Company Sage Launches Secure Advisor Access and Enhanced Document Management

Company Sage today announced the launch of a significantly enhanced interface for mail access and document organization, along with a new secure advisor-sharing feature designed to address one of the most common causes of missed deadlines, late filings, and business non-compliance: fragmented communication between business owners and their financial advisors.

The new functionality allows Company Sage clients to securely share portions of their Business Success Platform™ accounts with trusted third parties, including accountants, CPAs, and financial advisors. By centralizing access to critical documents and correspondence within a secure portal, Company Sage eliminates the need for time-consuming email exchanges, manual document requests, and insecure file-sharing methods that often delay tax filings, compliance renewals, and regulatory responses.

"Too often, businesses fall out of compliance not because they're careless, but because the information their advisors need is scattered, delayed, or incomplete," said Andrew Pierce, Chief Executive Officer of Company Sage. "This launch fundamentally changes that dynamic by giving entrepreneurs and their advisors a shared source of truth--one that supports accountability, visibility, and timely action."

Through the enhanced interface, clients can digitally share state and IRS mail, operating agreements, EIN documentation, compliance notices, and other essential records. Access is fully customizable, allowing clients to determine exactly what each advisor can view, and can be modified or revoked at any time. All activity takes place within Company Sage's secure environment, providing a more controlled and auditable alternative to traditional email or third-party file-sharing tools.

For advisors, the feature creates an opportunity to provide more proactive support by monitoring compliance-related communications and deadlines--areas where professional oversight is often most critical.

"Accountants and financial advisors typically understand compliance requirements far better than their clients, but they're often brought in too late," said Jeff Cummings, Chief Operating Officer of Company Sage. "By enabling controlled advisor access, we're helping businesses close that gap before it becomes a problem--reducing risk while strengthening the advisor-client relationship."

The update also reflects Company Sage's broader role as a small business concierge--anticipating operational friction points and building tools that simplify ownership while protecting long-term business viability.

"This is about more than convenience," said Carol Mendelsohn, Chief Marketing Officer of Company Sage. "It's about trust, governance, and helping small businesses operate with the same level of organization and professionalism as much larger enterprises."

The new interface and secure advisor-sharing capabilities are now available to Company Sage clients as part of the Business Success Platform™, reinforcing the company's commitment to supporting businesses beyond formation and throughout their entire lifecycle.

About Company Sage

Company Sage is a family of trusted business formation and compliance platforms--including Wyoming LLC Attorney, LLC Attorney, Cindy's New Mexico LLCs, and Cindy's Florida LLCs--dedicated to helping entrepreneurs start, manage, and grow their businesses with confidence. What differentiates Company Sage from other formation providers is its focus on privacy by default, ensuring clients' personal information is shielded whenever possible through registered agent services, business addresses, and secure mail handling with digital scanning.

Through the Business Success Platform™, Company Sage delivers more than entity formation, offering ongoing support such as business banking solutions, virtual offices, mail services, attorney access, compliance tools, and embedded financing. Acting as a small business concierge, Company Sage supports entrepreneurs at every stage--helping them navigate liability protection, maintain compliance, and build sustainable businesses, all backed by real people trained by attorneys.

For more information, visit www.companysage.com, www.llcattorney.com, or www.wyomingllcattorney.com.