Skip to content
Compliance & Audit agent

Filing calendar

Annual reports, tax returns and license renewals on one calendar, each with an owner. Drafts start from last year’s filing, and anything that’s changed since goes to a person first.

  • $12,500 fixed
  • Live in 3 to 6 weeks
  • Yours to keep
Let’s build your agent How it works
The review screen for Filing calendar: four items, three done, and one (Officer changed) waiting for the controller, who is asked: Dana Whit, the CFO on file, left in June. List the new CFO, Marcus Oyelaran?
How it works

When a filing comes due, its owner already has the draft.

Here’s a typical run, step by step: what automation handles, what the agent does, and the calls that stay with your team.

The workflow for Filing calendar, in 5 steps. It starts with “A filing is 60 days out” and ends with “Filed, next date set”. Each step lists what automation, the agent and your team do there.
Filing calendarA typical run
Starts withA filing is 60 days outBrackett Supply Co.’s California statement of information is due October 31.
The agent: Reads each registration and state account for what’s due and when: annual reports, sales tax returns, license renewals, payroll filings.
Automation: Puts every filing on the calendar with its owner from your rules, and starts the draft as far ahead as you set.
~6h/mo

Step 1 of 5Keep the calendar

  • The agent

    Reads each registration and state account for what’s due and when: annual reports, sales tax returns, license renewals, payroll filings.

    Due dates hang on formation dates, fiscal years and each state’s rules. They have to be read, not copied.

  • Automation

    Puts every filing on the calendar with its owner from your rules, and starts the draft as far ahead as you set.

    Who owns a filing and how early to start are your rules, set once.

Reads
  • State accounts
  • Entity records
Writes
  • Filing calendar

~6 hours a month back

Where teams differWhat goes on the calendar varies: state annual reports only, or sales tax, payroll and local licenses too.

Automation: Fetches last year’s statement and the current record: officers, directors, addresses and the agent for service.
~5h/mo

Step 2 of 5Pull last year’s filing

  • Automation

    Fetches last year’s statement and the current record: officers, directors, addresses and the agent for service.

    Last year’s filing sits in the same folder every year, so fetching it is routine.

Reads
  • Shared drive
  • Entity records
Writes
  • Filing calendar

~5 hours a month back

The agent: Drafts the statement from last year’s and checks each detail against the record. Dana Whit is still listed as CFO, and she left in June.
~12h/mo

Step 3 of 5Draft and check it

  • The agent

    Drafts the statement from last year’s and checks each detail against the record. Dana Whit is still listed as CFO, and she left in June.

    Officers, addresses and agents change quietly. Reading the draft against the record is how a stale name shows up.

Reads
  • HR system
  • Board minutes
Writes
  • Filing calendar

~12 hours a month back

Automation: Anything that differs from what the state has on file goes to the controller, with last year’s version and the new one side by side.
IfYour team: Confirms Marcus Oyelaran replaced Dana Whit in June, so the statement goes in with the right officer.
~3h/mo

Step 4 of 5Settle what changed

  • Automation

    Anything that differs from what the state has on file goes to the controller, with last year’s version and the new one side by side.

    The draft already marks what changed, so it reaches the controller without anyone sorting it.

  • Your teamIf a detail has changed

    Confirms Marcus Oyelaran replaced Dana Whit in June, so the statement goes in with the right officer.

    What the company tells the state about its officers is a call for someone who can vouch for it.

Reads
  • Filing calendar
Writes
  • Filing calendar

~3 hours a month back

Where teams differThe controller settles these at many companies. Others send them to legal or the corporate secretary.

Your team: The filing’s owner submits the drafted statement and pays the fee, the way they always have.
Automation: Saves the state’s confirmation with the filing and puts next year’s date on the calendar with the same owner.
~4h/mo

Step 5 of 5File and log it

  • Your team

    The filing’s owner submits the drafted statement and pays the fee, the way they always have.

    A filing goes in under the company’s name, so someone with the authority submits it.

  • Automation

    Saves the state’s confirmation with the filing and puts next year’s date on the calendar with the same owner.

    The confirmation has one home, and the next due date follows the state’s rule for that filing.

Reads
  • State accounts
Writes
  • Filing calendar
  • Shared drive

~4 hours a month back

Where teams differThe owner may file on the state’s site, or hand the draft to a registered agent or an accountant.

Ends withFiled, next date setThe state’s confirmation saved with the filing, and next year’s date on the calendar with the same owner.
Total~30h/mo

What changes

Annual reports, returns and renewals sit on one calendar, each with an owner and a draft ready well before its date. Changes since last year go to the controller.

  • 4steps automated
  • 2steps for the agent
  • 2calls kept with your team

Pick any step to see what happens there and why it sits in that lane.

