Stay Compliant
Stay Organized
Stay Ahead

Centralize legal and compliance information for your business

At Simplex, we're all about helping you simplify complex legal and compliance information so you can have more control over your time and your business. Whether you're managing a single entity in one jurisdiction or overseeing a global conglomerate, Simplex centralizes your entity management in a dynamic portal. Built for professionals – including CPAs, attorneys, private equity firms, and service firms – Simplex streamlines required filings, helps you meet deadlines, and provides easy access to critical business information. With intuitive tools and a scalable platform, it's the comprehensive solution for firms managing their own compliance – or managing it on behalf of clients.

Why Choose Simplex?

Industry Expertise

Simplex has developed its portal to accommodate the complex data needs of various industries, offering a bespoke user experience for each client. The firm brings together a group of seasoned professionals who understand the nuances of data integrity and the importance of your and your clients' critical business information.

Client Support

We don't just set you up — we stay with you, offering smooth on-boarding, regular check-ins, and expert help optimizing your experience.

Competitive Pricing

All the features you need, at a price that fits your firm.

About Simplex


Developed by career accountants, tax and legal professionals to address legal information, business filings and document management issues.

Businesses from large to small, corporations to partnerships that have multiple entities, business filings and forms should use Simplex to simplify and efficiently manage their business. Companies in the Private Equity, CPA, tax, law, financial services and real estate sectors would greatly benefit by using Simplex.

Our dedicated team will ensure that you get all the help and support you need from the time you sign up with us. From an easy onboarding and implementation process to regularly checking in including optional reviews of your data and set up, we are with you every step of the way to ensure you get the maximum benefit and efficiency from using Simplex.

Code Example

Products & Services


Application Example

Simplex has a simple user interface that is intuitive, with the ability to navigate within the application and get to key information with just a few clicks using multiple icons and links.

All information is stored in a central repository and is easily accessible through centralized calendars, notification links, dynamic tables and charts with export capabilities for data.

We partner with law practices, tax and CPA firms to continuously enhance our product and services, ensuring our platform meets the evolving needs of professionals managing complex entity structures.

📊 Entity Management Dashboard

Quickly access vital business information for all entities, including organizational charts, personnel, FEIN, nexus, bank accounts, insurance, leases, and more – all in one place.

📁 Document Repository

No more scouring e-mails, websites, and folders to find what you need. Store, organize, and access critical documents in one secure, centralized platform, from legal and regulatory filings to operating agreements.

📅 Automated Reminders and Calendar

Sync business filing deadlines, tax submissions, and compliance tasks to a centralized calendar. Simplex tracks dates, sends email reminders, and keeps everything organized, ensuring you never miss a filing again.

🌳 Org Chart

Dynamic and interactive organizational charts capture both simple and complex legal and tax entity ownership structures for businesses. Org charts can also be created for divisions and personnel.

📈 Dynamic Reports

Automated, interactive reporting turns information into a living view of your business — filings, structures, and relationships, all dynamically updated.

👥 Tenant Management Dashboard

Business needs shift quickly, and so does the need to adapt and track relevant data for firms managing multiple clients– our Tenant Management dashboard provides designated agents controlled access to subsidiaries, allowing departments to work in tandem.

Contact Us


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