Legal Entity
Full registered name of the corporation or LLC exactly as shown on formation documents and IRS records, including DBA if applicable.
A clear, complete Business Corporate Account reduces processing delays, prevents unauthorized transactions, and documents authority for audits and regulatory reviews. Properly prepared accounts support banking KYC checks, tax reporting, and vendor integrations while reducing the risk of payment rejection or frozen funds.
Teams involved in account setup include finance, legal, and operations; external parties may include bank compliance officers and third-party vendors.
Final review should confirm authorized signers, matching legal names, EIN accuracy, and supporting documentation to avoid processing delays.
Full registered name of the corporation or LLC exactly as shown on formation documents and IRS records, including DBA if applicable.
Federal Employer Identification Number as issued by the IRS; used for tax reporting, ACH origination, and bank onboarding.
Board resolution or officer authorization showing approval to open the account and naming authorized signers, with dates and recorded minutes reference.
Full names, titles, specimen signatures, and limits of authority for each signer, including delegated transaction thresholds.
Information required under the Corporate Transparency Act or bank KYC rules specifying owners with controlling interest.
Authorized payment methods, ACH routing details, check signing rules, and any dual-signature or approval workflows.
| Field | Configuration |
|---|---|
| Full Name Field | Required, auto-validate format |
| EIN Field | Numeric only, fixed length |
| Signature Field | Required for each signer |
| Routing Order | Sequential or parallel as needed |
Choose a signing and delivery platform that supports the file formats and authentication methods required by your bank or vendor.
Ensure the platform produces an audit trail and a tamper-evident signed copy; confirm any bank RON or notarization preferences before finalizing the workflow.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies | Varies | Varies | Varies |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |
Martin Properties moved lease and account authorizations online to reduce in-person steps and speed closings.
The clinic standardized consent and corporate-account authorizations across multiple locations to ensure consistent signer authority.