Document types
Accessing documents
- Go to Company → Documents
- Browse by category or search
- 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?- Go to Company → Documents → Formation
- Click Request Certified Copy
- We order from the state and upload when received
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:- Go to Company → Documents
- Click Upload
- Select file(s)
- Choose category
- Add description (optional)
- Contracts and agreements
- Insurance certificates
- Lease documents
- Bank statements
Sharing documents
Share documents with your accountant or attorney:- Open the document
- Click Share
- Enter email address
- Set expiration (optional)
- Send
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.