Institution Help Center
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Search for guidance about your Institution workspace, services, documents, billing, bookkeeping, tax, compliance, and account access.
Popular articles
View all articlesGetting started with Institution
Learn where to find services, tasks, documents, billing, messages, and support after signing in.
1 min read · Updated 2026-07-28
How to sign in to Institution
How to access your Institution workspace, and what to check if sign-in does not work.
1 min read · Updated 2026-07-28
How to request a service
Step by step guidance for requesting a service in the My Services page.
1 min read · Updated 2026-07-28
Understanding the monthly close
What monthly close means in Institution and how it affects your account.
1 min read · Updated 2026-07-28
How to check your tax preparation status
Step by step guidance for checking your tax preparation status in your tax workspace.
1 min read · Updated 2026-07-28
How to upload a document
Upload a file to the correct request so it reaches the right team with the right context.
1 min read · Updated 2026-07-28
How to pay an invoice
Step by step guidance for paying an invoice in the Invoices and Payments page.
1 min read · Updated 2026-07-28
How to create a support case
Step by step guidance for creating a support case in the Support page.
1 min read · Updated 2026-07-28
Browse by category
Getting Started
Learn how Institution works, how your workspace is organized, and what to expect after purchasing or requesting a service.
- Getting started with Institution
- Understanding your Institution workspace
- What happens after you become an Institution client
Account and Workspace
Manage sign-in, account access, profile information, workspace members, notifications, and account settings.
- How to sign in to Institution
- Troubleshooting sign-in problems
- Signing in with Google
My Services
Understand available services, activation statuses, service requests, and how to manage ongoing work.
- Understanding the My Services page
- What Not activated means
- What Awaiting activation means
Bookkeeping
Learn how bookkeeping workflows, monthly close, account connections, documents, reports, and bookkeeping requests work.
- Getting started with Institution bookkeeping
- Understanding the monthly bookkeeping process
- What Institution needs to begin bookkeeping
Tax
Understand business tax preparation, tax documents, deadlines, notices, extensions, amendments, and planning workflows.
- Getting started with business tax preparation
- What documents are needed for tax preparation
- How to upload tax documents
Company Formation
Learn how company formation requests, business names, formation documents, EIN requests, and post-formation steps work.
- Getting started with company formation
- What information is needed to form a company
- Choosing a company name
Registered Agent
Understand registered agent service, official notices, address changes, renewals, and document delivery.
- What a registered agent does
- Understanding Institution registered agent service
- Why a company needs a registered agent
Compliance
Manage annual reports, franchise tax, state notices, business information updates, and ongoing company obligations.
- Understanding company compliance
- What appears in the Compliance section
- How to review upcoming compliance items
Tasks and Requests
Learn how to complete tasks, respond to information requests, submit work, and track progress.
- Understanding the Tasks page
- Understanding the Requests page
- What is the difference between a task and a request
Documents and E-Signatures
Upload, review, download, organize, and electronically sign documents securely.
- How to upload a document
- Supported document types
- Maximum document upload size
Invoices and Payments
Understand invoices, receipts, payment status, billing methods, failed payments, refunds, and account billing.
- Understanding the Invoices and Payments page
- How to view an invoice
- How to download an invoice
Proposals
Review service proposals, understand scope and pricing, accept terms, and sign agreements.
- Understanding the Proposals page
- How to open a proposal
- How to review proposal pricing
Messages and Appointments
Communicate with the Institution team, manage threaded conversations, and review scheduled appointments.
- Understanding Institution messages
- How to start a new conversation
- How to reply to a message
Support Cases
Create, track, update, and resolve support requests with the Institution team.
- How to create a support case
- Choosing the right support topic
- What information to include in a support case
Security and Privacy
Learn how Institution protects account access, documents, business information, and customer communications.
- How Institution protects your account
- How Institution handles uploaded documents
- Best practices for securing your account
Troubleshooting
Resolve common browser, upload, access, display, notification, and performance issues.
- General troubleshooting steps
- Institution is not loading correctly
- A page appears blank
Already an Institution client?
Your workspace is where you view services, complete tasks, upload documents, review invoices, and message the team handling your account. If you cannot reach it, contact Institution and access will be checked against your account record.
Still need help?
Contact the Institution team for help with new business, general questions, or account access. Existing clients can also raise account specific questions with their engagement contact.