Client Portal, Ordering Process & Document Delivery

How do I purchase a SCILLAN service?

Customers can purchase eligible SCILLAN services through the SCILLAN website.
The general process is:

1. Select the appropriate service.
2. Complete checkout.
3. Provide the required entity and contact information.
4. Complete any additional intake or verification requested.
5. Provide required signatures or authorizations.
6. Submit any required documents through the approved secure method.
7. SCILLAN begins processing after all required information and payment have been received.

What happens after I place an order?

Depending on the service, the process may include:

• Order creation
• Service or subscription setup
• Client portal access
• Intake completion
• Entity verification
• Document upload
• Filing preparation
• Client approval or signature
• Government submission
• Status tracking
• Completion notice
• Document delivery

The exact process varies by service.

When does SCILLAN start working on my order?

Processing begins after SCILLAN receives all required:

• Information
• Documents
• Signatures
• Verification
• Authorizations
• Payment

If required information is missing or incomplete, processing may not begin until the missing items are received.

Do I need to complete an intake form?

Possibly.
Some services require additional information after checkout.
The intake process may be completed through the website, client portal, secure form, or another approved SCILLAN system.

Why is SCILLAN asking for my legal entity name?

SCILLAN uses the legal entity name to correctly associate:

• Orders
• Subscriptions
• Documents
• Compliance records
• Government filings
• Client portal records
• Support requests

with the correct business.

What if my company has not been formed yet?

For formation services, customers may provide the proposed legal entity name and the required formation information.

Can I purchase more than one service for the same entity?

Yes.
For example, the same business may purchase:

• LLC Formation
• EIN Registration
• Registered Agent + Compliance Alerts
• Operating Agreement
• Amendment Filing
• Annual Compliance Filing Support

Each service should be associated with the correct legal entity.

Can I purchase services for multiple entities?

Yes.
Each legal entity must be identified separately.
Certain services, including Registered Agent + Compliance Alerts, are priced and maintained on a per-entity basis.

Can one registered agent subscription cover multiple entities?

No.
Each separate legal entity requires its own registered agent subscription.

CLIENT PORTAL

What is the SCILLAN Client Portal?

The SCILLAN Client Portal provides customers with access to available account, entity, service, support, and document information.
Depending on the customer's services, the portal may include access to:

• Entity information
• Service information
• Subscription information
• Documents
• Requests
• Support communications
• Status updates
• Secure uploads
• Other available account features

When will I receive Client Portal access?

Portal access may be provided after an eligible service is purchased or the client account is created.
Timing may vary depending on the service and account setup.

How do I log into the Client Portal?

Use the login credentials or invitation provided by SCILLAN.
Customers should access the portal through the official SCILLAN website or approved portal link.

I forgot my password. What should I do?

Use the password reset or "Forgot Password" option on the applicable login page.
If the issue continues, contact SCILLAN Support.
Support email:

I never received my portal invitation.

Customers should first check:

• Spam or junk folders
• The email address used during checkout
• Other inbox filtering folders

If the invitation still cannot be located, contact SCILLAN Support.

Can Sia reset my password?

No.
Sia should not request or manage account passwords.
Approved response:
"Please use the password reset option on the Client Portal login page. If you still cannot access your account, contact SCILLAN Support at ."

Can I change the email address on my account?

Possibly.
Account changes may require identity or account verification.
Contact SCILLAN Support for assistance if the applicable option is not available in the portal.

One of my companies is missing from the portal. What should I do?

Contact SCILLAN Support and provide:

• Your name
• Legal entity name
• Email address associated with the account

Do not send highly sensitive information through chat.

I see the wrong company in my account.

Contact SCILLAN Support immediately so the entity association can be reviewed.

ENTITY RECORDS

Why does SCILLAN keep separate records for each entity?

Each legal entity has its own:

• Government filings
• Registered agent service
• Compliance requirements
• Subscription records
• Documents
• Filing history
• Client instructions

Keeping entities separate helps reduce filing and recordkeeping errors.

