# EntityKeeper Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about EntityKeeper Software - reviews, pricing plans, popular comparisons to other Company Secretarial products and more. Source: https://www.capterra.com/p/191810/EntityKeeper --- # EntityKeeper Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) EntityKeeper ## What is EntityKeeper? EntityKeeper simplifies the way you manage entities, org charts and filing requirements across your organization. Our comprehensive platform enables you to easily access real-time entity and compliance information, customize data fields, manage critical deadlines with notifications, like filing/tax dates, and create in-depth org charts. Additionally, Corporate Services eliminates the need to manually govern entity filings, such as forming an entity, corporate documents for closing and more. ## What is EntityKeeper used for? [Entity Management](https://www.capterra.com/entity-management-software/)[Legal Document Management](https://www.capterra.com/legal-document-management-software/)[Org Chart](https://www.capterra.com/org-chart-software/) Overall rating Based on 24 user reviews Reviews sentiment Positive 96% Neutral 4% Negative 0% Starting price $5000 Flat Rate, Per Year Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... ## EntityKeeper alternatives Highest Rated [4.9 (4,263)](https://www.capterra.com/p/205015/Deel/reviews/) Starting price $5.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [4.5 (2,246)](https://www.capterra.com/p/146136/Lucidchart/reviews/) Starting price $9.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 95% of reviewers rated it above 4 stars [4.7 (55)](https://www.capterra.com/p/230178/Ninety/reviews/) Starting price $16.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 95% of reviewers rated it above 4 stars [4.7 (65)](https://www.capterra.com/p/132343/Ingentis-org-manager/reviews/) Starting price $95.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/191810/EntityKeeper/alternatives/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Document Storage 5.0 (10) 20.00% of 10 reviewers that rated this feature as important or highly important Store and organize documents in a centralized system Entity Data Management 5.0 (8) 37.50% of 8 reviewers that rated this feature as important or highly important Record and update information on legal entities Access Controls/Permissions 4.4 (5) 20.00% of 5 reviewers that rated this feature as important or highly important Define levels of authorization for access to specific files or systems Archiving & Retention 4.6 (5) 40.00% of 5 reviewers that rated this feature as important or highly important Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes Ownership Tracking 5.0 (5) 60.00% of 5 reviewers that rated this feature as important or highly important Record and track numbers of shares by owner Data Import/Export 5.0 (4) 75.00% of 4 reviewers that rated this feature as important or highly important Import and export data to and from software applications EntityKeeper 73 features Define levels of authorization for access to specific files or systems Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Annual electronic filing of regulatory forms needed for company compliance measures. Application programming interface that allows for integration with other systems/databases Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes A system that allows access to a database structure without relying on an external program Track and manage schedules and meetings via an integrated calendar Organize and group data or items based on various criteria Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc. Private online space that lets businesses securely share documents and provide information access to clients Provides a channel for team members to share media files, communicate, and work together Leave comments and notes on documents for others to view Integrated automation system to allow enterprises to create new company holdings Track and manage adherence to policies for any service, product, process, or supplier Manage, organize, and store contact information Track, store, and access client contracts or licenses Create and maintain a chart of relationships between different parts of an organization or multiple organizations and its stakeholders Notifications received when important dates and deadlines are coming up Customize data fields to support various needs and use cases Alter the layout and content of reports Pre-designed layouts that can be customized to match preferences and requirements Create labels for products that contain required information such as colors, sizes, dates, etc. Import and export data to and from software applications Graphical representation of data Specify or track the date/time a project, task, etc., is due for completion Collaborate on creating a product by sharing and adjusting designs through a shared portal Scan, move or upload electronic files within the software's repository Assign categories, labels, tags, or attributes to documents for organization, search and storage Custom forms to streamline repetitious aspects of a document Store, manage, and track all electronic documents in a centralized location Review and analyze existing information across documents Store and organize documents in a centralized system Assemble applications and processes by dragging over and arranging pre-built components Ability to identify, sort on and alert participating parties about the approaching date by which action has to be taken Transmit documents to regulatory authorities over the web Record and update information on legal entities A list of events with their respective dates Create, save, and store files Public or private sharing of digital files such as documents, audio/video, images, and more Collect and store tax records and other financial documents of the organization Specifically designed to address the needs of law firms and legal departments Various components within a system including buttons, clickable icons, hover effects, and more Manage the accounting and financial aspects of multiple locations or companies in a single location Supports entities in multiple states and countries Create and design org charts that include an organization's structure information, contact information, illustrations, and more Diagram that shows the structure of an organization and the relationships between parts Record and track numbers of shares by owner Share pre-configured sets of data organized and presented in a specific manner with the organization Receive data and information in real time