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Managed Services

All Services

  • Can I preview my filings?
  • How to use Comments
  • How to download your license and entity registration lists
  • Can I get my power of attorney notarized outside the United States?
  • What is the status of my project?
  • How safe is it for me to share my information with you?

Beneficial Ownership Information (BOI) Reporting

  • How to find the BOI Reporting Information Form
  • Completing Your BOI Information Form: Initial Instructions [Video]
  • Completing Your BOI Information Form: Company Information [Video]
  • Completing Your BOI Information Form: Individuals Information [Video]
  • Completing Your BOI Information Form: Review and Submission Page [Video]
  • Beneficial Ownership Information (BOI) FAQs

Managed Annual Report Service

  • What do you need to start my Managed Annual Report Service Project?
  • How do I complete my Annual Report Information Form?

Managed Annual License Service

  • Where should I return my information request form?

Annual Charitable Solicitation Registration

  • What are nonprofit officers, directors, and shareholders?
  • Where should I return my information request form?
  • What documents do I need to provide for my charitable solicitation registration?
  • How To Replace a Lost 1023 or 1024 Application
  • Which States Require Form 990 to be Filed?

Managed Annual DBA Service

  • Doing Business As (DBA) name FAQs
  • How to self-manage your DBAs in Entity Manager
  • What is Managed Annual DBA Service and how does it work?
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