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CorpData announces General Availability of EntityManager FinCEN CTA Reporting functionality.

Corporate Service Project Management and Workflow Solution Introduces Corporate Transparency Act Reporting functionality.

Englewood, NJ —March 16, 2023 — CorpData LLC, provider of workflow solutions to the legal services and corporate compliance industry, announced general availability of EntityManager™ CTA/FinCEN, their Corporate Transparency Act reporting add-on package.

EntityManager™ is a software platform for corporate legal services project management. This solution brings revenue optimization, workflow automation and compliance calendar management to legal services providers. EntityManager™ automates recurring tasks, reducing overhead and enabling a higher level of service. It helps users to manage high volumes of complex workflow and automatically generates and emails work orders, documents, and project milestone notifications.

This new add-on package of EM CTA/FinCEN supports requirements for FinCEN reporting via CTA reporting data enrichment workflow and enables contactless document exchange with corporate clients::

1. Data Enrichment for FinCEN reporting – EntityManager CTA has added features to enable custom configuration of workflow steps, actions and secure web pages for data collection and client interaction. In this module the system admin has the capability to configure team and client notifications via email. These features make licensee’s specific workflow easy to implement and maintain.

2. Contactless Data Exchange and Document Upload – EntityManager CTA allows users to send corporate documents via email with secure download and upload of scanned documents into the system. This functionality enables licensees to implement contactless data and document exchange.

3. Related Parties Data Management and Audit – EM CTA/FinCEN helps users to maintain database of related parties and beneficial owner information. Data changes are historically tracked and timestamped for review and audit.

4. Add-on package of EM CTA/FinCEN Reporting can be interfaced to client’s current systems – this functionality is designed to operate as an add-on secure cloud storage of corporate data and documents accessible by other systems of EntityManager licensee.

Misha Vaynshenker, CorpData’s president and CEO, said, “Based on our experience in AML/KYC and FinCEN reporting arena we are able to quickly react to market requirements and government regulations. EM CTA/FinCEN helps users to keep track of critical information and respond to changes and deadlines, quickly and efficiently. Our goal is to demonstrate a strong commitment to our clients, who are using our web-based technology to comply with local regulations.”

About CorpData

CorpData, LLC, (www.corpdata.com) is a provider of project management and billing solutions for the corporate service, corporate governance and compliance. Based in Englewood, NJ, CorpData solutions enable workflow and customer relationship management for small and mid-sized businesses. For more information, visit their website at www.corpdata.com.

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Note: All designated trademarks used herein are the property of CorpData, LLC.

CorpData announces General Availability of EntityManager Corporate Maintenance functionality.

Corporate Service Project Management and Workflow Solution Introduces Corporate Maintenance functionality.

Jersey City, NJ — October 9, 2020 — CorpData LLC, provider of enterprise project management and workflow solutions to the corporate services, governance and compliance industry, announced today general availability of EntityManager™ CM, their Corporate Maintenance module.

EntityManager is a software platform for corporate and legal services project management. EntityManager brings revenue optimization, workflow automation and compliance calendar management to legal services providers. EntityManager automates recurring tasks, reducing overhead and enabling a higher level of service. It is helping users to manage high volumes of complex workflow and automatically generates and emails work orders, documents and project milestone notifications.

This new add-on module of EntityManager CM supports major requirements for corporate maintenance workflow and enables contactless document exchange with corporate clients:

Configurable Workflow Controls with Timers – EntityManager CM has added features to enable custom configuration of workflow steps, actions and timers. In this module the system admin has capability to configure team notification and timer alerts. These features make licensee’s specific workflow easy to implement and maintain.
Contactless Document Exchange and Upload – EntityManager CM allows users to send corporate documents via email with secure download and upload of scanned executed documents into the system. This functionality enables licensees to implement contactless document exchange.
Virtual Minute Book accessible via Client Portal – this functionality is designed to operate as a virtual repository of corporate documents accessible by corporate clients of EntityManager licensee.

Misha Vaynshenker, CorpData’s president and CEO, said, “From initial work order placement to ongoing project management, and annual renewals, EntityManager helps users to keep track of critical information and respond to changes and deadlines, quickly and efficiently. Our goal is to demonstrate a strong commitment to our clients, who are using our web-based technology to increase revenue, while increasing both productivity and overall profitability.”

About CorpData
CorpData, LLC, (www.corpdata.com) is a provider of project management and billing solutions for the corporate service, corporate governance and compliance. Based in Jersey City, NJ, CorpData solutions enable workflow and customer relationship management for small and mid-sized businesses. For more information, visit their website at www.corpdata.com.

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Note: All designated trademarks used herein are the property of CorpData, LLC.

CorpData announces General Availability of EntityManager 4.1

New Version of Corporate Service Project Management and Workflow Solution Introduces Vendor Portal Website, Multi Currency Support and Transactional Bulk Order Entry and Processing.

