Entity Keeper Review: Automate Compliance to Reduce Your Admin Burden

Lost in a sea of entity spreadsheets again?

If you’re dealing with scattered corporate records and constant deadline anxiety, it’s no wonder you’re searching for something better than your current manual process.

At the end of the day, vital deadlines and details slip through the cracks, and you’re left dealing with avoidable fines and last-minute chaos.

Entity Keeper sets out to fix this with an all-in-one dashboard that consolidates every critical detail—ownership charts, compliance reminders, documents, and officer roles—into one secure, user-friendly place. It eliminates the hassle of handling multiple systems and risky email chains.

In this review, I’ll show you how Entity Keeper centralizes and automates your entity management so you can focus on higher-value work.

In this Entity Keeper review, you’ll see my hands-on take on features, setup, usability, pricing, and how it compares to alternatives—so you know what fits you best.

You’ll walk away with the insights and features you need to confidently choose the right tool for your organization.

Let’s get started.

Entity Keeper Overview

Entity Keeper has been around since 2012, based in Pittsburgh, Pennsylvania, with a mission to centralize and simplify legal entity management for professionals handling complex corporate data.

What sets them apart is how they focus on small to mid-market organizations needing straightforward entity management without the overhead of enterprise-grade platforms. They primarily serve law firms, corporate legal teams, accounting firms, and family offices with a streamlined, cloud-based solution.

Their acquisition by Mitratech in late 2021 was a smart move—you can see the impact in how Entity Keeper review discussions often highlight improved integrations and expanded resources since then.

Unlike bigger vendors that often mix software with extensive filing or registered agent services, Entity Keeper leans into a dedicated platform for clarity and control over entity data. This makes the tool feel like it was built by people who actually use this stuff, avoiding unnecessary complexity.

They work with professional services firms, small to mid-sized businesses, and family offices managing dozens or hundreds of entities at a time.

Currently, Entity Keeper is prioritizing tighter compliance tracking and better visualization tools, which aligns well with your need to reduce manual errors and maintain good standing efficiently.

Now let’s examine their capabilities.

Entity Keeper Features

Entity management headaches slowing you down?

Entity Keeper features focus on providing a single, streamlined solution for organizing all your legal entity data in one place. Here are the five main Entity Keeper features that simplify entity administration and keep compliance on track.

1. Centralized Entity Dashboard

Tired of hunting through spreadsheets for entity info?

When your entity details live scattered across emails and files, it’s easy to get lost and make costly mistakes. This chaos wastes time and creates friction.

Entity Keeper’s centralized dashboard acts as your single source of truth for all entity data, including formation dates, tax IDs, and registered agent information. From my testing, custom fields let you tailor data tracking exactly to your needs. This feature means you can stop digging around and focus on what really matters.

You gain major time savings and ensure everyone on your team works with consistent, accurate information.

2. Compliance and Filing Date Management

Missed compliance deadlines can be a nightmare.

Keeping track of annual reports, tax filings, and other critical deadlines across multiple entities is stressful and prone to error.

With automated reminders and a clear calendar view, Entity Keeper’s compliance feature takes the worry off your plate. The system sends early email alerts to responsible parties so you don’t miss a single deadline. Here’s what I found — the proactive notification system greatly reduces penalty risks by keeping your entire portfolio compliant.

This helps you maintain good standing and avoid costly fines effortlessly.

3. Dynamic Organizational Chart Builder

Struggling to illustrate complex ownership structures?

Creating ownership charts manually in PowerPoint or Visio is tedious and error-prone, often requiring hours of work.

Entity Keeper automatically builds interactive org charts based on entered ownership data. You can click any entity to jump to detailed profiles or export charts as PDFs. This feature is a real time saver. From my testing, the auto-generated visuals deliver instant clarity that’s perfect for legal, tax, or M&A discussions.

You can quickly convey complex relationships without the headache of manual diagramming.

4. Secure Document Management

Document chaos creates security and access headaches.

