Registered Agent service workflow

What happens when we serve as your registered agent in any state.

State designation

Day 1

We file the change-of-agent form with your Secretary of State. Most states process within 5-10 business days.

Document receipt

Ongoing

Legal documents, service of process, and state correspondence arrive at our DE address. Logged and scanned within 4 business hours.

Instant alert

Real-time

You receive an email and dashboard notification within 4 hours of receipt. Original document available as PDF same day.

Action support

Within 24h

Need help? A compliance specialist reviews high-priority documents (lawsuits, tax notices, state actions) and recommends next steps.

EIN issuance workflow

How we obtain your federal Employer Identification Number from the IRS.

Form SS-4

5 minutes

We prepare IRS Form SS-4 from your formation data. You sign electronically.

US founder path

Instant

If you have an SSN or ITIN, we submit via IRS online application. EIN issues in your dashboard within an hour.

Foreign founder path

4 business days

No SSN/ITIN? We fax the signed SS-4 to IRS line +1 (855) 215-1627. EIN returns by fax in 4 business days.

CP 575 letter

Same day

IRS issues the EIN confirmation letter (CP 575). We store it in your document vault. Required for banking, tax filings, and Form 5472.

BOI Report workflow (FinCEN)

For foreign-formed entities registered to do business in the US (per the March 2025 interim final rule).

Exemption check

Day 1

We confirm whether the rule applies. US-formed entities are exempt; only foreign-formed-then-US-registered entities must file.

Beneficial owner data

30 minutes

We collect each non-US beneficial owner's full legal name, DOB, residential address, and passport image.

FinCEN submission

Same day

We submit through FinCEN's BOI E-Filing System. No filing fee at FinCEN. Our service fee is $249 one-time.

30-day update tracking

Ongoing

If beneficial-owner data changes, an updated BOI report is due within 30 days. We track this automatically via Compliance Annual Filings.

Annual Report filing workflow

From deadline tracking to state-stamped confirmation. Every entity, every state.

Deadline tracking

Ongoing

We monitor each entity's annual report due date across all 51 jurisdictions. Reminders begin 30 days out.

Draft preparation

14 days before

We prepare the report with your current entity data: officers, registered agent, address, members. You review in dashboard.

State filing

10 days before

Approved report submitted to the Secretary of State. State filing fee paid at cost. Most states process within 5 business days.

Confirmation stored

On acceptance

State-stamped report uploaded to your document vault. Compliance score updates to 100% for state annual report. Calendar advances to next year.