Multi-entity records
Organize companies, jurisdictions, standing, deadlines, and next actions in one workspace.
Professional portfolio pilot
Run entity work from one accountable workspace.
Startup To Corporate is opening a limited design-partner pilot for accountants, bookkeepers, law firms, filing specialists, agencies, and multi-business operators. Start with the workflows already working; help shape the portfolio tools that come next.
Working foundation
Start with capabilities STC already supports.
The pilot extends a live compliance workspace. It is not a promise of nationwide filing, registered-agent coverage, legal services, or white-label functionality.
Documents and exports
Keep entity records together in a private vault and retain a path to export workspace data.
Team access
Invite teammates and assign practical workspace roles instead of sharing passwords or spreadsheets.
Compliance evidence
Use sourced state rules, reminders, activity history, and clear information-versus-advice boundaries.
Build with design partners
The next workflows are chosen from observed work—not a copied feature list.
- 01Portfolio exceptions
See which client entities need action without opening every workspace.
- 02Bulk onboarding
Import entities with validation, error review, and a clear audit trail.
- 03Delegated work
Assign deadlines, documents, and follow-up while preserving tenant boundaries.
- 04Commercial fit
Test support, security, and pricing against real portfolio complexity.
Limited pilot intake
Tell us where portfolio work breaks down.
We will review fit, confirm which current capabilities meet the need, and identify any pilot work before discussing scope or price. Submitting this form does not create an order.
Prefer email? Write to sales@startuptocorporate.com.Managing your own companies?