Already evaluating whether to build or buy? Start with the FileForms business formation API overview, which covers capabilities, security, and how we compare to other providers. This guide picks up after that decision and walks through the actual setup.
You’ll want three things on hand:
You do not need a signed contract, a sales call, a minimum volume commitment, or a licensing fee.
Go to Get Started and create your PRO organization. You click through the PRO Partner Terms once. Your org is provisioned immediately in both production and staging.
Upload your logo, set colors, and point the portal at your domain. Three deployment shapes are supported:
You can change this later; it isn’t a one-way door at signup.
PRO runs on a prepaid balance with optional auto top-up. Filings draw down as ordered. Set the top-up threshold so your team never hits a hard stop mid-filing-season.
Your API keys live in your account settings under the Developer tab. One key per organization, per environment, and both production and staging keys are there the moment the account exists.
Full technical reference, endpoints, authentication, sample payloads, and webhooks are at docs.fileforms.com, available as soon as you’re signed up. No request form, no waiting on access.
Staging is a separate deployment. Send test payloads, inspect responses, and exercise your error handling without touching production. Use synthetic data only; real client data isn’t permitted in staging.
Add admins, filers, and viewers with role-based access. Five seats are included with every PRO account. Additional users are $200 per user per year.
Dashboard or API call, same catalog either way. Browse what’s orderable on Our Filing Solutions.
Every partner starts pay-as-you-go at no cost. Fund a $5,000 prepaid balance and your account moves to wholesale unit pricing: you pay a fixed wholesale rate per filing, set your own retail price, and keep the margin. Cost, revenue, and volume are visible in real time in the partner dashboard.
Operational terms worth knowing up front:
Model the economics with the ROI calculator.
Deadline Protection is on by default across every entity in your portfolio. Reminders go out at 60, 30, and 14 days before each deadline. If nobody responds, we file the annual report on the client’s behalf between the 7th day before the deadline and the deadline itself, so no entity falls out of good standing over an unread email. The client remains responsible for state and filing fees.
Status tracking pulls from the state’s own queue, so your dashboard reflects real filing status rather than a guess.
To see where an existing portfolio stands before you migrate it, run the Compliance Health Checker.
Self-serve setup doesn’t mean self-serve forever. Once your account is live, our team will walk you and your staff through the portal, bulk entity import, exception handling, and the API. Book it before you build or after.
Support runs on a 99.5% availability SLA with responses within 24 hours of the first business day after a request. Technical reference for your developers is at docs.fileforms.com, reachable from the Developer tab in your settings.
Developers and platform teams: the technical capability detail lives on the business formation API page.
Not ready to integrate? The referral partner program works without code.
No. Account creation, branding, staging, and keys are all free. Funding is required only before your first filing.
Yes. Staging keys are live from signup.
In your account settings under the Developer tab, or directly at docs.fileforms.com once you’ve signed up.
Five. Every PRO account includes five seats; additional users are $200 per user per year.
Yes. Deployment shape is a configuration setting, not a contract term.
Refundable within 90 days of termination, once registered agent representation has migrated to your new provider.
No. Staging is synthetic data only.
Ready?
