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.

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