In this video, we show how easy it is to order services across all 50 states directly from our website in under 2 minutes. We also highlight the features of the Perfect Form Portal, our proprietary client portal designed to streamline all of your entity management needs. From organizing your entity data, to storing all of your historical filing documents, to providing the ability to quickly order additional services, our portal is the most comprehensive yet intuitive entity management platform on the market.
00:00 Ordering Nationwide Services
00:17 Completing Intake Form for Desired Service
00:54 Order Summary and Checkout
01:11 Perfect Form Portal
In this video, we highlight the features of the Perfect Form Portal for institutional firm users, our proprietary client portal designed to streamline all of your entity management needs.
From ordering services across all 50 states via our customized intake forms, to organizing and managing your entity data, to storing all of your historical filing documents, our portal is the most comprehensive yet intuitive entity management platform on the market.
00:00 Dashboard Introduction
00:09 Viewing and Editing Entity Data
00:37 Secure Communication and Data Security
00:54 Order Additional Services
01:08 Completing Customized Intake Form
01:52 Monthly Invoicing
02:12 Order Processing
02:23 Access Historical Filing Documents
02:40 Open Tasks, Invoicing, and Firm Groups Modules
03:16 Thank You
Discover how Perfect Form leverages Zoho Creator to build a custom entity compliance and client portal, staying ahead of evolving federal regulations. Zoho’s low-code solution automates client onboarding, document generation, and communication, streamlining operations and providing clients with secure, real-time access to updates amidst changing compliance laws and growing demands.
Our co-founder Paul Formella recently had the opportunity to join North Carolina's WSIC News to discuss his journey to co-founding Perfect Form and how Perfect Form aims to be a best-in-class corporate services provider in both North Carolina and across the U.S.
Perfect Form's co-founders Jared Schrader and Paul Formella sit down with ‘Watching Privacy’ to discuss just how key safeguarding client data is to their industry, the increasing importance of companies' Security teams, how AI could help with human error, and how the US continues to lag behind in regulating federal data protection laws.
