Navigating Your Client Portal

When you log in, you’ll land on your Dashboard, which lists all of your entities in a table format. For each entity, you’ll see:

• Company Name
• State of Formation
• Membership Status
• Business Type
• Actions (Manage Company / Manage Billing)

You can also:

• Search for a company using the search bar.
• Filter or sort by company name, state, membership, or business type.
• Add a New Company directly from the dashboard.

Click Manage Company next to any entity to open the Company Profile. This screen displays your company’s essential details, including:

• Entity Name, Status, and Type
• Filing State and Date of Incorporation
• Registered Agent details (if available)

On the right side, you’ll find the Tools and Resources menu with the following options:

• My Mailbox & Documents – Opens a document storage area organized into folders. Here you can view or download company documents such as Operating Agreements, Stamped Articles, EIN confirmations, Mail scans, Service of Process, and Renewal Confirmations.
• Annual Minutes Questionnaire – A guided form to complete your required annual minutes directly inside the portal.
• Quarterly Board Meeting Templates – Templates you can fill out in the portal to document board meetings.
• Manage Billing Information – Access billing and subscription details for this entity.
• Upload Missing Documents – Add documents directly to your entity’s document folder. Uploads appear instantly in your documents section.

Click Manage Billing from the dashboard (or via Tools & Resources in the Company Profile) to access subscription details.

In the billing section, you can:

• View your active plans and renewal dates.
• See whether auto-renewal is enabled.
• Review subscription amounts.
• Download past invoices.
• Update payment methods (credit card, ACH, etc.).

⚠️ Note: Clients cannot change or cancel subscriptions directly in the portal. To request a change, use the chat tool or contact support.

From any screen, you can access the Our Memberships page (top-right corner). This section provides a summary of membership benefits and pricing for each tier.

If you’re unsure which tier you’re in, check the Membership Status column on your dashboard.

If you need help at any point, use the chat widget in the bottom-right corner labeled “Have Questions? Ask Here”.

• This opens the Intercom support bot, which can answer common questions or connect you to a team member.
• Filing requests (such as amendments or dissolutions) are not currently available in the portal. Please submit those through chat or email, and our team will handle them for you.
• Notifications about completed filings or document updates are sent by email.

• The portal currently supports single-login access only. Additional user roles or team access will be introduced in the future.
• For now, all documents, billing, and compliance tasks are managed from one account.

We’re continuing to improve the client portal. Future updates will include:

• Role-based logins for team members (e.g., accountants, partners).
• Expanded request types for direct filings within the portal.
• More robust status tracking for compliance tasks.