Jersey City, NJ —June 24, 2019 — CorpData LLC, provider of enterprise project management and workflow solutions to the corporate services, governance and compliance industry, announced today the general availability of EntityManager™ 4.1, their web-based software solution.

EntityManager is a software platform for corporate and legal services project management. EntityManager brings revenue optimization, workflow automation and computer security to legal services providers. EntityManager automates recurring tasks, reducing overhead and enabling a higher level of service. It is helping users to manage billing and account receivables and automatically generates and emails invoices and accepts online payments while upselling additional services.

This latest version of EntityManager 4.1 includes major improvements in usability for Transactional Order Entry and Processing and Introduces support for Multiple Currencies for billing and payment processing:

Transactional Bulk Order Entry and Management – EntityManager 4.1 has added features to enable selection of corporate entities from the client portfolio for transactional search and file orders. In this release the the user has capability to replicate the order line item for all of the US States by clicking only once. These features make tedious order entry for same legal entity in all states simplified to handle.

2. Multi-Currency Billing and Payment Processing – EntityManager 4.1 now allows users to bill clients and process payments in multiple currencies. This functionality enables licensees to bill clients in the native currency of the jurisdiction and avoid dealing with currency conversion fluctuation and risk.

Vendor Portal Website – this module is designed to operate as a standalone secure web site for correspondent vendors. EntityManager 4.1 facilitates support of unlimited number of vendors accessing vendor portal simultaneously. Vendor portal can be branded and customized to each of CorpData’s licensees’ specific requirements. One of the new features allows vendor to enter SoP work order to be reviewed and approved by licensee’s authorized user who can forward it to the client.

Misha Vaynshenker, CorpData’s president and CEO, said, “From initial order placement to ongoing management, invoicing, and annual renewals, EntityManager helps users to keep track of critical information and respond to changes and deadlines, quickly and efficiently. Our goal is to demonstrate a strong commitment to our clients, who are using our web-based technology to increase revenue, while increasing both productivity and overall profitability.”

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Note: All designated trademarks used herein are the property of CorpData, LLC.

CorpData announces General Availability of EntityManager 4.0

New Version of Corporate Service Project Management and Workflow Solution Enhances Annual Report Filing Notifications and Client Portal Technology.

Jersey City, NJ – November 29, 2017 – CorpData LLC, provider of enterprise project management and workflow solutions to the corporate services, governance and compliance industry, announced today the general availability of EntityManager™ 4.0, their web-based software solution.

EntityManager is a software platform for corporate and legal services project management. EntityManager brings revenue optimization, workflow automation and computer security to legal services providers. EntityManager reduces time spent on routine tasks, reducing overhead and enabling a higher level of service by helping users to manage billing and account receivables and generates and emails invoices and accepts online payments while upselling additional services.

This latest version of EntityManager 4.0 includes major improvements in usability for Compliance Event Notification Management and Client Portal Technology:

1. Compliance Event Notification Management – EntityManager 4.0 has added features to enable email notifications of annual report filings due. In this release client profile for compliance event notification can be configured for individual or group email notification. Group email option will send a single email listing all the units due for annual report filing during a period.

2. Client Specific Pricing – EntityManager 4.0 facilitates client specific pricing and relationship management. Client service pricing is maintained in the client profile in addition to service discounts to enable a higher level of service.

3. Client Portal Technology – this version is enabled to operate as a standalone web site. EntityManager 4.0 facilitates support of thousands of clients accessing client portal simultaneously. Client portal can be branded and customized to each of CorpData licensors specific requirements.

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Note: All designated trademarks used herein are the property of CorpData, LLC. All other marks are trademarks or registered trademarks of their respective owners.

Schwabe, Williamson & Wyatt Selects CorpData’s EntityManager™ Platform for their Registered Agent Services.

Pacific Northwest-based law firm looks to streamline service and enable greater focus on supporting their client base

Jersey City, NJ — September 20, 2017 —CorpData LLC, provider of enterprise entity management and workflow software solutions to the corporate services industry, announced today that Schwabe, Williamson & Wyatt (www.schwabe.com) has selected CorpData’s EntityManager™ to support their registered agent services program. Schwabe joins a growing list of legal services companies that are taking advantage of CorpData’s EntityManager software platform.

CorpData’s EntityManager is a comprehensive, web-based tool that helps providers of corporate services and registered agent services to increase their productivity, efficiency, and accuracy. Fully scalable and highly intuitive, EntityManager reduces the amount of time spent on routine tasks, including ordering, invoicing, and annual renewals. EntityManager organizes all critical information, cross-referenced for easy access, helping to increase both efficiency and profitability.

Schwabe chose EntityManager’s operational platform for number of reasons: It’s been field-tested for years within the industry; It provides comprehensive, web-based workflow management for both search and file and corporate management type of orders; It has a proven billing and renewal system; and it offers customization options that can meet the unique needs of any practice. Lisa Cincotta, Chief Information Officer for Schwabe who had been heavily involved in the search for a new solution, says “I look forward to working with Misha Vaynshenker and his team to help us derive the most value from the EntityManager solution, to make our processing more efficient so we can pass that value onto our clients.”

