Policies & Terms

Who May Use This Service

CorpoDesk's services are available exclusively to licensed lawyers and law firms in Ontario, Canada. CorpoDesk does not provide services directly to corporations or members of the public.

Pricing

Annual Corporate Resolutions

• $225 — Current fiscal year resolutions package (all applicable documents included)
• $175 — Each prior backlog year processed at the same time for the same corporation
• $200 — Current year file rate for clients who send 10 or more files to start; rate continues for as long as the engagement continues
• Pricing is per file, regardless of the number of shareholders, directors, or resolutions required
• First resolutions file is complimentary — no charge for new clients on the first submission

Ontario Incorporation Services

• $550 — Service fee covering all administrative steps from articles draft to complete minute book
• $300 — Ontario Business Registry government filing fee, passed to the client at cost with no markup
• Total: $850 per incorporation ($550 service fee + $300 government fee)
• Payment is due upon execution of the written authorization; government fee is included in the same payment

Custom Document Preparation

• Scope and fee are confirmed in writing before work begins — no fixed rate applies, as every custom file differs in complexity

CorpoDesk is not registered for HST. Fees quoted are the total amount payable — no tax applies.

Turnaround

Annual Corporate Resolutions: CorpoDesk aims to return completed packages within 48 business hours of receiving all required source documents. Turnaround begins when both the accountant's instruction letter and the supporting corporate record have been received and are complete.

Ontario Incorporation Services: The articles of incorporation draft is submitted to the client within 24 hours of receiving the completed intake questionnaire. Filing with the Ontario Business Registry takes place on the same day that written authorization and payment are received. The Ministry of Ontario typically issues the Articles and Certificate of Incorporation within 1–3 business days of filing; this timeline is outside CorpoDesk's control. Remaining corporate record documents are prepared concurrently and delivered upon receipt of the certificate.

Custom Document Preparation: Turnaround time is confirmed in writing before work begins and depends on the scope and complexity of the file. CorpoDesk will advise the client of the expected delivery date upon reviewing the source documents and instructions.

If additional information is needed to complete any package, CorpoDesk will contact the client promptly. Turnaround clocks pause until the requested information is received.

Payment

Annual Corporate Resolutions: Payment is due upon delivery of the completed document package. CorpoDesk will invoice by email. Accepted payment methods will be confirmed at the time of engagement. For ongoing clients, monthly invoicing arrangements may be available on request.

Ontario Incorporation Services: Payment of the full amount ($550 service fee + $300 government filing fee) is due upon execution of the written authorization. CorpoDesk will not proceed with filing until payment has been received. No exceptions.

Revisions

Annual Corporate Resolutions and Incorporation Services: If a completed package contains an error attributable to CorpoDesk (for example, a field was populated incorrectly based on the source documents provided), CorpoDesk will correct and re-deliver the affected documents at no additional charge. Revisions requested due to changes in source information, or changes made after delivery, may be subject to an additional fee.

Custom Document Preparation: Revisions attributable to a population error on CorpoDesk's part are corrected at no charge. Revisions arising from changes to instructions, scope, or source information after delivery are subject to a revision fee starting at $75 depending on the extent of the rework required. Where source instructions are ambiguous, CorpoDesk will flag the ambiguity before delivering — revisions arising from flagged ambiguities that were not resolved prior to delivery are handled on a case-by-case basis.

Client Obligations

The client is responsible for:

• Providing complete and accurate source documents
• Reviewing all completed documents before use or filing
• Ensuring source documents do not contain confidential information beyond what is needed for document preparation
• For incorporation files: providing their firm's templates for organizational resolutions, bylaws, and share certificates — CorpoDesk does not supply these templates
• For incorporation files: reviewing the articles of incorporation draft and signing the written authorization before filing proceeds
• For custom work files: providing clear written instructions and all required precedents before work begins — CorpoDesk does not draft precedents or determine document structure independently

Incorporation-Specific Terms

The Ontario Incorporation Services are subject to the following additional terms:

• CorpoDesk files articles of incorporation using its own Ontario Business Registry partner account on behalf of the supervising lawyer's file
• Filing will not proceed without a signed written authorization from the client confirming all details are correct and payment has been received
• The $300 government filing fee is non-refundable once the articles have been filed with the Ontario Business Registry
• CorpoDesk is not responsible for Ministry processing delays — the 1–3 business day issuance timeline is set by the Ministry of Ontario and is outside CorpoDesk's control
• Organizational resolutions, bylaws, and share certificates are prepared using templates provided by the client's firm — CorpoDesk is not responsible for the legal sufficiency of those templates

Limitation of Liability

CorpoDesk's liability for any issue arising from a prepared document package is limited to the fee paid for that package. CorpoDesk is not responsible for errors arising from inaccurate, incomplete, or conflicting information in the source documents provided.

