You can onboard a client business to manage their minute book and annual filings through your Ownr account.
Please follow these steps below to onboard your client’s corporation, after the company search:
Account Information - is your information for your user account with Ownr
Health Check - answer the 3 questions according to whether your client has corresponding legal documents in their minute book. If they do not have a minute book, Ownr can generate their minute book as part of the onboarding process.
Company Details - Upload the client’s Articles of Incorporation
Organizational Structure - ensure to create new person profiles OR click “Link Contact Info” for your clients to receive emails from Ownr for document signature requests
Shares & Share Classes - Ownr scans the Articles of Incorporation that are uploaded to pre-populate share class descriptions, however it is recommended to review that the share class structure and attributes match those in the client’s Articles before continuing to the next step.
Share History - Update any past share issuances the corporation has made to its shareholders to ensure the Cap Table on Ownr’s is up-to-date after onboarding.
Documents - Here you can bulk upload all / any additional documents from the clients company.
Final Review - After the final review is complete, the company will be fully onboarded. If any organizational documents are missing, Ownr will request signatures from the client directly.
If you require further support please contact [email protected] for assistance.