AI small business filing assistant and identity wallet
AI small business filing assistant and identity wallet Overview
Palm is a comprehensive solution designed to streamline the process of managing business filings and identity. Trusted by over 10,000 businesses, it automates state and local filings, ensuring that your business remains compliant without the hassle of manual paperwork. Palm consolidates all your business information, connected accounts, and government records into a single, secure platform, providing real-time alerts for any potential fraud, liens, or compliance risks. With Palm, you can autofill forms with your secure data, making onboarding with banks, insurance companies, and partners fast and easy.
The tool offers a seamless experience by automatically completing your state and local filings, including Registration, Beneficial Owner Information, and Annual Reports. It provides 24/7 AI monitoring and smart alerts to keep your business healthy and compliant. Additionally, Palm offers educational resources to help business owners understand their filing obligations and avoid potential fines, particularly with the upcoming enforcement of the Beneficial Owner Information requirement starting January 13, 2024.
AI small business filing assistant and identity wallet Highlights
- Automates annual state and local filings, including Registration and Annual Reports, with real-time tracking and alerts.
- Combines business information, connected accounts, and government records into a single, secure platform for easy management.
- Provides 24/7 AI monitoring and smart alerts to protect against fraud, liens, and compliance risks.
Use Cases
A small business owner uses Palm to automate their annual state and local filings, including Registration and Annual Reports. The platform provides real-time tracking and alerts, ensuring that the business remains compliant with all necessary regulations without manual intervention.
The business owner saves time and resources by eliminating manual paperwork and reduces the risk of missing filing deadlines, thereby avoiding potential fines.
A business utilizes Palm's 24/7 AI monitoring and smart alerts to protect against fraud, liens, and compliance risks. The platform consolidates all business information, connected accounts, and government records into a single, secure platform, providing real-time alerts for any potential issues.
The business maintains a healthy compliance status and is promptly informed of any suspicious activities, allowing for quick action to mitigate risks.
A company uses Palm to autofill forms with secure data when onboarding with banks, insurance companies, and partners. This feature streamlines the process, making it fast and easy to establish new business relationships.
The company experiences a smoother onboarding process, reducing the time and effort required to establish partnerships and enhancing operational efficiency.