Changes to These Terms

CorpoDesk may update these terms from time to time. Clients will be notified of material changes by email. Continued use of the service after notification constitutes acceptance of the updated terms.

What We Receive

For Annual Corporate Resolutions, CorpoDesk receives:

• The accountant's instruction letter for the corporation
• The supporting corporate record (share register, officer list, or equivalent)
• Any additional clarifying information requested to complete the package

For Ontario Incorporation Services, CorpoDesk receives:

• The completed corporate intake questionnaire (forwarded by the lawyer from their client)
• The signed written authorization confirming articles of incorporation details
• The lawyer's firm templates for organizational resolutions, bylaws, and share certificates

For Custom Document Preparation, CorpoDesk receives:

• The legal instruction letter or equivalent written instructions from the client
• The firm's precedents or templates to be populated
• Any supporting documents or additional information needed to complete the file

These documents may contain personal and financial information about the corporation and its shareholders, directors, and officers. All information is used exclusively for document preparation purposes.

How We Use It

Source documents and the information they contain are used exclusively to prepare the requested document package. CorpoDesk does not:

• Share client documents or their contents with any third party
• Use client information for any purpose other than document preparation
• Retain source documents beyond what is necessary to complete and deliver the package
• Store client information in any database or marketing system

Retention and Deletion

Annual Corporate Resolutions: Source documents (the accountant's letter and supporting corporate record) are deleted from CorpoDesk's systems within 30 days of delivering the completed package, unless the client requests otherwise for ongoing file management purposes.

Ontario Incorporation Services: The completed intake questionnaire and signed written authorization are retained for 90 days after delivery of the completed incorporation package, then deleted. A record of the OBR filing confirmation is retained for standard record-keeping purposes.

Completed document packages for both services are retained for 90 days after delivery in case revisions are requested, then deleted. Copies of invoices and payment records are retained for standard accounting purposes.

Transmission Security

Documents are transmitted by email. While CorpoDesk takes reasonable precautions in handling client documents, clients should be aware that standard email is not encrypted end-to-end. Clients who require a more secure transfer method are welcome to discuss alternatives.

Contact

Questions about this privacy policy or how your documents are handled may be directed to:

hello@corpodesk.ca

What Custom Work Covers

CorpoDesk accepts custom document preparation engagements for corporate matters that fall outside the scope of the annual resolutions and incorporation services. Examples of custom work handled to date include:

• Minute book build-outs for existing corporations — where a corporation has articles on file but no other corporate records prepared
• Corporate reorganization document preparation — populating precedents from lawyer-supplied instructions and templates
• Other precedent-based corporate document preparation as agreed in writing

All custom work is administrative document population only. CorpoDesk does not draft precedents from scratch, determine document structure, make legal determinations, or provide legal advice in connection with any custom engagement.

How It Works

• The client provides written instructions (typically a legal letter or equivalent) and all required precedents or templates
• CorpoDesk reviews the materials and confirms the scope and fee in writing before work begins
• If any instruction is unclear or information is missing, CorpoDesk will flag it before proceeding — not after delivery
• The completed documents are delivered to the client for review; nothing is filed or used without the client's independent review and approval

Pricing

• Scope and total fee are confirmed in writing before work begins — no surprises
• Payment terms are agreed upon at the time of engagement

CorpoDesk is not registered for HST. Fees quoted are the total amount payable — no tax applies.

Revisions

Revisions attributable to a population error on CorpoDesk's part are corrected at no charge.

Revisions arising from changes to instructions, scope, or source information after delivery are subject to a revision fee starting at $75 depending on the extent of the rework required.

Where source instructions are ambiguous, CorpoDesk will flag the ambiguity before delivering the completed file. Revisions arising from ambiguities that were flagged and not resolved prior to delivery are handled on a case-by-case basis.

Lawyer Responsibility

As with all CorpoDesk services, the supervising lawyer retains full professional responsibility for reviewing all custom documents for accuracy and legal sufficiency before use. CorpoDesk's role ends at document delivery. The client's independent review is not optional — it is a required step before any document is used.

Enquiries

To discuss a custom work engagement, contact CorpoDesk at:

hello@corpodesk.ca