Adds Cindee Gannon, who administers the registered agent program for the firm, “We’ve been looking for a system like this for some time now, and have been frustrated with both home-grown and off-the-shelf solutions. But right out of the box, EntityManager has provided us with a useful set of tools, and provides a platform that will help us to keep our focus on our clients, while providing them with both enhanced service and a better overall experience.”

“We’re pleased to welcome Schwabe to CorpData’s roster of clients,” says Misha Vaynshenker, CorpData’s president and CEO. “They’ve joined a growing number of service firms that are using our web-based entity and revenue management tools to streamline their workflow and reduce overhead.” He adds, “Schwabe had a very specific set of challenges for which they felt that EntityManager would prove to be beneficial, and we’re excited to be working to help them address those challenges, with the added benefits of both increased efficiency and enhanced productivity.”

About Schwabe, Williamson & Wyatt
Schwabe is a law firm that offers clients a deep industry focus as well as excellent legal services. The firm’s understanding of key industry sectors allows them to help clients achieve success through ideas, advice, and exceptional legal counsel. With 170 attorneys and offices in Portland, Seattle, Vancouver, Bend, Eugene, Salem and Mountain View, CA, Schwabe is one of the largest regional law firms in the Pacific Northwest.

About CorpData
Based in Jersey City, NJ, with technology development centers in Eastern Europe, CorpData provides intuitive, ready-to-use tools for practice management, corporate governance, and compliance, targeting small and mid-sized businesses within the financial and legal services industries. For more information, visit their website at www.corpdata.com.

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Note: All designated trademarks used herein are the property of CorpData, LLC. All other marks are trademarks or registered trademarks of their respective owners.

Stephen W. Craig Joins CorpData Advisory Board

Industry veteran to help refine product development strategy for business entity management software firm

Jersey City, NJ — November 3, 2016 —CorpData LLC, provider of enterprise entity management and workflow software solutions to the corporate services industry, announced today that industry veteran Stephen W. Craig has joined their advisory board.

As an attorney and as a forty-year veteran of the legal information services industry, Mr. Craig has managed and founded many legal services companies and has held numerous positions in management and law.

From 1985 to 1995, he served as President and Chief Executive Officer of Prentice Hall Legal and Financial Services (PHCS), the country’s premier supplier of corporate formation and registered agent services. During his tenure, PHCS grew tenfold, serving the nations’ top 1000 law firms and corporate customers; acting as registered agent for the most prestigious names in corporate America and setting the industry standard for technological and service innovation.

In 1995, together with three partners, Mr. Craig co-founded National Registered Agents, Inc. (NRAI), a legal services company that re-shaped its industry, also serving as a Principal and as a Member of its Board of Directors. NRAI grew into the premier company in its industry, before being sold to Wolters Kluwer in 2011.

From 1995 to 2004 Mr. Craig also served as President and Managing Member of Superior Information Services, LLC, a fast growing database information company that served the legal, real estate, and insurance markets. He also served on the Board of Directors of Charles Jones, Inc. a sister company of Superior. In 2004 he orchestrated the merger of Superior and Charles Jones with ChoicePoint, Inc., a publicly traded information company which ultimately was merged with Lexis Nexis.

In addition Mr. Craig has served as Chief Executive Officer for several small businesses including Surety Technologies, Inc., an internet security company. He founded Lenders Capital Recovery Services, LLC, a consulting business for financial institutions.

Currently Mr. Craig is a principal in several real estate companies in Connecticut, Massachusetts, New Jersey and New York as both an investor and manager. In addition he is a principal and founding member of Agile Legal Services, LLC a venture that owns several legal services companies serving law firms, law practitioners, corporations and private investment funds. He serves as Executive Director of the Stephen W. Craig Family Foundation and serves on the Board of several small companies.

Mr. Craig received a Bachelor of Arts degree in Economics from Rutgers University, a Masters in Business Administration from Fairleigh Dickinson University, and a Juris Doctor degree from Seton Hall University School of Law. He is licensed to practice law before the state and federal courts in both New Jersey and New York.

CorpData’s EntityManager™ is a comprehensive web-based tool that helps providers of corporate services and registered agent services to increase productivity, efficiency, and accuracy. Scalable and highly intuitive, EntityManager reduces time spent on routine tasks, such as ordering, invoicing, and annual renewals. EntityManager organizes all critical information, cross referenced for easy access, increasing both efficiency and profitability. When used for billing and collection automation, it can be configured to up-sell services during regular billing cycles, while accelerating collections with escalating billing reminders and even applying late fees.

“EntityManager provides a remarkably simple solution for the corporate document filing and management process,” says Craig, adding, “It’s affordable, easy to use, and completely scalable. I can see that the team at CorpData clearly understand the needs of this market.”

Says Misha Vaynshenker, CorpData’s president and CEO, “We’re very pleased to have someone of Steve’s caliber joining our advisory board. He has been a pioneer in both technology and service within the corporate formations space, and we’re looking forward to adding his perspective to our product development efforts. We are confident that his experience will help us to ensure the development — and refinement — of a world-class technology solution that provides real business value to our users.”

