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Where’s your Articles of Organization? What about your EIN letter? The Certificate of Good Standing your bank asked for? These documents tend to scatter across email inboxes, filing cabinets, and “I thought I saved that somewhere.” Everything that comes through your registered agent — plus formation documents, compliance filings, and anything you upload — lives in one place.

Document types

Accessing documents

  1. Go to Company → Documents
  2. Browse by category or search
  3. Click to view or download

Categories

  • Formation — Articles, certificates, EIN
  • Compliance — Annual reports, registrations
  • Tax — IRS and state tax documents
  • Legal — Service of process, contracts
  • Mail — All received mail

Formation documents

After your company is formed, these documents appear:

Certified copies

Need a certified copy of your formation documents?
  1. Go to Company → Documents → Formation
  2. Click Request Certified Copy
  3. We order from the state and upload when received
Processing time varies by state (1-10 business days). Additional state fees apply.

Compliance documents

Annual reports and other compliance filings are tracked: Click any compliance item to see the filed document or take action on pending items.

Document storage

All documents are:
  • Stored securely with encryption
  • Retained for 7+ years
  • Available for download anytime
  • Backed up redundantly

Uploading documents

Add your own documents:
  1. Go to Company → Documents
  2. Click Upload
  3. Select file(s)
  4. Choose category
  5. Add description (optional)
Useful for storing:
  • Contracts and agreements
  • Insurance certificates
  • Lease documents
  • Bank statements

Sharing documents

Share documents with your accountant or attorney:
  1. Open the document
  2. Click Share
  3. Enter email address
  4. Set expiration (optional)
  5. Send
Recipients receive a secure link to view or download.

Document requests

If you’re working with a bookkeeper or accountant through Pluvel’s Firm Mode, they can request documents:
  • You’ll receive a notification
  • Upload directly from the request
  • They’re notified when you upload

Change your registered agent

Switch from another registered agent to Pluvel.