About EntityKeeper

EntityKeeper provides a comprehensive entity management solution to businesses of all sizes. The web-based platform simplifies the way you manage entities and their associated details, such as banking information, registered agents, filing deadlines and more. EntityKeeper's organizational chart builder enables you to build out complex org charts using the information you're already tracking. As you make updates to your entities, the changes are automatically reflected within your org charts. Centralizing this information promotes visibility and accuracy accross your organization, saving time and preventing manual errors.

EntityKeeper's integrated Corporate Services eliminates the need to manually govern all your entity filings. From forming an entity to needing corporate documents for closing, Corporate Services automates your filings while giving you full transparency into the entire process.

Pricing starting from:

US$100,00/month

  • Free Version
  • Free Trial
  • Subscription

Top 5 alternatives to EntityKeeper

Devices

Business size

S M L

Markets

Canada, United States

Supported Languages

English

Pricing starting from:

US$100,00/month

  • Free Version
  • Free Trial
  • Subscription

Top 5 alternatives to EntityKeeper

Images

EntityKeeper Software - EntityKeeper entity management
EntityKeeper Software - EntityKeeper relationship management
EntityKeeper Software - EntityKeeper capitalization tables
View 4 more
EntityKeeper video
EntityKeeper Software - EntityKeeper entity management
EntityKeeper Software - EntityKeeper relationship management
EntityKeeper Software - EntityKeeper capitalization tables

Features

Total features of EntityKeeper: 48

  • Access Controls/Permissions
  • Alerts / Escalation
  • Alerts/Notifications
  • Annual Filings
  • Archiving & Retention
  • Built-In Database
  • Categorisation/Grouping
  • Charting
  • Client Portal
  • Collaboration Tools
  • Company Formation
  • Compliance Management
  • Corporate Structure Management
  • Critical Date Alerts
  • Customizable Fields
  • Customization
  • Data Import/Export
  • Data Storage Management
  • Data Visualization
  • Deadline Management
  • Document Classification
  • Document Generation
  • Document Management
  • Document Storage
  • Drag & Drop
  • Due Date Tracking
  • Entity Data Management
  • File Management
  • Financial Records Tracking
  • Interactive Elements
  • Multi-Company
  • Multi-Jurisdictional
  • Officer Management
  • Organizational Charting
  • Ownership Tracking
  • Publishing / Sharing
  • Real Time Reporting
  • Registered Agent Services Integration
  • Reminders
  • Reporting/Analytics
  • Role-Based Permissions
  • Secure Data Storage
  • Self Service Portal
  • Shareholder Management
  • Task Management
  • Templates
  • User Management
  • Version Control

Alternatives

Athennian

4,8
#1 Alternative to EntityKeeper
Athennian’s modern, cloud-based entity data management software is used by hundreds of legal, tax, and finance...

Legal Suite

4,3
#2 Alternative to EntityKeeper
GaLexy is a cloud-based enterprise legal management software which enables legal departments of all sizes to manage...

Kuberno

0
#3 Alternative to EntityKeeper
Kuberno is an entity management solution platform designed by governance professionals to enable company secretariat...

Symfact

4,3
#4 Alternative to EntityKeeper
Symfact provides contract and compliance management solutions for actively managing contractual terms and risks, from...

Reviews

Overall rating

4,7 /5
(23)
Value for Money
4,9/5
Features
4,6/5
Ease of Use
4,7/5
Customer Support
4,8/5

Already have EntityKeeper?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Write a Review!
Showing 5 reviews of 23
Verified Reviewer
Overall rating
  • Industry: Real Estate
  • Company size: 11-50 Employees
  • Used Weekly for 1+ year
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Great entity organizational software

Reviewed on 2022/02/23

Pros

Very simple to use and intuitive for the right price

Cons

that I can't download many files at once.

Response from EntityKeeper

We appreciate the kind words and the time taken to share your thoughts on EntityKeeper! It is a delight to hear about EntityKeeper's ease of use and intuitive nature, making our customers' jobs easier.

