Dashboard
Where the company stands today: what is overdue, what is due and what needs a director or officer.
- Overdue filings and filings due in the next 30 days, by entity and state
- Next board and stockholder meetings
- I-9s due for completion or reverification, and licences expiring
- Consents and sign-offs awaiting each director
Compliance calendar and filings
A calendar generated from each entity’s states, registrations and effective-dated rules, with status from due to filed.
- State annual reports and franchise taxes for the state of formation and every foreign qualification
- Federal payroll tax returns: Form 941 each quarter, Form 940, and W-2 and W-3 by January 31
- State withholding returns and unemployment insurance wage reports
- Forms 1099-NEC and 1099-MISC from vendor payments in Books
- Owners, reminders and status from due to prepared, approved and filed, with the confirmation number and proof attached
- List and month views, and an export of the year
Board and stockholder meetings
Board, committee and stockholder meetings from notice to signed minutes.
- Notice periods checked against the bylaws you record
- Agenda builder with standard items, draft resolutions and board papers
- Attendance and quorum, in person or by video conference
- Minutes drafted per item, circulated, signed and locked in a numbered minute book
- Notices, agendas and minutes as PDF
Resolutions and written consents
Resolutions passed at meetings and unanimous written consents, with signatures collected in Documents.
- Board resolutions, unanimous written consents and stockholder consents
- Directors review and sign consents on web or mobile
- Officer’s certificates and certified copies as PDF
- Each resolution linked to the records it changes, such as an officer appointment or a stock issuance
Entity records
Each entity’s identity, registrations and people, kept current and effective-dated.
- C corporations, S corporations, LLCs and nonprofit corporations
- State of formation, EIN, fiscal year end and registered office
- Registered agent for each state, with renewal dates
- Foreign qualifications in every state where the entity does business
- Parent, subsidiary and affiliate relationships in a group
Directors and officers
Every director’s and officer’s appointments over time, with terms and committee seats.
- Appointment, resignation and removal history by title
- Board committees and their members
- Annual questionnaires and conflict-of-interest disclosures collected from directors
- Directors and officers linked to People employees where they are staff
Cap table and stock ledger
The stock ledger is built from issuances and transfers, never typed.
- Share classes and series with voting, liquidation and conversion terms
- Issuances checked against authorized shares
- Transfers and repurchases with board approval linked
- Cap table by holder and class, issued and fully diluted, as on any date
- Option pools with grants from People, and 409A valuation dates tracked
HR compliance reporting
The people data that US employers report on, prepared from People rather than collected again.
- Form I-9 completion within three business days of the start date, with reverification reminders
- EEO-1 Component 1 data by establishment, job category, sex and race or ethnicity
- ACA Applicable Large Employer status and Forms 1094-C and 1095-C data
- New-hire reports for each state
- Required workplace posters and policy acknowledgements tracked per location
Licences and registrations
Every registration and licence the company holds, with renewal reminders before it lapses.
- State withholding and unemployment insurance accounts, with this year’s SUI rate
- Sales tax permits from Books
- Business licences and professional licences by location
- Validity, renewal lead time, documents and status
Collaboration and settings
Outside counsel and your CPA work in the same records.
- Invite outside counsel or a read-only CPA, and revoke access
- Threaded review notes on filings, meetings and records
- Clients console across every company an advisor looks after
- Reminders at 30, 15 and 7 days and a monthly digest