Partner channel
Filing checks for ERP and accounting system workflows.
Give customers a practical next step when implementation, close, renewal, inventory, facility, or system-cleanup work reveals annual-report, escheat, OSHA, DOT, FSMA, chemical, product, or multi-site filing questions.
Referral path only. No customer-data import, app-store listing, outbound send, paid placement, implementation contract, or ERP integration starts from this page.
Best fit
- ERP, accounting, inventory, and operations platforms that see location, workforce, item, vendor, and annual-close signals
- Implementation partners and fractional operators who clean up entity, facility, payroll, product, or inventory data before renewal
- Finance and ops teams adding a filing handoff without turning the system of record into the filing agent
Partner-safe posture
The platform spots the filing question and sends the customer to RegFile. The customer owns the filing account, signer, payment, and final authorization.
Annual close
Entity, payroll, vendor, and unclaimed-property questions can route into annual-report, escheat, ACA, EEO-1, and deadline checks.
Inventory changes
New products, ingredients, chemicals, warehouses, and shipment workflows can trigger FSMA 204, PFAS, MoCRA, EPCRA/TRI, or DOT review.
Multi-entity cleanup
Implementation teams can point customers to a filing calendar while RegFile keeps customer-owned review, signature, and evidence flow.
Live ERP/accounting fit check
Turn system-of-record signals into a current filing result.
ERP and accounting teams often see state, headcount, inventory, location, and chemical indicators during implementation or close work. This sample uses the same live determination path the referred customer receives.
Live ERP/accounting fit check
Sample result for an inventory-backed customer
Checking the current filing rules for a mid-size business in this state.
Run this for my customerWhy this channel works
Systems of record expose filing signals before customers know which form to search for.
New entities, new locations, changed headcount, inventory expansion, product categories, vendor cleanup, and state registrations often appear during finance and operations work.
A RegFile referral path keeps that moment narrow: one checker captures the customer's context, then routes them toward the relevant filing workflow or deadline reminder.
Partner lead
Add RegFile to ERP, accounting, inventory, and ops handoffs.
Leave a work email and we will follow up with partner-safe copy, tracked links, and a practical filing path for customers who ask about recurring filing obligations.
Does this require a live ERP integration?
No. Start with tracked checker and reminder links in onboarding, implementation, renewal, and support materials. Any live integration is separate.
Which filings fit this channel?
Common signals include annual reports, escheat, OSHA 300A, ACA, EEO-1, DOT/FMCSA, FSMA 204, PFAS, MoCRA, EPCRA/TRI, and portfolio follow-up.
Can the software platform file for the customer?
The customer owns the RegFile account, reviews the filing, pays when required, and signs before any binding submission.
Open the customer-facing flow instead?
Start with the filing checker and continue into filing only when the result points there.