Formation Articles
Official state filing that creates the entity and records the entity name, type, and registered agent; used to obtain legal status.
A consolidated startup packet reduces formation delays, supports bank and tax registrations, and helps limit personal liability when drafted correctly under state law.
Startup founders, business attorneys, registered agents, or company administrators commonly prepare and file formation paperwork.
Proper role alignment ensures signatures are valid, filings are accepted, and post‑formation operations start without regulatory friction.
| Field | Configuration |
|---|---|
| Entity Name Field | Locked; single-line text with spellcheck |
| Signature Fields | Signer-specific; require date and printed name |
| Attachment Field | Allow upload for proof of identity or prior agreements |
| Routing Order | Set organizer first, founders next, and registered agent last |
Official state filing that creates the entity and records the entity name, type, and registered agent; used to obtain legal status.
Internal governance for member roles, capital contributions, profit distribution, decision-making procedures, and transfer restrictions.
Board or member resolutions authorizing bank accounts, EIN application, and appointment of officers or managers.
Completed EIN application and W-9 or other tax forms needed to open accounts and comply with withholding rules.
Clear record of equity ownership, classes of stock or membership units, and vesting where applicable.
Any early vendor or founder agreements that affect ongoing obligations and representations given to investors or banks.
Apply immediately after formation to open bank accounts and hire employees
Provide upon request from payers; no fixed IRS deadline
Recipient and IRS deadline: Jan 31 each year
Form 1040 due April 15; extension to Oct 15 with Form 4868
Deadlines vary by state; verify with state revenue agency
Prepare formation papers and internal governance documents for review
Founders sign operating agreement and initial resolutions
Submit articles and pay state filing fee to create the entity
Obtain EIN, open bank account, and register for state taxes
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|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes (Premium) | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes (BAA) | Yes | Yes | No | No |
| Envelope Cap | No envelope cap | 100 envelopes/user/year | Varies | Varies | Varies |
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.
Ensure your eSignature platform supports your document formats and integrates with accounting, CRM, and cloud storage systems.