Entity Managed Services

Entity Managed Services is an on-demand information management service for all of your entity compliance documents and information.

LLC incorporation

Entity Managed Services: Consider it Done

Keeping entity records up to date is essential but time-consuming. Every year you’re under pressure to do more with less, while constantly balancing multiple demands. Entity Managed Services provides resources and expertise to keep your company data accurate.

Entity Managed Services Support


Clean, Accurate Data

From the very beginning, CT’s data migration process includes clean-up and resolving any issues. Then day to day, we manage your entity data and documentation to keep it up-to-date and accurate, giving you current and historical data accessible 24/7 in hCue, CT’s award-winning entity management software.

Entity Compliance Assured

Our Entity Managed Services Team proactively alerts you to compliance deadlines, plus any documents, evidence or registrations that are about to expire. They’ll also run an annual Health Check of your U.S. entities to ensure your entity data match Secretary of State records.

On-Demand Answers When You Need Them

Get what you need when you need it from a single source that’s maintained for you. Access the most advanced, user-friendly Org Chart tool on the market, even run “what if” scenarios at any time. You can easily access your consents and tap into our huge resource of custom reports.

Services Include:

  • Account Administration: Grant customized access to new staff and other departments
  • Annual Health Check: We ensure your hCue data matches Secretary of State records
  • Data on Demand: Organizational Charts, Customized Reports, Consent and Resolution Generation
  • Database Customization
  • Documents Management
  • Officers and Directors Updates
  • Real-time Entity Data Updates: Mergers and Acquisitions, Ownership, Governance Information, Foreign Qualifications, Related/Assumed Name

Benefits:

  • Free up staff from data entry to focus on higher value work
  • Experts dedicated to your account who are an extension of your team
  • Pro-active and timely data management; updates are made as new information is available
  • Receive alerts when updates trigger required compliance work
  • 24/7 access to your data
  • Answers on-demand including org charts, reports, and more
  • Meet internal and external stakeholders’ data requirements
  • Rely on a predictable cost structure with transparent pricing
  • CT’s expertise equates to a strong return on your investment in our services
  • Support that adapts to your changing needs

Entity Management Information


Entity Management Solutions

Entity Managed Services One Sheet

hCue Return on Investment Time Study

“Entity Managed Services are a huge timesaver, while also giving peace of mind knowing updates are getting done and entity information is accurate.”

- CT Customer

What's Driving the Increased Complexity for Entity Management Services?


Multiple jurisdictions and geographies

The required regulations, filings, due dates and payments can become overwhelming, especially when managing multiple entities across numerous geographic locations.

Costly penalties

Missed deadlines, filings or payments can result in lost time and money, governmental penalties and bad public relations.

An increasingly complex world

The amount of time and complexity required to manage entity compliance increases year after year.

FAQs

How can I be sure CT’s services will work for my company?

We design our solutions to adapt to the way you work—not the other way around. And since all your documents and entity data live in a centralized location, you can be sure you always have the most up-to-date information.

Why is entity management important?

Errors in entity compliance can be damaging to a company and its brand. Missed deadlines, filings or payments can result in lost time and money, governmental penalties and bad public relations.

Request a Custom Quote

Have a specific question about a product? A CT Specialist will follow up with a custom quote along with a comprehensive assessment of your needs.