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Note: All designated trademarks used herein are the property of CorpData, LLC. All other marks are trademarks or registered trademarks of their respective owners.

Unisearch Selects CorpData EntityManager™ Platform for Corporate Services Workflow, Receivables and Collection, and Billing Automation

Washington-based leader in research and public records retrieval looks to streamline service and support to legal, financial, and business communities

Jersey City, NJ — April 28, 2016 — CorpData LLC, provider of enterprise entity management and workflow software solutions to the corporate services industry, announced today that Unisearch (www.unisearch.com) has selected CorpData’s EntityManager™ to support their corporate services operation and workflow. Based in Tumwater, WA, Unisearch joins a growing list of legal services companies that are taking advantage of CorpData’s EntityManager software platform.

CorpData’s EntityManager is a comprehensive web-based tool that helps providers of corporate services and registered agent services to increase productivity, efficiency, and accuracy. Scalable and highly intuitive, EntityManager reduces time spent on routine tasks, such as ordering, invoicing, and annual renewals. EntityManager organizes all critical information, cross referenced for easy access, increasing both efficiency and profitability. When used for billing and collection automation, it can be configured to up-sell services during regular billing cycles, while accelerating collections with escalating billing reminders and even applying late fees.

“Unisearch chose EntityManager’s operational platform for number of reasons: It has been field- tested for years within the industry; It provides comprehensive, web-based workflow management for both search and file and corporate management type of orders; it has a proven billing and renewal system; and it offers customization options to meet the unique needs of our practices,” says Unisearch’s Jan Hopton. She adds, “I especially like the flexibility and ease of getting our issues resolved. I look forward to working with Misha Vaynshenker and his team to help us derive the most value from the EntityManager solution, to make our processing more efficient — from due diligence and document retrieval, all the way to invoicing and back-office accounting.”

Adds Unisearch’s Loretta McCool “We’ve been in need of a system like this for years, but developing a proprietary system on our own would have been cost-prohibitive. Right out of the box, EntityManager has provided us with an immediate competitive advantage. Within three months of signing the licensing agreement, CorpData configured our EntityManager installation, converted our data, and got us trained and operational. Ultimately, EntityManager enables us to keep our focus on the client, providing them with enhanced service and a better overall experience.”

“We’re pleased to welcome Unisearch to CorpData’s roster of clients,” says Misha Vaynshenker, CorpData’s president and CEO. “They have joined a growing number of service firms that are using our web-based entity and revenue management tools to streamline the workflow, increase revenue, and reduce overhead.” He adds, “Unisearch had a very specific set of challenges for which they felt that EntityManager would prove to be beneficial, and we’re excited to be working to help them realize those benefits and increase both their efficiency and productivity.”

About Unisearch
Founded in 1991 in Washington state, Unisearch is a global public records research firm that specializes in the search, retrieval, and filing of public documents, both across the U.S. and internationally. They offer an extensive range of Uniform Commercial Code/Lien and Corporate services to the legal, financial and business communities. Their core line of business is providing Worldwide Registered Agent services.

Companies large and small have trusted Unisearch for their business incorporation/qualification and Registered Agent needs. Using cutting-edge technologies backed by customer-centric support and service, Unisearch has become an industry leader in UCC documentation services within the commercial lending and legal communities. Learn more by visiting their website at http://www.unisearch.com.

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Note: All designated trademarks used herein are the property of CorpData, LLC. All other marks are trademarks or registered trademarks of their respective owners.

CorpData announces General Availability of EntityManager 3.9.1

New Version of Corporate Service Project Management and Workflow Solution Enhances Account Receivables Collection and Order Processing Management.

Jersey City, NJ — November 19, 2015 — CorpData LLC, provider of enterprise project management and workflow solutions to the corporate services, governance and compliance industry, announced today the general availability of EntityManager™ 3.9.1, their web-based software solution. EntityManager is a software platform for corporate services project management on the web and in the cloud. EntityManager automates corporate services project management and client billing workflow.

CorpData’s EntityManager is a web-based business process automation tool designed to help corporate service providers to process and manage client orders, documents and payments. EntityManager reduces time spent on routine tasks, reducing overhead and enabling a higher level of service. From initial order placement to ongoing management, invoicing, and annual renewals, EntityManager helps users to keep track of critical information and respond to changes and deadlines, quickly and efficiently.

This latest version of EntityManager 3.9.1 includes major improvements in usability for Client Billing and Collection and Due Diligence Order Processing:

1. Client Billing and Collection Management – EntityManager 3.9.1 has specific features added to enable efficient management of account receivables. In this release unpaid invoices can be filtered by time overdue. The user has multiple options of combining overdue invoices into statements and emailing them to the client for payment past due. Payments on statements when entered in EntityManager are automatically distributed to each invoice outstanding adjusting the accounts automatically.