It's refreshing to hear your feedback pertaining to the file download, our robust document storage is hard at work managing sensitive content and data within the platform. We recommend leveraging unlimited users, where you can add access to colleagues who need to view such documents. This can aid in removing any exposure from external variables.

Our customer success team takes product feedback and issue resolution very seriously. Not only is our team there to support from a technical standpoint but also serves as the "voice" of our customers. This level of insight helps form components of our product roadmap and what enhancements we can shift focus to.
We thank you for being a valued customer and your continued support!

- The EntityKeeper Team

Martha Z.
Overall rating
  • Industry: Warehousing
  • Company size: 11-50 Employees
  • Used Weekly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Organization at it's best

Reviewed on 2020/01/09

EntityKeeper has been very helpful in organizing our entity documents and helping to remove...

EntityKeeper has been very helpful in organizing our entity documents and helping to remove processes that I had to complete manually. It’s a terrific central location for document management and tracking of our entity structures. Their customer support is great and very responsive to any questions or help I have needed. Overall, EntityKeeper has really helped streamline processes across our company while giving me a better solution for managing our entities.

Pros

: I really like how EntityKeeper offered all of the features we needed at an affordable price. The software is easy to use, and we were able to implement it into our company quickly. When we need to share or access entity information, we can easily do that from EntityKeeper instead of our “old system” that caused me more work and ate up a lot of my time. Organization is key for me, so even though I had a system in place for everything, I was able to migrate that over to EntityKeeper and access my documents quicker. Having one location for all of our entity documents, making sure all of our employees are accessing the correct information and setting custom notifications of filing dates has been awesome.

Cons

The one thing I would like to see improved on the software is the organizational chart builder. Overall, I’m able to build an organizational chart much easier than I was before, but the layout isn’t standard for what we use. When I try to print or save the organizational chart as a PDF, depending upon the size of my chart, it can be difficult to see all of the information. I’d also like to add more information to my organizational chart. It would be great to see additional details that our company needs, like ownership percentages and entity information. It would be helpful to be able to use a different layout and be able to add more information to my charts or at least select what I want to see. When I asked their customer service if this was something that could be fixed in the future, they already had a solution in place! I’ve been very impressed with how open they are to my feedback and how quickly they respond with a solution or take my feedback seriously. While I know the changes I need can’t happen overnight, I really appreciate a company that “hears” me and is open to listening to their customers about what’s not working for them.

Response from EntityKeeper

Thank you so much Martha for this insight and feedback detailing your experience within EntityKeeper! It is a pleasure knowing about the platforms' ease of use and ability to make your team's job easier. Our onboarding gurus' focus on setting our customers up for success during the implementation process. We pride ourselves on our document storage with folder capabilities, ranging from uploading a single document to advanced syncs.
Appreciate the candor on your org chart experiences. We currently have a lot on the road map regarding product advancement and deployment within this core component of the platform. We have been receiving great feedback on how to elevate this portion of EntityKeeper to the next level. Our customer success team takes product feedback and issue resolution very seriously. Not only is our team there to support from a technical standpoint but also serves as the "voice" of our customers. Thank you for the continued support!

- The EntityKeeper Team

Craog S.
Overall rating
  • Industry: International Affairs
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 6.0 /10

Document Uploads Is Clunky

Reviewed on 2022/06/14

Pros

Reporting Function is easy and makes a unified vision simple

Cons

The document upload feature is horrible - you need to allow the users to rename the documents we are uploading and to organize them within subfolders. Also get rid of the underscores - it's not the 1990's anymore. Also we need to be able to send docs to others from within your program

Stephanie S.
Overall rating
  • Industry: Legal Services
  • Company size: Self Employed
  • Used Weekly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 6.0 /10

Great Idea and Customer Service But Needs Some Work

Reviewed on 2019/11/12

I foresaw that Entity Keeper would be a good compliance calendaring system for the many entities...

I foresaw that Entity Keeper would be a good compliance calendaring system for the many entities that I manage across a broad group of clients, but I'm not yet convinced its a tool I will continue using. I would like to see some changes that will benefit a corporate law practice.

