Entity management,
simplified.
CorpSync centralizes every entity's data — documents, ownership structures, banking signatories, and compliance status — into a single, secure workspace built for corporate counsel.
Spreadsheets weren't built for corporate entities.
Managing entities across multiple jurisdictions is fragmented and error-prone. Scattered documents and manual compliance tracking drain time and expose firms to risk. One missed filing deadline or outdated ownership record can trigger regulatory penalties or client liability.
One workspace for every entity.
Purpose-built modules replace your spreadsheets, shared drives, and side-of-desk trackers — without losing the structure your team relies on.
Entity Registry
Track companies, trusts, and partnerships with structured profiles, document versioning, and automated expiry alerts.
Beneficial Ownership Engine
Recursively calculate UBO chains against any threshold (e.g. 25%), with full chain visualization and snapshot history.
Cap Table & Ledger
Toggle between direct-edit Setup Mode and immutable Live Mode. Every issuance, transfer, and disposal is fully audited.
Banking & Signatories
Manage bank accounts, authorized signatories, and KYC renewal dates with automated alerts before they lapse.
Org Chart Visualization
Interactive ownership charts with capital badges, share summaries, and built-in circular-ownership detection.
Compliance Dashboard
Real-time health indicators for documents, photos, UBO snapshots, and movements — green, amber, or red at a glance.
Role-Based Access
Workspace-level admin and viewer roles with Row-Level Security keep sensitive client data properly compartmentalized.
Made for the standards your clients expect.
Client-Ready Reports
Generate Corporate Profiles, Cap Tables, UBO Declarations, and Bank Signatory Registers as PDFs in one click.
Audit-Grade Security
End-to-end document encryption, full version history, and granular access controls on every record.
Demo Mode
Let prospective clients explore a live, read-only workspace before they commit to onboarding.
No Implementation Headache
Cloud-hosted, with no infrastructure to maintain. Start tracking entities in minutes, not months.
From ten entities to ten thousand.
Corporate secretaries, compliance officers, and partnership teams at law firms managing entities across multiple jurisdictions — at any scale.
See CorpSync with your entities.
Request a personalized walkthrough — we'll show you how CorpSync handles UBO chains, cap tables, and compliance for portfolios at your scale.
© 2026 CorpSync. Entity management for law firms.