From your portal, you can form a Corporation with our entity formation service.  In this guide, we will demonstrate how to enroll a Corporation.

Initiate the formation process

1. Log in to your online portal. From the dashboard, select “Form a New Company”.

2. On the next screen, select “Corporation”.

3. On the following screen, enter the jurisdiction and your choices for company name. Provide a brief description of the purpose of your company. Click “Next” when done.

4. Enter the address of the Principal Place of Business and the mailing address.

5. On the next screen indicate which other states your Corporation will be qualified to do business in. If you require fields for more than 3 states, please use the Special Requests field at the end of this application to provide that information. Provide your CPA’s name and contact information.

6. Indicate if your Corporation is owned by a single individual. If your Corporation is not a single owner entity, enter the requested information for each owner in the provided fields.

7. Provide the information as requested for the owner type you selected.

8. Enter the name of each Shareholder of your Corporation. To add additional Shareholders, click the “Modify” button to access the “Add Shareholder” function.

9. Repeat the process for the Directors and Officers of your Corporation.

10. On this screen, please provide our team with any additional information about your Corporation. You may also add the contact information for any other advisors that you would like to have included in correspondence.

11. Finally, provide your payment information. Payment options include ACH or credit card. Your payment information will be securely stored for use when services are rendered.

12. Once completed, our team will review your information and follow up with you to complete your formation of your Corporation.

Learn more

• Remove an entity from your portal.
• How to Form an LLC

After our team reviews the organizational structure and details regarding the entity, we will send you a link to the online portal where you will be able to securely complete the process. Completion of all items, including payment, is required to move forward with with enrollment of your entity.

Completing the enrollment process

1. You can also access the outstanding items portal from your dashboard. Click here to learn how to login into your portal.

2. In the left column, you will find entities with outstanding items to be completed. Click on an entity name to view which Items are incomplete – marked with red (!).

3. In the Payment panel, you can view fees and download an invoice.

4. You can also update your payment information.

5. In the Organizational Structure Analysis panel, if the company you are enrolling is owned or managed by another entity that is not currently enrolled in our Entity Management Service, you can provide the FinCen Identifiers or initiate an enrollment of those related entities.

6. In the Fee Agreement panel, you can review and sign the Fee Agreement.

7. Click on fee agreement link to open and review the agreement. Indicate your understanding and acceptance of the terms to complete this step.

8. In the Accountant/Firm panel, please provide the contact information for your entity’s accountant.

9. In the Government IDs/FinCen Identifier, you can review on the status of the government issued photo ID of the owners of your entity.

10. Click on the names of the beneficial owners highlighted with a red (!) to upload an image (JPG, JPEG, PNG or PDF) of their government-issued identification or BOI identifier.

11. In the Residential Addresses panel, you can provide the addresses of each beneficial owner.

12. Lastly, in the Employer Identification Number panel, please provide the entity’s EIN.

Learn more

• Remove an entity from your portal.
• How do I obtain a FinCen ID?
• What is a Magic Link?

From your portal, you can form a LLC with our entity formation service.  In this guide, we will demonstrate how to enroll a LLC.

Initiate the formation process

1. Log in to your online portal. From the dashboard, select “Form a New Company”.

2. On the next screen, select “LLC”.

3. On the following screen, enter the jurisdiction and your choices for company name. Provide a brief description of the purpose of your company. Click “Next” when done.

4. Enter the address of the Principal Place of Business and the mailing address.

5. On the next screen indicate which other states your LLC will be qualified to do business in. If you require fields for more than 3 states, please use the Special Requests field at the end of this application to provide that information. Provide your CPA’s name and contact information.

6. Indicate if your LLC is owned by a single individual. If your LLC is not a single owner entity, enter the requested information for each owner in the provided fields.

7. Provide the information as requested for the owner type you selected.

8. Enter the name of each Member of your LLC. To add additional Members, click the “Modify” button to access the “Add Member” function.

9. Repeat the process for each Manager of your LLC.

10. On this screen, please provide our team with any additional information about your LLC. You may also add the contact information for any other advisors that you would like to include in all correspondence.

11. Finally, provide your payment information. Payment options include ACH or credit card. Your payment information will be securely stored for use when services are rendered.

12. Once completed, our team will review your information and follow up with you to complete your formation of your LLC.

Learn more

• Remove an entity from your portal.
• How to Form a Corporation

From your portal, you can enroll an existing corporation or LLC into our entity management service.  In this guide, we will demonstrate how to enroll a LLC.  If you are enrolling a corporation, select “corporation” as the entity type and follow the prompts.

Complete the enrollment process

1. Log in to your online portal (For instructions on how to log in, please click here).  Once logged in, from the dashboard select “Enroll a Company”.

2. Select the entity type that is appropriate to your entity.

3. On the following screen, enter the EIN, jurisdiction, date of formation and company name. Review and select the desired service(s). Finally, provide a brief description of the purpose of your company. Click “Next” when done.

4. Enter the address of the Principal Place of Business and the mailing address.

5. On the next screen indicate all other states where the company is qualified to do business. If you require fields for more than 3 states, please use the Special Requests field at the end of this application to provide that information. Provide your CPA’s name and contact information.

6. Indicate if your entity is owned by an individual. If so, provide the name, social security number and marital status of the owner in the subsequent screen. If your entity is not a single owner entity, enter the requested information for each owner in the provided fields.

7. Enter the name of each Member. To add additional Members, click the “Modify” button to access the “Add Member” function.

8. Repeat the process for each Manager/Officer.

9. On this screen, please provide our team with any additional information about your entity. You may also add the contact information for any other advisors that you would like to include in all correspondence.

10. Use this screen to securely upload any organizational documents.

11. Finally, provide your payment information. Payment options include ACH or credit card. Your payment information will be securely stored for use when services are rendered.

12. Once completed, our team will review your information and follow up with you to complete your enrollment.

Learn more

• Remove an entity from your portal.