Storing sensitive entity papers on shared drives or local computers risks losing them or exposing them to unauthorized users.

Entity Keeper provides a centralized, secure repository where you can upload formation documents, bylaws, and meeting minutes linked directly to each entity. What I love about this feature is the way it creates an auditable virtual minute book. The secure document storage ensures easy access and peace of mind for your whole team.

Your legal documents stay protected while always being easy to find when needed.

5. Officer & Director Management

Confusing leadership records slow down audits and decisions.

Tracking who holds officer or director roles across many entities manually is complicated and error-prone.

This feature lets you create profiles for officers and directors, link them to entities, and specify term dates. When roles change, updating information once reflects system-wide. Here’s the thing — it centralizes leadership data clearly and accurately, which I found invaluable for audit preparation and clarity.

You simplify governance tracking and maintain an accurate historical record stress-free.

All these Entity Keeper features work together as a unified entity management system, giving you centralized control and reducing manual errors efficiently. Next, let’s explore pricing and alternative options.

Entity Keeper Pricing

Curious about Entity Keeper’s pricing transparency?

Entity Keeper pricing isn’t publicly listed and requires contacting sales, reflecting a custom quote approach tailored to your entity portfolio size. This means you get pricing designed for your precise needs rather than fixed plans, which is common for specialized B2B software in entity management.

1. Pricing Model & Cost Factors

Complex, tailored pricing at work.

Entity Keeper pricing revolves around a custom subscription model, where your costs are driven by the number of entities you manage annually. Their pricing model blends a base fee with per-entity charges, tailoring expenses to your actual portfolio size and complexity. From my cost analysis, this means your budget scales naturally rather than fixing you into rigid plans.

So for your business, you can expect pricing that grows with your entity count and support needs.

2. Value Assessment & ROI

Pricing designed for your value.

What stands out about Entity Keeper pricing is how it aligns cost with critical entity management outcomes, such as compliance tracking and centralized dashboards. This custom pricing offers flexibility without overpaying for unused features, supporting risk reduction and operational efficiency. From my cost analysis, your budget gains predictable, outcome-driven spend tied directly to portfolio scale.

This makes it practical for small to mid-market users looking for specialized entity solutions.

3. Budget Planning & Implementation

Plan for total ownership costs.

Beyond the base subscription, budget-wise you should consider implementation and potential integration fees that can raise your first-year investment. Implementation complexity and portfolio size heavily influence pricing, so understanding these early helps avoid surprises. What I found regarding pricing is that engaging with their sales team early will clarify total cost including support and add-ons.

This means better budget planning and fewer hidden expenses ahead for your finance team.

My Take: Entity Keeper’s pricing strategy fits organizations needing precise entity management without bloated enterprise fees. Its value proposition suits small to medium portfolios where tailored pricing brings true cost-to-value alignment.

The overall Entity Keeper pricing reflects customized software value focused on your portfolio size.

Entity Keeper Reviews

How trustworthy are these user insights?

From my review analysis, Entity Keeper reviews come from verified users on platforms like Capterra and G2, offering a clear snapshot of customer experiences. By examining this real-world feedback, I peeled back both enthusiastic praise and common critiques to give you a balanced view of what actual users think about Entity Keeper’s strengths and limits.

1. Overall User Satisfaction

Users largely express positive experiences.

Review-wise, the average rating hovers around 4.7 to 4.8 stars, signifying strong approval. What stood out in these reviews is how users consistently highlight the software’s reliability and ease of use, especially compared to chaotic spreadsheet methods. From the feedback I analyzed, most customers feel Entity Keeper effectively addresses their entity management needs with minimal hassle.

This means you can expect streamlined workflows and less organizational stress.

2. Common Praise Points

Simplicity and support stand out clearly.

What users consistently say revolves around how Entity Keeper’s intuitive interface and responsive customer service make a tangible difference. Multiple reviews emphasize the smooth transition from manual tracking to a centralized system, along with helpful onboarding assistance. These highlights appear repeatedly across the reviews analyzed, showing these features really resonate with users.

