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.
Designed for law firms, in-house counsels, and compliance teams – an entity management software built for specific needs.
Stop spending hours on manual document management and step into simple document organization with unique client-facing capabilities.
Mistakes and oversights are costly; streamlined document and CAP Table management help prevent unnecessary costs.
Streamline complex CAP Table management within shareable client portals, allowing owners and entities to accurately visualize equity distribution.
Securely store, management, and organize all entity-related documents within a client portal, promoting structured, relationally-linked document visibility.
Benefit from real-time updates and software enhancements that continually improve workflow efficiency.
Built by industry experts to optimize your entity management processes, ensuring reliable outcomes and peace of mind ensuring reliable outcomes, customizable organization, and transparency.
Document and CAP Table management capabilities merge seamlessly with existing SecurePRO workflows, keeping your data in a single place.
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.
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.
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.
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.
