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Frequently Asked Questions

New Business Formation Lead Feed

How fresh is the filing data?

We deliver LLC and corporation filings same-day after they're recorded at the state level. Our feeds update every 4 hours, ensuring you capture formation data before your competitors. For each filing, we include the formation date, registered agent, jurisdiction, and enriched owner contact information pulled from public records and business databases.

What states does this cover?

We currently cover all 50 US states plus DC. New formations are monitored 24/7 across state secretary of state filings. Coverage includes all entity types: LLC, C-Corp, S-Corp, and partnerships. If you need coverage for a specific state or entity type prioritized, let us know and we can adjust your feed.

How do you enrich the filing data?

Each formation record is enriched with registered agent phone and email, owner names parsed from filings, company website (if publicly registered), and business category signals. We append LinkedIn profiles for identified decision-makers where available. All enrichment is refreshed monthly to catch updated contact info.

Can I filter by industry or company size?

Yes. You can filter feeds by state, formation type (LLC vs. C-Corp), and business category (e.g., professional services, real estate, healthcare). We also support keyword filtering on company names. Custom segmentation is available for all plans - just reach out to discuss your ideal target profile.

How do I integrate this with my CPA workflow?

Feeds are available via API (REST), email delivery, or direct CSV export. Most CPA firms use one of three approaches: (1) Email delivery of daily leads sorted by state, (2) API integration into their lead management system, or (3) Zapier automation to populate their CRM. We provide sample integrations and webhooks for all common platforms (Salesforce, HubSpot, Pipedrive).

What's the accuracy rate?

Our filing data has 99.2% accuracy (verified against state secretary of state records). Enriched contact data (phone, email, LinkedIn) matches official records 94-97% of the time depending on data recency. We continuously validate and refresh all data monthly. If you discover a data quality issue, we credit your account and re-verify the record.

Can I use this data for cold outreach?

Yes. Formation data is public record, and owners/registered agents are required to provide contact info. You can reach out via email or phone directly. We recommend a friendly first touchpoint: "I noticed you just formed [Company Name] in [State] - congratulations. As a CPA, I help new business owners navigate tax setup and avoid common mistakes. Thoughts on a quick 15-minute call?" Timing is your edge - first outreach wins.

How much data do I get per month?

Volume varies by state and season. Q1 and Q4 see 40-50% higher formations. On average: CA ~8,000/month, TX ~6,500/month, NY ~5,200/month, FL ~4,800/month, other states 1,000-3,000/month. Your plan includes all formations in your selected states - no per-record charges. You can filter for your ideal prospect and only download what you'll contact.

How long does setup take?

Most CPAs are live in under 2 hours. We'll onboard you, configure your state and industry filters, test the feed delivery method you prefer (email, API, CSV), and answer any questions. No credit card required to start a trial. If you have a technical team, they can self-serve the API docs in 30 minutes.

What if I don't recognize some entries?

Filings include formations by non-CPAs (individuals, investors, startups, nonprofit founders). Not every filing is a hot prospect, but each represents a new business owner making their first major legal decision. Our data lets you prioritize: filter by state, focus on LLCs (higher conversion), and reach out to registered agents within 48 hours of filing. Even a 2-3% response rate generates strong leads.

Is there a contract lock-in?

No. All plans are month-to-month. You can upgrade, downgrade, or pause at any time. We offer a 14-day free trial so you can test the data quality and integration with your workflow risk-free. If you're not seeing ROI after 30 days, we'll help troubleshoot or offer a full refund.