To our clients, partners, and friends of FileForms—
What a year at FileForms.
FileForms is an entity compliance platform built to help business owners and professional firms stay compliant with Secretary of State filings—including registered agent services, annual reports, business formations, foreign qualifications, and certificates of good standing—with real-time visibility and modern automation.
Over the last 12 months, our team has worked relentlessly to deliver the compliance technology business owners and trusted advisors have been asking for: fewer manual workflows, fewer surprises, and a more scalable way to keep entities active and in good standing.
Our first few years were about learning the hard realities of compliance: state-by-state rules, edge cases, timing constraints, and the operational burden firms face when they manage filings for dozens—or thousands—of entities. This year marked a shift. We are no longer just learning. We’re implementing and executing, turning those lessons into a platform that performs at scale.
Compliance is often treated like administrative overhead—until a missed filing creates real consequences: loss of good standing, delayed deals, banking friction, or penalties that no one budgeted for.
That’s why FileForms emphasizes proactive insights and monitoring. We help you stay ahead of deadlines, notices, and compliance events so your entities remain active and in good standing across every state where you operate.
Compliance rewards a very specific skill: relentless attention to detail. The kind that catches a one-character mismatch, a form revision, a portal requirement hidden three clicks deep, or a state fee update that changed overnight.
Historically, teams handled this in one of two ways: (1) hire more people, or (2) accept more risk and more chaos.
Our approach is different. We combine high-integrity compliance controls with AI-enabled workflows so the repetitive work is handled with speed and consistency—and humans stay focused on judgment calls, exceptions, and client service. The result is a “superhuman” level of productivity: the accuracy of a detail-obsessed compliance professional, paired with the throughput of a system that doesn’t misplace spreadsheets or forget deadlines.
And candidly, this is increasingly what clients expect. If consumers can track a $12 package in real time, business owners and professionals should be able to track mission-critical compliance work the same way.
Everything we shipped this year was designed to make compliance simpler, faster, and more scalable for both business owners and professional firms.
Electronically track and manage legal notices across your footprint, supported by secure digital document storage so you can scale with confidence.
Track deadlines, store entity data, and make quick changes—so you can keep entities in good standing without reinventing your process every year.
A streamlined formation experience that supports customizable bundles, including our Expert Launch package with a local registered agent address, EIN support, and operating agreement templates.
An optimized flow for multistate businesses, with bundling for registered agent services and dynamic handling of state fees—plus certificates of good standing when required from the formation state.
Deliver a native client experience under your firm’s brand—building trust and making compliance feel like part of your service model, not a third-party handoff.
An open API and documentation that enables filing fulfillment inside large business-owner networks and professional workflows—so your clients can stay inside the tools they already use.
Automated payment workflows for professionals who need clean allocation, billing, and reconciliation.
Just as importantly, this also eliminates a painful operational pattern: no more fronting client state fees, delaying your free cash flows, and collecting on the back end. Payments become a built-in part of the workflow—cleaner economics, fewer awkward follow-ups.
Fast access to certificates required for foreign qualifications, financing, banking, and transactions.
We published 100+ educational articles on the FileForms blog to help business owners and professional firms stay aware of requirements, avoid surprises, and spot opportunities to stay at the forefront of compliance as state processes evolve.
Time-sensitive filing fulfillment—especially valuable for transactions and deadlines where speed matters.
Registrations that often follow formations and foreign qualifications—so businesses can operationalize faster.
Built for multi-entity filers who want to consolidate vendors into one platform that can handle real volume.
Order tracking with transaction data plus business and officer details—so firms can manage compliance with the same rigor they manage revenue.
A practical way to model revenue and margin opportunity from modernizing and offering filing solutions.
A structured assessment to determine compliance needs based on clients served, operating states, and existing processes.
Identify filing requirements, upcoming deadlines, and potential penalties across entity portfolios—turning scattered entity data into a prioritized action plan.
We measure success by what we ship—and what it enables for clients.
As we enter year four, we do so with more know-how, technology, and execution muscle than ever.
Our priorities are straightforward:
We’re building FileForms for business owners who want to focus on growth—and for trusted advisors who want to deliver a modern compliance experience without increasing internal workload.
I want to close with what matters most: people.
I’m extremely proud of our team for the discipline and intensity they brought to this year’s work. And I’m grateful to our clients and partners for placing trust in our hands—because in compliance, trust is earned through execution.
Thank you for building with us. We’re looking forward to what the new year brings.
Sincerely,
Frank Tumminello
CEO, FileForms