Notifications that are delivered to users as soon as an event occurs Integration with a registered agent service provider for efficient handling of legal and compliance documents on behalf of a business Timed notification for any upcoming task, deadline, appointment, or activity Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Set & manage permission levels based on user roles and restrict access to only authorized individuals Search and filter data across systems to locate required information by entering keywords or certain criteria Securely stores data to prevent data loss or breaches Online portal through which end users can access the system, manage tasks, or obtain information Allow users to access multiple services after entering their login credentials once Set rules to display fields in org chart to reduce clutter Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access Establish and track rules to be applied across various entities related to the main entity Planning, tracking and developing internal talent for future key position filling Create, manage and track all task activities and progression Create, save, and re-purpose templates for emails, forms, etc. Sample files or documents that could be customized as needed or used as is Set up connections to third-party platforms to improve business processes Extra layer of security that requires not only a password and username but also something specific to that user Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Track revisions and updates made to files and navigate between different versions Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 4.6 (24) 4.6 Based on 24 reviews ## Pricing Value for money 4.9 (19) Corporate $5,000 Flat Rate,Per Year Value for money 4.9 (19) 4.9 Based on 19 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.8 (22) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.8 (22) 4.8 Based on 22 reviews ## User reviews Overall rating 4.8 Based on 24 reviews Filter by rating 5(19) 4(4) 3(1) 2(0) 1(0) Mentioned topic Sorted by most recent CA Charlie A. VP of Finance Accounting ### "Best Org Chart Software" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 August 5, 2024 We regularly use EntityKeeper and recommend it to any organization with complex legal ownership and large stakeholder groups. 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor August 7, 2024 Thank you for the positive feedback, Charlie! We love hearing about the value that EntityKeeper's Org Charts provide to you and your organization. BS Bob S. Hey You Mining & Metals ### "Entity Keeper - a life saver!!!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 21, 2022 The greatest benefit of using EntityKeeper is the fact that I can manage over 100 companies in one software package, manage Org Charts and company data elements in that same application. I will use EntityKeeper until the day I retire!!! Pros Ease of use to maintain company Org Chart, ease of use for data entry of individual company elements, tracking ownership changes and more. The fit was perfect, the implementation was initially very time consuming, but once the data was entered, it is very easy to maintain. Cons I really have no major issues. I struggle with the $1,800 annual fee, but ALL application companies have learned to charge higher than value and we will still pay because we need the application. Reasons for choosing EntityKeeper Features, ease of use, support personnel were attentive, knowledgeable and I like the company management. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor July 25, 2022 Hi Bob! We appreciate the kind words and the time taken to share your thoughts on EntityKeeper! It is a joy to hear about the platforms 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. Our product development team has been hard at work releasing continual org chart enhancements over the past weeks, with more in the pipeline. It would be a pleasure to set aside time to connect to uncover these latest enhancements. Thank you for this tremendous insight and being a valued client! - The EntityKeeper Team CS Craog S. Legal Counsel International Affairs ### "Document Uploads Is Clunky" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 6/10 June 14, 2022 Pros Reporting Function is easy and makes a unified vision simple Cons The document upload feature is horrible - you need to allow the users to rename the documents we are uploading and to organize them within subfolders. Also get rid of the underscores - it's not the 1990's anymore. Also we need to be able to send docs to others from within your program Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor July 25, 2022 Thank you so much Craig for this insight and feedback detailing your experience within EntityKeeper! We pride ourselves on our unlimited document storage with folder capabilities, ranging from uploading a single file to leveraging advanced syncs. We appreciate the candor on your document experiences. The product team has continual releases revolving around the documents tab. Currently, the ability to share documents with other users is available. It would be a pleasure to connect to uncover the latest enhancements and address any questions you may have in real-time. The road map regarding product advancement and deployment within this core component of the platform is vast. 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. We thank you for being a valued customer and your continued support. -The EntityKeeper Success Team CS Camille S. Associate Attorney Facilities Services ### "Great product, worth the investment" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 3, 2022 Pros From the initial rollout EK has been the solution we were looking for. The customer service is incredible and every question has been answered quickly. We have been able to centralize our entity management and ensure that we are maintaining compliance across the board. We have added on Registered Agent services to further centralize our governance needs. Adding services is simple and easy. EK is worth the investment of both time and money because once it is set up it will make your life 10x easier. Cons So far I haven't had any issues with EK or found them to be missing a functionality we are looking for. