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Clear answers for your Institution workspace, services, documents, billing, bookkeeping, tax, compliance, and account access.
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Popular articles
The guidance clients open most often.
Getting started with Institution
Learn where to find services, tasks, documents, billing, messages, and support after signing in.
How to sign in to Institution
How to access your Institution workspace, and what to check if sign-in does not work.
How to request a service
Step by step guidance for requesting a service in the My Services page.
Understanding the monthly close
What monthly close means in Institution and how it affects your account.
How to check your tax preparation status
Step by step guidance for checking your tax preparation status in your tax workspace.
How to upload a document
Upload a file to the correct request so it reaches the right team with the right context.
How to pay an invoice
Step by step guidance for paying an invoice in the Invoices and Payments page.
How to create a support case
Step by step guidance for creating a support case in the Support page.
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Find answers by topic
Each section groups the articles that apply to the same part of your Institution account and services.
Getting Started
Learn how Institution works, how your workspace is organized, and what to expect after purchasing or requesting a service.
Getting started with Institution
Understanding your Institution workspace
Account and Workspace
Manage sign-in, account access, profile information, workspace members, notifications, and account settings.
How to sign in to Institution
Troubleshooting sign-in problems
My Services
Understand available services, activation statuses, service requests, and how to manage ongoing work.
Understanding the My Services page
What Not activated means
Bookkeeping
Learn how bookkeeping workflows, monthly close, account connections, documents, reports, and bookkeeping requests work.
Getting started with Institution bookkeeping
Understanding the monthly bookkeeping process
Tax
Understand business tax preparation, tax documents, deadlines, notices, extensions, amendments, and planning workflows.
Getting started with business tax preparation
What documents are needed for tax preparation
Company Formation
Learn how company formation requests, business names, formation documents, EIN requests, and post-formation steps work.
Getting started with company formation
What information is needed to form a company
Registered Agent
Understand registered agent service, official notices, address changes, renewals, and document delivery.
What a registered agent does
Understanding Institution registered agent service
Compliance
Manage annual reports, franchise tax, state notices, business information updates, and ongoing company obligations.
Understanding company compliance
What appears in the Compliance section
Tasks and Requests
Learn how to complete tasks, respond to information requests, submit work, and track progress.
Understanding the Tasks page
Understanding the Requests page
Documents and E-Signatures
Upload, review, download, organize, and electronically sign documents securely.
How to upload a document
Supported document types
Invoices and Payments
Understand invoices, receipts, payment status, billing methods, failed payments, refunds, and account billing.
Understanding the Invoices and Payments page
How to view an invoice
Proposals
Review service proposals, understand scope and pricing, accept terms, and sign agreements.
Understanding the Proposals page
How to open a proposal
Messages and Appointments
Communicate with the Institution team, manage threaded conversations, and review scheduled appointments.
Understanding Institution messages
How to start a new conversation
Support Cases
Create, track, update, and resolve support requests with the Institution team.
How to create a support case
Choosing the right support topic
Security and Privacy
Learn how Institution protects account access, documents, business information, and customer communications.
How Institution protects your account
How Institution handles uploaded documents
Troubleshooting
Resolve common browser, upload, access, display, notification, and performance issues.
General troubleshooting steps
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