Processes/compliance — filings, taxes, and staying compliantcompliance
File state annual report — compliance processFile state annual report
Setup wizard suggested task for C Corp (other state) and S Corp users. File annual report and maintain corporate compliance with your state.
State filing portals have no API. Platform provides deadline tracking and guidance.
Current agent ceiling
An agent can run 1 of 3 steps
⚡ Closable with today’s market (1 — via Workflow Automation): File annual report online (a workflow with webhooks/polling watches this so no human has to)
No workaround yet (1): Upload confirmation (manual form/portal — no API path)
How it runs
Route-coded block flow: emerald = agent, amber = manual form/portal, red = needs a human. ⏸ approval gate · ⏳ async wait.
01Gather filing details
agent1 API call
- company.get()
02File annual report online
human⚡ agentic workaround: a workflow with webhooks/polling watches this so no human has to — n8n, top of Workflow Automation →
03Upload confirmation
manual formContext the agent needs first: incorporation_state