Services · Mobile app development · Business setup apps

Formation apps that handle every state's filing rules from one product.

Codeeo offers company formation app development in the USA for formation services, registered agent companies, CPA practices and law firms that set up LLCs and corporations for clients. We build the client app, the staff workspace and the admin system that move an order from first questions to state filing, EIN, annual reports and ongoing compliance, with each state's rules handled in the product rather than in someone's head.

American business formation is fifty separate filing systems with a few federal steps on top. The software that works treats that variation as data: forms, deadlines and annual obligations stored per state, so adding a new state is configuration rather than a rebuild. Federal steps such as the EIN then run the same way for everyone.

Built for
Online formation providers, registered agent services, accounting firms and business attorneys serving founders across the United States.
Typical timeline
Timing is set during discovery, once the states, entity types and integrations for the first release are fixed, and the plan is written down before design begins.
What you own
Your source code, state rule tables, document templates, app store accounts, hosting and every client record, held in accounts you control.
Rated
4.7 / 5 from 23 Google reviews

200+ companies across the US and the UAEFrom a first store to a listed developer

Modon
Majid Al Futtaim
HP
Belkin
Dulsco Group
OneClickDrive
Hanayen
HMS
Clocksprings
Ghezlan

What the platform can include

Built around the filings that actually happen across fifty states.

A founder in Arizona and a founder in Delaware answer almost the same questions, yet the filing that comes out the other side differs in form name, receiving agency, required fields and annual follow up. Most states route formation through the Secretary of State, but some use a different body, such as the Arizona Corporation Commission or Delaware's Division of Corporations. Then come the federal steps every company shares: an Employer Identification Number from the IRS, optional tax elections, and banking. A national formation business needs software that keeps one consistent client experience on top of that variety. The parts below are the ones we build most often, and the first release usually includes a subset chosen in discovery. The admin side matters as much as the client app, because that is where your team spends the day. Reporting by state, product and filer comes with it, so managers can see where orders queue.

Explain your project
  • State rules engine

    Each state's entity types, receiving agency, required fields, name rules, filing methods and annual obligations sit in editable tables. The intake form and the generated documents read from those tables, so a change in one state is an admin update, not a code release.

    New states and rule changes go live without rebuilding the app.

  • Guided intake for founders

    Plain questions about owners, management structure, business purpose and addresses, with help text that explains each choice without giving legal or tax advice. Answers save as the founder goes, so a half finished order on a phone continues on a laptop.

    Complete orders arrive ready for review.

  • Name availability checks

    A first pass against each state's naming rules, such as required designators like LLC or Inc., plus a lookup step your staff confirm against the state's business search before filing. Rejected names trigger a clear request for alternatives.

    Fewer filings bounced for name conflicts.

  • Document generation and e-signature

    Articles, certificates of formation, operating agreements, bylaws and organizer statements generated from the intake data, then signed electronically under the federal ESIGN Act and state electronic transaction laws, where the state accepts that.

    Signed documents without printing or scanning.

  • EIN preparation

    A workflow that gathers the responsible party details the IRS asks for, flags founders without an SSN or ITIN, who cannot use the online application, and routes those cases to a Form SS-4 track your staff handle.

    Foreign founders get a clear path instead of a dead end.

  • Registered agent mailroom

    Scanned mail and service of process uploaded by your agent team, classified, and pushed to the client with an urgent alert when a lawsuit or state notice arrives.

    Legal papers reach the right person the same day they are logged.

  • Multi-state compliance calendar

    Annual reports, franchise tax reports, biennial statements and agent renewals scheduled per company and per state, with reminders to the client and tasks for your team when a filing is due.

    Clients stay in good standing in every state they operate in.

  • Identity checks and ownership records

    Identity verification for owners and organizers through a provider you choose, with consent screens written for the states where biometric data rules apply, and an ownership register that records every member, manager and officer.

    Know who you are filing for, with the paperwork to show it.

  • Checkout and add-ons

    Packages, state fee pass-through, expedite options and add-ons such as agent service or foreign qualification, paid by card, Apple Pay, Google Pay or ACH through a PCI DSS compliant processor.

    Clear checkout and clean revenue reporting by state.

