Records Manager

Maintain Corporate Records


  • Store organizational records securely
  • Track ownership and leadership
  • Customize notifications for meetings

Schedule a Demo
A screenshot of our Records Manager software

Reduce time spent searching for corporate records

Improve compliance during board and staff transitions

Access critical data on-demand for simplified reporting

Records

Records Manager stores the organizational documents specific to each type of entity.


Corporations store articles of incorporation, bylaws, amendments, meeting minutes, and corporate resolutions.

Nonprofits store articles of incorporation, bylaws, amendments, IRS letters, meeting minutes, and policies.

LLCs store certificates of organization, amendments, operating agreements, meeting minutes, and resolutions.

A screenshot of Articles of Incorporation documents uploaded into our software

Meetings

Records Manager tracks internal meetings of all types. Set the frequency of recurring meetings and Records Manager sends reminders based on your notification preferences. After each meeting, Records Manager securely stores your minutes and resolutions.

A screenshot of a list of meetings and a new meeting being created

Explore More of Our Software


Entity Manager

Maintain entity registrations

License Manager

Maintain business licenses

Tax Manager

Maintain tax registrations

A screenshot of our compliance software in both a laptop and phone
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