What it could be worth

~30 hours a month back

$23,400 a year in time

For a company making about 150 filings a year across its states and entities, at $65 an hour. We work out yours from your own volumes before you sign.

Let’s build your agent
What we customize with you

One proven agent, plugged into how you work.

Every team does this job a little differently, so we set these five with the people who do it today. We’ve done this in dozens of businesses, so we know where teams usually differ and ask about those first.

The agent

Same for every client
  • Follows the same proven steps
  • A person on every exception
  • Every decision logged
  • Tested on your past work first
  • Never files, signs or pays a fee on its own

  1. Your systems

    Where the work comes in, and where the result goes.

    For this agentYour entity records and state accounts, last year’s filings from the shared drive, officers from HR.

  2. Your rules

    The limits and exceptions it works to.

    For this agentWhich filings you track, who owns each, and how far ahead the draft starts.

  3. Your team

    Who signs off, and who covers when they’re away.

    For this agentEach filing’s owner, and the controller when a detail on file has changed.

  4. Your channels

    Where your team hears from it.

    For this agentCalendar invites and email to owners, a monthly list for finance.

  5. Your output

    What it hands back, in the format you already use.

    For this agentA draft for each filing with any change marked, and every confirmation saved.

It keeps the filings you already make on time. Control evidence and contract obligations are other agents in the catalog, and whether you need to register somewhere new stays with your team and your tax advisors.

What you get

The agent, and everything that keeps it working.

  • The agentRunning on your systems, under your rules.
  • The review screenWhere the exceptions land for your controller and each filing’s owner.
  • Your rulebookYour limits, exceptions and who signs off, in one place, often for the first time.
  • A test reportYour past filings, run through it and checked against the number.
  • The runbookHow it works, what to check, and what to do if it stops.
  • 30 days of tuningAfter it goes live, through a full month of your real filings.
The number we agree

Days before its due date each filing is ready for its owner. We look at last year’s filings, then the first quarter it runs.

How we get there

Live in 3 to 6 weeks. About seven hours of your time.

We do the building. Your side: access, last year’s filings and the list of states you’re registered in, and a short weekly check-in.

  1. Before kickoff

    We send the access checklist.

    You, 2 hours. Access, an owner, and last year’s filings and the list of states you’re registered in.

  2. Weeks 1 to 2

    We connect your systems and set it up.

    You, 1 hour. Walk us through your rules.

  3. Weeks 2 to 4

    We test it on your past filings.

    You, 1 hour. Review what it flagged.

  4. Weeks 3 to 6

    It runs beside your team, then goes live.

    You, 1¼ hours. Work from the review screen.

Then 30 days of tuning, with a short check-in each week, about two hours of yours. At day 30 we show you the number and hand everything over.

After it’s live

It keeps running whether or not we stay.

  • It runs in your accounts

    Your cloud, your systems, and an AI account in your name, billed by the provider at their rates.

  • Changes in the first 30 days are included

    A new rule, a changed limit, someone new signing off. That’s what tuning is for.

  • After that, your call

    Your team edits the rulebook, the care plan covers it, or a bigger change is quoted first.

A settlement administrator built on work like this keeps its quarterly tax filings prepped and on the calendar.

Questions

About this agent.

Does it file with the state for us?
No. It drafts each filing and hands it to its owner, who files it and pays the fee. Once the state confirms, the confirmation is saved and next year’s date goes on the calendar.
Where does the list of filings come from?
We build it with you during setup, from the filings you already make and each state account. When you register somewhere new, your team adds it and the calendar picks it up.
Our tax software already files sales tax. Does that change?
No. Leave it there. The calendar can show those dates with their owner, or skip them. You choose what it tracks.
Our process isn’t quite like this. Will it still work?
That’s the usual case. The job looks the same in most businesses, but the details never do. We map how your team does it today, then set the rules, systems and approvals to match. That’s what most of the 3 to 6 weeks are for.
How do we agree the number?
Together, before any work starts. For this agent it’s the days before its due date each filing is ready for its owner. We look at last year’s filings, then the first quarter it runs.
What does it cost to run once it’s live?
Hosting and AI, paid straight to the providers, not through us. It usually runs 5x to 25x cheaper than doing the same work by hand, and we work out your figure from your real volumes before you sign.

What’s the next filing on your list?

Tell us how your team handles filings today. We’ll show you this agent on examples like yours, and whether it fits the fixed price.

Let’s build your agentBack to Compliance & Audit
New to Switchboard Agents? How it works, what’s included, and what it costs.
  • 3 to 6 weeksto live, then 30 days of tuning
  • $12,500fixed, per agent
  • Yours to keepno license fees
See the service
Switchboard Agents$12,500 fixed · live in 3 to 6 weeks How it works Let’s build your agent