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Bulk Filings · Scale

File for hundreds of entities from one upload.

When you manage a portfolio of companies, filing them one at a time is a full-time job that still misses deadlines. Bulk Filings takes a single CSV, validates every row against each state's rules, and submits them in parallel, with a per-entity receipt for every one.

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Up to 10,000 per upload Validated before filing Per-entity receipts
Live product

One upload, five hundred filings, in parallel.

This is a batch of 500 annual reports across 12 states, submitting all at once. Watch the run: each entity is validated, filed, and gets a receipt dropped into your vault.

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Acceptance feedreceipts to vault
Every accepted filing writes a timestamped PDF receipt to your Document Vault. submitting...
Why it exists

One entity is a task. A hundred is a liability.

Filing for a single company is straightforward. Filing for fifty, or five hundred, is a different problem entirely. Each state has its own form, fee, and deadline, and doing them one login at a time means someone is always mid-task, which is exactly how a portfolio ends up with a handful of entities quietly out of good standing.

The manual approach doesn't just cost time, it costs accuracy. A typo in a spreadsheet becomes a rejected filing you find out about weeks later; a missed row becomes a penalty. At portfolio scale, the errors are guaranteed, the only question is how many.

Bulk Filings turns the whole portfolio into one operation. Upload a CSV, and every row is validated against that state's requirements before anything is submitted, errors surfaced inline on the exact rows to fix. Then it all files in parallel, with a per-entity receipt written to your vault as each one is accepted.

How it works

Upload, validate, file, reconcile.

The same four steps whether the batch is ten entities or ten thousand.

01Upload a CSVOne file describes the whole batch, up to 10,000 entities, with no practical ceiling on the portfolio.
02Validate every rowEach row is checked against that state's rules, with errors flagged inline before anything submits.
03File in parallelSubmissions run concurrently, so a large batch clears in minutes rather than days.
04Reconcile receiptsEvery accepted filing writes a per-entity PDF receipt to your vault, so the record is complete.
Built for portfolios

Everything a firm managing many entities needs.

Every filing typeAnnual reports, formations, 2553 elections, RA changes, foreign qualifications, amendments, and more.
Pre-flight validationErrors are caught on the exact rows before submission, so you never send a batch that will bounce.
Parallel submissionA large run clears in roughly 5 to 30 minutes instead of tying up a team for days.
Per-entity refundsIf a state rejects a filing, our fee for that entity is refunded and we re-submit with corrections.
API & webhooksOn enterprise, trigger batches through the REST API with acceptance callbacks to your systems.
Volume pricingPer-filing price drops as the batch grows, with custom pricing for very large portfolios.
Where it sits in the OS

Scale filing, wired to scale management.

Bulk Filings is the throughput engine; the rest of the OS is where you see and control the portfolio it acts on.

Multi-Entity DashboardSee good-standing and deadlines across the whole portfolio, then file the gaps in bulk.Explore APIRun batches programmatically with webhook callbacks for state-acceptance events.Explore Document VaultEvery per-entity receipt is filed here, timestamped and searchable across the portfolio.Explore ComplianceDeadlines across every entity roll up so you know exactly which filings a batch should cover.Explore Team AccountsRole-based access lets a team run and review batches without sharing one login.Explore BosAIAsk "which entities still need a Q3 report?" and turn the answer into the next batch.Explore
FAQ

Bulk filings, answered.

Which filings can be bulked?
Annual reports, formations, S-corp elections on Form 2553, registered-agent changes, foreign qualifications, amendments, address changes, and dissolutions. If a filing repeats across many entities, it can run as a batch, which is most of the recurring work a portfolio generates.
Do you validate before filing?
Yes. When you upload a CSV, we validate every row against that state's filing requirements before anything is submitted, and errors are surfaced inline on the exact rows that need a fix. That's the difference between catching a typo in seconds and discovering a rejected filing weeks later.
How fast is a run?
Submission runs in parallel and takes roughly 5 to 30 minutes for a large batch. State acceptance then varies: same-day in Delaware, Nevada, Wyoming, and Colorado, and a few business days in other states. You watch acceptances land in real time rather than wondering where a batch stands.
How do I track a run in progress?
Through the live monitor you saw above: filed count, states, throughput, and a real-time acceptance feed, with each entity's status updating as the state responds. On enterprise, the same events are delivered as API webhooks, so a run can be tracked from your own dashboards too.
How are receipts delivered?
As each filing is accepted, a per-entity PDF receipt is placed in your Document Vault and you get a notification, so every entity has a timestamped record and you always know exactly what's done. Reconciling a 500-entity run becomes reviewing a folder, not chasing confirmations.
Is there API access?
Yes, on the enterprise tier. You can run bulk filings programmatically through the REST API, with webhook callbacks for state-acceptance events, so a batch can be triggered and tracked from your own systems rather than through the dashboard.
What does it cost?
Bulk filing uses volume tiers, so the per-filing price drops as the batch grows, with custom enterprise pricing for very large portfolios. State fees are always passed through at cost. See the pricing page or talk to sales for a portfolio quote.

Turn a portfolio of filings into one upload.

Validate and file for hundreds or thousands of entities in parallel, with a receipt for every one and refunds if a state ever says no.

Talk to sales See pricing
10,000 per upload Validated first Per-entity receipts
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