Frequently Asked Questions

Can I upload all my information at once?

Yes, you can bulk upload your data with our easy to use, EntityKeeper template. This helps make sure that your data is populated quickly and easily.

If you would like to upload in sections, you can simply do so by uploading with partial information allowing you to get started and come back to the information you need to later.

Can I export my data?

Yes, you are able to export the company info page for all of your entities and information in the owners tab (cap table). Our charts and reports feature allow you to generate a PDF of the tabs with your entity information.

How secure is your application?

All information is encrypted during transfer using 256-bit Secure Socket Layer (SSL) and storage using AES 256-bit, which is the same encryption technology as banks and the military.

EntityKeeper is hosted in Amazon Web Services. The largest cloud infrastructure provided and used by service companies such as NASDAQ, Pacific Life & British Gas.

In addition to data security, EntityKeeper has a robust data consistency policy to protect your data in the unlikely case of any system data issues.

How many users can I have?

EntityKeeper allows you to have UNLIMITED users without increasing the cost of your subscription.

Can I set user permissions?

Yes, a user with Master Control can set user permissions – you can add/edit the user permissions at any time.

Can I allow certain users to view only specific entities?

Enterprise-level clients can allow users access to specific entities.

This feature allows an administrator to select which users are allowed to view/edit/create particular entities. This enables more users to be able to utilize the software and reduces wasted time waiting on one individual with master access.

How are notifications sent?

You can choose the way they prefer to receive notifications by email or sent in our app.

Do you track officers and directors?

EntityKeeper has designated tabs for Officers and Director information. You can keep track of contact information, titles, and term dates. You can also record additional information with the help of custom fields.

Are there additional fees?

No hidden fees. Just your monthly subscription fee (unless you pay yearly).

Does EntityKeeper offer free support?

Yes, our customer service team is available to answer any questions you may have, free of charge.

Does EntityKeeper pay annual filing fees?

No, we do not pay annual filing fees, but we do notify you of filing due dates.

Do you provide registered agent service?

We do not provide registered agent services; however, you can track registered agents and associate them with your entities.

Can I customize my org charts?

Yes, we offer a very robust org chart builder that allows you to customize your structures in a multitude of ways.

How can I share my org charts?

We make it easy to share your org charts with colleagues and third-party vendors with two options: saving your chart as a pdf or printing. With both options, your org chart will format to fit to scale. When printing or saving, you can choose to add a title to your chart as well as your company logo.

Does EntityKeeper allow international entities?

Yes, you can store and track international entities.

Can you track the state of registration?

Yes, within an entity, you can add the state of formation. Corporate and Enterprise users also have the option to create a custom field to record this information.

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