Creating An Account in Certify:
Entity owned firms and their contributors cannot have one email address to access all relevant firms. Both the administrator filling out the application and the various contributors will need to register in Certify with a separate email address for each firm.
Training Materials:
If you were unable to join the entity-owned training held 1/18/18 or would like to review the information presented again, the webinar recording and transcript of the recording are provided, as well as the documentation presented in the training.
Transcript: 20180118_Entity-Owned_Firm_Training-transcript-EDITED.pdf
Additional instructions for the questions that have been problematic for entity-owned firms are in the document attached below. In mid-March, Certify will add a similar document for Annual Reviews. If you have additional questions, please contact help@certify.sba.gov and include your DUNS number and a note that you are an entity-owned firm with your inquiry.