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EntityManager

EntityManagerWeb-Based Order Management for
Business Entity Formation

CorpData's EntityManager™ is a web-based business process automation tool designed to help business formation and registered agent service providers process and manage new business entities. EntityManager reduces time spent on routine tasks and enables a higher level of service. From entity formation and initial order placement to ongoing management, invoicing, and annual renewals, EntityManager helps you to keep track of critical information and respond to changes and deadlines, quickly and efficiently.

By automating essential processes, EntityManager saves time and helps to ensure that critical information is accurate and always up-to-date. Utilizing a comprehensive database along with a variety of reporting functions, reminders, and sophisticated tools for document creation and storage, EntityManager streamlines the entire process of forming and managing business entities, and helps to maintain compliance across multiple jurisdictions. More importantly, EntityManager is easy-to-use, and reduces time spent on repetitive tasks, enabling managers or administrators to focus on higher-value service.

Robust Order Management Capabilities

EntityManager allows you to standardize, record and manage all transactions associated with the filing and ongoing management of a business entity, simplifying the maintenance of all entities under management. Centralized record-keeping and customizable reminders help you to keep track of important deadlines, ensuring compliance with jurisdictions and regulations. And, EntityManager is easily customizable to meet the specific needs of your office or practice. Its hierarchical, permission-based structure enables you to restrict access to specific modules or areas of the software, providing your users with as much or as little access as you require.

Centralized Document Storage

EntityManager’s online document center allows you to store, search, and share important documents with your team or with your clients, safely and securely. The Document Center can easily upload and store an unlimited number documents, ready for secure, permission-based access from any computer, any time, anywhere. You can now accomplish in a matter of minutes what used to take days!

Highest Security Standards

EntityManager utilizes the same type and level of encryption as used by the banking and financial services industry, ensuring that your records and documents are always safe and secure, so you can share them condfidentially and confidently with your clients or team members.

Highly Scalable, to Grow as Your Business Grows

Developed using industry-standard Microsoft .Net technology, EntityManager is robust, flexible, and scalable, enabling you to easily grow your business. What's more, by eliminating many repetitive and labor-intensive aspects of entity management, EntityManager allows you to perform in minutes what used to take hours - or even days! The result? You have much more time to spend on higher-value service to clients and prospects, providing a clear path to revenue growth!

EntityManager is easy to install, requires minimal training, is user-friendly, and is easily configurable to meet your specific needs. CorpData offers a variety of EntityManager licensing plans targeting a wide range of users, from small but growing corporate formation services all the way to larger, internationa,l multi-office operations spanning multiple continents and time zones.

To learn more about how EntityManager can reduce overhead and increase productivity with your practice, contact us to schedule a free, no-obligation demo.

 

 

Product Highlights
Comprehensive Business Entity Management and Workflow Solution
Web-Based for Convenience and Accessibility
Supports Compliance and Due Diligence
Secure Online Storage of Forms and Documents, to Share with Your Team or Clients
Multi-Language Capabilities
Easy-to-Install, Easy-to-Use
Flexible and User-Configurable
Scalable, to Grow With Your Business
Lets You and Your Team Concentrate on Higher-Value Service to Clients
A Robust, Yet Affordable Tool for Your Business
Premise-Based or Hosted Models Available

Product Features

Secure, Permission-Based Log-In for Administrators, Distributors, and Clients
Tracks Order and Payment Status
Manages Document Delivery
Provides E-mail and Other Process Automation Features
Customer Self-Service Portal Enables a Customers to Self-Register, Place Orders and Monitor Order Status at Their Convenience
Sophisticated Filtering and Color-Coding Highlights Items Due for Service Renewal, Payments Outstanding, and Payment Past Due
On-Line Document Warehouse Enables Unlimited Storage and Retrieval of Frequently-Used Documents
Tracks On- and Off-Line Customer Contacts — Including Phone Calls, E-mails, Meetings, Faxes, On-Line Conferences and ICQ-type Communications — for Improved Workflow Management and Regulatory Compliance
Monitors Key Dates to Generate Renewal Reports, Email Notifications, and Invoices
Flexible Licensing Plans Make EntityManager Tools Available to Everyone from Small Businesses to Large, Multi-Office, International Organizations
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