The process depends on the entity type and governing documents. It may involve issuing or transferring an ownership interest, obtaining required approvals, updating ownership records, and addressing any required tax or state filings.

Swyft Filings offers multiple post-formation compliance services, including annual report filing, registered agent services, amendments and certain change filings, foreign qualification, and ComplianceGuard. ComplianceGuard is described as a centralized service that tracks state filing deadlines, annual reports, franchise-tax obligations, and other state compliance requirements, with alerts delivered by email and through the dashboard.