We stopped discovering annual reports three days before they were due—everything finally lived next to our licenses.
Stay in good standing without drowning in filings
ne workspace for annual reports, amendments, alerts, and license renewals—so deadlines surface weeks ahead instead of landing in someone’s inbox the week they’re due.
Filings and renewals tracked on behalf of operators
Access checklists, docs, and status anytime
Transparent pricing tailored for ongoing compliance
Pick filings-only coverage or add licenses and concierge support when your footprint grows. Turn Popular tier gradient on if you use it elsewhere.
Basic
Core state filings with guided setup—ideal when you want dependable annual reports and amendments without chasing PDFs yourself.
Get compliant now- Initial and recurring annual reports where applicable
- Secretary of State amendment filings for common business changes
- Compliance alerts tailored to your entity and jurisdiction
- Attorney-tracked summaries when filing rules shift materially
Pro
Everything in Basic plus a structured view of licenses and permits—built for teams that sell across cities or renew multiple registrations each year.
Get compliant now- Everything in Basic
- Custom summary of federal, state, and local licenses tied to how you operate
- Renewal reminders with dates synced to expirations you track
- Streamlined uploads for permits and filing confirmations
Premium
Hands-on coordination when filings, licenses, and stakeholder questions pile up—your specialist owns the checklist quarter to quarter.
Talk to sales (or Call concierge)- Everything in Pro
- Dedicated specialist for onboarding and quarterly readiness reviews
- Consolidated calendar across entities or locations you enroll
- Priority responses during filing windows and audit preparation
Spreadsheet reminders vs guided compliance
Same obligations—fewer surprises when deadlines stack across stat
Piecemeal tracking
Manual reminders across agencies and shared drives
Deadline roulette
Due dates live in forwarded emails instead of one authoritative calendar.
Surprise notice
Requirement changes surface late because no one monitors filings continuously.
Guided workflow
Filings organized with alerts built in
Single timeline
Reports, amendments, and renewals attach to each entity record you manage here.
Heads-up runway
Notifications fire before windows close so filings aren’t rushed at the deadline.
Frequently asked questions
What counts as “compliance filings” here?
Typical Secretary of State annual reports, amendments for routine business changes, and related reminders—scoped to what applies to your entity type and state.
Is this the same as legal advice?
No. We focus on coordination, paperwork, and deadlines. Complex disputes or niche regulatory opinions belong with counsel.
Can you handle multiple locations?
Higher tiers are built for multi-jurisdiction footprints; your workspace rolls jurisdictions into one renewal view where configured.
What happens if we miss a renewal?
The goal is advance prompts so that’s rare; if requirements lapse, we’ll outline practical next steps and filings—specific remedies depend on the agency.
What operators say about staying in good standing
BOI and franchise tax reminders stopped living in screenshots; my CFO actually trusts the calendar now.
When we opened two more cities, renewals didn’t turn into a second job for ops.
