Support cases are for problems: something is not working, you cannot get in, or you have a question that needs a person to investigate. Open Help and support in the sidebar.
Steps
- Choose a topic that matches: account access, billing and invoices, a bookkeeping question, company and compliance, a document upload issue, registered agent, tax preparation help, a technical issue, or general support.
- Write a subject of 3 to 200 characters.
- Describe the problem in 5 to 5,000 characters. Include dates, the page you were on, and any document names.
- Pick a priority. Normal fits most cases. Use Urgent when something time-sensitive is blocked.
- Create the case. You see Support case created.
The case includes company details from your account, such as entity type and formation state, so you do not have to repeat them.
Follow the case
Your cases are listed with their status, such as Waiting for team or Waiting for you. If it is waiting for you, open it and reply. You can also email support@institutionhq.com. We usually reply within one business day.
Note
Never include a password or a full account number in a case. Describe where you are stuck instead.
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