Simplified Entity Management Software
Simplify equity tracking and document management with entity management software, designed to costly manual mistakes and promote between professionals and accounts with client-facing dashboards.
Use Software That Works for You
Designed for law firms, in-house counsels, and compliance teams – an entity management software built for specific needs.
Stop Manually Handling Documents
Stop spending hours on manual document management and step into simple document organization with unique client-facing capabilities.
Protect Your Business from Errors
Mistakes and oversights are costly; streamlined document and CAP Table management help prevent unnecessary costs.
Simple Features That Transform Your Workflow
Integrated CAP Table
Streamline complex CAP Table management within shareable client portals, allowing owners and entities to accurately visualize equity distribution.
Centralized Document Hub
Securely store, management, and organize all entity-related documents within a client portal, promoting structured, relationally-linked document visibility.
Fast and Reliable Performance
Benefit from real-time updates and software enhancements that continually improve workflow efficiency.
Expertly Designed for Professionals
Built by industry experts to optimize your entity management processes, ensuring reliable outcomes and peace of mind ensuring reliable outcomes, customizable organization, and transparency.
Works Seamlessly With SecurePRO
Document and CAP Table management capabilities merge seamlessly with existing SecurePRO workflows, keeping your data in a single place.
Questions?
We’re Glad You Asked.
Is document management different than saving locally?
Yes! While saving locally is a simple way to store and access documents on an individual device in a retrievable way, it is severely limited. Document management systems are designed with more features, including document access to multiple, specified viewers from multiple devices/ locations, organization capabilities, version control, secure storage, and more.
Why use an entity management system?
An entity management system organizes critical entity documents into a single location. With secure compliance entity management software, professionals can determine which documents are visible to clients. These chosen documents can then be accessed, and even shared, by the client, creating a structured, relational document hub. The alternative? Manual document management, resulting in duplicate and disorganized files and a lack of transparency between professionals and clients.