2. Automatic Result Generation for Email – EntityManager 3.9.1 facilitates automatic result summary generation along with result report and invoice for emailing to the client, reducing the number of clicks and manual data entry to prepare final document delivery. This release contains substantial usability improvements in entering, uploading and reviewing each of the due diligence order details.

3. Order Management and Client Billing Improvements – EntityManager 3.9.1 facilitates reduction of data entry by enabling copying data via selection of previously entered records, reducing the number of clicks and manual data entry is essential to productivity improvement. This release contains substantial usability improvements to sales tax configuration management and regular sales tax reporting.

Misha Vaynshenker, CorpData’s president and CEO, said, “Further enhancements are in the product development pipeline, that we believe will help solidify our position as the technology leader in this space. Our goal is to demonstrate a strong commitment to our clients, who are using our web-based technology to reduce overhead, while increasing both productivity and overall profitability.”

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Note: All designated trademarks used herein are the property of CorpData, LLC.

CorpData announces General Availability of EntityManager 3.9

New Version of Corporate Service Project Management and Workflow Solution Enhances Annual Report Filing, Client Billing and Order Entry Management.

Jersey City, NJ — March 2, 2015 — CorpData LLC, provider of enterprise order management and workflow solutions to the corporate services and registered agent services industry, announced today the general availability of EntityManager™ 3.9, their web-based software solution. EntityManager is a software platform for corporate services project management on the web and in the cloud. EntityManager automates corporate services order processing and client billing workflow.

CorpData’s EntityManager is a web-based business process automation tool designed to help corporate service providers, business formation and registered agent service providers to process and manage client orders and payments. EntityManager reduces time spent on routine tasks, reducing overhead and enabling a higher level of service. From initial order placement to ongoing management, invoicing, and annual renewals, EntityManager helps users to keep track of critical information and respond to changes and deadlines, quickly and efficiently.

This latest version of EntityManager 3.9 is a technology platform upgrade that includes major improvements in usability for Annual Report Filing and Order Entry and Processing:

1. Technology Upgrade to Framework .NET 4.5 – This system wide upgrade is fundamental for future business solution development and support. The Framework .NET 4.5 upgrade will facilitate the integration with other state systems similar to CorpData’s current development project with the secretary of state of the State of Delaware.

2. Annual Report Filing Management – EntityManager facilitates annual report preparation and filings on behalf of the client. Our latest features include improvements in history management and annual report filing document generation.

3. Order Management and Client Billing Improvements – EntityManager 3.9 facilitates reduction of data entry by enabling copying data via selection of previously entered records, reducing the number of clicks and manual data entry is essential to productivity improvement. This release contains substantial usability improvements to sales tax configuration management and regular sales tax reporting.

Misha Vaynshenker, CorpData’s president and CEO, said, “We are a software company and developers of the EntityManager business solution for the corporate services industry including customer due diligence compliance. Our goal is to demonstrate a strong commitment to our clients, who are using our web-based technology to reduce overhead, while increasing both productivity and overall profitability. Further enhancements are in the product development pipeline, that we believe will help solidify our position as the technology leader in this space.”

About CorpData
CorpData, LLC, (www.corpdata.com) is a provider of entity management solutions for the corporate formation and registered agent services industry. Based in Jersey City, NJ, with technology development centers in Riga, Latvia, and Moscow, Russia, CorpData solutions enable workflow and customer relationship management for small and mid-sized businesses. For more information, visit their website at www.corpdata.com.

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Note: All designated trademarks used herein are the property of CorpData, LLC. All other marks are trademarks or registered trademarks of their respective owners.

CorpData announces General Availability of EntityManager 3.8.2

New Version of Business Entity Workflow Solution Enhances Annual Report Filing and Client Notification.

Jersey City, NJ —April 22, 2014 — CorpData LLC, provider of enterprise entity management and workflow solutions to the corporate services and registered agent services industry, announced today the general availability of EntityManager™ 3.8.2, their web-based software solution that supports corporate services, business formations and the registered agent industry.

CorpData’s EntityManager is a web-based business process automation tool designed to help business formation and registered agent service providers to process and manage business entities. EntityManager reduces time spent on routine tasks, reducing overhead and enabling a higher level of service. From entity formation and initial order placement to ongoing management, invoicing, and annual renewals, EntityManager helps users to keep track of critical information and respond to changes and deadlines, quickly and efficiently.

This latest version is in response to user feedback and adds exciting features that help users to reduce overhead and increase productivity. Annual Report Filing Reminder and Notification functionality is improved to accommodate following requirements:

1. Compliance Event Calendar – For each legal entity, EntityManager™ tracks applicable compliance event including compliance event calendar, directors and officer’s assignment and resignation.

2. Annual Report Filing Templates – Built-in templates for annual report filing document generation where the system automatically fills out required details such as addresses, directors and officers currently active.

