Migration

1. Signup Phase

To start your migration, go to app.globalfy.com/signup

1.1. Personal Information 

Fill out the form with the following details:

• First name
• Last name
• Email address
• Phone number
• Preferred language

Once you’ve entered your information, click Start Migration to proceed to the next step.

1.2. Basic Company Information

Provide the following information:

• Company Name
• Business Area
• Formation State
• Formation Date
• Type of Company
• Tax Structure
  
  

1.3. Your account has been created!

• Check your email: we sent you a confirmation with a link to create your password.
• Access the platform: once your password is set, you can log in to our platform to complete your setup.
  
  

2. Onboarding

2.1. You are almost there!

Complete your migration adding the following data:

• Members Profile: add your company members (ownership must total 100%)
• Company Information: upload the required company documents and  enter the required details.
  
  

3. Service Hiring

3.1. Select the plan that best fits your needs.

• Choose between our different plans, or talk to one of our Sales Experts clicking here.
  
  • Starter Plan
  • Essential Plan
  • New Essential Remote
  • Scale Plan
• To update your company address with IRS and State, and Registered Agent, simply select these options; they are included in your plan (state filing fee applies).
• Process the payment.
  
  

3.2. Hire individual services

• Click on I don’t want to hire a plan now, I’ll contract services Individually.

• Choose the service you need and process the payment.