What is an Entity ID?

SCILLAN may use an internal Entity ID to help identify and track each legal entity across its systems.
The Entity ID is an internal administrative identifier and does not replace a government filing number or EIN.

Why does SCILLAN use both Entity ID and Legal Entity Name?

Using both helps ensure services, documents, subscriptions, and tasks are associated with the correct business.

DOCUMENT UPLOADS

Where should I upload documents?

Customers should use the approved secure Client Portal or SCILLAN document repository when instructed.

Can I email documents to SCILLAN?

Routine non-sensitive documents may be accepted through approved email channels when appropriate.
Sensitive information should be submitted only through approved secure systems.

What should I not send through email or chat?

Do not send:

• Social Security numbers
• Taxpayer identification numbers
• Banking credentials
• Full credit card numbers
• Passwords
• Government portal passwords
• Driver's license numbers
• Passport numbers
• Other highly sensitive information

through unsecured email or chatbot messages.

Can I upload my driver's license through the portal?

If SCILLAN specifically requests identity documentation, it should be submitted only through the approved secure upload process.
Sia should not ask customers to send identity documents through chat.

Can I upload several documents at once?

Where the portal supports multiple uploads, yes.
Customers should follow the applicable upload instructions.

I uploaded the wrong document. What should I do?

Contact SCILLAN Support as soon as possible.
If the portal allows deletion or replacement, follow the available account options.

My upload failed.

Try the upload again and confirm that:

• The internet connection is stable
• The file is not corrupted
• The file format is supported
• The file size is within system limits

If the issue continues, contact SCILLAN Support.

DOCUMENT DELIVERY

How will I receive completed documents?

SCILLAN may deliver completed documents through:

• Client Portal
• Secure document repository
• Approved email communication
• Other authorized delivery methods

The method depends on the service and document type.

Will I receive an email when my document is ready?

SCILLAN may send an email notification when documents or service updates are available.
Customers should maintain a current and monitored email address.

Can SCILLAN mail me a paper copy?

Paper delivery availability depends on the document and service.
Additional mailing or delivery charges may apply where available.

Are my documents stored in the Client Portal?

Applicable service documents may be available through the portal or approved document repository.
Not every document may remain available indefinitely.
Customers should maintain copies of important business records.

Can I download my documents?

Where download functionality is available, customers may download applicable documents from the approved client system.

Can I ask Sia to send me a document?

Sia should not independently disclose or transmit private client documents through chat.
Approved response:
"Please access your Client Portal or contact SCILLAN Support if you need assistance locating a document."

ORDER STATUS

How do I check the status of my order?

Customers may review available order or service status through the Client Portal.
If status information is not available or appears outdated, contact SCILLAN Support.

Can Sia tell me whether my filing was submitted?

Sia should answer only if that status is available through approved connected systems or provided information.
If Sia does not have verified status information, she should not guess.
Approved response:
"I don't want to give you inaccurate status information. Please check your Client Portal or contact SCILLAN Support at ."

What does "processing" mean?

"Processing" generally means SCILLAN is reviewing, preparing, verifying, or completing work related to the order.
It does not necessarily mean the filing has already been submitted to the government.

What does "submitted" mean?

"Submitted" generally means the filing or request has been transmitted to the applicable government agency or processing authority.
Government review may still be pending.

What does "completed" mean?

"Completed" generally means SCILLAN's work for that service has been completed and available documents or confirmation have been provided.
The exact meaning may vary by service.

Does "submitted" mean approved?

No.
Submission and government approval are separate stages.

CHANGES AFTER ORDERING

Can I change information after placing my order?

Possibly.
Customers should contact SCILLAN as soon as possible if information needs to be changed.
Changes may become more difficult once a filing has been prepared or submitted.

What if I entered the wrong legal entity name?

Contact SCILLAN Support immediately.
Do not submit a second order solely to correct the name unless instructed to do so.

