Formation Documents
Articles of Organization or Incorporation, initial resolutions, and member/shareholder schedules prepared in editable format to match state filing requirements.
A standardized pack reduces setup friction, centralizes required information, and improves consistency across filings and contracts while clarifying what needs notarization, witness signatures, or state-specific modifications for lawful effect.
Each group uses the pack differently—owners for setup, finance for tax accuracy, and counsel for legal sufficiency.
Articles of Organization or Incorporation, initial resolutions, and member/shareholder schedules prepared in editable format to match state filing requirements.
W-9 template, initial payroll setup checklist, and I-9 guidance so the business can obtain an EIN and register for payroll withholding correctly.
Bank resolution, signature card template, and proof-of-authority language required by many banks to open business accounts and sign financial instruments.
Customer terms, NDAs, and vendor agreements with modular clauses to adapt for scope, payment terms, and simple IP or confidentiality protections.
Offer letter template, employee acknowledgement forms, and basic handbook excerpt focused on essential policies and benefits enrollment steps.
List of state filings, typical notary/witness needs, and a timeline for tax and licensing deadlines tailored to the business type.
| Field | Configuration |
|---|---|
| Signer Order | Specify sequential or parallel signing as required by governance. |
| Authentication | Use email link or SMS code; opt for stronger KBA if required. |
| Reminders | Set automatic reminder cadence for unsigned documents. |
| Retention | Enable secure storage and export to PDF/A for records. |
Verify platform compliance for regulated industries (for example, HIPAA BAA options) and confirm audit trail and export capabilities before finalizing workflows.
| 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 | No | Yes, limited | Yes, limited |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
EINs are typically issued immediately online by the IRS when applied for correctly.
Distribute employee W-2s by January 31 each year (IRS requirement).
Provide 1099-NEC to recipients and file with IRS by January 31.
Federal tax return generally due April 15 for individuals; entity deadlines vary.
Retain I-9 for 3 years after hire or 1 year after termination, whichever is later (8 CFR §274a.2).
A small investment firm used a pack to centralize formation and banking documents for three new entities.
A multi-site healthcare provider standardized its onboarding and consent forms across clinics.