3. Bulk Email Notifications and Reminders – The system enables generation of bulk email reminders specific to the jurisdiction and the compliance event including documents attachment. Email notification reminders can be grouped per client with a list of entities affected. Allows full user control of the methods and frequency of customer notification. Notices can be configured to be sent through EntityManager internal Messaging Center or via email.

4. Enable Client Order Placement – The recipient of the email has an option to click within the text on the link which will allow ordering specific services. Notices can include “Order Now” links that can link to an order placement. For instance in case of annual report reminder – have an option of ordering annual report filing and preparation service.

Misha Vaynshenker, CorpData’s president and CEO, said, “We’re excited to be offering this latest version of EntityManager, and we believe that these enhancements address some of the important feedback we’re getting from both clients and prospects. Our goal is to provide not only the best value in entity management workflow solutions, but also to demonstrate a strong commitment to our clients, who are using our web-based technology to reduce overhead, while increasing both productivity and overall profitability. Even more enhancements are in the product development pipeline, and we think that each iteration will help solidify our position as the technology leader in this space.”

CorpData announces General Availability of EntityManager™ 3.8

Latest Version of Business Entity Workflow Solution Enhances Usability and User-Configurable Taxation Functionality

Jersey City, NJ — October 2, 2013 — CorpData LLC, provider of enterprise entity management and workflow software solutions to the business formation and registered agent services industry, nnounced today the general availability of EntityManager™ 3.8, the latest iteration of its web-based software solution that supports the industry’s business formation and registered agent business.

CorpData’s EntityManager is a web-based business process automation tool designed to help business formation and registered agent service providers to process and manage business entities. EntityManager optimizes time spent on routine tasks, reducing overhead and enabling a higher level of service. From entity formation and initial order placement to ongoing management, invoicing, and annual renewals, EntityManager helps users to keep track of critical information and respond to changes and deadlines, quickly and efficiently.

This latest release provides several usability enhancements, and adds user-configurable taxation functionality for calculating and processing jurisdictional taxes.

Taxation — Taxation functionality enables the management of various tax types, such as state Sales Taxes or European Value Added Taxes (i.e. VAT or PVN). Virtually any type of taxation can be configured, and can be based on location/jurisdiction, services, or client residence. The taxable service can be automatically calculated, processed and added to a customer’s invoice, and properly identified as a tax line item.

Vendor Invoice Management — EntityManager 3.8 supports the uploading and tracking of correspondent vendor invoices. Vendor invoices can easily be linked to specific orders and even to specific line items relating to the vendor providing the service. When an order is being processed as a part of a QuickBooks synchronization, the vendor invoice is automatically imported as a vendor bill. This allows better management and control of correspondent vendor services and invoices.

Improvements to the QuickBooks/EntityManager Synchronization Module — Enables the user to map service price components to various accounts within the chart of accounts. This allows a user to break the service sold into internal accounts for Service Fee, Correspondent Fee, or Statutory Fee, for better tracking and reporting. Vendor Invoices that are uploaded and linked to orders are simultaneously uploaded to QuickBooks, enabling improved management and processing of correspondent and jurisdiction costs.

Late Fee Management — Late fees can be configured and applied to outstanding client invoices, dependent on jurisdiction. This enables the use of multiple, jurisdiction-based rules for late fee percentages, amounts and due dates. With so many of our customers operating in multiple jurisdictions, this helps to reduce the labor-intensive manual management of their clients’ late fees.

Says Misha Vaynshenker, CorpData’s president and CEO, We’re excited about the release of EntityManager 3.8, and are confident that these enhancements will enable our clients to increase both their productivity and profitability. Our goal has always been to provide not only the best value in entity management workflow solutions, but also to demonstrate a strong client focus. There are many more client-driven enhancements already in the product development pipeline, and we know that each iteration helps us to solidify our position as the technology leader in this space.”

About CorpData
CorpData LLC, is a provider of entity management solutions for the business formation and registered agent services industry. Based in Jersey City, NJ, with technology development centers in Riga, Latvia, and Moscow, Russia, CorpData solutions enable workflow and customer relationship management for small and mid-sized businesses. For more information, visit their website at www.corpdata.com.

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Note: All designated trademarks used herein are the property of CorpData, LLC. All other marks are trademarks or registered trademarks of their respective owners.

Corporate Filing Solutions Selects CorpData’s Entity Manager™ Platform for Business Entity Workflow

Boston-based CFS looks to EntityManager software to streamline workflow and increase productivity

Jersey City, NJ — September 30, 2013 — CorpData LLC, provider of enterprise entity management and workflow software solutions to the business formation and registered agent services industry, announced today that Corporate Filing Solutions LLC (CFS – www.filingsmadeeasy.com) has selected CorpData’s EntityManager™ to support their business formation and registered agent practice. Based in Boston, MA, CFS joins a growing list of business formation and registered agent services companies that are taking advantage of CorpData’s EntityManager software platform.

