Institution Help Center
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Search practical guidance for your Institution workspace, services, records, deadlines, and account access.
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Start with the questions clients open most
Getting started with Institution
Learn where to find services, tasks, documents, billing, messages, and support after signing in.
Read articleHow to sign in to Institution
How to access your Institution workspace, and what to check if sign-in does not work.
Read articleHow to request a service
Step by step guidance for requesting a service in the My Services page.
Read articleUnderstanding the monthly close
What monthly close means in Institution and how it affects your account.
Read articleHow to check your tax preparation status
Step by step guidance for checking your tax preparation status in your tax workspace.
Read articleHow to upload a document
Upload a file to the correct request so it reaches the right team with the right context.
Read articleBrowse by topic
Find the right part of the Help Center
Getting Started
Learn how Institution works, how your workspace is organized, and what to expect after purchasing or requesting a service.
Browse topicAccount and Workspace
Manage sign-in, account access, profile information, workspace members, notifications, and account settings.
Browse topicMy Services
Understand available services, activation statuses, service requests, and how to manage ongoing work.
Browse topicBookkeeping
Learn how bookkeeping workflows, monthly close, account connections, documents, reports, and bookkeeping requests work.
Browse topicTax
Understand business tax preparation, tax documents, deadlines, notices, extensions, amendments, and planning workflows.
Browse topicCompany Formation
Learn how company formation requests, business names, formation documents, EIN requests, and post-formation steps work.
Browse topicRegistered Agent
Understand registered agent service, official notices, address changes, renewals, and document delivery.
Browse topicCompliance
Manage annual reports, franchise tax, state notices, business information updates, and ongoing company obligations.
Browse topicTasks and Requests
Learn how to complete tasks, respond to information requests, submit work, and track progress.
Browse topicDocuments and E-Signatures
Upload, review, download, organize, and electronically sign documents securely.
Browse topicInvoices and Payments
Understand invoices, receipts, payment status, billing methods, failed payments, refunds, and account billing.
Browse topicProposals
Review service proposals, understand scope and pricing, accept terms, and sign agreements.
Browse topicMessages and Appointments
Communicate with the Institution team, manage threaded conversations, and review scheduled appointments.
Browse topicSupport Cases
Create, track, update, and resolve support requests with the Institution team.
Browse topicSecurity and Privacy
Learn how Institution protects account access, documents, business information, and customer communications.
Browse topicTroubleshooting
Resolve common browser, upload, access, display, notification, and performance issues.
Browse topicAlready an Institution client?
Use your workspace to review services, complete tasks, upload documents, check invoices, and message the team handling your account.
Request workspace accessNeed a person, not an article?
Use Contact for account-specific questions, service requests, security matters, or anything that needs a named owner.
Contact InstitutionNeed more help?
Contact Institution for account access, services, documents, billing, or a question that needs a named owner on your company.