Corporate Entities Module

Monitor Corporate Entities and Recurring Compliance Dates

The optional Corporate Entities Module helps subscribers track entity information, formation details, annual reports, taxes and other recurring compliance obligations.

Entity Records

Dedicated records organize core information for corporations, limited liability companies, limited liability partnerships and other entity types.

Capabilities include:

  • Corporations and LLCs
    The module supports commonly managed corporate and limited liability company records.
  • LLPs and other entity types
    Additional entity structures can be classified and tracked in the same portfolio.
  • Legal and assumed names
    Records retain official entity names and relevant assumed or alternate names.
  • Entity status
    Current standing or internal status can be maintained and used in searches.
  • Identification numbers
    Available state, tax and other entity identifiers remain with the record.
  • Responsible contacts
    Attorneys, accountants and other contacts can be associated with the entity.
  • Notes and documents
    Formation documents, filings and explanatory notes are stored with the applicable record.

Formation and Jurisdiction

Subscribers track where and when an entity was formed together with jurisdiction-specific information and responsible parties.

Capabilities include:

  • Formation jurisdiction
    The record identifies the state or other jurisdiction governing the entity’s formation.
  • Formation date
    The entity’s date of formation is maintained as a searchable value and possible deadline trigger.
  • Registered-agent information
    Registered-agent names and related contact information can be stored with the entity.
  • Principal office information
    The record can identify the entity’s principal business address or office information.
  • Entity identifiers
    Jurisdictional filing and identification numbers remain available for reference.
  • Accountants and other contacts
    Outside professionals and internal contacts can be associated with the record.
  • Supporting formation documents
    Articles, certificates and other formation materials can be attached to the entity.

Annual Reports and Tax Dates

Recurring obligations are managed as events and deadlines, with reminders assigned to the users responsible for maintaining each entity.

Capabilities include:

  • Annual-report deadlines
    DocketTrak tracks recurring filing dates for required annual or periodic reports.
  • Tax due dates
    Relevant entity tax dates can be docketed and included in reminder workflows.
  • Recurring compliance events
    Templates create repeated obligations according to the subscriber’s schedule.
  • Custom reminder schedules
    Subscribers determine how far in advance users should be reminded of each requirement.
  • Responsible-user assignments
    Events are assigned to the attorneys, staff members or other users responsible for completion.
  • Reminder emails
    Upcoming entity obligations can be delivered automatically to selected users.
  • Completion tracking
    Users mark filed or otherwise completed requirements Done and retain the history.

Portfolio Reporting

Views, Saved Searches and Excel exports help subscribers monitor active entities and upcoming obligations across jurisdictions.

Capabilities include:

  • Entity-specific views
    Dedicated views organize entity records and the fields relevant to compliance work.
  • Upcoming-deadline reports
    Reports identify annual reports, taxes and other events approaching their due dates.
  • Search by jurisdiction or status
    Subscribers filter the portfolio by formation jurisdiction, entity status and other criteria.
  • Saved Searches
    Frequently used entity reporting criteria can be recalled without rebuilding the search.
  • Excel exports
    Filtered entity and deadline information can be exported for analysis or distribution.
  • Scheduled reporting with optional Scheduled Views
    Recurring entity reports can be emailed automatically when the optional module is enabled.
  • Audit and Activity Log information
    Record changes and dated activities provide context about entity maintenance.

Entity Compliance in One Controlled System

The Corporate Entities Module brings formation information and recurring obligations into the same deadline, reporting and audit environment used for other DocketTrak records.

Related DocketTrak Features

  • Deadline and Reminder Management
  • Reporting, Search and Dashboards
  • Documents and Communications
  • Audit and Data Integrity
  • Scheduled Views

See How DocketTrak Can Help

Explore this optional module with a free DocketTrak trial.

Request a Demo or Free Trial