New Portal/Old portal
This is where a client would go to edit their account owner information (name, addresses, phone number, email) in the new portal.
What is Contact Details under account settings menu?
This type of note is used when answering questions for a client, that pertain to only one company.
What is Company note?
This filling is used to change the name of a company.
What is an Amendment?
These are the 10 states we offer mail forwarding services (local offices).
A client is having issues logging in, but their password and username is correct. This issue is most likely caused by....
What is mergable accounts?
In this tab, in the new portal, you can remove a card from autopay for a client.
What is "Services" tab?
This is where you can see all automated emails sent to the client.
What is "Event Notifications"?
This form is sometimes needed (depending on the state) when a client is changing their registered agent to us, or forming a new company.
What is a Consent form?
In what states do we accept Google Verification?
What is none?
When a client calls in, you need to verify who you are speaking with by asking for...
What is the clients name and email or phone number on file?
This is the tab, in the new portal, clients would use to add new services.
What is "Hire Us" tab?
Under this tab, you will find corporate book or seal orders.
What is "Orders" tab?
This form is used to file an EIN without SSN.
What is SS-4?
Theses services are eligible for a refund.
What are yearly services and filings that have not been completed? (there are exceptions to this)
If a client wants to add back phone service, and keep the same number, they will need to select this option in the Phones tab of their online account.
What is activate under "Pending Removals"?
What is Federal?
This is where you will find information on who made changes to the account.
What is "Audit Log"?
This form is used to file for S-Corp Election.
What is form 2553?
This service is required before we will file any documents for a company.
What is Registered Agent Services?
This is where you can find pre-populated filing documents.
What is the "Forms Library"?
This is the reason we use the old portal to add services, rather than the new portal.
What is the new portal requires payment before filing can be added?
Under this tab will you find the Entity ID number.
What is the "Registrations" tab?
Most states require this to be filed each year to keep a company active and in good standing.
What is an Annual Report?
This is how long we wait to cancel a monthly service due to non-payment.
What is 7 days?
If you are on the phone with a client who asks a question you don't know, this would be an appropriate thing to do.
What is place client on hold while you find the answer/ask for help?