A complete package reduces the risk of Secretary of State rejection, documents regulatory compliance for licensed professionals, clarifies ownership and management, and preserves professional licensure requirements at formation. Accurate documentation also supports tax and banking setup and establishes a clear record for future amendments or audits.
Professionals and advisers use this package to ensure a compliant Texas PLLC setup and consistent records across stakeholders.
The package supports formation, internal governance, and subsequent filings; parties should confirm licensing board requirements and any additional filings required by state regulatory agencies.
| Field | Configuration |
|---|---|
| Signature Type | eSign with full audit trail |
| Authentication | Email plus optional SMS code |
| Template Reuse | Save as template for repeated filings |
| Notarization Option | Support RON session or in-person notarization |
Choose a platform that supports required file formats, secure transport, and integration with your back-office systems.
Confirm the provider supports audit trails, optional RON notarization, and secure storage compatible with your compliance and record retention policies before completing filings.
A completed Certificate of Formation (professional entity) that includes the entity name, registered agent, management structure, and a description of the professional service; this is the primary filing document submitted to the Texas Secretary of State.
A tailored operating agreement that defines member capital contributions, ownership percentages, duties, profit distribution, decision-making, and language addressing licensed professional obligations and potential suspension of membership for license issues.
Copies of each licensed professional's state license, license number, and any required board approvals or attestations demonstrating the members are authorized to render the stated professional services.
A signed acceptance from the registered agent acknowledging service responsibilities and providing the Texas street address for official correspondence.
Member or manager resolutions adopting the operating agreement, authorizing bank accounts and EIN application, and designating officers or authorized signers for contracts.
A stepwise checklist with filing fee instructions, SOS submission methods, required attachments, and guidance on retaining formation records and copies for licensing boards and banking.
Submit the Certificate of Formation when ready; expedited SOS options may shorten processing.
Processing varies by method and workload; allow several business days for standard filing.
Apply for an EIN from the IRS after formation; this is needed for banking and payroll.
Some boards require separate registration or approval; check state board timelines.
Texas requires ongoing franchise tax and public information reporting; confirm due dates with the Comptroller.
Assemble licenses, names, and member approvals before filing.
File the Certificate of Formation with required attachments.
Receive SOS filing confirmation and keep the certified copy.
Obtain EIN, open bank accounts, and register with licensing boards.
| 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 by plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
Optica simplified document routing for clients and internal teams
A small professional services firm moved formation and lease documents online