Run your business registration service with tools built around your formation workflow
Build the software your formation firm actually needs. Create custom intake forms, document collection portals, application tracking dashboards, pricing/quote tools, client portals and compliance renewal trackers — simply by describing your process.
Start with the basics
Build the tools your registration firm actually needs
Business registration services juggle intake details, ownership information, document collection, name checks and filings across multiple jurisdictions — often managed with emails, PDFs and spreadsheets. Clients want clear pricing and transparent status updates, while your team needs consistent checklists and deadlines.
Use YeshBe to build custom apps around your exact formation workflow. Create branching intake forms that change by entity type and state, a central application tracker with stages and due dates, a client portal for uploads and status, and a quote builder that uses state fees you define. Add a renewals calendar for annual reports, registered agent services and licenses, complete with reminders and internal tasks.
Bring operations into one place with tools for team assignment, checklists, notes and document delivery. Build the views and reports you care about — filings due this week, workload by staff or state, overdue client requests — and adapt everything as your services evolve.
- Custom intake & document collectionBuild branching forms to capture entity details, owners/officers, addresses and required document uploads — all in one flow.
- Filing & status trackingCreate a dashboard to track formations, amendments, EIN requests and licenses through clear stages with due dates and notes.
- Client portal & updatesGive clients a private portal to upload documents, answer questions, view progress and download final filings.
- Compliance renewalsSet up annual report, registered agent and license renewals with schedules, reminders and completion tracking.
Build it yourself
What business formation and registration services build with YeshBe
Copy a prompt, paste it into YeshBe and get a working first version in minutes.
Formation intake & pricing portal
Collect complete company details and documents, then generate a clear estimate using your service fees and state fees.
PromptCreate a public intake and pricing portal for my business registration service. Steps: 1) Select entity type (LLC, Corporation, Nonprofit, DBA) and state. 2) Collect company name choices (up to 3), business purpose (optional), principal address, mailing address, and whether the client wants our registered agent service or will provide their own (if own, capture agent name/address). 3) Capture owners/managers/officers as a repeatable section with: full name, email, phone, address, role/title, and ownership percentage (if applicable). Allow ID and address document uploads per person. 4) Show a price estimate that adds my service fee plus the state filing fee based on an admin-editable price table by state and entity type. Offer optional add-ons (EIN application, operating agreement, corporate kit) that adjust the estimate. 5) Collect a primary contact, notes and confirmation of terms. Create an order with status 'New' and an admin area where I can edit price tables/add-ons and review submissions.
Filing workflow dashboard
Track every filing from intake to delivery with tasks, due dates, assignments and documents in one place.
PromptBuild an internal filing workflow dashboard for my formation team. Pipeline stages: Intake, Name check, Docs prepared, Submitted to state, Pending approval, Approved, Delivered, On hold. Each filing record includes: client, entity name, entity type, state, target filing date, actual filed date, due dates, assigned staff, checklist items, notes and attachments. Provide: a kanban view by stage, filters by state/entity type/staff, and a detail page to update status, add comments, manage a checklist, upload documents (PDF/images) and record time spent. Add a quick action to create a client request (e.g., missing info) tied to that filing.
Client portal for documents & status
Let clients log in to see progress, complete outstanding requests, upload IDs and download final documents.
PromptCreate a client portal for my business registration service. After sign-in, clients see a dashboard of their entities and filings with status, next steps and a timeline of activity. Each filing has a 'Your tasks' section where clients can answer questions, upload required documents (IDs, address proof, signed forms) and provide approvals. Include a documents area for final formation files we upload (e.g., articles, certificates, EIN letter). Add a simple messages area per filing for questions and updates. Provide an admin view to invite clients, post updates, request information and mark items as received.
Compliance calendar & renewals manager
Stay ahead of annual reports, registered agent and license renewals with clear deadlines and reminders.
PromptBuild a compliance and renewals manager for my business registration service. Maintain a record for each client entity with: jurisdiction, entity ID, anniversary date, registered agent status and required recurring filings (annual report, RA renewal, business license). Auto-generate yearly renewal records from these templates and allow staff to adjust due dates. Provide calendar and list views of deadlines (30/60/90 days), filters by client, state and filing type, and a way to create client reminders from templates while tracking confirmations and completion. Include a dashboard showing upcoming, completed and overdue renewals.
Questions and answers
Common questions about Business Registration Services
Answers to the questions owners ask us most often.
Can I build a client portal for formation clients?
Yes. You can create a portal where clients upload documents, answer questions, see status updates and download final filings. You control what each client sees.
Do I need to know how to code?
No. Describe the tools and workflows you want to build in plain language, then refine them step by step with AI assistance.
Can the intake adapt to different entity types and jurisdictions?
Yes. You can build conditional forms and checklists that change based on entity type or state, and route submissions to the right team.
Can I manage renewals and recurring services like registered agent?
Yes. Create a renewals manager to track due dates, send reminders and record completion for annual reports, registered agent renewals and licenses.
Build the app your business formation and registration services business is missing
Describe it in plain language. YeshBe builds it, and you can share and publish it the same day.
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