Entity Management Software Features

Access Controls/Permissions

Regulate who can view and use the system by setting permissions and issuing passwords

Compliance Management

Track and manage non-adherence to policies in a service, product, process, or supplier behavior

Contract/License Management

Track, store, and access client/customer contracts

Corporate Structure Management

Create and maintain a chart of relationships between different parts of an organization or multiple organizations and its stakeholders

Document Generation

Custom forms to streamline repetitious aspects of a document

Due Date Tracking

Ability to identify, sort on and alert participating parties about the approaching date by which action has to be taken

Electronic Filing

Transmit documents to regulatory authorities over the web

Electronic Signature

Sign a document within the system

Financial Records Tracking

Collect and store tax records and other financial documents of the organization

Multi-Jurisdictional

Supports entities in multiple states and countries

Ownership Tracking

Record and track numbers of shares by owner

Registered Agent Services Integration

Services of third parties located in the state where an entity is registered that can receive and file documents of the entity's behalf

Subsidiary Governance

Establish and track rules to be applied across various entities related to the main entity

Task Management

A running list of action items and their respective status

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