  • Foreign qualification for expanding clients

    When a client company starts hiring or leasing space in another state, it usually needs to register there as a foreign entity, appoint a local registered agent and pick up that state's annual reports. The app spots the trigger from client answers, quotes the service and reuses the existing company record so nothing is typed twice.

    Existing clients become multi-state clients without a fresh onboarding.

Who this is for

Four kinds of formation business we build for.

Formation software is rarely bought by founders themselves. It is bought by the firms that sell formation as a service and need to handle volume without errors. Their problems differ: some fight order volume, some fight compliance follow up across many states, some fight the hand-off between sales and the people who actually file. These are the four starting points we see most, and each leads to a different first release. In each case we look at your current order data before suggesting what to build, so the first release targets the work that costs you most time.

01

Online formation services selling into every state

High order volume, thin margins on the filing itself and revenue that depends on add-ons and renewals. The priority is a fast checkout, an intake that rarely needs a follow up email, and a state rules engine your operations team can maintain. We usually start with your highest volume states and move the rest across in batches. We sequence states by order volume, so the earliest release pays for the next.

Start with the states that carry most of your orders.

02

Registered agent companies

Your product is reliability: every piece of mail and every service of process must reach the client quickly and with a record. We build the mailroom upload tool, the client inbox and the escalation rules first, then add formation and annual report services on top so existing agent clients can buy more. Clients see agent mail, their compliance dates and their invoices in one inbox, which keeps them renewing.

The mailroom is the core; formation is the upsell.

03

CPA and accounting firms

Formation is often the first engagement with a new business client, and the EIN, S corporation election and bookkeeping setup follow. We connect the formation workflow to the onboarding your accountants already run, so a new company moves into the tax side of the firm without re-keying owner details. Partners can see the status of every company they referred without emailing your filers.

04

Law firms advising international founders

Founders from outside the United States need a Delaware or Wyoming entity, a registered agent, an EIN without an SSN, and a US bank account. They also remain inside the federal beneficial ownership rules if the company they form is foreign and registers to do business here. We design the intake and status tracking around those cases, with attorney review points built in. Status updates in plain English matter here, since many of these clients are dealing with the US system for the first time.

How a national formation product gets built.

  1. 01State and entity scopingWe list which states, entity types and services the first release covers, and which follow, based on your order data and the filings your team finds slowest today.
  2. 02Rule table designEach state's forms, fields, deadlines and annual obligations go into a structured model before any screen is designed, so the interface reads from rules rather than hard coded logic.
  3. 03Client and staff interface designShort mobile forms for founders, dense queues and review screens for your filers, and accessible layouts tested against WCAG guidance so the app works for every client.
  4. 04IntegrationsPayments, e-signature, identity checks, CRM, accounting software and any state filing APIs or bulk channels you already use, connected through their official interfaces.
  5. 05Testing state by stateEvery state template checked against current official forms, sample orders run from intake to generated filing, and edge cases tested, such as foreign owners, multiple members and expedite.
  6. 06Rollout and new statesLaunch on the core states, train your team, then add states and services in planned batches, with release notes your operations staff can check.

Technology

What we build this with.

We pick the stack around your team: native or cross platform mobile apps, a web client portal, and an admin system on a framework your future developers can maintain, hosted in your own cloud account in a US region if you prefer. Audit logs record who changed a rule table, a document template or a client record, and when.

01Mobile

  • Swift
  • Kotlin
  • Flutter
  • React Native

02Data and cloud

  • PostgreSQL
  • MySQL
  • MongoDB
  • AWS
  • Azure
  • Docker

03Marketing and tracking

  • GA4
  • Google Tag Manager
  • Search Console
  • Meta Pixel
  • Looker Studio

Questions formation providers ask before they build.

It depends mostly on how many states and integrations go into the first release.

A release covering a handful of high volume states, one entity type and a single payment and e-signature integration is a much smaller project than a fifty state launch with agent mail and compliance calendars. We agree the first release scope in discovery and write the schedule down at that point, then plan the remaining states as later releases rather than holding the launch for all of them. Your team also sees which questions slow the order down, so the next release can fix them.

Tell us what the business needs. We will tell you what to build first.

Schedule a free consultation and get a written recommendation, with costs, before you commit to anything.

Get in touch

PROVEN RESULTS

4.7 / 5from 23 Google reviews