Über EntityKeeper

EntityKeeper ist eine cloudbasierte Lösung für das Management von Körperschaften, die Tools wie einen Organigramm-Builder und Körperschafts-Datenbankmanagement bietet. Die Plattform hilft KMUs, Körperschaftsdokumente von einer sicheren Lösung aus zu verwalten, zu verfolgen, zu organisieren und darauf zuzugreifen.

Mit dem Organigramm-Builder von EntityKeeper können Unternehmen nutzerdefinierte Organigramme erstellen, um Eigentümerstrukturen hervorzuheben. Der Diagrammersteller bietet Anpassungsfunktionen wie nutzerdefinierte Tags, Farbcodierung, Linienformatierung, Layoutsteuerung, Formatierung und mehr. Diagramme können jederzeit aktualisiert oder geändert werden. Organigramme können automatisch mit Daten befüllt werden, die in EntityKeeper für Konten, Eigentümer, Rechtsordnungen und mehr gespeichert sind.

Zu den weiteren Funktionen von EntityKeeper gehören sichere Datenspeicherung, Erstellung von Kapitalisierungstabellen, Zuordnung von Körperschaftswerten, Compliance-Management und Datenfreigabe. EntityKeeper gewährleistet die Datensicherheit mit Funktionen wie Nutzerberechtigungen und SSL-Verschlüsselung sowie Cloud-Hosting von Amazon Web Services.

Preisoptionen ab:

100,00 $/Monat

  • Kostenlose Version
  • Gratis Testen
  • Abonnement

Typische Kunden

  • Freie Mitarbeiter
  • Kleine Unternehmen (2–50)
  • Mittelgroße Unternehmen (51–500)
  • Großunternehmen (500 und mehr)

Bereitstellung

  • Cloudbasiert
  • On-Premise (vor Ort)

Erhältlich in diesen Ländern

Albanien, Andorra, Argentinien, Australien, Belarus und 71 weitere

Unterstützte Sprachen

Englisch

Preisoptionen ab:

100,00 $/Monat

  • Kostenlose Version
  • Gratis Testen
  • Abonnement

Bilder

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Funktionen

Gesamtzahl der Funktionen von EntityKeeper: 59

  • Alarmfunktion / Benachrichtigungen
  • Anpassbare Berichte
  • Anpassbare Felder
  • Archivierung & Aufbewahrung
  • Aufgabenmanagement
  • Beauftragtenverwaltung
  • Benutzer-Management
  • Berichterstattung / Analyse
  • Compliance Management
  • Datei-Verwaltung
  • Daten-Import / -Export
  • Datenvisualisierung
  • Design-Management
  • Diagramm-Erstellung
  • Dokumentenerstellung
  • Dokumentenklassifizierung
  • Dokumentenmanagement
  • Dokumentenspeicher
  • Drag-and-Drop
  • Eigentumsverfolgung
  • Einmalige Anmeldung
  • Elektronische Ablage
  • Entity Data Management
  • Erinnerungen
  • Filesharing
  • Finanzberichts-Tracking
  • Firmengründung
  • Fälligkeits-Tracking
  • Individuelle Anpassung
  • Integration registrierter Vertreterdienste
  • Integrierte Datenbank
  • Jährliche Einreichungen
  • Kalenderverwaltung
  • Kategorisierung / Gruppierung
  • Kommentare / Notizen
  • Kontaktmanagement
  • Kritischer-Termin-Meldungen
  • Kundenportal
  • Management von Firmenstrukturen
  • Mischkonzern
  • Multijurisdiktional
  • Nachfolgeplanung
  • Organigramme
  • Organigrammerstellung
  • Publishing/Sharing
  • Real-Time Data
  • Real-Time Notifications
  • Rollen-basierte Genehmigung
  • Self-Service Portal
  • Shareholder-Verwaltung
  • Sichere Datenspeicherung
  • Termin-Fristenmanagement
  • Veranstaltungskalender
  • Versionskontrolle
  • Vorlagen
  • Werkzeuge zur Zusammenarbeit
  • Workflow-Management
  • Zugriffskontrollen / Berechtigungen
  • interaktive Elemente

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Nutzerbewertungen

Gesamtbewertung

4,8 /5
(24)
Preis-Leistungs-Verhältnis
4,9/5
Funktionen
4,6/5
Bedienkomfort
4,8/5
Kundenbetreuung
4,8/5

Hast du EntityKeeper bereits?

Andere Softwarekäufer brauchen deine Hilfe! Produktbewertungen helfen uns allen, die richtigen Entscheidungen zu treffen.

Zeigt 5 von 24 Bewertungen
Verifizierter Rezensent
Gesamtbewertung
  • Branche: Immobilien
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Wöchentlich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

Great entity organizational software

Bewertet am 23.2.2022

Vorteile

Very simple to use and intuitive for the right price

Nachteile

that I can't download many files at once.

Antwort von 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

Charlie
Gesamtbewertung
  • Branche: Buchhaltung
  • Unternehmensgröße: 1.001–5.000 Mitarbeiter
  • Wöchentlich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 9.0 /10

Best Org Chart Software

Bewertet am 5.8.2024

We regularly use EntityKeeper and recommend it to any organization with complex legal ownership and...

We regularly use EntityKeeper and recommend it to any organization with complex legal ownership and large stakeholder groups.

Vorteile

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.

Nachteile

The software can be somewhat slow to load and generate the visual org charts.

Antwort von EntityKeeper

Thank you for the positive feedback, Charlie! We love hearing about the value that EntityKeeper's Org Charts provide to you and your organization.

Stephanie
Gesamtbewertung
  • Branche: Rechtsberatung
  • Unternehmensgröße: Selbstständig
  • Wöchentlich für 6-12 Monate genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 6.0 /10

Great Idea and Customer Service But Needs Some Work

Bewertet am 12.11.2019

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.

Vorteile

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.

Nachteile

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.).

Antwort von 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
Gesamtbewertung
  • Branche: Rechtsberatung
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Wöchentlich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

Entity Keeper - An extension of our team!

Bewertet am 2.3.2022

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.

Vorteile

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.

Nachteile

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.

Antwort von 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

Martha
Gesamtbewertung
  • Branche: Lagerung
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Wöchentlich für 6-12 Monate genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 9.0 /10

Organization at it's best

Bewertet am 9.1.2020

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.

Vorteile

: 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.

Nachteile

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.

Antwort von 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

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EntityKeeper Häufig gestellte Fragen

Weiter unter folgen häufig gestellte Fragen über EntityKeeper.

EntityKeeper bietet folgende Kostenpläne an:

EntityKeeper hat die folgenden typischen Kunden:

Selbstständig, 2–10, 11–50, 51–200, 201–500, 501–1.000, 1.001–5.000

EntityKeeper unterstützt die folgenden Sprachen:

Englisch

EntityKeeper unterstützt die folgenden Geräte:

Wir haben keine Informationen darüber, welche Integrationen EntityKeeper hat

EntityKeeper bietet folgende Optionen für Kundensupport:

E-Mail/Helpdesk, FAQ/Forum, Wissensdatenbank, Telefon-Support

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