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Compliance Calendar

RA Compliance Calendar Business Development β†’ Registered Agent

Registered Agent Compliance Calendar (Annual Reports & Notices)

Centralize your deadlines and alerts. Generate **ICS calendar files** with multi-stage reminders, map **what fires when**, and keep your RA + state filings on autopilot (without missing a thing).

Multi-state ready SLA-driven ICS one-click

Outcomes First

  • Never miss **Annual Reports** and **RA renewals**.
  • Weekly **SOP portal checks** to catch surprises early.
  • Escalation ladder for **state notices** and **delinquencies**.

Common Triggers

  • Annual Report (anniversary-based or fixed date).
  • RA annual fee & contact verification.
  • Foreign qualification filings where you operate.
  • FinCEN BOI: keep a **change review** cadence.

How We Automate

  • Create **ICS with staggered reminders** (T-30/T-14/T-7/T-1).
  • Route notice emails to **legal@** and **ops@**.
  • Log and track to closure; audit quarterly.

⚑ What Fires When (Playbook)

EventTriggerImmediate ActionNext StepOutcome SLA
Annual Report β€” Due Calendar hit; reminders at T-30/14/7/1 Ops opens ticket; checklist prepped File report; confirm receipt File β‰₯ 48h before deadline
State Notice β€” Delinquency State email/mail or RA scan Legal acknowledges within 2h Remediate fees/forms; escalate if risk Resolve ≀ 5 business days
RA Invoice β€” Annual Calendar yearly; T-30/7 reminders Ops verifies entities/states Pay invoice; confirm portal shows active Pay β‰₯ 7 days before due
SOP Received RA scan/portal alert Legal acknowledges within 2h Triage & respond; track filings Per case (see SOP Playbook)
FinCEN BOI Change Ownership/Officer/Address changes Ops notifies Legal same day File update with FinCEN Within required federal window
Quarterly RA Audit Calendar recurring (quarterly) Ops runs checklist Fix gaps; update contacts Close audit ≀ 3 business days

Note: Exact state deadlines vary. Use the builder below to create the right cadence for your state(s).

πŸ“₯ One-Click ICS (Recommended Pack)

Adds recurring events you can customize later in your calendar app.

🧰 ICS Builder β€” Annual Reports & Notices

Create a single event with **multi-stage reminders**. We generate a downloadable .ics file.

Defaults: 30d, 14d, 7d, 1d (in minutes)

πŸ—‚οΈ Calendar Template β€” Per State

Use this to draft your compliance lineup, then build ICS for each row.

StateEntityTrigger TypeDue (fixed or anniversary)Prep Tasks
South Carolina Ferrand Industries LLC Anniversary Formation anniversary (set exact due per state rules) Validate RA portal; confirm principal office address; file; store receipt.
Wyoming Ferrand Holdings LLC Fixed Choose month/day based on current rules Check asset count; pay required fee; archive.
Delaware Ferrand Tech, Inc. Fixed Enter fixed date per current guidance Coordinate with tax/stock admin; file & confirm.

Always verify current state requirements before finalizing dates.

FAQ

Anniversary vs fixed-date β€” which do I use?

Some states tie due dates to your formation anniversary; others use a fixed calendar date or window. Use the builder to match your state’s approach.

What about time zones?

We default to all-day events to avoid time zone drift. If you set a time, the ICS will include local time; your calendar may convert it across devices.

Can I add multiple reminders?

Yesβ€”enter comma-separated minutes (e.g., 43200,20160,10080,1440) for 30/14/7/1 days before.

Is this legal advice?

Noβ€”informational only. Verify dates and requirements for each state and entity type.

Need help setting this up?

We can preload your calendar, create per-state ICS, and document the run-book.

Last updated: β€” Β· Document owner: Business Development
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