EntityKeeper
Review of EntityKeeper Software: system overview, features, price and cost information. Get free demos and compare to similar programs.
Overview
About EntityKeeper
EntityKeeper Screenshots
EntityKeeper Features
Customer Reviews
See why people love EntityKeeper
Verified Professional
Real Estate · 11-50 employees
Great entity organizational software
Real Estate
- Very simple to use and intuitive for the right price
- that I can't download many files at once
Charlie A.
Verified UserAccounting · 1001-5000 employees
Best Org Chart Software
We regularly use EntityKeeper and recommend it to any organization with complex legal ownership and large stakeholder groups.
- EntityKeeper is the only software I've found that is able to truly deliver on its core competency: legal organizational structure
- The tool allows you to quickly visualize ownership structures and prepare custom reports with ease
- The software can be somewhat slow to load and generate the visual org charts
Stephanie S.
Verified UserLegal Services · Self-Employed
Great Idea and Customer Service But Needs Some Work
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.
- 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
- 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
- )
Michael H.
Verified UserLegal Services · 11-50 employees
Entity Keeper - An extension of our team!
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.
- 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
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
Switched From
Cost savings and ease of use.
Why they chose it
"We looked at several other products and found that EntityKeeper was far and way the best value for our money. The system provided exactly what we needed to manage our clients' data and documents. The other systems offered many more bells and whistles but we found them to be confusing to use and much more costly."
Martha Z.
Verified UserWarehousing · 11-50 employees
Organization at it's best
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.
- : 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
- 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
Bob S.
Verified UserMining & Metals · 11-50 employees
Entity Keeper - a life saver!!!
The greatest benefit of using EntityKeeper is the fact that I can manage over 100 companies in one software package, manage Org Charts and company data elements in that same application. I will use EntityKeeper until the day I retire!!!
- Ease of use to maintain company Org Chart, ease of use for data entry of individual company elements, tracking ownership changes and more
- The fit was perfect, the implementation was initially very time consuming, but once the data was entered, it is very easy to maintain
- I really have no major issues
- I struggle with the $1,800 annual fee, but ALL application companies have learned to charge higher than value and we will still pay because we need the application
Why they chose it
"Features, ease of use, support personnel were attentive, knowledgeable and I like the company management."
Camille S.
Verified UserFacilities Services · 51-200 employees
Great product, worth the investment
Verified reviewer
- From the initial rollout EK has been the solution we were looking for
- The customer service is incredible and every question has been answered quickly
- We have been able to centralize our entity management and ensure that we are maintaining compliance across the board
- We have added on Registered Agent services to further centralize our governance needs
- Adding services is simple and easy
- EK is worth the investment of both time and money because once it is set up it will make your life 10x easier
So far I haven't had any issues with EK or found them to be missing a functionality we are looking for
Estee S.
Verified UserReal Estate · 11-50 employees
Review
Verified reviewer
Easily helps keep track of annual filing due dates so nothing falls through the cracks
- The permission and search features
- It would be helpful if we can search by custom fields we created
Dawn H.
Verified UserCommercial Real Estate · 2-10 employees
Great Product to Organize and Automate Entity Maintenance
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.
- 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
- No concerns
- The software meets our needs
Craog S.
Verified UserInternational Affairs · Self-Employed
Document Uploads Is Clunky
Verified reviewer
- Reporting Function is easy and makes a unified vision simple
- 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
EntityKeeper
See what companies are saying about Software Advice
This is very useful service. The company presents itself in a very professional manner.
Subscription Successful!
You've been added to our newsletter.
Write a Review
Share your experience to help others make better decisions.