• Created the development site
• Ran a backup of the Taxtime site and imported it onto the new development site
• Began working through the implementation of the Workflow for DBA

• Continued the development of the DBA workflow by mapping the Master form fields to the form that handles the DBA workflow.

• Continued development of DBA workflow by creating purchasable memberships using MemberPress and adding it to the watermarked PDF's page.

• Developed gateways to payment for DBA with and without expedition selected
• Merged display page for watermarked PDFs with and without expedition selected

• Developed code to update the client’s entry with account details once they have purchased a plan
• Implemented a new system of having users sign up for a free membership before they are able to complete the form
• Added the Sign Up page to the homepage and added a link to go to the application form after the user has signed up

• Tested sign up process to the point of the purchase of the DBA plan
• Made PDFs view when clicked instead of downloaded
• Began development of workflow for DBA only after the successful purchase of the DBA plan

• Completed development of programmed process that occurs once payment is complete to then begin the workflow
• Created workflow steps
  • for DBA for notifying client of application status
  • for staff to update the status
• Created dashboard for client to view PDFs and display their EIN number
• Created workflow checklist for testing purposes
• Tested workflow steps and modified where appropriate

• Added prices to DBA memberships
• Added Assistant user role and assigned relevant workflow steps to them.
• Updated the menu on the website to be in the centre

• Implemented some improvements to the application form that was gathered from testing

• Made ease of use improvements to master form

• Completed optimizing ease of use to the master form

• Implemented changes to master form based on client’s feedback

• Implemented the search for a business name in the Utah website within the master form
• Added a business name generator within the form
• Began preparing the EIN application to be used with legal signing

• Improved business name section of Master Form

• Created entity wizard, linked it to the application form, and tested it.
• Developed the “Why Should I Register A Business?” page

• Linked the “Why Should You Register A Business?” page to the homepage, linked that page to the entity wizard and "get started" page
• Added pricing in the entity wizard when the entity has been shown
• Made improvements to the homepage and flow of site

• Added information in a user-friendly way to “Why Register A Business?” and the home page.

• Completed the EIN PDF template and began linking it to legal signing in the master form.
• Updated form fields so they can be used with the legal signing template

• Made improvements to the workflow by fixing issues with the post form process

• Audited master form for typos, wording, etc.
• Tested the purchase process and troubleshot the issue with "upon completed payment, continue workflow".

• Reviewed homepage
• Tested EasyBusinessSetup.com DBA request process
• Made list of needed changes to homepage and suggestions for DBA request process form clarity

• Improved user-friendly aspects of the master form
• Created the form to be used to capture the signing of the Registered Agent
• Began preparing the PDF form for the registered agent agreement

• Tested and Audited the Online Business Setup process

• Implemented into the process, with GRG as the Registered Agent,
  • payment process
  • signing of the contract

• Completed process of
  • signing Registered Agent contract,
  • paying for Registered Agent service
  • paying for the specific entity plan
  • Paying the Expedite fee
• Worked on having all the sign-up links for each plan and the optional expedite link on one page

• Completed the process of displaying the correct membership on the sign-up page depending on the client’s circumstances
• Added functionality for the signed Registered Agent contract to be added to the Master Form entry
• Improved document vault functionality by conditionally displaying documents where applicable and adding a link to view signed Registered Agent contract
• Implemented LLC and C-Corp into the process and tested both
• Updated the document vault to include LLC, C-Corp and S-Corp documents

• Updated the payment process to be more user friendly
• Incorporated workflows for all entities into one form, improving the flow
• If the Dept. of Commerce rejects an application, workflow steps have been added

• Integrated Watermarked PDF page with client dashboard
• Completed changes to the Registered Agent payment and contract process with purchase of entity

• Incorporated entity wizard into form
• Corrected issues with the redirection process when having registered agent payment
• Prepared master form for use with Legal Signing template
• Began mapping form to the template
• Prepared EIN application signing forms by dynamically populating the information from the master form data
• Integrated EIN application signing form into the workflow
• Created signing contract forms for DBA, LLC, and C-Corp applications and added relevant form fields from the master form

