Review your LLC’s publicly available state status
Identify delinquent reports, fees, or filing concerns
Receive a summary of possible next steps
Determine whether reinstatement assistance may be needed
Preparation and submission of applicable state filings
Guidance through the formation or reinstatement process
Status updates throughout the filing process
Digital delivery of completed formation documents
Review your business processes and client journey
Identify required forms, automations, and workflows
Plan your portal pages, navigation, and features
Establish priorities and next steps for the build-out
Add your logo, brand colors, and visual style
Customize the login page and portal dashboard
Apply consistent branding throughout the portal
Create a polished and client-friendly presentation
Customized website design based on your business
Mobile-responsive layout for phones and tablets
Service, contact, and call-to-action sections
Basic website launch and domain connection support
Review of your submitted tax documents
Preparation of applicable federal and state returns
Electronic filing when eligible
Secure delivery of completed tax documents
Review of business income and expense information
Preparation of applicable business tax forms
Federal and applicable state return preparation
Electronic filing when available and eligible
Customized lists, cards, and workflow stages
Task checklists and deadline organization
Labels and categories for easier tracking
Basic instructions for managing your new board
Professional tax-software access
Electronic filing capabilities based on eligibility
Software training and support resources
Tools for organizing tax-preparation workflows









