Introduction
This article explains how you can directly enter your credit card information into the platform while your lawyer runs the incorporation workflow for you.
NOTE: This article only applies to lawyers incorporating new companies on behalf of clients and does not apply to companies running the incorporation workflow themselves, or lawyers onboarding an already existing company.
Incorporation Workflow
Legal counsel involvement
Your counsel will kick off the Incorporate a New Company or Onboard Existing Client workflow. They will complete the steps in the workflow up to the Request Billing Contact step, at which point, they will enter your name.
Until the payment information has been added, your counsel will not be able to proceed with the workflow. They can check the status and if necessary, send reminders.
Adding billing information
You will receive an email asking you to log in to add the payment information. Click Log In and either create a new account if you have yet to log into the platform, or log in with your username and password.
You will be presented with a breakdown of the fees for the incorporation process, including filing fees and your first year of registered agent service. At the bottom of the page, you'll be asked to enter your credit card information.
Click Continue once the payment information has been entered. Your legal counsel will receive a notification and can continue with the incorporation workflow.
Additional Resources
Adding a Credit Card and Updating Billing Contact
Screenshots are for illustrative purposes only.
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