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor March 4, 2022 Thank you so much Camille for this insight and feedback detailing your positive experience within EntityKeeper! We are so glad to hear that your interaction with our customer success team has been incredible. Our onboarding specialists focus on setting customers up for success from day one with goal setting, sharing best practices and expectations. We are also thrilled to hear that the platform has been a great fit within your organization. We take pride in being your single-source of truth for your entity management needs. Having EK as a centralized system in place ensures a secure means of managing and tracking your critical entity data. Streamlining the ordering of corporate services has elevated the ease of use within the platform, creating a new simplistic and efficient process being leveraged by users daily. Thank you for the ongoing support and being our valued customer. We look forward to our strengthening partnership and your continued success! - The EntityKeeper Team MH Michael H. Vice President Legal Services ### "Entity Keeper - An extension of our team!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 2, 2022 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. 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. Reasons for choosing EntityKeeper We looked at several other products and found that EntityKeeper was far and way the best value for our money. The system provided exactly what we needed to manage our clients' data and documents. The other systems offered many more bells and whistles but we found them to be confusing to use and much more costly. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor March 4, 2022 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 AU Anonymous User Director of Investments Real Estate ### "Great entity organizational software" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 23, 2022 Pros Very simple to use and intuitive for the right price Cons that I can't download many files at once. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor March 1, 2022 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 SM Sarah M. Senior Client Relations Manager Legal Services ### "Quick and Easy!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 22, 2022 So far, I've had nothing but a positive experience. Pros This product is easy to use and simple to place an order. I also really like being able to pay for the service with a credit card at order completion instead of waiting for an invoice to process. Cons I would like a few more product items available, which I assume are already in the works. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor February 24, 2022 Sarah, thank you for the feedback and thoughtful words on your positive EntityKeeper experience! We are glad to hear about the ease of use within the platform and simplicity in ordering corporate services. We have been working vigorously to add new features and content that our customers seek. Within our robust product roadmap, we have a pipeline of enhancements that we feel you will be receptive to in positive fashion. Our customer success team takes feedback seriously, with insight from customers like yourself, the platform is continually evolving to meet growing client business needs and goals. Thank you for the ongoing support and being our valued customer. We look forward to our strengthening partnership and your continued success. - The EntityKeeper Team ES Estee S. . Real Estate ### "Review" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 3, 2022 Pros Easily helps keep track of annual filing due dates so nothing falls through the cracks. Cons The permission and search features. It would be helpful if we can search by custom fields we created. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor February 9, 2022 Hi Estee! We appreciate the kind words and the time taken to share your thoughts on EntityKeeper! I am thrilled to hear that the team is optimizing key features such as notifications that helps prevent anything from falling through the cracks. We have been working vigorously to add new features and content that our customers crave. Within our robust product roadmap, we have a focus on expanding on both the notification center and permissions. The insight into search functionality and the custom fields is very helpful, our customer success team takes product feedback very seriously. Not only is our team there to support from a technical standpoint but also serves as the "voice" of our customers. With insight from customers like yourself, the platform is continually evolving to meet growing business needs. Thank you for the ongoing support and being our valued customer. We look forward to our strengthening partnership and your continued success. - The EntityKeeper Team LB Lisa B. Director of Property Management Real Estate ### "Great product!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 1, 2021 Overall a very positive experience with Entity Keeper. Pros Love the Entity Management dashboard. The added features in Jurisdictions are great too! Really helps keep track of filing deadlines and important dates and documents. Cons I'd like to be able to file the annual report from right within the program, if the different states would allow it. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor December 13, 2021 Lisa, thank you for the feedback and thoughtful words on your positive EntityKeeper experience! We deeply appreciate your support as a valued customer. We have been working vigorously to add new features and content that our customers crave. I am extremely excited to hear your insight on our jurisdictions functionality as this is aligned with our corporate services initiatives recently released. One of which is the ability for you to have your registered agent file entity annual reports ordered directly through EntityKeeper, which happens to be among the most popular. Please feel free to contact us for a refresher on how to navigate to this portion of the platform, we are always here to assist! With tremendous insight from customers like yourself, the platform is continually evolving to meet growing business needs and goals. - The EntityKeeper Team JC Jessica C. General Counsel Investment Management ### "New EntityKeeper Fan!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 9, 2021 Pros The product is extremely easy to use and has made my life much easier by allowing for one place to store a lot of complicated information! Cons As I have not been using the software for an extended period of time, at this time there is nothing I like least about it. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor December 12, 2021 Thank you so much Jessica! We appreciate the kind words and support. It is a pleasure to hear about EntityKeeper's ease of use and constant ability to make our customers' lives & jobs easier. 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