Annual maintenance
- Annual resolutions
- Annual return filing support
- Register updates
- Year-end document packages
For accountants and CPA firms
Corporate support that fits your year-end workflow.
Simply Legal can serve as an outsourced corporate support desk for accounting firms that need dependable maintenance documents and organized corporate records.
Common assignments
Support for incorporated clients.
Recurring work can be standardized around your firm's client list, year-end calendar, approval process and preferred document format.
Corporate changes
- Director and officer updates
- Registered office changes
- Corporate searches
- Record reconciliation
Minute book support
- Minute book organization
- Missing-record identification
- Corporate profile comparison
- Preparation for legal review
A repeatable process
Built around your firm.
Send the client list
Provide the corporations, year ends and requested maintenance.
Resolve record gaps
Corporate profiles and existing records are reviewed for inconsistencies.
Deliver organized packages
Documents are returned for client execution, filing or lawyer review as applicable.
Why outsource
More capacity without another permanent hire.
Use Simply Legal for seasonal volume, recurring annual work or one-off corporate cleanup. Scope and pricing can be set by assignment, client batch or recurring workflow.
Request an accountant consultation