Never Let a Client Miss a Florida Annual Report Again
Monitor every client's Florida entity in one dashboard. Get annual report reminders and instant alerts for status, registered agent, and officer changes — so the firm catches the problem before the client ever sees a $400 late fee.
Start Free — 3 Clients, No CardThe Spreadsheet Doesn't Scale — and the Blame Lands on You
Most accounting firms track client annual reports in a Google Sheet that someone updates from memory every April. It works until it doesn't. One client gets added mid-year and never makes the list. Another changes their fiscal setup. By the time May 1 passes, the firm finds out about the miss the same way the client does — a $400 automatic late fee that the state will not waive, posted to the client's books.
For a firm, that's not a $400 problem. It's a trust problem. The client pays you precisely so this never happens, and a single missed filing can cost you the relationship. Worse, if the report is never filed, Florida dissolves the entity in September — freezing the client's bank accounts and contracts, and turning a $138.75 filing into a reinstatement scramble.
And the annual report is only the loudest risk. Registered agent changes, address changes, and status changes happen quietly on the public record all year — often the first sign of corporate identity fraud against your client. The firm that catches it first stays the trusted advisor.
Built for a Book of Clients, Not a Single Entity
📊 One Dashboard, Every Client
Add your whole client book in one place. Every entity, its status, and its next annual report due date — visible at a glance, no spreadsheet to maintain.
⏰ Tiered Deadline Reminders
Reminders at 30, 14, and 7 days before each client's May 1 deadline — and again if it lapses. The firm files on time, every client, every year.
🛡️ Fraud & Status Alerts
Standalone urgent emails for registered agent, status, and name changes — the early signals of dissolution or identity fraud against a client.
What Your Firm Sees the Next Morning
Entity Ally pulls directly from the Florida Department of State's daily corporate data feed — the same source that powers Sunbiz.org. Every morning at 6:00 AM Eastern we compare each client entity against yesterday's snapshot. If anything changed, the alert is in your inbox before lunch.
| What Changes | Alert Type | Why the Firm Cares |
|---|---|---|
| Annual Report Due | Reminder at 30 / 14 / 7 / 0 days | File before the $400 late fee hits the client's books |
| Status | Urgent (standalone email) | Active → dissolved/revoked freezes bank accounts & contracts |
| Registered Agent | Urgent (standalone email) | Unauthorized change is an early sign of identity fraud |
| Officers / Managers | Daily digest | Unexpected additions can signal a takeover attempt |
| Address & Name | Digest / urgent (name) | State mail, tax notices, and legal documents reroute |
Urgent items arrive as individual emails so nothing critical hides in a list; everything else is rolled into a single daily digest, so a firm watching 100 entities gets at most one summary email plus the rare urgent alert.
The Math for a Firm
A single missed annual report costs a client $400 — and costs the firm an apology, a write-off, or a lost account. Monitoring an entire 100-entity book on the Agency plan costs a fraction of one of those incidents per year. For most firms the service pays for itself the first time it prevents a single miss.
Firms also use it the other direction: compliance monitoring becomes a billable, visible service line. "We watch your entity's public record year-round and alert you to any change" is a concrete retention hook you can put on an engagement letter — backed by an alert your client occasionally sees you act on first.
client entities on the Pro plan — fits most small firms and solo CPAs.
client entities on the Agency plan — for firms managing a full book. Need more? Contact us.
Onboarding Your Client Book
- Create a firm account with your work email. No credit card on the free plan.
- Add each client entity by name or Florida document number. We query Sunbiz in real time if it isn't already in our database.
- Click "Monitor" on each. We snapshot the current record so the first change we detect is flagged.
- Confirm your email so alerts don't go to spam — we send from a verified domain with SPF, DKIM, and DMARC aligned.
- Work normally. The daily check runs at 6 AM ET. Anything that changed is in your inbox by 8 AM ET the next day.
Upgrade as your book grows — you never lose access to existing alerts if you change plans.
Frequently Asked Questions
Does Entity Ally file the annual report for my clients?
No. Entity Ally is a monitoring and alerting service, not a filing service. We watch every client entity on Sunbiz and tell you — by email and in your dashboard — the moment a deadline approaches or a record changes, so your team files on time through Sunbiz. You stay in control of the filing; we make sure nothing is forgotten.
How many client entities can my firm monitor?
Plans scale with your book: 3 entities free, 10 on Starter, 30 on Pro, and 100 on Agency. Firms tracking more than 100 client entities can contact us for a custom plan. Every entity lives in one shared dashboard regardless of plan.
Can I add my whole client list at once?
Yes. Search by entity name or Florida document number and click Monitor on each. We snapshot the current state immediately, so the first change we detect after you add a client is flagged. Most firms onboard their full book in a single sitting.
Who receives the alerts — my firm or the client?
Your firm. Alerts go to the email on your Entity Ally account, never to your clients. That lets you stay the trusted advisor who catches the problem first, instead of the client forwarding you a dissolution notice from the state.
What changes does Entity Ally catch besides the annual report?
Status changes (active to dissolved or revoked), registered agent changes, principal and mailing address changes, officer and manager changes, name changes, and FEI/EIN changes. Agent and status changes are the early-warning signs of corporate identity fraud, which is why we send those as standalone urgent emails.
Is there a long-term contract?
No. Plans are monthly or annual, and you can cancel anytime. The free plan stays free — if you downgrade, you keep access to your existing monitored entities and alerts.