Entity Name
Full legal name and any DBAs. Include exact punctuation and suffixes (Inc., LLC) so records match formation documents and tax filings.
A clear Business Information Article centralizes authoritative company data, reducing repetitive requests, streamlining vendor and client onboarding, and supporting timely regulatory reporting. Accurate, current articles help avoid payment delays, conflicting records, and legal ambiguity when third parties require verified company facts for contracts, tax reporting, or background checks.
Keeping one maintained article reduces friction across these groups and lowers the chance of inconsistent disclosures when multiple departments respond separately.
Full legal name and any DBAs. Include exact punctuation and suffixes (Inc., LLC) so records match formation documents and tax filings.
State of formation, formation date, and formation number. Reference the original filing document and registered agent to support legal validation.
Name, address, and contact info for the registered agent of record for service of process and formal notices.
Primary business address with street, city, state, and ZIP; clarify whether it is a mailing address or physical headquarters.
List current officers, directors, and owners with titles and business email addresses to establish authorized signers and decision-makers.
EIN, state tax account numbers, and primary bank details for vendor setups and tax reporting; avoid sharing full bank account numbers publicly.
Maintain access logs and limit editing rights to designated administrators to prevent unauthorized changes to the official article.
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| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day trial | Check vendor | Check vendor | Check vendor | Check vendor |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
Optica consolidated entity details into a single article for investor due diligence
A property management firm uses a signed article to validate ownership and authority when tenants request corporate contact information
Update registered agent or address changes immediately to avoid missed legal notices.
Ensure EIN changes or ownership updates are reflected before submitting tax forms to avoid IRC §6721 penalties.
Provide current articles when opening bank accounts; banks often require original or notarized copies.
Confirm authorized signers before contract signing to avoid later challenges to authority.
Review and refresh articles at least annually or when leadership or ownership changes occur.