Services is the catalog of everything Institution can do for your company: bookkeeping, tax preparation, company formation, compliance and registered agent, payroll coordination, strategic finance, and more. Each service has a short description of what is included.
Steps
- Open Services in the sidebar.
- Browse by category, or search the catalog from the top bar for a service name or feature.
- Use the tabs to switch between all services, the ones you have, the ones you have requested, and the ones still available.
- Choose Request service on the one you want.
A confirmation says the service was added to your service requests. The team follows up if they need more detail about your company, and the Action Center shows anything you have to provide.
If it says the service is already active or in review
You have already asked for it. Open the service to see where it stands, or check how a service gets activated for what each status means.
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