Pros

I like have a repository of my clients information and the ability to calendar events and get email notifications of those events. The cost is also reasonable.

Cons

It is not geared toward a corporation law practice -- one size does not fit all. It does not allow for the many different types of business entities (corps, LPs, LLCs) - only corporations and uses titles and options that do not fit all types of business entities. For example, LLC's have mangers and members, not directors and officers. Also, there should be the option of using percentage interests when documenting the owners of LLCs. Also the email of upcoming events is nice, but until you realize how to create an event with all necessary information, you get an email with little to no information - and it's next to impossible to figure out what you were emailed about. The "support" button should be up on the tool bar - it blocks information. When I use Entity Keeper, it feels like someone who does not have a lot of experience working in law firms and with multiple entities from multiple different clients nor does it feel like this was someone that used any of the compliance calendars that registered agents have available to clients (i.e., CSC, CT Corporation/NRAI, Registered Agent Solutions, Inc.).

Response from EntityKeeper

Stephanie,

Thanks for taking the time to write a review. I'm so sorry that you don't feel that EntityKeeper is geared towards corporate law. Our software is designed to help many different clients of all sizes and industries and we made the executive decision to move towards a more generic naming convention and we have tried to solve pain points of many different users.

I believe that in the start of your subscription we were trying to set up a time to hear your input, and if you'd still be interested in this we would be glad to set up time to discuss. We want to make sure your voice is heard as we continue to improve, and hope you won't hesitate to reach out if there's anything we can do to make this better.

All the Best,
The EntityKeeper Team

Michael H.
Overall rating
  • Industry: Legal Services
  • Company size: 11-50 Employees
  • Used Weekly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Entity Keeper - An extension of our team!

Reviewed on 2022/03/02

EntityKeeper is a critically important component in tracking and managing our clients corporate...

EntityKeeper is a critically important component in tracking and managing our clients corporate information and compliance deadlines. Our clients group structures range from 20 entities up to 2,500! We rely on the system to ensure our clients' information and documents stay accurate and up to date.

Pros

In our business, the systems ease in use and ability to manage our clients' corporate data and documents is the most critical element. Integration with our existing business processes was extremely easy during the transition and onboarding phase.

Cons

It would be useful to have hard coded dates for our compliance function in tracking annual compliance matters, rather than manually adding the compliance deadlines.

Response from EntityKeeper

Michael, thank you for the feedback and thoughtful words on your positive EntityKeeper experience! It is a pleasure knowing about the platforms' ease of use and ability to make your team's job easier.
We pride ourselves on our document storage with folder capabilities, single document upload from your computer to more advanced syncs with external storage systems. I am extremely excited to hear your team is fully leveraging this section of the platform for managing critical documents.
Our customer success team takes product feedback very seriously and appreciate the openness pertaining to certain hardcoded capabilities and compliance tracking. We currently have a lot on the road map regarding product advancement within a revamped notification center and compliance calendar.
With remarkable insight from customers like yourself, the platform is continually developing to meet growing business needs and goals. We deeply appreciate your support as a valued customer.
- The EntityKeeper Team

Showing 5 reviews of 23 Read all reviews

EntityKeeper FAQs

Below are some frequently asked questions for EntityKeeper.

EntityKeeper offers the following pricing plans:

  • Starting from: US$100,00/month
  • Pricing model: Subscription
  • Free Trial: Not Available

EntityKeeper offers monthly and annual plans starting at $100 per month or $1,080 per year. After which, pricing scales based on number of entities, as follows: Business: $100/month or $1,080/year for up to 25 entities Corporate: $200/month or $2,160/year for up to 100 entities Enterprise: $350/month or $3,780/year for unlimited entities

EntityKeeper has the following typical customers:

Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001-5 000

EntityKeeper supports the following languages:

English

EntityKeeper supports the following devices:

We do not have any information about what integrations EntityKeeper has

EntityKeeper offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat

Related categories

See all software categories found for EntityKeeper.