Articles copy
Certified copy of Articles of Incorporation or Organization showing state acceptance and official filing number, used for banks and licensing.
Accurate post-incorporation documents protect corporate formalities, support banking and tax registrations, and reduce risk of personal liability or tax penalties. They document ownership, authority, and key corporate actions that third parties rely on.
These records are prepared and reviewed by people across the business lifecycle — founders, corporate officers, advisors, and service providers.
Certified copy of Articles of Incorporation or Organization showing state acceptance and official filing number, used for banks and licensing.
Governing rules that allocate authority, voting, meetings, and internal procedures; essential for dispute resolution and investor review.
Board or member resolutions appointing officers, authorizing bank accounts, and approving initial contracts and equity issuances.
A recorded ledger and issuance certificates or membership schedules documenting ownership percentages and transfer restrictions.
EIN confirmation letter (IRS SS-4 / CP575) plus state tax account numbers and payroll registration confirmations.
Registered agent information, initial report or franchise tax filings, and any required local business licenses or permits.
| Template use and naming | Use versioned templates and include document type plus date in the title. |
|---|---|
| Signature order | Set role-based signing order: corporate officer → bank officer → witness if required. |
| Authentication method | Choose email link or SMS code; use KBA for high-assurance signers. |
| Automatic reminders | Enable reminders at 3 and 7 days for unsigned requests. |
| Retention policy | Set automatic archival and exportable audit trail for required retention period. |
Confirm your signing platform supports secure storage, audit trails, and the integrations your team needs.
Provide a W-9 on request; no statutory filing deadline
Issue to recipients and IRS by Jan 31 each year
Recipient deadline Jan 31; IRS deadlines differ by paper/e-file
Form 1040 due April 15; extensions available with Form 4868
Varies by state; due dates and fees differ
Receive certified articles and official filing number.
IRS issues EIN; needed for bank and tax registrations.
Board or members approve governance and record minutes.
Provide certified documents, resolutions, and signer IDs.
The interface is simple and easy-to-use for our team; more importantly, it is just as easy for our customers.
I can process and execute all of these documents online with 100% compliance and built-in security.
| 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 |
A founder typically coordinates formation documents, signs initial resolutions, and provides identity proof for bank accounts and registrations. Accurate, consistent entries prevent later disputes and bank onboarding delays.
Corporate counsel drafts bylaws, prepares resolutions, and advises on state-specific formalities. They also review retention policies and ensure signed records meet ESIGN and UETA requirements for enforceability.