From document generation and execution, to storage and filing with the corporate registry, Walter helps you organize client information and automate corporate maintenance.
Organize all entity records in one place to automate and stay on top of filings and and minute book updates.
Generate director and shareholder resolutions from precedents, assembled with pending items created in Walter
Build and auto-update your client’s virtual minute book with each corporate maintenance task.
Manage a stakeholder’s data across multiple entities with a unified profile, ensuring accurate records in your Walter database
Easily track directors and officers, including start/end dates and a full history
With Walter, entity management becomes seamless—from generating required documents to maintaining complete corporate records. Automate routine filings and ensure entity records are up to date, while providing your clients with organized, accurate information.
View key entity details, including officers, directors, and corporate information
Generate and file annual returns and other corporate documents with the corporate registry
Visualize entity ownership including shareholders, subsidiaries, and relationships
Merge duplicate records for people, companies, or addresses, and update details
Manage director appointments and removals and generate related documents
Manage state formation taxes and extra-jurisdictional registrations
Quickly create new company records from templates
Track every change made to entity records
Update company names, directors, or addresses across multiple entities effortlessly. Merge duplicate records, create new entities based on existing data, manage share transfers, and track every change with a detailed audit trail. Walter makes corporate maintenance efficient and accurate for your firm.
