FileForms is the leader in state and federal compliance technology. We streamline Annual Reporting, Registered Agent Services, New Entity Formation and More.
Fort Lauderdale, FL
Joined April 2023
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Building software for small businesses?
Our API docs now open in ChatGPT, Claude, Cursor, or Scira AI with one click. Point your AI at FileForms, describe the workflow, and start building.
Link here: docs.fileforms.com
We built FileForms API-first so you don't have to build filing infrastructure for 50 states.
Docs: docs.fileforms.com
Here's why founders should care:
Your customers can live without most SMB features. They can't skip compliance. Every entity has to stay in good standing, every year, in every state it operates in.
That's recurring revenue built into your customer base.
What you can ship on top of the API:
→ LLC + corp formations, all 50 states
→ Annual reports + registered agent
→ Foreign quals, good standing certs, EINs, amendments
→ Webhooks as each filing progresses
→ White-label dashboard for your customers
Your firm tracks every client's filing deadlines. Who's tracking yours?
Free live session with FileForms + K1x, Thu Oct 22, 2:30 PM ET: what to automate, outsource, or offer clients as a service.
Sign up now, register using the link below 🔗👇
#CPA #EntityCompliance #familyoffice
Law firm math nobody talks about:
500 entities formed over 10 years.
Every one needs an annual report and a registered agent. Every year.
Recurring revenue captured: $0.
I sat down with Kenny Lloyd of Lloyd Solves to talk about turning that cost center into revenue 👇
Full episode: fileforms.com/podcasts/legal…
Also in the episode: why firms buy legal tech fast but implement it slowly, what makes an API usable, and how cutting intake-to-retainer time by 25–40% is a revenue story.
Great times in #dallas this week speaking with ORCA about Family Office compliance infrastructure at the @RitzCarlton
With over 50 professionals in the room, that account for over 3500 entities formed by @File_forms, it was exciting to share how our platform continues to evolve to support these current relationships and those to come.
Excited for our next event in San Antonio starting tomorrow for @nprra
Q4 starts now.
Before the holidays hit, take 10 minutes this week to check every entity you own:
✅ Annual reports filed
✅ Registered agent current
✅ Good standing confirmed
January penalties are almost always December problems.
Click here to get started now: fileforms.com/?utm_source=x&…
Excited to be serving the global energy, oil and gas, and renewables industry with our industry leading compliance offering.
Learn more how we can make legal entity compliance easy if you are an operator or investor in this complex and high risk industry where legal entities and M&A is prevalent.
🔗 fileforms.com/energy-service…
The Back Office That Pays You Back with Kristy Monahan, Front Seat Consulting fileforms.com/podcasts/the-b…
FileForms retweeted
If I were in my 30s or 40s right now and wanted to leverage AI to retire within 10 years, here's what I'd do:
1. Immediately form an LLC company. Not next month. Not once you're 'ready.' This week.
FileForms is partnering with @brexHQ to show scaling businesses — and the firms that serve them — what a truly modern back office looks like: one where financial operations and compliance run on autopilot instead of eating your calendar. To kick it off, we’re co-hosting a free live webinar on Tuesday, August 25. Sign up here 👇
fileforms.com/fileforms-brex…
Most accounting firms still track multi-state annual reports and entity deadlines in spreadsheets or Outlook calendars.
It’s fragile, easy to miss, and doesn’t scale when you have 50+ clients.
We just shipped a cleaner way to handle this for firms that want white-label portals + bulk automation.
Curious what your current process looks like?
Here’s the new page that walks through how it works → [fileforms.com/cpa-services/]
