Unified Management
Enjoy a single place for consolidated client entity management.
Entity & File Management
Centralized control over all client entities and documents
Maintain absolute order over complex corporate structures and securely store their supporting paperwork in one unified system.
Corporate Oversight
Easily handle shareholding, director management.
Financial Tracking
Monitor compliance with lodgment tracking & consolidated financial reporting.
Total Visibility & Portability
Gain clear visibility across all entities and use one click to export Entity data.
Organized Storage
Benefit from centralised document storage and folder management.
Rapid Discovery
Locate documents quickly via easy search and file tagging.
Job Linking
Keep context clear with files linked to clients and jobs.
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Frequently asked questions
Answers optimised for search and AI discovery.
The Entity Manager provides a single place for consolidated client entity management. It manages shareholding, director management, and offers clear visibility across all entities.