Articles / Certificate
State-filed document that creates the entity; includes name, purpose, registered agent, and organizer information. Required for legal existence and public record.
Accurate, complete start forms establish legal existence, enable tax and banking setup, and reduce delays with state and federal agencies. Properly executed documents protect owners and preserve liability shields.
Several roles collaborate to prepare and sign start-up paperwork; responsibilities vary by size and entity type.
Assign clear ownership for each form—filing responsibility, signature authority, and record custody reduce errors and speed processing.
State-filed document that creates the entity; includes name, purpose, registered agent, and organizer information. Required for legal existence and public record.
Internal governance document describing ownership, management, profit distribution, and decision rules. Not always filed but essential for liability protection.
IRS-issued Employer Identification Number used for tax filing, bank accounts, and payroll setup. Complete online via IRS or by filing Form SS-4.
W-9 captures taxpayer identification for vendors and contractors; accurate TINs prevent backup withholding and reporting penalties.
Local, state, or federal permits required by industry or activity. Verify specific licensing for regulated activities before operating.
Resolutions or signature cards authorizing signers for business bank accounts; banks commonly require certified entity formation documents.
| Field | Configuration |
|---|---|
| Signature Placement | Assign role-based signature fields per party |
| Authentication | Email + optional SMS or KBA for higher assurance |
| Template Reuse | Create reusable templates for common entity types |
| Reminders | Automate reminders and expiration notifications |
Ensure the eSignature platform supports required authentication, audit trails, and the file formats used by filing agencies.
Apply online; often issued immediately by IRS
Processing depends on Secretary of State workload
Supply to payers upon request to avoid backup withholding
Many states require yearly filings and fees
Federal 1040/1120 deadlines follow standard calendar rules
| 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, no credit card | Trial available | Trial available | Trial available | Trial available |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No envelope cap | 100 envelopes/user/year | Varies | Varies | Varies |