Portfolio licensing is designed for firms managing corporate records at scale. Your firm licenses Minute Book Cloud directly and embeds it into your corporate maintenance services.
Most firms waste hours on manual processes that don't scale. Sound familiar?
Documents spread across shared drives, email, and physical binders with no single source of truth.
Tracking annual filings, resolutions, and register updates across dozens of entities by hand.
Sending documents back and forth for signatures, losing version control with every exchange.
Without structured infrastructure, corporate maintenance remains manual and difficult to turn into predictable, repeatable services.
Minute Book Cloud gives your firm a centralized system to manage corporate records and track compliance, all from one dashboard.
Clients need immediate proof of ownership and current registers.
Approvals and corporate actions must be traceable and exportable.
Historical governance actions must be available without reconstruction.
Firms need secure, role-based delivery across many corporations.
Automatic reminders for annual filings, compliance checklists, and overdue task alerts across your portfolio.
Every share certificate includes QR-based verification. Clients and auditors can confirm authenticity instantly.
No integrations, no setup fees, no minimum commitments.
Select the portfolio tier aligned with the number of corporations you manage.
Manage all corporations within a single structured workspace.
Assign role-based access to firm members and clients.
Export compliance dossiers, verification pages, and audit logs as needed.
Portfolio licensing scales with your firm. Plans are approved during onboarding to ensure the right capacity for your practice.
Used by legal and accounting firms managing corporate records and governance workflows for their clients.
For emerging firms standardizing client corporate record management.
For established firms managing active corporate governance portfolios.
For multi-office firms and high-volume governance practices.
Corporate records remain structured, defensible, and accessible, even when advisory relationships change.
Governance history, audit logs, certificates, and registers remain preserved. No silent data loss. No broken verification links.
If a client moves to another firm, their corporation can be transferred intact, with full document history and audit trail preserved.
If a client chooses to manage records independently, they may subscribe directly to retain access to their structured digital minute book.
This continuity protects ownership records and preserves defensibility across advisor transitions.
Whether you handle 5 corporations or 500, portfolio licensing scales with your practice.
Apply for portfolio accessMulti-entity portfolio management, routine compliance workflows, and centralized access for your entire team.
Incorporations, resolutions, share registers, and digital signing delivered to clients as a structured, verifiable record.
High-volume onboarding, cross-entity compliance dashboards, and exportable audit dossiers for client delivery.
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See how portfolio licensing fits your practice and governance workflow.