EntityKeeper

What EntityKeeper is

EntityKeeper is entity management and compliance software for keeping entity records, documents, deadlines, and filings in one place. Entity records can include jurisdictions, registered agents, ownership stakes, bank accounts, key dates, officers, directors, custom fields, insurance, loans, authorized signers, and beneficial owners. The platform tracks ownership structures, cap tables, and ultimate beneficial ownership data, and can create organizational charts.

Documents are organized by entity and searchable by name or tag. Users can link files from Box, Dropbox, Google Drive, OneDrive, or SharePoint. Reports draw on entity, ownership, and task data; users choose fields and can download reports as PDFs. Teams can set entity reminders and tasks, assign them to named members, and receive alerts before deadlines.

The company describes the platform as SOC 2 attested. It lists encryption in transit and at rest using 256-bit AES, automatic backups, vulnerability scans, SAML SSO, granular roles, and exportable audit trails. EntityKeeper is web-based and lists web and mobile access, with Android and iOS among its platforms. It serves legal, finance and accounting, and operations teams managing many entities, including organizations in commercial real estate and investment. Plans differ by entity count and include unlimited user licenses, onboarding, training, a help center, and customer support. Monthly Corporate costs $465 a month for up to 100 entities; no free plan or trial is offered.

Who it suits

EntityKeeper suits legal, finance and accounting, and operations teams that manage many entities. Its ownership tracking, document organization, and deadline tasks are relevant to commercial real estate and investment organizations.

Limits

Full-service EntityKeeper is billed at $50 a year per entity, excludes state and filing fees, and is available to annual subscribers. Corporate monthly covers up to 100 entities for $465 a month; Enterprise monthly covers up to 200 for $925 a month. Subscription plans list a one-time implementation fee equal to one-sixth of the annual subscription.

Getting started

1. Open https://www.entitykeeper.com/.
2. Select a plan based on the number of entities to manage.
3. Provide the full data set for setup if using Full-service EntityKeeper; setup takes two weeks after the data is provided.
4. Use the web platform, or access it through a compatible mobile device and download a mobile application if required.

Verdict

Choose EntityKeeper if your organization needs centralized entity records, ownership tracking, and deadline workflows with unlimited user licenses. Monthly Corporate costs $465 a month for up to 100 entities. The lack of a free plan or trial and the implementation fee are reasons to look elsewhere if you need a lower commitment.