Portfolio filing review
Check whether multi-site filing work should roll up to Portfolio.
Answer three plain questions to see which filings your sites should review, then use that same result to flag multi-site work for Portfolio follow-up.
The checker organizes inputs for follow-up while filing work stays in RegFile's reviewed, authorized workflow.
Live portfolio-adjacent check
Sample result for a Texas multi-site operator
Checking current OSHA, EPCRA, employer-reporting, stormwater, and related filing signals for a sample portfolio profile.
Run it for my facility rosterFiling checker
Use the unified filing checker for a dated review.
The checker starts with location, what your business does, and employee count, then shows filings to review and whether the work looks multi-site enough for follow-up.
Result context is saved only when you ask for follow-up with an email address.
The score is a follow-up guide, not a legal determination, compliance conclusion, enterprise entitlement, or benchmark.
What the checker reviews
Portfolio starts where one-site filing breaks down.
Multi-site roll-up
Portfolio becomes useful when several facilities, states, or business units want one deadline and filing-status view.
Evidence packet export
The shipped evidence export gives central teams a cleaner way to answer audit, insurer, lender, and executive requests.
No skipped authorization
Portfolio follow-up organizes work across sites, but binding submissions still wait for customer review and e-sign.
Workflow mix
Turn filing receipts into a board-ready packet.
Portfolio follow-up is strongest when a company wants one view of compliance work across facilities and filing families, plus a reliable export when someone asks for proof.
State roster guides
Start with the state footprint, then run the filing checker.
State pages keep location context attached for Portfolio follow-up across facility rosters, filing status, signer ownership, and proof-packet requests.
Does this create an enterprise account?
The checker captures multi-site fit and keeps SSO, billing, benchmarks, and enterprise-contract context attached for follow-up.
What happens before any site filing?
Any binding filing still runs through the existing customer review and e-sign gates. This page only captures Portfolio fit.
What should a Portfolio lead gather?
Facility roster, state list, filing families, portal owners, authorized signers, prior receipts, and evidence folders.
Check Portfolio fit for your facility roster.
Start the filing checker, then continue if roll-up status or evidence exports look useful.