• Completed the process of the DBA, LLC, and C-Corp contract forms to automatically populate with data from the master form
• Added redirection to DBA signing upon purchase if they have chosen no EIN application
• Tested process for the client’s choosing another entity as a Registered Agent
• Prepared DBA, LLC, and C-Corp application forms and added them as templates
• Implemented functionality for the DBA contract to be added to the client’s dashboard upon completion of signatures
• Updated the dashboard view to include the signed DBA contract

• Implemented the process to direct an LLC and C-Corp application to sign after payment has been received and GRG was not selected as the Registered Agent
• Prepared process for automatically sending application form to Utah Dept of Commerce

• Implemented redirection to the dashboard following the completion of the EIN signing
• Implemented redirection to the EIN signing following the completion of all entities signing
• Tested process for DBA
• Tested process for LLC and began troubleshooting issues

• Implemented automated faxing into the site and made sure it worked for
  • DBA
  • LLC
  • C-Corp
• Implemented the ability to sign for
  • Articles of incorporation
  • EIN application
• Fixed issue with watermarked PDFs
• Tested workflow and began fixing issues

• Mapped EIN application signing form fields to Legal Signing template
• Completed EIN signing form to include specific data from the master entry
• Corrected workflow issued as it was tested for DBA+GRG as Registered Agent + EIN

• Corrected issue with the 2nd DBA applicant/signer workflow
• Tested DBA + EIN workflow and identified issues and made corrections
• Started developing a solution to notify the client of their watermarked PDFs once they’ve paid

• Implemented workflow movement to the correct stage when a client has purchased
• Fixed issue with the address auto-populating on the wrong line in the DBA, C-Corp, LLC, and EIN forms
• Prepared PDF checkboxes for legal signing, so that they show up on the document once signed.

• Tested and real-time corrected the following workflow:
  • DBA Contract with EIN and GRG as Registered Agent
    • Created an account
    • Filled out the web form
    • Received and signed the test contract
    • Processed the test payment

• Retested the following workflow:
  • DBA Contract with EIN and GRG as Registered Agent
• Tested and RealTime corrected the following workflows:
  • DBA Contract with EIN and someone else as the Registered Agent
  • DBA Contract with No EIN and GRG as Registered Agent
  • DBA Contract Only

• Implemented checkbox functionality in legal signing form for EIN and added updated templated for C-Corp, LLC and EIN application
• Implemented login and logout pages that are appropriate depending on if a client has completed the application form or not
• Tested DBA Application + EIN + GRG as registered agent
• Implemented EIN signing workflow to correctly display the signed document

• Made improvements to the dashboard
• Made improvements to menu items
• Completed test and made improvements to the application form in terms of user-friendliness
• Made corrections to the EIN application
• Made improvements to the EIN singing form
• Tested EIN application workflow

• Corrected the issue with the signed EIN not populating
• Corrected the issue with the confirmation page when the 2nd DBA applicant signer has finished signing
• Corrected the issue with watermarked LLC, C-Corp, and EIN applications
• Began improving workflow for users who leave the forms and can come back to them
• Implemented a resume process for a client to return to where they left off if they leave
• Tested DBA + EIN + GRG as registered agent

• Tested DBA Application with EIN and GRG as the Registered Agent.

• Retested DBA Application with EIN & GRG as Registered Agent

• Made improvements to login redirection. Implemented correct redirection for assistant role
• Tested process multiple times
• Worked on correcting issue with 2 signers for DBA
• Completed implementation and initial testing of LLC application

• Completed development of C-Corp application process
• Tested LLC with GRG as registered agent

• LLC workflow Tests
  • LLC Application
  • EIN Application
  • GRG as Registered Agent
  • Payment process
  • Signing Process

• Fixed issues with documents that were discovered during testing
• Made improvements to the workflow process for staff
• Tested C-Corp process

Several tests ran in order to fine-tune the following:

• LLC with GRG as a Registered Agent
• LLC with its own Registered Agent
• C-Corp with GRG as Registered Agent
• C-Corp with its own Registered Agent
  • Document Generation
  • Navigation
  • Form quality and accuracy
  • Payment redirection

