articles Add Users to Your
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