EntityKeeper Reviews, Pricing, Features & Alternatives in 2026
EntityKeeper is a centralized entity management software providing automated compliance tracking, visual organizational charts, and secure document storage to help you manage corporate records and filing deadlines efficiently.
EntityKeeper is a cloud-based platform designed to help you simplify the complexity of managing multiple business entities. Instead of relying on fragmented spreadsheets and calendar reminders, you get a centralized hub to track ownership structures, compliance deadlines, and corporate records. You can visualize your entire organization through dynamic org charts that update automatically as your data changes.
The software helps you stay ahead of critical filing dates with automated alerts and notifications, ensuring you never miss a compliance deadline. It is built for legal teams, accounting firms, and private equity groups who need a single source of truth for their corporate data. By digitizing your minute books and cap tables, you can securely share information with stakeholders and reduce the administrative burden of entity maintenance.
Screenshots & Interface
Dashboard View
Main dashboard with project overview
Kanban Board
Kanban-style task management
Timeline View
Gantt chart timeline view
Automations
Workflow automation builder
Key Features
Stop digging through folders and spreadsheets to find corporate data. EntityKeeper gives you a suite of visual and automated tools to manage your entities with total precision and minimal manual effort.
Automated Org Charts
Generate dynamic, presentation-ready organizational charts automatically based on your ownership data to visualize complex corporate structures.
Compliance Tracking
Set automated alerts for annual filings, business licenses, and tax deadlines so you never miss a critical due date.
Digital Minute Books
Store and organize all your corporate records in a secure, centralized repository for quick access during audits or due diligence.
Ownership Management
Track cap tables, share classes, and historical ownership changes across all your entities in one unified dashboard.
Secure Document Sharing
Collaborate safely with external partners by sharing specific documents or entire entity folders through encrypted access links.
Custom Reporting
Build and export detailed reports on entity status, officer positions, and compliance history to keep stakeholders informed.
Integrations
Microsoft Office 365
Google Workspace
Dropbox
Box
Pricing Plans
EntityKeeper uses a tiered pricing model based on the number of entities you need to manage. While they offer a free trial to explore the interface, you'll need to contact their team for a specific quote tailored to your portfolio size. This ensures you only pay for the capacity and features your organization actually requires.
Pros & Cons
Based on user feedback from legal and finance professionals, here is what you can expect when using EntityKeeper for your entity management:
Pros
Intuitive interface makes it easy to navigate complex structures
Automated org charts save hours of manual design work
Centralized document storage simplifies the due diligence process
Reliable notification system prevents missed compliance deadlines
Cons
Initial data import can be time-consuming for large portfolios
Pricing is not transparently listed on the website
Advanced customization options may require a learning curve
Who Should Use EntityKeeper?
Perfect for legal teams, CFOs, and paralegals managing 10 or more entities who need to automate compliance and visualize ownership structures.
Best for Company Sizes
small-business
mid-market
enterprise
Popular Industries
legal
finance
real-estate
Our Verdict
EntityKeeper is a strong choice if you are struggling to manage a growing portfolio of companies using manual methods. The platform excels at turning static data into actionable insights through its automated org charts and compliance alerts.
While the lack of public pricing means you'll have to engage with sales early, the time saved on administrative tasks often outweighs the investment. Highly recommended for legal departments and private equity firms that require a secure, professional-grade solution for corporate record-keeping.
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