FileForms gives single-family offices and multi-family offices a white-label platform to automate annual report filing, registered agent services, and entity compliance across all 50 states — without adding overhead.
The Challenge
The average family office manages 15–25 legal entities across multiple states. The compliance burden that comes with that structure is manual, error-prone, and expensive — especially with legacy vendors.
Each LLC, corporation, or SPV requires its own annual filing across every state it operates in. Without a centralized system, tracking deadlines, fees, and state-specific rules across dozens of entities is unmanageable.
Missed filing deadlines lead to fines, loss of good standing, inability to secure financing, and in the worst cases — administrative dissolution that strips the entity of its liability protection.
Family offices using CT Corporation, CSC, and VCorp report: “Expensive.” “No primary point of contact; missed several deadlines.” “Clunky 20-year-old technology.” “Cannot whitelabel their platform.”
Every state where a family office holds an entity has different deadlines, fee structures, and registered agent rules. Only 28% of family offices use integrated software to manage this — creating a major gap.
The FileForms Solution
One platform. All 50 states. 75% more efficient than legacy vendors. Purpose-built for the compliance complexity of single-family and multi-family offices.
FileForms handles the entire filing process — from data collection to state submission — across all 50 states. Eliminate 30–60 minutes of manual work per state filing.
Every state’s filing deadlines, fees, and requirements are built into the platform. Automated alerts notify your team before a deadline is at risk — for every entity, in every state, every year.
Multi-family offices can deliver compliance services to client families under their own brand with automated billing and full transparency — without building internal filing operations.
Maintain a licensed registered agent in every state where your entities are registered. FileForms provides timely document notifications, secure electronic retrieval, and proactive compliance alerts.
Entity data, formation documents, and filing records are protected by SOC-II compliance and enterprise-grade security — meeting the standards family offices and their counterparties require.
Manage every entity across your portfolio from one centralized dashboard. Bulk uploads, compliance status, filing history, and registered agent management — across all states, all in one place.
For Multi-Family Offices
MFOs access FileForms at wholesale pricing and resell compliance services to client families at a retail rate of their own choosing — generating healthy, recurring margin while providing a valued service.
Wholesale rate per state per entity. Units never expire. Billing is automated. You set the retail rate.
In gross revenue potential identified by MFO resellers — with recurring annuity-like revenue each year.
States covered on one platform. No referrals out, no patchwork of providers, no coverage gaps.
More efficient than legacy vendors like CT Corporation, CSC, and VCorp. Hours of work reduced to minutes.
Getting Started
FileForms onboards family offices quickly. Your full entity portfolio can be tracked, monitored, and filing-ready within days of getting started.
Book a demo or sign up. Your FileForms representative walks through account setup, permissions, and white-label configuration for MFOs.
Bulk-upload your entity portfolio via CSV. FileForms automatically maps deadlines, filing requirements, and compliance gaps across all states.
FileForms tracks every deadline, sends proactive alerts, and handles filings on your behalf — with full visibility from your compliance dashboard.
Every entity in your portfolio stays in good standing, year over year — protecting liability structures and keeping transactions on track.
Who We Serve
From single-family offices managing a handful of entities to large MFOs serving dozens of client families across multiple states — FileForms scales to how you operate.
Automate annual reports and registered agent services for every entity in your portfolio — without spreadsheets, manual deadline tracking, or navigating multiple state portals each year.
Deliver compliance as a branded service to client families using FileForms’ wholesale pricing and white-label infrastructure — generating recurring revenue without building internal filing operations.
Replace manual compliance workflows with a system that tracks every deadline, documents every filing, and provides audit-ready evidence trails — without adding headcount.
Ensure every entity maintains good standing, current registered agent coverage, and timely foreign qualification filings — reducing legal risk during transactions and due diligence.
Manage compliance for SPV structures, holding companies, and operating entities across multiple states — with automated monitoring and a centralized multi-entity dashboard.
FileForms partners with accountants, CPAs, attorneys, and investment professionals to help them service family office clients with a remarkable compliance experience.
Case Study
“Absolutely no comparison in the market. FileForms transformed how we manage compliance for our client families — one platform, full visibility, and a revenue stream we didn’t have before.”
— Multi-Family Office Client, FileForms Reseller Partner
Common Questions
Everything family office principals, CFOs, COOs, and GCs ask before getting started.
Yes. FileForms automates annual report filings, tracks deadlines in real time, and provides registered agent services in all 50 states — from a single centralized dashboard. Every state’s deadlines, fees, and filing requirements are built in.
MFOs access FileForms at $100/state per entity with a 50-unit commitment. Units never expire and billing is automated. MFOs set their own retail rate to client families, retaining the margin — creating an annuity-like revenue stream. Apply for wholesale access →
Yes. FileForms offers a fully white-labeled solution. Client families experience a seamless compliance service under your firm’s brand — powered by FileForms in the background, with automated billing and full transparency.
Penalties vary by state — from hundreds to thousands of dollars per entity. Missed filings can result in loss of good standing, inability to secure financing, loss of limited liability protection, and administrative dissolution. FileForms prevents this with automated filings and proactive deadline alerts.
FileForms provides annual report filing, registered agent services, new entity formations, foreign qualifications, EINs, franchise tax filings, and certificates of good standing — all in one platform across all 50 states.
FileForms is a modern, API-first platform with transparent pricing, whitelabel capabilities, and dedicated support — versus legacy vendors that family offices describe as expensive, clunky, and lacking transparency. FileForms is 75% more efficient than incumbent providers.
FileForms serves single-family offices managing a handful of entities through to large SFOs and MFOs managing hundreds of entities across multiple states — without adding headcount or technology overhead.
Yes. FileForms is SOC-II compliant with enterprise-grade encryption, role-based access controls, and secure document storage — meeting the security standards family offices and their counterparties require. Cybersecurity is a top concern for 62% of family offices (EY & Deloitte), and FileForms addresses it directly.
Join family offices and professional advisors who have replaced legacy vendors with FileForms. Book a free demo and see the platform built for your entity portfolio.
