About EntityKeeper

EntityKeeper is a cloud-based entity management solution for businesses, which provides tools such as an organizational chart builder and entity database management. The platform helps SMBs to manage, track, organize, and access entity documents from one secure solution.

Using EntityKeeper’s organizational chart builder, businesses can create custom org charts to highlight ownership structures. The chart builder offers customization features such as custom tags, color coding, line formatting, layout control, formatting, and more and charts can be updated or modified at any time. Data can be automatically populated into org charts using data stored within EntityKeeper on accounts, owners, jurisdictions, and more.

Other features of EntityKeeper include secure data storage, capitalization table creation, entity value assignments, compliance management, and data sharing. EntityKeeper ensures data security with features such as user permissions and SSL encryption, as well as Amazon Web Services cloud hosting.

Pricing starting from:

US$50,00/month

  • Free Trial
  • Free Version
  • Subscription
View Pricing Plans

Devices

Business size

S M L

Pricing starting from:

US$50,00/month

  • Free Trial
  • Free Version
  • Subscription
View Pricing Plans

Images

EntityKeeper entity management
EntityKeeper relationship management
EntityKeeper capitalization tables
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EntityKeeper screenshot: EntityKeeper entity management EntityKeeper screenshot: EntityKeeper relationship management EntityKeeper screenshot: EntityKeeper capitalization tables

Features

Total features of EntityKeeper: 42

  • Access Controls/Permissions
  • Alerts / Escalation
  • Alerts/Notifications
  • Annual Filings
  • Archiving & Retention
  • Built-In Database
  • Categorisation/Grouping
  • Charting
  • Collaboration Tools
  • Company Formation
  • Compliance Management
  • Contact Database
  • Corporate Structure Management
  • Critical Date Alerts
  • Customizable Categories
  • Data Import/Export
  • Data Storage Management
  • Deadline Management
  • Document Classification
  • Document Generation
  • Document Management
  • Document Storage
  • Drag & Drop
  • Due Date Tracking
  • Entity Data Management
  • Financial Records Tracking
  • Interactive Elements
  • Mobile Access
  • Multi-Company
  • Multi-Jurisdictional
  • Officer Management
  • Organizational Charting
  • Ownership Tracking
  • Publishing / Sharing
  • Registered Agent Services Integration
  • Reporting/Analytics
  • Secure Data Storage
  • Shareholder Management
  • Tagging
  • Task Management
  • Templates
  • Version Control

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Reviews

Overall rating

4,5 /5
(10)
Value for Money
4,5/5
Features
4,4/5
Ease of Use
4,4/5
Customer Support
4,7/5

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Showing 5 reviews of 10
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.

Deboraha M.
Overall rating
  • Industry: Real Estate
  • Company size: 51-200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

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

Great Corporate Tool

Reviewed on 2020/04/16

Basically I think it's a great tool and have had a positive overall experience.

Basically I think it's a great tool and have had a positive overall experience.

Pros

It's great that all entities are in one place. When someone from my organization needs any information about an entity I can quickly open EntityKeeper and provide an immediate response.

Cons

Recently I received an email stating that we could upload multiple documents at one time but I am not able to use that function. Also had difficulty just doing an excel spreadsheet of all entities.

Response from EntityKeeper

Deboraha, thank you so much for your input on EK! We hear your request for multiple document uploader and sorry for that confusion. We value you and StreetLights as a customer and are glad to hear you're enjoying the software so much!

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

Dawn H.
Overall rating
  • Industry: Commercial Real Estate
  • Company size: 2-10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

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

Great Product to Organize and Automate Entity Maintenance

Reviewed on 2019/12/06

EntityKeeper helps my team quickly access and organize our complex entity structures in one simple...

EntityKeeper helps my team quickly access and organize our complex entity structures in one simple tool. It was easy to get started and the customer service team is great. It works very well for our entire organization and gives employees access to important documents in and out of the office. We find it useful to have all of our entity information located in one place so that employees in multiple offices have access to documents in a secure location.

Pros

We have found EntityKeeper to be extremely easy to use and navigate. The unlimited document storage, custom notifications, and reports were exactly what our team needed. By integrating EntityKeeper across multiple departments, we eliminated many manual processes and create a cost-effective approach to important administrative tasks. The customer service team is quick to answers questions or requests and they helped us get our account setup quickly.

Cons

No concerns. The software meets our needs.

Emmie L.
Overall rating
  • Industry: Real Estate
  • Company size: 11-50 Employees
  • Used Weekly for 2+ years
  • Review Source

Overall rating

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

Multiple Entities

Reviewed on 2019/11/13

Our goal at our company is to be able to access information from outside the office, and this is...

Our goal at our company is to be able to access information from outside the office, and this is working very well.

Pros

It is very easy to input data and to access information.

Cons

We have so many entities that our charts have to be in very small print to get on a page.

Response from EntityKeeper

Hi Emmie!

We appreciate the kind words! I'm thrilled to hear that EntityKeeper is working well for you all. It's always humbling to hear how we're able to make our customers' jobs easier.

We completely understand that printing with lots of entities has been a challenge and in the next few months we are going to be rolling out a new org chart builder to address this issue. If you have suggestions on other improvements we would love to hear them.

Have a great day, and thanks for the review!
The EntityKeeper Team

Showing 5 reviews of 10 Read all reviews

EntityKeeper FAQs

Below are some frequently asked questions for EntityKeeper.

EntityKeeper offers the following pricing plans:

  • Starting from: US$50,00/month
  • Pricing model: Free, Subscription
  • Free Trial: Available

EntityKeeper offers monthly and annual plans starting at $50 per month or $540 per year. After which, pricing scales based on number of entities, as follows: Business: $50/month or $540/year for up to 25 entities Corporate: $150/month or $1,620/year for up to 100 entities Enterprise: $200/month or $2,160/year for unlimited entities

We do not have any information about EntityKeeper features

EntityKeeper has the following typical customers:

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

We do not have any information about what languages EntityKeeper supports

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

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