EntityKeeper

byEntityKeeper

EntityKeeper is a comprehensive entity management platform designed to streamline the management of entities, organizational charts, legal documents, and compliance tracking. It offers a centralized solution for businesses to manage complex ownership structures, maintain accurate records, and ensure ongoing compliance across various jurisdictions.

Features

- **Entity Management**: Centralizes key data points across all entities, including registered agents, ownership stocks, and bank accounts, eliminating the use of outdated spreadsheets. - **Org Chart Builder**: Allows users to build comprehensive organizational charts with ease, visualizing ownership structures and relationships. - **Legal Document Management**: Provides a secure platform for storing and managing legal documents, with features like document versioning and integration with third-party document storage services such as Box, Dropbox, Google Drive, and OneDrive. - **Ownership Structures**: Enables secure centralization of investor data, managing relationships and expectations based on individual levels of ownership. - **Notifications & Tasks**: Automates notifications and task assignments to ensure timely compliance with filing deadlines and other critical actions. - **User & Entity Permissions**: Configures user and entity permissions to mirror organizational structures, ensuring appropriate access levels and data security. - **Reporting**: Automates reporting processes, generating entity-specific reports and notifications to support internal analysis and stakeholder communication. - **Security**: Implements robust security protocols, including SOC 2 compliance, end-to-end encryption, and role-based access control to protect sensitive data.

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