Find the right help topic
From signing in to closing your books, find the part of your workspace you need help with.
All help topics
Help CenterGetting 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 articlesNeed a hand with your account?
Contact Institution with your company name and a description of the issue.