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EntityKeeper

EntityKeeper

Overview

What is EntityKeeper?

EntityKeeper simplifies the management of entities, org charts, and filing and compliance requirements across the organization. The platform is used to access real-time information, customize data fields, manage critical deadlines with notifications (like filing/tax dates), and to create in-depth org…

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Recent Reviews

TrustRadius Insights

EntityKeeper has become an essential tool for managing corporate information and compliance deadlines for a wide range of clients with …
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Pricing

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Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visithttps://www.entitykeeper.com/pricing

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Starting price (does not include set up fee)

  • $100 per month
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Product Details

What is EntityKeeper?

EntityKeeper simplifies the management of entities, org charts, and filing and compliance requirements across the organization. The platform is used to access real-time information, customize data fields, manage critical deadlines with notifications (like filing/tax dates), and to create in-depth org charts. Additionally, EntityKeeper's Corporate Services eliminate the need to manually govern entity filings, such as forming an entity, annual reporting, and corporate documents for closing.

EntityKeeper Features

  • Supported: Categorization/Grouping
  • Supported: Customizable Reports
  • Supported: Real Time Notifications
  • Supported: Organizational Charting
  • Supported: Version Control
  • Supported: Publishing / Sharing
  • Supported: Customizable Reports
  • Supported: Data Visualization
  • Supported: Design Management
  • Supported: Customizable Fields
  • Supported: Interactive Elements
  • Supported: Workflow Management
  • Supported: Compliance Management
  • Supported: Entity Data Management

EntityKeeper Screenshots

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EntityKeeper Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo
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Comparisons

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Reviews

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

EntityKeeper has become an essential tool for managing corporate information and compliance deadlines for a wide range of clients with group structures of varying sizes. With the ability to handle over 100 companies in one software package, users appreciate how it simplifies the management of org charts and company data elements. By providing a centralized location for all entity-related data, EntityKeeper eliminates the need to search in different places or rely on others for data, ensuring that information and documents stay accurate and up to date.

One of the key business problems solved by EntityKeeper is the organization and streamlining of entity documents and manual processes. Users have found it to be a terrific central location for document management and tracking of entity structures. Additionally, the software's streamlined processes have resulted in better entity management across the entire company. Users also value the great customer support provided by EntityKeeper, ensuring that they have assistance when needed.

Another significant use case for EntityKeeper is its role as a compliance calendaring system. It helps manage entities across a broad group of clients, ensuring that compliance deadlines are met. However, some users are still deciding whether to continue using it. Nonetheless, having all entity information located in one place has been immensely beneficial for employees working in multiple offices. It allows them to securely access important documents from anywhere, contributing to increased productivity and a more promising outlook.

Furthermore, EntityKeeper has proven to be instrumental in helping new employees learn about legal entities and create work charts for their firms. Its user-friendly interface makes it easy for teams to quickly access and organize complex entity structures in one simple tool, regardless of whether they are working in or out of the office. This accessibility promotes collaboration and efficiency among team members.

In summary, EntityKeeper addresses several business problems faced by organizations dealing with multiple companies and compliance requirements. With its centralized data management capabilities, streamlined processes, and excellent customer support, it simplifies entity management while providing secure access to important documents, contributing to improved productivity and compliance.

User-friendly Interface: Many users have praised EntityKeeper for its extremely easy-to-use and intuitive interface. It has been described as simple to navigate, making it effortless for users to maintain their company's org chart, enter data, and manage their clients' corporate information.

Efficient Reporting Function: The reporting function in EntityKeeper has received positive feedback from numerous reviewers. Users have found it easy to use and appreciate the unified vision it provides, allowing them to generate reports quickly and efficiently.

Exceptional Customer Service: Several users have highlighted the exceptional customer service provided by EntityKeeper. They have praised the support team for promptly addressing inquiries, answering questions, and resolving any concerns that arise during implementation or regular usage of the software.

No Document Renaming and Organizing: Some users have expressed the desire for the ability to rename and organize uploaded documents within EntityKeeper. They find it inconvenient that this feature is currently not available, making it difficult to keep track of their files efficiently.

Limitations in Sending Documents: Several users have mentioned that they would like to be able to send documents directly from within the program. They feel that this functionality would greatly improve workflow efficiency and reduce the need to switch between multiple applications.

Hard-coded Dates for Compliance Tracking: A number of reviewers have suggested implementing hard-coded dates for compliance tracking instead of manually adding deadlines. This would provide more accuracy and help users stay on top of important compliance tasks without relying solely on manual input.

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