This matters because adopting a tool that’s easy to use and well supported speeds up your team’s productivity.

3. Frequent Complaints

Minor feature gaps emerge occasionally.

From the reviews I dug into, users most often mention requests for enhanced reporting options, deeper integrations, or more granular permissions. While these aren’t deal breakers, the feedback shows some users find certain features could be more robust to better suit complex workflows. This pattern appears consistently but doesn’t overshadow the overall positive sentiment.

So for your situation, these limitations are typically manageable alongside the core benefits.

The overall Entity Keeper reviews represent clear insights from verified user feedback, helping you weigh its practical benefits and limits confidently.

Best Entity Keeper Alternatives

Too many options can make choosing tough.

The best Entity Keeper alternatives include several strong options, each better suited for different business needs, sizes, and priorities. From my competitive analysis, I’ll help you understand when each alternative makes the most sense for your situation.

1. Athennian

Need enterprise-grade automation and scale?

Athennian shines for large corporations or major law firms managing thousands of entities with complex workflows and automation needs. This alternative delivers powerful automation and advanced workflow capabilities well beyond Entity Keeper’s scope, though its higher price reflects its premium positioning.

You should choose Athennian if your organization requires extensive customization and can support a larger investment for top-tier entity management.

2. CSC (Corporation Service Company)

Want to outsource compliance filings and registered agent services?

CSC is more than software—it combines entity management with compliance filings and legal services, making it a good alternative if you’re looking to delegate filings and registered agent duties entirely. From my competitive analysis, CSC integrates full-service compliance and legal support alongside software, which Entity Keeper does not provide.

Pick CSC when your priority is bundled services and hands-off compliance management rather than standalone entity tracking.

3. Legalinc

Need API-driven automation for high-volume filings?

Legalinc is designed for tech-forward companies needing programmatic entity formation and management via API integration. What I found comparing options is that Legalinc stands out as an automation-first alternative ideal for service providers building entity workflows into their platforms, unlike Entity Keeper’s manual-user focus.

You’ll want Legalinc if your business demands scalable, automated entity management embedded into your own systems.

4. Filejet

Looking for an affordable SMB-friendly all-in-one solution?

Filejet targets small businesses with a simple user experience combined with automated registered agent services and filing support. Alternative-wise, Filejet offers an accessible, budget-conscious solution that helps avoid manual tracking by bundling software and filing services, contrasting Entity Keeper’s more standalone software approach.

Choose Filejet if you’re a small business wanting convenience and affordability with integrated filings included.

The best Entity Keeper alternatives depend on matching your unique business size and compliance needs rather than just features alone.

Setup & Implementation

Worried whether Entity Keeper deployment is too complex?

This Entity Keeper review gives you a clear look at how straightforward their deployment approach is, setting realistic expectations for the implementation process in practical business settings.

1. Setup Complexity & Timeline

Deployment isn’t as daunting as you might think.

From my implementation analysis, Entity Keeper setup typically takes only a few days to a week, making it one of the quicker rollouts in entity management software. What stands out is the hands-on support team driving data import and setup, minimizing your burden during implementation.

You’ll want to prepare your existing entity data in a clean spreadsheet format to streamline this initial phase.

2. Technical Requirements & Integration

Minimal technical hurdles involved here.

Entity Keeper runs as cloud-based SaaS accessible via modern browsers, so your infrastructure demands are low. What I found about deployment is that no advanced IT resources are required for implementation, making it suitable for small and mid-sized teams without dedicated IT departments.

Still, your team should ensure reliable internet access and confirm browser compatibility before starting.

3. Training & Change Management

Changing workflows is easier than expected.

The platform’s intuitive design helps legal and admin teams get comfortable within hours. From my analysis, the built-in onboarding training greatly accelerates user adoption, especially since the system replaces cumbersome spreadsheets with clear visual tools.

Make sure your users attend initial training sessions and encourage ongoing use to cement new habits.

4. Support & Success Factors

Vendor support is a clear strength.

