EntityKeeper

Pros: 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.

Cons: So far I haven't had any issues with EK or found them to be missing a functionality we are looking for.

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.

Pros: Very simple to use and intuitive for the right price

Cons: that I can't download many files at once.

Pros: This product is easy to use and simple to place an order. I also really like being able to pay for the service with a credit card at order completion instead of waiting for an invoice to process.

Cons: I would like a few more product items available, which I assume are already in the works.

Pros: Easily helps keep track of annual filing due dates so nothing falls through the cracks.

Cons: The permission and search features. It would be helpful if we can search by custom fields we created.

Pros: Love the Entity Management dashboard. The added features in Jurisdictions are great too! Really helps keep track of filing deadlines and important dates and documents.

Cons: I'd like to be able to file the annual report from right within the program, if the different states would allow it.

Pros: The product is extremely easy to use and has made my life much easier by allowing for one place to store a lot of complicated information!

Cons: As I have not been using the software for an extended period of time, at this time there is nothing I like least about it.

Pros: EntityKeeper is key in streamlining our company's entity management processes. We have improved compliance by having all of our documents centralized.

Cons: I haven't come across any cons. The software is user-friendly and intuitive.

Pros: Easily reference and access key legal, banking and formation information. The launching of EK Services will provide key annual filing requirement support and processing services.

Cons: Entity Keeper continues to improve the user experience. The addition of EK Services will provide even more key services.

Pros: Extremely easy to use. Somewhat customizable.

Cons: Could add a Manager tab and authorized shares/units option.

Pros: That we were able to import the ownership was far and away the best part about the software. The import template is what I use whenever I need to look something up, rather then going into the software.

Cons: The software is one where it's better if you have a limited amount of entities (25 or less) that don't have complex ownership. I also think being able to customize the entity boxes more would make the print screen views much more friendly. Lastly, it needs to be able to show entity types easier (boxes, triangles, circles, etc.) instead of just having them all be a box and then having to color code and set up a legend.

Pros: The ability to generate ownership charts for any entity if all input correctly is the most beneficial for our organization. We have hundreds of entities across our portfolio of projects and EntityKeeper allows us to track them and understand structure quickly for any project.

Cons: The input time if not using it from the start is significant. That's a product of our organization not using it from the start. We could use it as a replacement for CSC with work on certain functionalities as to notifications and reminders.

Pros: To be able to search all my entities in one place.

Cons: It would be helpful to be able to find entitles by state of incorporation.

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.

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: $8a

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.

Pros: Get organized fast and out of spreadsheets.

Cons: Parts of UI need to be updated, but the tool’s software functions exactly as needed to manage complex entity structures and filing requirements.

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.

Pros: The ease of use for newcomers in entity management. As a veteran user of the the high end entity management applications, EntityKeeper fills that nitch witch most privately held enterprises need to keep track of the businesses. EntityKeeper ease of use is great in its simplicity and design, combined with the responsive customer support, makes the introduction painless

Cons: Wish users could customize ("add") the data field ourselves, and design the report writing as the user deems necessary

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: $8b

Pros: I really like the way all the legal documentation and information for a legal entity can be placed in one location and linked to the multiple levels in the legal structure.

Cons: The ease to change your search is not user friendly. You must return to the home screen to place in the new search. It would be helpful to have the search feature available at any point in the screens.