Benefits of Purpose-Built Nonprofit Compliance Software
Why comprehensive compliance matters to nonprofits
Simplicity! A one-stop shop for meeting regulatory requirements is easier. Dealing with one vendor saves time, meaning you can stay focused on your mission instead of worrying about regulatory filings.
Your portal is specifically designed to securely store nonprofit data. Your Organization Profile is reused across charitable and corporate filings, eliminating the need to start every filing from scratch.
Key Features
Project Status
A powerful tool that gives you transparency into the status of each filing we're working on in one centralized location. Track progress in real-time as your filings are drafted, submitted, and tracked for confirmation. Understand the next steps with your team members, such as providing signatures.


Charitable Registrations
See where your organization is registered, exempt, has a registration or exemption pending, where your organization may be required to register in the future, and more.
Corporate Registrations
Monitor and view where your nonprofit corporation is registered with the Secretary of State offices. Our software is linked to secretary of state databases, meaning that you get notified if we detect a loss of good standing.


Registered Agent Service
Receive legal documents and important government notices electronically on the same day we receive them. We maintain offices around the country open during all business hours to receive mail and greet process servers (away from the attention of staff, volunteers, and others). Our service also provides privacy and continuity compared to listing an individual such as a board member as your registered agent.
Dynamic Disclosures®
Automate maintenance of your charitable disclosures by implementing this service directly to your organization's website. When any requirements or license numbers change, the copy on your website is automatically updated. Disclosures can also be downloaded for print campaigns.
