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Conheça EntityKeeper

O EntityKeeper ajuda a gerenciar entidades, rastrear datas de arquivamento e organizar dados corporativos em uma solução segura.
Nunca perca um prazo de entrega com as notificações personalizadas de datas importantes.
Crie e visualize a estrutura organizacional nas entidades em um gráfico fácil de navegar.
Simplifique as atividades de conformidade em toda a organização com um único ponto de verdade.
A equipe de suporte ao cliente está disponível para ajudá-lo em cada etapa do caminho. O processo de integração é rápido e fácil.

Quem usa EntityKeeper?

Inúmeras empresas de pequeno a médio porte em uma variedade de setores que possuem várias entidades nacionais ou internacionais usam a solução.

EntityKeeper Software - 1
EntityKeeper Software - 2
EntityKeeper Software - 3
EntityKeeper Software - 4

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Avaliações do EntityKeeper

Pontuação média

Geral
4,7
Praticidade
4,7
Atendimento ao cliente
4,8
Recursos
4,6
Relação qualidade/preço
4,9

Avaliações por tamanho de empresa (funcionários)

  • <50
  • 51-200
  • 201-1.000
  • >1.001

Encontre avaliações segundo pontuações

5
78%
4
17%
3
4%
Avaliador Verificado
Usuário do LinkedIn Verificado
Imobiliárias, 11–50 funcionários
Usou o software para: Mais de um ano
Fonte da avaliação

Great entity organizational software

5,0 há 2 anos

Vantagens:

Very simple to use and intuitive for the right price

Desvantagens:

that I can't download many files at once.

Resposta do EntityKeeper

há 2 anos

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

Martha
Executive Assistant, EUA
Armazéns, 11–50 funcionários
Usou o software para: 6 a 12 meses
Fonte da avaliação

Organization at it's best

5,0 há 4 anos

Comentários: 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.

Vantagens:

: 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.

Desvantagens:

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.

Resposta do EntityKeeper

há 2 anos

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

Stephanie
President & Paralegal, EUA
Serviços jurídicos, Profissional autônomo
Usou o software para: 6 a 12 meses
Fonte da avaliação

Great Idea and Customer Service But Needs Some Work

3,0 há 5 anos

Comentários: 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.

Vantagens:

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.

Desvantagens:

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.).

Resposta do EntityKeeper

há 5 anos

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
Vice President, EUA
Serviços jurídicos, 11–50 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Entity Keeper - An extension of our team!

5,0 há 2 anos

Comentários: 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.

Vantagens:

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.

Desvantagens:

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.

Resposta do EntityKeeper

há 2 anos

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

Dawn
Director of Asset Management, EUA
Imóveis comerciais, 2–10 funcionários
Usou o software para: 6 a 12 meses
Fonte da avaliação

Great Product to Organize and Automate Entity Maintenance

5,0 há 5 anos

Comentários: 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.

Vantagens:

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.

Desvantagens:

No concerns. The software meets our needs.

Resposta do EntityKeeper

há 2 anos

Hi Dawn! We appreciate the kind words and the time taken to share your thoughts on EntityKeeper! I am thrilled to hear that the platform has been a great fit within your organization and that key features such as custom notifications, reports and document storage are being highly utilized by your team. These are all key features that provide users value across the board. It is a joy to hear about EntityKeeper's ease of use and consistent ability to make our customers' jobs easier. I am also glad to hear that your experience with our customer success team has been superior. Our implementation specialists focus on setting our customers up for success even before the onboarding process has started. They emphasize on desired goals, sharing best practices and setting up expectations within the platform. We take pride in being your single-source of truth for your entity management needs. - The EntityKeeper Team