Formation Filings
Articles of organization or incorporation drafted for the chosen state, including required corporate or LLC details and the correct filing contact information to avoid processing delays.
A Business Start Package reduces filing errors, clarifies who signs what, and centralizes documents needed by banks, tax authorities, and vendors, improving accuracy and audit readiness during the company’s first months of operation.
Common users include founders, small-business owners, officers, attorneys, and incorporation service providers preparing formation filings and onboarding.
The package supports internal teams and external agents by centralizing signatures, dates, and supporting documentation for early business operations.
Often prepares and signs formation documents, appoints officers, and completes W-9 and banking data. Ensures names match government ID and that signature authority is documented for future bank and vendor verification.
Receives service and files state correspondence, confirms the registered office address, and often submits articles of organization or incorporation on behalf of the entity to the state secretary of state.
Articles of organization or incorporation drafted for the chosen state, including required corporate or LLC details and the correct filing contact information to avoid processing delays.
Operating agreement or corporate bylaws that define ownership, decision-making, voting rights, and capital contributions; tailored clauses reduce future disputes among founders.
I-9 and W-9 templates, payroll setup checklists, and guidance on retention and verification steps needed for hiring and vendor payments.
Bank resolution, EIN confirmation guidance, and identity documentation checklist required by financial institutions for account opening and signatory setup.
State filing deadlines, business licenses, sales tax registration, and required notices compiled to help prioritize filings and renewals.
Record of signer identity, signature method, dates, and linked documents for audits and to demonstrate chain of custody for executed agreements.
| Field | Configuration |
|---|---|
| Document Template | Business Start Package template with locked fields |
| Signature Order | Specify sequential or parallel signing as needed |
| Authentication Method | Email link, SMS code, or KBA where required |
| Storage Location | Secure cloud folder with version control |
Choose a signing platform that supports secure storage, authentication, and integrations with your CRM or accounting systems.
Provide to payers on request; no IRS filing deadline
Recipient and IRS due January 31 each year
Individual tax return due April 15 unless extended
Retain for three years after hire or one year after termination
State processing varies; check secretary of state timing
Draft formation and governance documents, confirm parties and addresses
File articles and pay state fees to create the legal entity
Obtain EIN, open business bank accounts, and submit W-9s
Complete payroll, vendor onboarding, and license registrations
| 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 | Yes, 7-day 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 |