Multi-Entity Client Coordinator
Coordinates all related filings for clients with multiple entities (personal + LLC + S-Corp + rentals), ensures consiste
StandardProfessional ServicesSaves 3-5 hours/week
What This Automation Does
Coordinates all related filings for clients with multiple entities (personal + LLC + S-Corp + rentals), ensures consistency, and provides unified dashboard.
How It Works
1
Multi-Entity Flagged
2+ related entities requiring coordinated filing
2
Entity Map
Document all entities with EINs and filing requirements
3
Master Pipeline
Linked sub-pipelines per entity with individual deadlines
4
Coordination Overview
Timeline showing all deadlines and coordination points
5
Entity Tags
Individual entity + master 'multi-entity-client' tag
Pricing
Integration availability depends on your platform's compatibility and API access. Schedule a call with our team to confirm.
Monthly Subscription
$199/mo
Standard plan
- 3 automations included at no setup cost
- GHL sub-account with full configuration
- Ongoing platform access & support
One-Time Setup Fee
$350
per automation (with integration)
- Sub-account provisioning & snapshot
- Workflow configuration & testing
- Deployment & integration with your platform
Schedule a Free Consultation
No payment required — our team will finalize scope and pricing during the call.
Compliance & Security
TCPA
All automated communications are consent-based with opt-out compliance.