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Entity Management Services

Gain confidence and control over critical entity compliance

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Navigating Entity Compliance with Confidence

Managing entity compliance is increasingly complex, especially in today’s environment of heightened regulation and limited resources. Companies without a robust entity management software solution risk compliance gaps and are missing a golden opportunity to introduce critical efficiencies into their governance program.

CSC’s Entity Management Technology Platform simplifies and centralizes the governance of your global entity portfolio. We combine award-winning software with expert support, providing a powerful intersection of service and technology.

Services

CSC's Entity Management service combines our industry-leading technology with our tenured and experienced customer support. The result is full visibility and control over your critical entity information backed by a knowledge base that automates compliance events. CSC Entity Management clients can:

  • Maintain sensitive officer and director data

  • Create transparency around officer and director changes via a human capital management integration with Workday®

  • Store, manage, and search minute book and governance documents electronically

  • Generate documents in bulk via an intuitive guided workflow

  • Create and manage electronic signature requests with DocuSign®

  • Track ownership, stock, and shareholder information

  • Automate the creation of advanced organization charts

  • Establish an unlimited number of custom fields to track unique entity data

  • Track Doing Business As (DBA) names, prior names, and merger history

  • Manage upcoming compliance due dates, including annual reports, and other critical filings

  • Generate strategic reports for auditing, entity tracking, and decision-making purposes

  • Establish custom data and document integrations between CSC Entity Management and enterprise or third-party systems via a secure bi-directional entity application programming interface (API)

What makes CSC Entity Management different?

Service integration

Service integration

Governance data and legal documents auto-sync with CSC services, cutting manual work.

Configurable and Scalable

Configurable and Scalable

Designed to scale and flex with your entity governance, compliance, and reporting needs.

Automated Compliance Calendar

Automated Compliance Calendar

Built-in tools auto-manage U.S. and global deadlines like annual reports and key filings.

Enterprise-Grade Security

Enterprise-Grade Security

The CSC platform is backed by the highest levels of enterprise security, availability, and resilience.

Transparent Pricing

Transparent Pricing

One flat fee. Unlimited users. Full features, updates, training, and expert support included.

Related resources

entity solutions August 2025

Ask The Expert:
Considerations For Entity Management Software

blog entity solutions June 2023
reports entity solutions April 2025

Five Reasons to Adopt a Collaborative Model for Global Entity Management

blog entity solutions June 2023

Webinars to watch

Global Entity Management: How to Successfully Manage a Multinational Entity Portfolio

Discover strategies for overseeing a multinational entity portfolio, ensuring compliance, and improving visibility across jurisdictions.

reports tax solutions July 2025

Top Considerations for Selecting Entity Management Software

Learn what legal and compliance leaders should evaluate when choosing entity management technology, including integration, scalability, and support.

reports tax solutions July 2025

Streamline Entity Management with CSC

Learn what legal and compliance leaders should evaluate when choosing entity management technology, including integration, scalability, and support.

reports tax solutions July 2025

Awards

See the full list of CSC’s Awards and Achievements here.

Frequently Asked Questions (FAQs) on Entity Management

Entity management is the process of organizing and maintaining accurate records for a company’s legal entities across jurisdictions. It includes tracking ownership structures, officer and director information, compliance deadlines, and governance documentation. Effective entity management supports transparency, minimizes regulatory risk, and strengthens overall corporate governance.

Entity management software is a digital platform designed to centralize and streamline the tracking, reporting, and governance of corporate entities. It helps legal and compliance teams manage entity data, automate annual compliance requirements, maintain organizational charts, and ensure regulatory filings are completed on time. Solutions like CSC Entity Management® also integrate with platforms such as Workday® and DocuSign® to further simplify workflows and reduce risk.

Strong entity management is essential for maintaining legal and regulatory compliance, especially for organizations operating in multiple jurisdictions. It ensures timely filings, accurate ownership records, and proper documentation—reducing exposure to fines, audits, or reputational damage. With a robust entity management system in place, companies gain operational efficiency and greater confidence in their corporate governance processes.

Entity management focuses on the operational and administrative tasks required to maintain compliance for legal entities—such as tracking filings, maintaining minute books, and updating officer and director information. Corporate governance, by contrast, refers to the broader framework of rules, practices, and processes used to direct and control a company. While entity management supports corporate governance, it is one component of a larger governance strategy.

The CSC Entity Management® platform is used to streamline global entity governance by centralizing data, automating compliance tasks, and improving visibility across a company’s entire entity portfolio. It offers integrated features like org chart generation, cap table management, compliance tracking, Workday® and DocuSign® integrations, and secure document storage—all backed by CSC’s unmatched service and security.

CSC Entity Management® is used by legal departments, compliance professionals, corporate secretaries, and governance teams at organizations of all sizes—especially those managing complex or multinational entity portfolios.

Further reading on entity management best practices

For those exploring how to optimize entity governance, these CSC resources offer additional insights:

What Is Entity Management?

Get grounded in the fundamentals of legal entity management and explore strategies for creating a sustainable, compliant program that scales with your organization.

reports tax solutions July 2025

15 Steps to Mastering Corporate Entity Management

A detailed guide that walks through the full entity life cycle—ideal for professionals looking to reinforce compliance and streamline operations.

reports tax solutions July 2025

Ask the Expert: Considerations for Entity Management Software

A detailed guide that walks through the full entity life cycle—ideal for professionals looking to reinforce compliance and streamline operations.

reports tax solutions July 2025

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