How To Setup Your Incorporator Page

1. Go to SmallBiz.com’s Affiliate Signup Page and click on the “become a member now” link on the bottom of the page. Then fill out the form on the next page and click on the “Submit” button.

If you have any questions about pricing or how to complete SmallBiz.com’s affiliate signup process, please call them directly on their toll-free number 1-866-246-2669 or by dialing 1-520-881-3989.

2. On the next page, enter your company name, State, where you would like the materials sent, and check the Affiliate Agreement. Then click on the “Next” button.

3. Enter your Registered Agent options. We recommend that you let SmallBiz act as the Registered Agent. When you’re done click on the “Next” button.

4. Now you’re a SmallBiz.com Affiliate and it’s time the setup the incorporation packages you’ll offer online. We recommend starting with the Boiler Plate Package. Then click on the “Next” button.

5. Now you need to customize how you’d like your clients to pay you. When finished please click on the “Next” button.

6. Now you need to select your template options. Please select the last option “Blank Template For Framing” then click on the “Next” button.

7. The next page says that the “Signup Process is Complete”. Please click on the button at the bottom of the page that says “Customize Your Affiliate Site”

8. You will see the HTML code for your Affiliate Site link. It looks something like this…

http://66.181.246.172/incorporate/?altid=235

Click in the box to select the code then press Ctrl-C to copy the address into your computer’s clipboard.

9. Now log into the Firm Portal and click Modify Website to bring up your Site Manager. If you don’t know how to log into the portal, click here.

Next, click “Firm Info.”

10. Click the Add-On Tools tab and paste your affiliate site link into the field that says Smallbiz.com Web Address.

11. Please click the Save button at the bottom of the page.

12. Now click the Publish button located at the top of the screen. That’s it. You just setup the Incorporation page on your site.

If you get stuck please call us and we’ll give you a quick lesson on how to make the changes you need.

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4 Responses to “How To Setup Your Incorporator Page”

  1. Cherie says:

    I followed the instructions and added http://www.incorporatingsite.com/incorporator/?altid=315006 obtained from the SmallBiz website to the Firm information/add ons on my website but I still do not see the page?

  2. Cherie says:

    I entered http://www.incorporatingsite.com/incorporator/?altid=315006 in the Firm Information/Add Ons section but I still do not see the page on my site.

    Thank you for your help.

  3. I added the link to the smallbiz account but do not see where it is located?

  4. admin says:

    Hi Bruce,

    We can help with that!

    After you’ve entered in your affiliate URL, you then need to add the Online Incorporation page to your site. When a visitor goes to the Online Incorporation page, they will get quotes using the pricing you’ve set up through SmallBiz.com.

    Please let us know if you have any further questions – 1-800-896-4500, or support@cpasitesolutions.com.

    Thanks,

    Susannah

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