EntityMap by EntiCore

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Every company your clients own, on one map. EntityMap keeps the LLCs, corporations, partnerships and trusts behind each client in one place. Record who owns what, and the ownership chart draws itself. Filing deadlines, missing documents and tax-classification problems surface before they cost anyone money. A sample client in EntityMap. The firm and its clients are invented. The chart draws itself Enter owners and percentages once. EntityMap lays out the structure and traces each person's look-through interest through holding companies and trusts. Problems flagged as you work An S corporation with an ineligible shareholder, a multi-member LLC marked disregarded, ownership that doesn't total 100%, a missing operating agreement. Every deadline in one calendar Federal returns and state reports are scheduled from each entity's tax treatment and state. See what's past due across your whole client book. A portal for clients and advisors Clients see their own structure and send you documents. Attorneys and bankers see only the clients you grant. Staff see only their assigned clients.