Company records
Keep formation documents, agreements, proof, and supporting records connected to the right business, person, trust, or asset.
Guided services + the workspace that keeps them useful
Start the work. Run the business. Keep it all connected.
Form, renew, protect, and organize your business with guided services that flow into one clear operating workspace.
No account required to begin7-day free workspace trialUpfront starting pricesHuman-reviewed fulfillment
app.docbiz.com/acme-holdings
Thursday, September 24
Good afternoon, Morgan
Your companies are moving in the right direction.
Search workspace
Company pulse
Your workspace is 92% on track
Two items need attention this week.
92%
Active companies
3
+1 this year
Open signatures
2
1 due Friday
Upcoming filings
4
Next in 12 days
Needs your attention
Prioritized across your workspace
Annual report due soon
Acme Logistics · 12 days
Operating agreement missing
Acme Holdings Group
Member consent to sign
Waiting on Taylor Brooks
Your structure
Live ownership view
Holding company
Acme Holdings
Company
Logistics LLC
Company
Property LLC
Choose your starting point
What do you need to do today?
I need business work completed
Start with a guided service. You can save progress before creating an account.
I need to organize and run my companies
Bring records, ownership, deadlines, contracts, signatures, and workforce documents into one operating view. Start with a 7-day free trial. The membership is charged the day the trial ends, then on that day each month.
The DocBiz platform
More than a filing. A system for running the structure.
Services create the records. Your workspace keeps those records useful after the filing is complete.
Ownership & org chart
See how companies, owners, trusts, and assets connect—without rebuilding the structure in a spreadsheet.
Compliance & renewals
Bring due dates, renewal requests, proof documents, and future filing cycles into one clear operating view.
Internal contracts
Identify missing core agreements, upload what is already signed, and prepare what still needs attention.
Documents & e-signatures
Prepare, send, and track signature requests alongside the company records they support.
Workforce documents
Manage employee and contractor agreements, onboarding packages, tax forms, and missing requirements.
One connected operating view
Understand the structure. Then handle the work around it.
See who owns what, which records support the relationship, what is due, and where a signature or contract is still missing.
- Businesses, people, trusts, and assets in one ownership map
- Proof documents connected to completed services and filings
- Action items prioritized by urgency on the dashboard
Organization structure
LIVE WORKSPACEPerson
Morgan Chen
Person
Taylor Brooks
Holding company
Acme Holdings Group
Operating company
Acme Logistics
DocBiz Assistant
Workspace-aware
Which employee documents are still missing?
Workforce & tax documents shows two open requirements. I can take you there, or help prepare a request after you choose the worker.
Create a workspace to continueAI with boundaries
Ask about your records. Move to the right action.
The assistant uses authorized workspace records and DocBiz product knowledge to find documents, explain workflows, and prepare actions. It asks for missing details and requires confirmation before changing data.
Company-scoped permissions
Confirmation before changes
Grounded document answers
Clear workflow guidance
Services when you need them
Start the work. Keep the result in your workspace.
Choose a guided DocBiz service with transparent starting pricing. Completed work and proof documents stay connected to your company records.
LLC Formation
Form an LLC, corporation, or holding company with guided filings and registered agent options.
Starting at $249
Get startedCompany Renewal
Annual reports, franchise tax, and good standing — keep your entity compliant in every state.
Starting at $375
Get startedBOI Reporting
Guided BOI intake and workspace tracking for currently eligible companies, typically certain foreign reporting companies.
Starting at $149
Get startedTax ID (EIN)
Locked price charged for a federal tax ID on a prepared formation. Discounts are entered per filing. The state filing fee is never discounted.
Starting at $199
Get startedTrust Setup
Revocable or irrevocable trusts with clear parties, funding notes, and document checklist.
Starting at $999
Get startedEstate Planning
Align trusts, entities, and succession goals with coordinated estate and business structure.
Starting at $1,599
Get startedRegistered Agent
Appointment or change of agent with compliance-forward notices and jurisdictional coverage.
Starting at $249
Get startedTrademarks
Search, clearance, and filing support to protect your brand and grow with confidence.
Starting at $1,999
Get started
Privacy and data broker removal
Compare recurring coverage for individuals, couples, and businesses.
Take the next step
Start with the service you need. Keep everything that follows in one place.
A new workspace includes a 7-day free trial. The membership charge starts the day the trial ends.