How can we help you?
Find answers and get back to your business.
Getting started
Find your way around your workspace, sign in, and request the services you need.
Getting started with Institution
How to sign in to Institution
Request a service
Popular answers
Understand the month-end close
Follow a close from checklist to locked period, and see what could hold it up.
Upload a document
Add a file to your secure library, attached to the right company and service.
Use the Action Center
One list of everything that needs your attention, from documents to overdue invoices.
Browse by topic
All topicsGetting started
Create an account, check your company details, and learn what to do while a service is being activated.
4 articlesAccount and access
Sign in, reset a password, turn on two-factor authentication, and manage who on your team can see what.
10 articlesServices and billing
Browse services, review proposals, and see what has been billed or paid.
5 articlesBookkeeping
Upload statements, review what Institution Max could not settle on its own, and follow your books through reconciliation and the monthly close.
15 articlesDocuments and signatures
Upload and find files, respond to document requests, and review items awaiting your signature.
4 articlesAction Center and requests
Find work that needs your response, submit requests, and check what the team has done next.
4 articlesTax
Prepare your return, answer requests from the tax team, and follow filing or extension status.
5 articlesCompany and formation
Start a Delaware formation, add an existing company, and keep its key records together.
4 articlesRegistered agent
Follow registered agent setup, check service details, and find notices and renewal information.
3 articlesCompliance
Review recorded filing deadlines, follow compliance work, and request a company closure.
2 articlesMessages, meetings, and support
Talk to the team on an active service, book a meeting, ask Institution Max a question, or open a support case.
4 articlesSecurity and privacy
Understand document access, suspicious messages, and steps to take if you suspect unauthorized activity.
3 articlesTroubleshooting
Check common sign-in, access, upload, payment, and reporting problems before contacting support.
6 articlesStill need help?
Tell us what you were trying to do and where it went wrong. Clients can also open a support case from Help and support in their workspace.