• Corrected and tested issues with C-Corp application
• Resolved payment form issue

• Corrected issues with the EIN contract displaying “other” type of entity
• Fixed workflow logic for Expedition
• Ran tests
• Developed the system workflow to inform the assistant that the client has signed all contracts
• Improved assistant's workflow inbox

• Tested process and made improvements to client dashboard

• Began development of progress bar for client dashboard

• Continued developing the progress bar for the client dashboard

• Completed client dashboard progress checklist
• Finished implementing changes to client dashboard for before and after purchase

• Implemented entity wizard to pop up in new window
• Changed all fields that use checkboxes to radio buttons and modified other forms to work with the change
• Removed duration section and set it to automatically select "duration will be perpetual"

• Created and added PDF template for LLC with more than 2 members

• Continued integrating LLC application with more than 2 members by creating separate signing form and implementing it with the current workflow
• Created and implemented watermarked PDF for application with more than 2 members

• Added popup functionality for entity wizard link in application

• Implemented EIN application process into website form
• Implemented Workflow step to inform someone to submit the EIN application and provide instructions and clients details
• Made improvements to workflow inbox
• Planned how to improve process regarding submitting EIN application

• Tested implementation of additional LLC members in application and added EIN information and workflow steps for client and assistant
• Improved workflow use in front end and added workflow step to upload returned documents by Dept. of commerce
• Tested new workflow step
• Created lucid chart diagram illustrating flow of process for assistant

• Modified business name generator plugin to display certain amount of names
• Corrected issues with watermarked EIN and LLC PDFs
• Hid and organised SS-4 form fields in master form

• Removed SS-4 form from client dashboard, assistant workflow process and from application process and tested DBA and LLC to ensure the workflow was still correct
• Completed testing application process and making improvements to dashboard and workflow process

• Tested LLC application process.

• Tested application process for DBA.

• Tested DBA and C-Corp application and signing workflows

Tested C-corp and DBA application and signing workflow.

• Tested C-corp when reporting as S-corp.

• Tested signing workflow for DBA

• Reworked the workflow for a DBA application with 2 signers to accommodate the signing workflow issues
• Made the development site ready to go live.

• Corrected which page is redirected to upon initial signup
• Corrected phrasing of question in Entity Wizard page
• Removed Dashboard menu item until purchase is made
• Corrected issue that made link to entity wizard within application form not do anything

• Updated definitions section of entities on homepage

• Meeting
  • Attendees:
    • Trevor, Alan, Andre
  • Purpose
    • Follow up on status quo

• Included new Phaxio number into script and created test accounts to test the implementation
• Implemented custom logging plugin to assist in troubleshooting

• Corrected issues with redirects following signup and purchase
• Integrating new Phaxio API method and Phaxio fax number into the script
• Made improvements to the sustainability of custom plugin files

• Met with client to test application process
  • Made user friendly improvements to LLC sections

• Met with client to test application form while making improvements to the user functionality

• Fixed issue
  • Logging info to DataDog
  • Redirecting users to where they left off after logging in
• Developed user experience improvements to sections in the application form
  • EIN
  • C-Corp
  • DBA
• Hid the initial signup form if the user was already signed up and logged in

• Application Form - All references to the first person in the organization are auto-populated to include the person filling out the forms
  • name
  • phone
  • residential address

• Added user-friendly improvements to the EIN application questions
• Investigated permissions issue regarding the PDF sent with Phaxio and was able to fix the problem
• Made fixes to the redirects following payment and document signing
• Refactored code that sends the signed documents as a fax so it is more flexible
  • Moved logic into a class
  • Replaced original place of code with call to method
  • Tested faxes were still being sent as expected

• Document Vault form
  • Refactored code structure
  • incorporated repositories and entities
  • Developed script that is triggered after a document is signed to store a link to the PDF in the document vault
• Tested the code to verify it functioned as intended
• Made improvements to the process
  • Auto-populated GRG name in Third Party designee in document
• Cleaned up the redirect logic after a membership is purchased

• Completed testing the refactoring of plugins and verified it was working as intended
• Implemented an email to front desk whenever the EIN Application (SS4) is signed

