Articles/Certificate
State filing document (Articles of Organization or Incorporation) with designated registered agent and statutory formation language needed for Secretary of State submission.
A consolidated package reduces repetitive data entry, clarifies signatory roles, and centralizes supporting materials so filings and bank onboarding proceed with fewer follow-ups and fewer verification rounds.
Use of a standardized package reduces coordination overhead and creates a single record set for audit, retention, and compliance reviews.
State filing document (Articles of Organization or Incorporation) with designated registered agent and statutory formation language needed for Secretary of State submission.
Internal rules, ownership percentages, management powers, capital contributions, and default transfer restrictions governing the new entity.
Corporate/LLC resolution authorizing named signers to open accounts, execute checks, and access online banking services for the business.
W-9 for payor/TIN certification and any initial payroll or contractor classification documents required for tax reporting.
Standard first-party agreement or scope of work used to engage early vendors, including payment terms and IP assignment when applicable.
Record of filings, required signatures, notarization/witness needs, and retention instructions to track completion and legal holds.
| Field | Configuration |
|---|---|
| Signer authentication | Email link, SMS code, or KBA as required |
| Sequential routing | Enable role-based order for signers |
| Bulk send | Template-based distribution for multiple recipients |
| Retention policy | Set automatic archival and export schedules |
Confirm the platform can export tamper-evident signed PDFs, produce a detailed audit log, and integrate with your records management and accounting systems.
Provide upon request from payor; needed to avoid backup withholding
File with recipient and IRS by January 31 for contractor payments
Generally due April 15 (individuals) or April 15/quarterly rules apply
File formation documents per state processing windows
Provide signed resolution and EIN during onboarding; timeline varies by bank
| 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 |