Entity Keeper’s support team is highly rated for responsiveness and availability, which I found critical during early implementation stages. Quick response times and knowledgeable assistance reduce risk when your team faces questions or roadblocks.

Plan for regular touchpoints with support and assign a project lead internally to keep momentum going.

From my implementation analysis, Entity Keeper implementation stands out for its straightforward setup and supportive onboarding experience, making it a strong choice if you want quick deployment without heavy IT demands.

Who’s Entity Keeper For

Who benefits most from Entity Keeper?

In this Entity Keeper review, I analyze who should consider this platform based on team roles, company complexity, and specific use needs. My goal is to help you quickly see if your business fits the practical use cases and user profiles best served by this software.

1. Ideal User Profile

Best for legal and compliance administrators.

If you’re a paralegal, legal administrator, or corporate secretary managing multiple entities, you’ll benefit from Entity Keeper’s centralized system. From my user analysis, teams needing a dedicated but straightforward entity management tool find the software especially useful for organizing data and automating compliance tasks.

Users succeed when they rely on the platform to replace manual spreadsheets with clear visualizations and automated reminders that reduce errors.

2. Business Size & Scale

Mid-market companies with moderate entity portfolios.

Entity Keeper fits organizations managing 20 to 500+ legal entities, including mid-sized corporate legal departments, law firms, and family offices. What I found about target users is that businesses with defined legal teams but without enterprise complexity gain the most from this platform’s balance of simplicity and features.

You’ll know you’re the right size to benefit if your entity volume is too large for spreadsheets but you don’t need an expansive enterprise system.

3. Use Case Scenarios

Ideal for entity organization and compliance tracking.

If your priority is keeping corporate structure data tidy, automating filing reminders, and generating organizational charts quickly, this tool excels. From my analysis, Entity Keeper shines when you want to replace error-prone manual tracking with a secure, cloud-based system tailored for legal entity management.

Your use case aligns well if you seek better visibility and compliance without bulky or complex legal tech software.

4. Who Should Look Elsewhere

Not for highly complex workflows or deep integrations.

If your organization requires extensive workflow automation, highly customized reporting, or integration with large legal ecosystems, this software might fall short. From my user analysis, businesses needing advanced enterprise-level legal management features should consider more robust platforms that offer those capabilities.

Look toward enterprise-grade legal software if you need extensive automation, granular permissions, or multi-system connectivity.

From this Entity Keeper review, your situation calls for a straightforward entity management solution that bridges the gap between spreadsheets and enterprise software.

Bottom Line

Is Entity Keeper the right fit for you?

Based on my comprehensive Entity Keeper review, this software offers a focused, reliable solution for managing legal entities, especially for small to mid-market teams seeking simplicity and solid compliance tracking.

1. Overall Strengths

Streamlined entity management made simple.

Entity Keeper excels at replacing cumbersome spreadsheets with a centralized platform that automates entity tracking, deadlines, and ownership visuals. From my comprehensive analysis, the intuitive dashboard and automated reminders stand out strongly in keeping users organized without overwhelming complexity or steep learning curves.

These strengths empower legal and administrative teams to boost efficiency and reduce compliance risks with minimal friction.

2. Key Limitations

Limited advanced customization options.

While the software shines in simplicity, it lacks deeper reporting customization, granular permissions, and broader integrations some users desire. Based on this review, the platform may feel constrained for users needing more advanced features or seamless connections with a wide variety of legal tech systems.

These limitations are manageable trade-offs for the target audience but could be deal-breakers if your business demands extensive customization.

3. Final Recommendation

Recommended for focused legal entity management.

You should choose Entity Keeper if you want a straightforward, cloud-based tool that simplifies entity organization and compliance reminders. From my analysis, this product best serves small to mid-size legal teams that prioritize ease of use and basic automation over elaborate feature sets.

Your decision should include a trial or demo to confirm fit and user experience comfort.

This Entity Keeper review confirms strong value for targeted legal entity needs, helping you decide with confidence whether it fits your team’s priorities.