“Corporate Filing Solutions chose EntityManger’s operational platform for number of reasons: Because it provides easy access from any office; it has a tried and tested invoice renewal system; it provides the API for web integration; and it offers the option of customization,” says CFS’ Genevieve Charest. She adds, “We look forward to working with Misha Vaynshenker and his team to roll-out the solution and make our processing more efficient, as well as giving us the ability to provide our clients with 24/7 access to their accounts.”

“We’re please to welcome Corporate Filing Solutions to CorpData’s roster of clients,” says Misha Vaynshenker, CorpData’s president and CEO. They have joined a growing number of service firms that are using our web-based entity management tools to streamline the workflow, increase revenue, and reduce overhead.” He adds, “Corporate Filing Solutions had a very specific set of challenges for which they felt that EntityManager would prove to be beneficial, and we’re excited to be working to help them realize those benefits and increase both their efficiency and productivity.”

About Corporate Filing Solutions (CFS)
Based in Boston, MA, Corporate Filing Solutions, LLC (CFS) provides registered agent services and corporate legal filing services for all types of entities within the 50 states and the District of Columbia. To learn more, visit their website at www.filingsmadeeasy.com.

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Note: All designated trademarks used herein are the property of CorpData, LLC. All other marks are trademarks or registered trademarks of their respective owners.

Continental Corporate Services Selects CorpData’s Entity Manager™ Platform to Facilitate Business Growth

Corporate services specialist will utilize EntityManager solution to streamline workflow and increase profitability

Jersey City, NJ — May 14, 2013 — CorpData LLC, provider of corporate services and the business formation industry, announced today that Continental Corporate Services (CCS) has selected CorpData’s EntityManager™ to support their extensive corporate services practice. Based in Nutley, NJ, and with additional offices in Los Angeles, CA and New York, NY, CCS assists law firms and corporate legal departments with a variety of services. They join a growing list of corporate services companies that are taking advantage of CorpData’s EntityManager software platform.

Says Joe Pope, president of Continental Corporate Services, “We were intrigued by EntityManager’s Search and File component. It supports order entry, processing and management of due diligence and retrieval projects. Typically, this work can be complex and very labor-intensive. Performing these searches and managing communication between all interested parties is normally quite time-consuming, and fraught with opportunities for error. Now, what used to take hours can be accomplished in a fraction of the time, accurately and all with just a click of the mouse.”

Adds CCS’ Sebastian Camua “Instead of allocating valuable resources to creating our own system, EntityManager – right out of the box – gives us an immediate leg up in a very competitive environment. Ultimately, EntityManager enables us to keep our energy and focus on the client by providing them with a better product and experience.”

“We’re excited to have CCS joining our roster of EntityManager users,” says Misha Vaynshenker, CorpData’s president and CEO. They join a growing number of service firms that are using our web-based entity management platform to streamline workflows, reduce overhead, and increase profitability.” He adds, “Our continued success demonstrates how we’re actively listening to the needs of our clients, enabling us to build-out a robust, market-facing solution that enables small and mid-sized service companies to compete effectively against even their largest competitors. More importantly, EntityManager is affordable and provides our clients with a quick return on their investment.”

About Continental Corporate Services (CCS)
Founded in 1997, and with roots dating back to 1929, Continental Corporate Services (CCS) is a worldwide provider of corporate document and legal filing services. Based in Nutley, NJ, and with additional offices in Los Angeles, CA, and New York, NY, CCS specializes in large transactions, and has handled five of the largest leveraged buyout transactions on record. Their services include Corporation Filing Services; Corporate Document & Information Retrieval; Name Services; Uniform Commercial Code/UCC Filing Services; Legalization & Authentications; Registered Agent Services/ Independent Director Services/ Special Purpose Entities Services; Precedent Materials; and Corporate Statutes. To learn more, visit their website at www.ccslegal.com.

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Note: All designated trademarks used herein are the property of CorpData, LLC. All other marks are trademarks or registered trademarks of their respective owners.

CorpData Announces General Availability of EntityManager™ 3.7

FOR IMMEDIATE RELEASE
CorpData announces General Availability of Entity Manager™ 3.7

Newest Version of Business Entity Workflow Solution Adds Enhanced ‘Search and File’ Component for Processing of Search-Based Orders

Jersey City, NJ — Apr 8, 2013 — CorpData LLC, provider of enterprise entity management and workflow solutions to the corporate services industry, announced today the general availability of EntityManager™ 3.7, the latest iteration of its web-based software solution that supports the industry’s business formation and registered agent business.

CorpData’s EntityManager is a web-based business process automation tool designed to help business formation and registered agent service providers to process and manage business entities. EntityManager optimizes time spent on routine tasks, reducing overhead and enabling a higher level of service. From entity formation and initial order placement to ongoing management, invoicing, and annual renewals, EntityManager helps users to keep track of critical information and respond to changes and deadlines, quickly and efficiently.

The latest enhancements targets professionals performing due diligence and working with Uniform Commercial Codes (UCC) . EntityManager’s robust “Search and File” capability provides users with tools to improve both the productivity and the accuracy of handling complex projects.

