Creating a corporate overview manually with Excel or PowerPoint can lead to issues.
Manual errors, outdated information, no audit trail to track changes, and lack of version control or governance.
Your current situation likely falls into one of these categories: you have a state-of-the-art legal system that’s too complex, the tax team doesn’t have access to it, or you’re relying on Excel or PowerPoint for your overview. No matter which one it is, you’ll likely recognize some of these challenges:
Creating a corporate overview manually with Excel or PowerPoint can lead to issues.
Manual errors, outdated information, no audit trail to track changes, and lack of version control or governance.
You don’t need entity information daily—but when you do, you want the latest version to be available.
Unfortunately, it’s not always in your hands, and you’re often dependent on others.
Don’t have direct access to the entity information,legal system or latest version you need?
This means reaching out to the legal team for an update, which could arrive too late.
We focus on two must-haves to give you the best possible experience: a clear overview and a single place for all information and documents. Here’s how that comes to life in our software:
Coperitas provides a clear, automatically updated legal tree visualization of your entities. Any changes you make are instantly reflected for everyone—plus, all your information is stored in the same place!
Audit Trail
Need to track changes or see an older version of your legal tree? No more digging through old Excel or PowerPoint files, hoping you saved the right one! With Coperitas, you can go back in time with a single click.
A quick look
If you want see how it looks in Coperitas, be sure to press the button below!
Find all relevant entity information in one place. Not only do you get a clear overview, but you can also track every change ever made!
Document Management System
Need information on a specific entity or version? All related documents including notes are stored in one central place for easy access.
A little extra
Already have a state-of-the-art legal system you’re happy with? No problem—Coperitas seamlessly syncs with your existing setup.
Coperitas keep improving to help you out with every new challenge that might come your way. As a reaction to one of our clients needs we updates this module to be even more customizable and organized! If you want to see all the improvements we’ve made to this module click the button below.
Discover the visualization update
Check out the interactive video below, it’s here to show you how to create clear overviews for mapping out holdings or preparing country-by-country reporting, all with the help of handy labels! We’ll walk you through the process in a simple, user-friendly way, so you can easily organize and visualize your data.