• Met with client to test application process and made improvements as we tested
• Updated S-Corp shareholders repeater form to allow the auto-population of current user details

• Created script to auto-populate form fields after submission
• Met with the client to continue testing the application process while making changes

• Created JavaScript and PHP script that will facilitate the option to ask the client if they are sure about not choosing GRG as a Registered Agent and if they decide to go with GRG, update their master entry accordingly
• Met with the client to continue testing the form
• Worked to replace Memberpress payment functionality with Gravity Forms payment functionality

• Developed the application form, once submitted, the user is redirected to the appropriate signing form
• Made user experience improvements to signing forms
  • Auto-populating relevant fields
  • Removing middle name and address line 2 option
• Added functionality in the application form to show the total percentage of shares entered for each S-Corp shareholder
  • The next page button will not show unless the total of ownership for all shareholders entered is 100
• Implemented Stripe payments within the forms themselves to take payments
  • IF applicable, the registered agent's annual fee is taken after signing the agreement
  • Added a placeholder in the application form so the client knows exactly what they are to pay before the form is submitted

• Made S-corp shareholder repeater only take up to 100% of the shareholder's percentage value
• Worked on getting the current shareholder percentage entered into the form when adding the next shareholder
• Investigated CSS issue with S-Corp shareholder repeater form
• Met with client to continue testing application form while making improvements

• Implemented a validation script to the S-Corp shareholder repeater form to only allow for submission if the combined percentage of ownership added is not greater than 100
• Updated script that populates hidden form fields after submission to handle more conditions and fields
• Made it so S-Corp repeater entry would auto-populate the “percentage of ownership” to the remainder left from other submissions
  • E.g. value is 30 if a Shareholder has been entered with a 70% share
• Worked towards having the "Add" repeater button only appear if the total shareholder ownership from the repeater form entries is equal to 100

• Developed  “add shareholder” button for the shareholder repeater only
  • calculates the total of all repeater submissions for that user is less than 100
• Corrected the issue preventing a shareholder repeater entry being able to update if 100% of ownership has already been entered previously
• Met with the client to test the application process
• Found and corrected an issue preventing a signed document from being successfully sent using Phaxio

• Implemented updated registered agent selection master field after submission
• Investigated
  • the problem preventing the "after submission hook" from being fired if the stripe feed was enabled
  • CSS problem regarding repeater popup window
• Updated contract signing forms so that the registered agent section would only appear if the user had not selected GRG as the registered agent
• Troubleshot the issue causing too many notice logs to be sent to Datadog and slowing down pages

• Continued to troubleshoot Stripe add on preventing "After Submission" hooks from being triggered
  • Disabled plugins
  • Cleanup up Gravity Flow workflow
  • Tested with a new form
• Refined gravity flow for an application form to reflect changes made to the application form and remove redundant steps
  • Updated custom plugin to handle updating the application form entry rather than using workflow steps
• Tested that "After Submission" logic is working correctly

• Tested GRG workflow process after a client completes a purchase
• Made improvements to workflow
  • Removed redundant steps
  • Removed use of redundant fields
  • Used new fields from the application form in the workflow
• Created S-Corp signing form
  • Added heading from the actual 2253 document
  • Copied S-Corp fields from the application form into the S-Corp signing form
  • Made the fields in the S-Corp signing form automatically populate the corresponding field in the application form

• Completed S-Corp signing form creation
  • Processed 2553 PDF document so that it can be used with Legal Signing
  • Created Legal Signing feed for the S-Corp signing form
• Integrated new form into workflow
  • Redirect after EIN signing IF applicable
  • Developed a link to the document stored in the Application Form entry
  • Added link to the dashboard for signed S-Corp document
• Tested workflow and fixed problems

• Finished testing that all form fields appear correctly in the S-Corp generated signed document
• Added workflow step to send email to GRG when S-Corp election is signed

• Met with client to test workflow for GRG employees to complete the business registration

• Added a confirmation button to the form to confirm that details entered by the client are all correct
• Added workflow step to process election by small business form
• Created custom CSS file and included it in custom plugin