Core Services

Updated: April 2026

1. Registered Agent Service, Documents and Business Filings

a. Service Providers. We may work with third-party providers to provide some of the registered agent services. You acknowledge and agree that these service providers may assist us in providing you with registered agent services.

b. Receiving Service of Process & Other Legal Documents. In the event you elect to submit filings on your own and list us as registered agent, then you agree to promptly notify us of the entity and jurisdiction(s) of such appointment and provide us accurate and up to date delivery contacts or instructions. You authorize us to receive service of process, important communications, and legal documents of any kind (“Legal Documents”) on your behalf and upload them into the online account we provide you. You authorize us to receive up to 15 Legal Documents on your behalf per year. We reserve the right, and you agree, that a fee may be applied to your account for Legal Documents received above the current 15 per year limit. You also acknowledge and agree that this fee may be subject to change as a result of our sole discretion and determination. You also agree that we can open, scan, upload and transmit the Legal Documents into your account in connection with providing Services to you. Registered agent services are limited to the receipt of service of process as well as the receipt and forwarding of Legal Documents, and do not include the receipt of any general or regular mail or other items. Accordingly, we do not assume liability for you, or any third party, for loss of mail or other items which are not Legal Documents. In the event of your company’s discontinuation (e.g. dissolution, conversion, re-domestication) you agree to promptly notify us of such discontinuation and you agree to cause the state records to be updated removing us are your registered agent.

c. Regular Documents. Not all documents are created equally. The documents that we receive at our addresses on your company’s behalf which are not communications from the Secretary of State related to your company’s registration nor documents related to legal service of process are considered by us to be “Regular Documents.” Depending on which services you have purchased from us, there may be a limit on how many Regular Documents will be accepted by our office on your company’s behalf without incurring additional fees.

d. You may be charged for any physical document forwarding requests that exceed your purchased limits. You agree to pay the fees that we post to your account related to any Regular Documents which we receive on your company’s behalf in excess of your purchased service limit. This includes any fees posted in relation to requests to forward physical documents.

While we strive to process your Regular Documents as quickly as possible, you agree that we are not liable for any missed deadlines, time limits or other time sensitive Regular Documents we may receive, regardless if such Regular Documents are within your purchased service limit or not.

e. Destruction of Documents. We do not perpetually retain the original copies of documents received by our offices. We expect that clients and their beneficiaries will diligently and promptly act to avoid any delivery of vital documents to our offices. In the event such documents or other mailings are delivered to our offices, we expect that clients and their beneficiaries will diligently act to request the original document or mailing to be forwarded to the client. Unless otherwise agreed in writing, all such forwarding requests will be at the client’s expense. All documents and mailings are destroyed after 30 days following the digital scanning of the documents and mailings. In the event of any issues with scanning, you may request the original document to be forwarded to you, for a fee, within 30 days of original receipt. Any transcripts of Beneficial Ownership Interest Reports will be purged following 90 days of filing.

f. Receipt of Packages. While we are thrilled to serve as your registered agent and receive service of process and legal documents on your behalf, we should not be receiving packages on your behalf. Packages arriving at our office will be refused upon delivery or returned to their location of origin if immediate refusal is not possible. In the event that neither refusal nor return of the package is an option, you will be informed that we have it in our possession. By using our services you agree that, if we receive packages on your behalf, we are not acting as a bailee or warehouse and owe no duty of care in the holding and/or shipping of packages. If you would like the package delivered to the address associated with your account, you will be responsible for all shipping associated with the shipment of the package. You will also be responsible for the insuring of the package. We will only hold packages for 14 days from the date of receipt and notification before properly disposing of them.

g. Document Storage Policy.It is optional for users to upload documents to their client portal and comes as a benefit to having an online account with us. In order to use this feature, you must set up an online account with us and thereafter email the desired document(s) to the email address designated by us. We give you permission to use this feature so long as you comply with our Terms, including our Privacy Policy and other applicable service-specific supplements to our Terms.

You are not obligated to use this document storage feature. However, if you choose to use this feature, you agree not to upload or store anything to which you do not possess the necessary rights or anything that is illegal, dangerous, destructive, or illicit material. We may review your conduct and content for compliance with these Terms. If we, in our sole discretion, determine that you are in violation of these Terms while providing you with service, then we may terminate any and all services connected to your account. It is your responsibility to ensure compliance with these Terms.