--- description: Review of EntityKeeper Software: system overview, features, price and cost information. Get free demos and compare to similar programs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: EntityKeeper | Reviews, Pricing & Demos - SoftwareAdvice AU --- Breadcrumb: [Home](/) > [Entity Management Software](/directory/4403/entity-management/software) > [EntityKeeper](/software/170455/entitykeeper) # EntityKeeper Canonical: https://www.softwareadvice.com.au/software/170455/entitykeeper Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.com.au/software/170455/entitykeeper?page=2) > EntityKeeper provides a comprehensive entity management solution to businesses of all sizes. Our platform simplifies the way you manage entities and their associated details, registered agents, filing notifications, ownership structures, and more. EntityKeeper also supports compliance with the Corporate Transparency Act by capturing required entity and personnel information. EntityKeeper's organizational chart builder enables you to create complex org charts using the information you're already tracking. As you make updates to your entities, the changes are automatically reflected in real-time within your org charts. Centralizing this information promotes visibility and accuracy across your organization, saving you time and preventing manual errors. EntityKeeper's alerts help you manage critical deadlines and stay in compliance by notifying you of key upcoming dates (such as filing, annual reporting, and tax deadlines). EntityKeeper's integrated Corporate Services eliminates the need to manually govern all your entity filings. From forming an entity to needing corporate documents for closing, Corporate Services automates your filings while giving you full transparency into the entire process. > > Verdict: Rated **4.8/5** by 24 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.8/5** | 24 Reviews | | Ease of Use | 4.8/5 | Based on overall reviews | | Customer Support | 4.8/5 | Based on overall reviews | | Value for Money | 4.9/5 | Based on overall reviews | | Features | 4.6/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Likelihood to recommend) | ## About the vendor - **Company**: EntityKeeper - **Location**: Charlotte, US - **Founded**: 2013 ## Commercial Context - **Starting Price**: USD 5,000.00 - **Pricing model**: Flat Rate - **Pricing Details**: EntityKeeper offers monthly and annual plans starting at $5000 per year. - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based - **Supported Languages**: English - **Available Countries**: Albania, Andorra, Argentina, Australia, Austria, Belarus, Belgium, Bolivia, Bosnia and Herzegovina, Brazil, Bulgaria, Canada, Chile, Colombia, Croatia, Cyprus, Czechia, Denmark, Ecuador, Estonia and 56 more ## Features - API - Access Controls/Permissions - Activity Dashboard - Activity Tracking - Alerts/Notifications - Annual Filings - Archiving & Retention - Built-In Database - Calendar Management - Categorisation/Grouping - Charting - Client Portal - Collaboration Tools - Commenting/Notes - Company Formation - Compliance Management - Contact Management - Contract/License Management - Corporate Structure Management - Critical Date Alerts ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support ## Category - [Entity Management Software](https://www.softwareadvice.com.au/directory/4403/entity-management/software) ## Related Categories - [Entity Management Software](https://www.softwareadvice.com.au/directory/4403/entity-management/software) - [Company Secretarial Software](https://www.softwareadvice.com.au/directory/4171/company-secretarial/software) - [Legal Document Management Software](https://www.softwareadvice.com.au/directory/1392/document-management/software) - [Org Chart Software](https://www.softwareadvice.com.au/directory/4606/org-chart/software) ## Alternatives 1. 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[Ninety](https://www.softwareadvice.com.au/software/427603/ninety) — 4.7/5 (58 reviews) ## Reviews ### "Great entity organizational software" — 5.0/5 > **Verified Reviewer** | *23 February 2022* | Real Estate | Recommendation rating: 10.0/10 > > **Pros**: Very simple to use and intuitive for the right price > > **Cons**: that I can't download many files at once. ----- ### "Best Org Chart Software" — 5.0/5 > **Charlie** | *5 August 2024* | Accounting | Recommendation rating: 9.0/10 > > **Pros**: 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. > > **Cons**: The software can be somewhat slow to load and generate the visual org charts. > > We regularly use EntityKeeper and recommend it to any organization with complex legal ownership and large stakeholder groups. ----- ### "Great Idea and Customer Service But Needs Some Work" — 3.0/5 > **Stephanie** | *12 November 2019* | Legal Services | Recommendation rating: 6.0/10 > > **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**: 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.). > > 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. ----- ### "Entity Keeper - An extension of our team\!" — 5.0/5 > **Michael** | *2 March 2022* | Legal Services | Recommendation rating: 10.0/10 > > **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. > > 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. ----- ### "Organization at it's best" — 5.0/5 > **Martha** | *9 January 2020* | Warehousing | Recommendation rating: 9.0/10 > > **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**: 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. > > 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. ----- Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.com.au/software/170455/entitykeeper?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.com.au/software/170455/entitykeeper) ## This page is available in the following languages | Locale | URL | | de | | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | | fr | | ----- ## Structured Data