What if I entered the wrong address?

Contact SCILLAN Support as soon as possible.
The appropriate correction depends on the service and whether the filing has already been submitted.

Can I change my order to a different service?

Possibly, depending on the order status and work already performed.
The request should be reviewed by SCILLAN Support.

Can I add another service after checkout?

Yes.
Customers may purchase additional services separately or through any available account options.

SIGNATURES AND AUTHORIZATIONS

Will I need to sign documents?

Some services may require signatures, approvals, or other authorization before submission.
SCILLAN will provide instructions when required.

Can SCILLAN file without my authorization?

No filing should be submitted without the required authorization.

How will I sign documents?

Signature methods depend on the applicable service and system.
Customers should follow the secure signature instructions provided by SCILLAN.

Can someone else sign for my company?

The person signing must have appropriate authority.
If there is uncertainty about signing authority, the customer should consult the appropriate legal professional.
Sia should not determine legal authority in a disputed situation.

ANNUAL VERIFICATION

Where do I complete Annual Verification?

SCILLAN will provide the applicable Annual Verification process through the website, portal, secure form, or another approved system.

How long does Annual Verification take?

For many clients, Annual Verification takes approximately:
5–10 minutes

Why can't SCILLAN just use last year's information?

SCILLAN requires verification because entity information can change.
This helps reduce filing errors and outdated submissions.

SUPPORT REQUESTS

How do I contact support?

Email:

Customers may also use available website, portal, or support-ticket options.

What information should I provide when contacting support?

Provide:

• Your name
• Legal entity name
• Email address associated with the account
• General description of the issue
• Order or service reference if available

Do not include highly sensitive information unless instructed to use an approved secure method.

How quickly will SCILLAN respond?

Sia should not promise a specific support response time unless an approved support SLA is maintained in the knowledge base.

BILLING AND SUBSCRIPTION ACCESS

Where can I see my registered agent subscription?

Applicable subscription information may be available through the customer's account or Client Portal.

Can I update my payment method through the portal?

Where the account system provides that option, customers may update their billing information through the approved secure payment interface.
Sia should never request full card information through chat.

Can I cancel through the portal?

Cancellation options depend on the service and subscription setup.
If a cancellation option is not available, contact SCILLAN Support.

CLIENT PORTAL SECURITY

Is the Client Portal secure?

SCILLAN uses approved business systems and security procedures for client information.
Customers should also protect their login credentials.

Should I share my portal password with SCILLAN Support?

No.
Customers should never provide their password through chat, email, or support messages.

What if I think my account was hacked?

Contact SCILLAN Support immediately.
Customers should also reset their password using the approved account process.
Do not send sensitive information through chat.

What if my email address was compromised?

Contact SCILLAN Support so available account-security steps can be reviewed.

CLIENT PORTAL & ORDERING QUICK REFERENCE

Order Process:
Select service → Checkout → Intake → Verification/Documents → Processing → Submission if applicable → Completion → Document Delivery
Processing Begins:
After all required information, documents, signatures, verification, authorization, and payment are received
Client Portal:
Used for applicable entity, service, document, support, and account information
Secure Documents:
Submit through approved portal or document repository
Support Email:

HUMAN SUPPORT ESCALATION

Sia should escalate questions involving:

• Missing entities
• Incorrect entity associations
• Portal access failures
• Account-security concerns
• Missing documents
• Failed uploads
• Incorrect order information
• Urgent filing changes
• Billing disputes
• Subscription cancellation issues
• Unverified filing-status questions
• Questions outside the approved knowledge base

IMPORTANT DISCLAIMER

SCILLAN's Client Portal and related systems are intended to support secure client communication, service administration, document delivery, and entity management.
Customers are responsible for maintaining secure login credentials and providing accurate information.
SCILLAN Business LLC does not provide legal, tax, accounting, financial, or investment advice.

Updated on: 09/23/2026