List of Features

• Corporate Profile
• Personnel
• Officers & Directors
• Director Meetings
• Shareholder Meetings
• Professional Resources
• Stock Transaction Ledger
• Shareholders
• Stock Types & Dividends
• Resolutions & Documents
• Saved Documents
• Calendar
• To-Do List
• Help

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Professional Resources

Purpose

The Professional Resources screen shows all of the professional resources for all of the corporations. The resources include Resident Agent, Attorney, Accountant, Realtor, Banker, and Broker.

Benefit

Reoccurring data is entered only once.
Data is automatically inserted into documents.
All of the resources are maintained in one location where they can be quickly accessed.

Reports

Accountants,
Attorneys,
Bankers,
Brokers,
Realtors, and
Resident Agents by company Related Resolutions
1.) Appoint Resident Agent
2.) Execution of Lease
3.) Purchase Real-estate
4.) Replacing Old and Engaging New Accountant

Corporate Documents

1.) Certificate of Acceptance
2.) Revocation of Power of Attorney

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