- 1
open the document with the upcoming deadline
click the doc on the dashboard.
- 2
tap "open prep sheet"
the prep sheet shows everything you'll need to type into the state portal — legal name, address, ein, formation date, registered agent. with a copy button on every field.
- 3
tap "open state portal"
drops you straight to the right portal page on the state's website. tab back and forth between the prep sheet (copy) and the portal (paste) as you fill the form.
tipprint the prep sheet if you'd rather work off paper. the print layout is built for it — clean, no nav, just the fields.
still stuck?
we respond to every message within 24 hours.