Partner channel
Filing handoff for fractional CFO and finance-advisory teams.
Give clients a practical next step when close, renewal, diligence, or audit prep surfaces annual-report, escheat, employer-reporting, OSHA, or deadline questions. RegFile handles the checker and filing workflow after the customer chooses to continue.
Inbound referral surface only. No outbound send, paid placement, reseller terms, or live accounting integration launches from this page.
Best fit
- Fractional CFOs and controllers closing books for industrial SMB clients
- Finance advisors who find annual-report, escheat, payroll, or safety-record filing questions
- Back-office teams adding a clean handoff before a deadline turns into a scramble
Partner-safe posture
Finance teams can spot the trigger and hand off the client. The customer owns the filing decision, signer approval, payment, and submitted evidence.
Close checklist triage
Send clients to a tracked checker when month-end, year-end, or diligence work uncovers a filing question outside the finance team's lane.
Deadline follow-up
Route clients into reminder paths for annual reports, escheat, employer reporting, OSHA, and other recurring filing dates.
Evidence packet
Customers who continue into filing keep signer responsibility and receive evidence they can retain with board, finance, and audit records.
Live finance-client fit check
Show a current filing result while the close checklist is still open.
Fractional CFOs and controllers can route a client with state, headcount, industry, and deadline context already attached, so the checker starts from the same signals that surfaced during close, renewal, or diligence work.
Live finance-client fit check
Sample result for a close-review client
Checking the current filing rules for a mid-size business in this state.
Run this for my clientWhy this channel works
Filing questions show up when finance teams reconcile the year.
Fractional CFOs and controllers already review payroll counts, entity records, state notices, unclaimed-property exposure, vendor lists, and board packets. Those are common moments for unresolved filing obligations to surface.
A RegFile referral gives the finance team a useful next step without asking the advisor to operate the filing workflow or certify the customer's submission.
Partner lead
Add a filing handoff to finance-advisory work.
Leave a work email and we will follow up with tracked links, short client copy, and a close-checklist version of the filing handoff.
Can a finance advisor send a client without becoming the filing signer?
Yes. The partner path routes the client to a checker and filing workflow. The customer reviews, pays, and signs before anything binding is submitted.
Which filing questions fit this channel?
Annual reports, escheat, employer reporting, OSHA 300A, and deadline-calendar questions often surface during close, renewal, diligence, or audit prep.
Does this require an accounting-system integration?
No. Start with tracked links and partner-safe copy. Any live integration, outbound send, paid placement, or commercial program stays reviewed before launch.
Open the customer-facing flow instead?
Start with the filing checker and continue into filing only when the result points there.