Services · Mobile app development · Business setup apps
We handle company formation app development in Dallas for the CPA firms, business lawyers, registered agent providers and formation agencies that set up Texas entities. Codeeo builds the client app, the staff dashboard and the admin tools that carry an order from first questions to a filed Certificate of Formation, an EIN and the yearly franchise tax and Public Information Report reminders that keep a company in good standing.
Dallas founders are spread across a metroplex, from Downtown and Uptown to Plano, Frisco and Las Colinas, and plenty are moving companies in from other states. Your software has to serve a phone in a truck cab as well as a finance team relocating a headquarters. The app keeps both groups on the same track, with the right questions for each.
200+ companies across the US and the UAEFrom a first store to a listed developer
Core features
Texas entities are created by the Secretary of State, which accepts online filings through SOSDirect. An LLC files a Certificate of Formation on Form 205, and every entity names a registered agent with an address in Texas. The ongoing obligation that catches owners out is not the formation itself but the annual franchise tax report and Public Information Report filed with the Texas Comptroller, usually due in May. A company that misses them can lose its right to transact business in the state. Dallas formation firms therefore earn their keep after the filing as much as before it. The feature set below reflects that: quick, accurate intake at the front, and dependable reminders, document storage and staff tasks for every year the company exists. We tune the mix to whether you mostly serve local startups, relocating businesses or both. Reporting by service line comes with the admin panel, so you can see which work brings clients back.
A short guided comparison of LLC, for-profit corporation, professional entities and partnerships as Texas defines them, with neutral explanations and a prompt to speak to your team before choosing. The answer sets which form template and questions follow.
Founders reach the right Texas form without guessing.
Owner, governing authority, registered agent, purpose and effective date collected on a phone and assembled into the Texas filing your staff submit through SOSDirect. Field rules mirror the state form, so incomplete orders cannot reach review.
Filings ready to submit on the first pass.
If you act as agent, the app records the client's acceptance of your service and the agent's agreement to serve, and adds them to your mail handling list. If the client names someone else, it captures that person's Texas address and confirms they have agreed to act.
No filing goes in with an agent who never said yes.
Each company's Comptroller due dates tracked from formation, with reminders to the owner, a short questionnaire for the Public Information Report, and a staff task when your firm prepares the franchise tax report.
Clients keep their right to do business in Texas.
For companies moving to Dallas from another state, the app supports registering the existing entity in Texas as a foreign company, or converting it, and tracks the matching filings and withdrawals in the home state with your attorneys.
Out of state businesses arrive without loose ends behind them.
Many Dallas founders, especially in trades, food and family businesses, prefer to read in Spanish. Intake, help text, reminders and the client inbox are written in both languages, while the documents filed with the state stay in English with a plain summary beside them.
More owners complete intake without phoning for help.
Consent records, data access requests and deletion handled in line with the Texas Data Privacy and Security Act where it applies, plus notice and consent for any biometric check, which Texas regulates separately under its biometric identifier statute.
Privacy requests answered from a dashboard, not a spreadsheet.
Questions, document requests and status changes tied to each company, with push notifications for owners and an assigned reviewer on your side. Everything said about a filing stays attached to it for the next staff member who picks it up.
Fewer lost emails and repeated questions.
Formation packages, agent service, annual report preparation and franchise tax work billed separately, with card, Apple Pay, Google Pay or ACH payments and renewal invoices generated from the compliance calendar.
Recurring compliance revenue that bills itself on time.
Once Texas approves the filing, the app gathers the responsible party details for the IRS EIN application, stores the confirmation letter, and assembles the formation documents most banks ask for when a Dallas owner opens a business account. Founders without an SSN or ITIN go to a separate track your staff complete with Form SS-4.
Owners walk into the bank with the right papers on their phone.
Good fits
Dallas has a broad base of firms that touch new companies: accountants on the tax side, lawyers on the structure side, and registered agents and filing services in between. They share the same Texas filings but care about different parts of the work. A CPA firm wants clean data for the franchise tax report. A relocation adviser wants the out of state hand-off tracked. Here are the four we design for most often. Your firm may combine two of them, which is common, and the scope then mixes features from both.
Your relationship with a business usually begins at formation and continues through every franchise tax report and income tax return. The app collects revenue estimates, accounting year end and ownership at intake, so your tax staff inherit a complete record. Compliance reminders link back to your engagement, which keeps the annual work with your firm rather than a competitor. Partners can also see which clients are due for the May filing at a glance.
The annual Comptroller filing is where the relationship lasts.
Companies moving headquarters or operations to the metroplex need foreign registration or conversion, a Texas agent and coordination with filings back home. We build matter tracking for each relocating client, with attorney review gates and a client view that lists what is done in Texas and what remains in the original state. Documents from both states stay on one matter file your attorneys can search.
Volume and accuracy decide your margins. The app gives you a fast mobile checkout, a filing queue sorted by urgency, and an agent mailroom that alerts clients when service of process or a Comptroller notice arrives. Renewals and add-ons sit in the client's account where they can buy them in two taps. Staff dashboards show daily filing counts and overdue items by person.
Speed at checkout, reliability after it.
Contractors, food businesses and family firms across Dallas County often start as sole proprietors and form an entity once they win bigger jobs. We design a simple Spanish and English flow that converts an existing trading name into a Texas LLC, gets the EIN, and sets up the reminders the owner would otherwise forget. Owners can photograph receipts and licenses into the same account as the business grows.
Engagement
There is no Codeeo office in Texas. Our team of 80+ works from Dubai, Riyadh and Karachi and serves Dallas clients remotely, with discovery sessions, design reviews and acceptance testing all held on video call. We have delivered 200+ projects across the UAE and the US and hold a 4.7 rating from 23 Google reviews. Most firms start with a fixed scope build, then move to a retainer for new filing types and improvements; some prefer a dedicated team. Whichever route you pick, you get a written scope, a shared release plan and a named project lead on our side who answers your questions. Meeting notes are shared after every call.
A defined build with a deadline
We agree what the product has to do, write it down with a price and a date, and build exactly that. Changes are priced before they are made, not discovered on the invoice.
A product that keeps evolving
Named engineers who work your hours, join your standups and stay on the codebase. You direct the backlog; we own the quality of what ships.
Something live that needs looking after
A monthly block of hours for improvements, fixes and the small requests that otherwise wait months. Unused hours carry for a quarter.
Technology
Native or cross platform apps for iOS and Android, a responsive web portal, and an admin system built on frameworks with a large hiring pool, so any developer you hire later can maintain them. Hosting sits in your cloud account. Every rule change, template edit and client record update is logged with the staff member and time, so audits and disputes have a clear trail.
01Mobile
02Data and cloud
03Marketing and tracking
The Certificate of Formation, the registered agent and the Comptroller calendar.
Those three cover nearly every new Texas company and create the recurring work that keeps clients with you. Assumed name filings, foreign registrations for relocating businesses, amendments and corporation formations can follow in later releases. We decide the order with you based on what your team files most and which tasks currently take the most manual chasing. Each later release reuses the same company record, so adding a filing type never means asking clients for their details again.
Schedule a free consultation and get a written recommendation, with costs, before you commit to anything.
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