Search and File Component Supports Order Entry, Processing and Management of due diligence and retrieval projects. Typically, this work can be very labor-intensive, and involve multiple subjects, names, and jurisdictions. Performing these searches and managing communication between all interested parties would traditionally have been onerous and time-consuming. Now, with enhanced work flow capabilities, EntityManager users can quickly access essential information and communicate easily with a network of correspondents, all with just a click of the mouse.

Enables entry of multiple subjects or names, jurisdictions, and services.

Configures specific services and/or jurisdictions to correspondents.

Can automatically email correspondents for separate Line items in a request.

Improves accuracy of payables, with built-in approval and tracking.

Generates custom reports, accessible to clients. o Available in two configurations:
One for National/International-level search and document management
One for a Local search and document management.

Enhanced QuickBooks Integration. Entity Manager can now function as a single, unified platform for both Registered Agent and for retrieval services. Existing QuickBooks users can easily sync with their QuickBooks platform, using QB-EM Sync.

Expanded “Bill To” Capability. Automates invoicing and emails bills directly to clients (or to client’s designee); to a client company, or to a third party.

Says Misha Vaynshenker, CorpData’s president and CEO, “We’re very pleased to release EntityManager 3.7 and are confident that these enhancements will help our clients increase their productivity and profitability. Search and File functionality extends the range of EntityManager’s utility and now supports more of out target client’s needs. Our goal has always been to provide not only the best value in entity management workflow solutions, but also to demonstrate our strong client focus. There are many more client-driven enhancements in the product development pipeline, and we know that each iteration helps us to solidify our position as the technology leader in this space.”

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Note: All designated trademarks used herein are the property of CorpData, LLC. All other marks are trademarks or registered trademarks of their respective owners.

CorpCo Selects CorpData’s Entity Manager™ Platform for Business Entity Workflow

Latest Version of Business Entity Workflow Solution Adds High-Value Features to Increase User Productivity

Jersey City, NJ — Sep 14, 2012 — CorpData LLC, provider of enterprise entity management and workflow solutions to the corporate formation and registered agent services industry, announced today the general availability of EntityManager™ 3.5, the latest iteration of its web-based software solution that supports the business formation and registered agent industry.

CorpData’s EntityManager™ is a web-based business process automation tool designed to help business formation and registered agent service providers to process and manage new business entities. EntityManager reduces time spent on routine tasks, reducing overhead and enabling a higher level of service. From entity formation and initial order placement to ongoing management, invoicing, and annual renewals, EntityManager helps users to keep track of critical information and respond to changes and deadlines, quickly and efficiently.

The latest enhancements come in response to ongoing feedback from EntityManager users, and add several useful new features to help them reduce overhead and increase productivity, including:

Enhanced Email-based Communication

Adds support for free-form, user-entered email addresses
Provides ability to choose email recipients via Address Book
Adds company-centric Bulk Email communication, with extensive filtering

Enhanced Service of Process (SOP) / Customer Engagement

Ability to provide clients with electronic Service of Process (SOPs)
- Provides details of SOP
- Enables attachment of documents associated with SOP forms
For those utilizing EntityManager Client Portals:
- Adds a new “My SOP” section, to provide easy access to all SOP forms and attachments
- Adds functionality for tracking SOPs, via SOP Acknowledgment form

Enhancements to Client Portal

Revised Portal Home Page provides an “at fingertips” summary view of all orders, SOPs, and shortcuts to frequently-performed actions
New “My SOP” section provides access to all Service of Process forms and attachments

Overpayments and Refunds

Payments made “in access of” an existing Order Balance are rolled-into a Client’s Credit Balance
Maintains visibility into relationship between overpayment(s) and related underlying order(s)
- Adds Traceability
- Enables Reporting
- Flags Potential Refunds
Adds ability to Issue Refund for full or partial payments
- Enables a “Special Transaction Type”
- Integration into QuickBooks/Accounting System
Adds Editing Enhancements for typographic corrections in payment/refund fields

Enhanced Search Functionality

New “Clients Grid” simplifies searches on clients’ companies
Adds ability to search on “Doing Business As” (DBA) company names and “Previous” company names

Additional Enhancements

Adds DocX (Open-source .NET Library) tags, including “#Today”
Automatic Assignment of Owner Admin based on Confirm

Says Misha Vaynshenker, CorpData’s president and CEO, “We’re very pleased to be launching EntityManager 3.5. We’ve come a long way since our initial release, and we’re confident that these enhancements will help our clients to increase both productivity and profitability. Working collaboratively with both clients — and even prospects — helps us to ensure that EntityManager delivers real business value to our users.”

About CorpData
CorpData LLC, is a provider of entity management solutions for the business formation and registered agent services industry. Based in Jersey City, NJ, with technology development centers in Riga, Latvia, and Moscow, Russia, CorpData solutions enable workflow and customer relationship management for small and mid-sized businesses. For more information, visit their website at www.corpdata.com.

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Note: All designated trademarks used herein are the property of CorpData, LLC. All other marks are trademarks or registered trademarks of their respective owners.