How to: Update My Personal Information
Updating your personal information from within the Venture Vault portal is super easy. Here’s a quick walk-through. Login to your Venture Vault portal. Drag your cursor to the top right corner of your screen and select “Account Settings” from the dropdown menu. Once here, navigate to or click the “Profile” button at the left […]
How to: Add Users to My Account
Did you know that you can add your business partners, representatives, lawyer, CPA, etc to your Venture Vault portal all under your own account? Here’s a walk-through. Login to your Venture Vault portal and navigate to the “Entities” page. From there, click the Entity Card for the entity you’d like to add more users to. […]
How to: Recover My Login
Forgot your password? No sweat. Here’s how to quickly recover your login: From the Login page, input your email, and click “Forgot Password” Click the box that says, “I am Human” and follow the prompt to prove it. 😉 Once completed, you may click “Send Reset Link” and you will soon receive an […]
How To: Change My Password
Changing your Venture Vault portal password is easy! Here’s how. Login to your Venture Vault portal. Drag your cursor the Initials in the top right corner of your screen. A blue dropdown menu will appear. Select “Account Settings“ Click “Security” at the left side of your screen. From here, follow the instructions […]
How To: Manage My Billing Information
Reviewing and changing your billing information is a snap in the Venture Vault user portal. Here’s a quick guide to help you through it. From your personal account: Click your initials in the top right corner of the screen. Hover to “Billing” and click. Click “All Invoices” to view what has been paid […]
How do I file a Texas Annual Franchise Tax Report?
Have an entity registered in Texas? You must file an annual Franchise Tax Report with the Texas Comptroller, even if no tax is technically owed. Failure to file will result in forfeiture of your right to transact business. Do you own or are a partner in an entity operating within the state of Texas? Those […]
What is a Notice of Intent to Forfeit?
A Notice of Intent to Forfeit indicates that your entity failed to file a required report or pay franchise tax. Immediate action is required to preserve good standing. Ever received a letter from the state that makes your stomach drop? In your case now, it might be a Notice of Intent to Forfeit. For Texas […]
Why do I need a Registered Agent?
A Registered Agent (RA) is the state-required contact for your business. Your RA receives lawsuits, legal notices, and government correspondence on your behalf. They are basically your business’s official “mailbox” for important stuff like legal notices, government letters, and tax forms. A Registered Agent gives your company a real, physical address in the state and […]
Automatically Send Important Notices to Your CPA
Never miss a notice (for your CPA). As your Registered Agent, it’s our job to make sure you never miss a notice. That includes sharing all important information that your CPA may need (Tax-Related) as soon as it arrives. But we need your help to get started – Here’s how: Via the Venture Vault Portal: Login to your Venture Vault […]
How to: Add Users to Your Entity
You may authorize additional users (e.g., CPA, partner, assistant) to access your entity. Attorney and/or CPA Step-by-Step Log in Click “Entities” Click entity card of choice Click “Change Requests” Click “New Change Request” Add “Attorney Information” and/or “CPA Information” Click “Submit Change Request” Admin at Venture Vault will approve shortly Representative Step-by-Step Log […]
How to: Upload and Store Documents in Your Entity
Venture Vault allows secure storage and organization of your business documents. Step-by-Step Log in to your Click “Entities” Click “Documents” Click “Upload” Add document title and description Save What Can Be Stored Operating agreements EIN letters Tax filings Contracts Government notices Security Documents are encrypted and accessible only to authorized users. Related […]
Do I have to file annual minutes with the state?
At the beginning of the year each year, we as small business owners start to refresh our check-lists and revise the To-Dos. We start cleaning up our processes, getting rid of what’s not working, cutting back on what’s sucking up too much of our time, review who we can start delegating more tasks to, and […]
Do I Need a Registered Agent for My LLC? What It Is, Why It Matters, and How to Get One
A Registered Agent sounds like a forgettable formality, but it is one of the few roles that can actually keep your business out of real trouble. When you form an LLC or corporation in the United States, one of the earliest decisions you have to make is who will serve as your Registered Agent. It […]
How do I register a DBA in the State of Texas?
You want to start a business in Texas. Awesome. What’s the first thing you need to do? File a DBA. Here’s how. Choose a DBA name Select a unique name that is not already in use by another business in Texas. Ensure that the name complies with the state’s guidelines, which typically include restrictions […]
A Complete Guide to Articles of Organization
If you’re starting a business, filing your Articles of Organization isn’t just a formality—it’s your business’s official birth certificate. This document legally establishes your Limited Liability Company (LLC), unlocking personal liability protection, tax flexibility, and professional credibility. Without it, your business isn’t recognized by the state, meaning you’re exposing yourself to legal risk and missing […]
A Complete Guide to Articles of Incorporation
If you’re starting a business and want legal protection, credibility, and room to grow, filing your Articles of Incorporation is a must. This guide walks you through exactly what to include, how to file, and how to avoid costly mistakes—so you can build your business on a solid legal foundation and focus on what matters […]
What an Entity Can’t Protect You From and How CPAs Can Help
While an LLC or corporation provides liability protection, it doesn’t make business owners immune to all risks. There are several situations where personal liability still applies: Personal Guarantees – If you personally guarantee a loan or contract, you remain liable even if your business defaults. Taxes & Payroll Liabilities – The IRS and state tax […]