Get your business docs in order at our FREE "Kick It Off 2026!" session

It's almost 2026 – do you know when your business license renewal is due? How fast can you find your seller's permit?

🙋🏽‍♀️ Ready to never hunt for critical business docs and deadlines again?

Join us for "Kick Off 2026" – Korgi Connect's free virtual organizing session where you'll centralize and calendar 10 critical business documents once and for all.

📆 Wednesday, January 14, 2026 | 10-11:30am PT | Register Now

We'll work together (live!) to:
✅ Instantly launch a Business Organizer board powered by your own Google Workspace and Microsoft 365 apps and drives
✅ Create all-in-one cards connecting files, bookmarks, receipts, contacts, and reminders
✅ Schedule key deadlines so you file on time every time
✅ Build a system that carries you through 2026 and beyond

This isn't a webinar you'll take notes in then struggle to reconstruct alone. It's an action session – you'll complete your work as we go and walk away with a functioning system to manage your critical business documents. And it's Korgi, so everything you do is saved to your own drives, Your work stays with you and even can be exported to a formatted Doc, Sheet, or Slides deck.

• Register now at https://forms.gle/W133MiJHbgbfTvxy7
• Meet your business's new best friend! Learn more about the all-new Korgi Connect at https://www.korgiboard.com/solutions/korgi-connect

Start 2026 organized and ready!

10 Business Documents to Round Up – for the Last Time – Before This Year Ends

If you run your own business, there's a handful of filings that keep you legally in good standing – business licenses, seller's permits, annual corporate report, and more. If you needed to find or share one of those... how long would it take?

Let's start with your business license. The original filing might be a PDF in your downloads folder from years ago. Last year's renewal confirmation? That came via email. The portal where you actually file is a bookmark in a folder in another folder in one of your browsers. The due date? Maybe it's calendared – or you're good about checking the email reminders that office sends. And when that reminder comes, you dig through all of it, every year, to reconstruct what you need.

What if you could centralize all of it in one place, in one hour, using your own apps, stored to your own drives? Sounds good? Let's begin.

The List

Here are 10 critical U.S. business documents that keep your company running:

  1. EIN
  2. City business license
  3. County business license
  4. FBN (Fictitious Business Name)/DBA (Doing Business As) filing
  5. Franchise tax registration
  6. Seller's permit or sales tax license
  7. Registered agent agreement
  8. LLC or Corp annual report
  9. Home occupation permit
  10. Professional license

Important: This isn't legal or accounting advice; it's a productivity post. You may not be required to have all of these items, and you may not have heard of some of them until today. Search any item with your city and state name to learn more, and talk to professional advisors about these and other items you might want to add to your centralization list.

The Assets

For each of these, you want to capture:

The Platform

With Korgi, you can centralize all of this easily and permanently – in about an hour – with an AI-integrated productivity platform powered by your own apps and drives (Google Workspace, Microsoft 365, Gemini, Zoom, and more).

Below, we'll walk through how to create a "single source of truth card" for your city business license – watch the companion video here. Then you can repeat the process for your company’s remaining items.

City Business License: Full Walkthrough

Most cities require a business license to operate legally within city limits – even if you work from home. If you're not sure whether you have one or need one, search your city's name plus "business license" to find the issuing department (usually the City Clerk, Finance Department, or Office of Finance). If you don't yet have one and your city requires it, consult a professional or complete the registration process via your city's portal, then continue below.

To centralize and track your city business license with Korgi:

  1. Create or open a Korgi board for your business. Create a column for "Business Filings," or use Korgi’s “Business Organizer” template for a quick start.
  2. Create a new card. add a new card titled "City Business License."
  3. Attach your latest document. Open the card drawer, select the Google Drive or OneDrive icon, and connect your existing file (or upload from your computer). Pro tip: Print a hard copy of your current license for a physical business file, too. Some cities also require you to display it.
  4. Create a Calendar event for the next due date. Most city licenses renew annually (some are quarterly or monthly), often at the start of the calendar year or your registration anniversary. Open the card drawer and select the Google or Outlook Calendar icon to set the event. Be sure to also set a 30-day reminder, and set the event to recur annually. Pro Tip: To easily search for business deadlines in your calendar, start every event you create for this list with [BUSINESS NAME].
  5. Attach related assets. Use Korgi Console's Dash to do a universal search across Gmail, Calendar, Google Drive, and Contacts for the phrase "Business License" (in quotes). Connect any related emails, files, events, or contacts to your card – including renewal confirmations or payment receipts.
  6. Bookmark the filing portal. Visit your city's business license portal, and use Korgi Clipper to send the link back to the card for easy return – and even calendar the due date at the same time.
  7. Create a contact. From the card drawer, select the Google or Outlook contact icon to add your city's point of contact name, title, email, and website link to your contacts.
  8. Add notes. Use Chat/Note to timestamp related phone calls, capture renewal fees, or add other key details. If you have multiple accounts for emails and files, add notes for which account you use for this item, as well as where the emails and files lived.

If you operate in multiple cities, you may need a license in each – consult a professional, and create a separate card for each.

The Remaining Documents

The process is the same for each of the following – create a card, attach your docs, search for related assets, calendar the deadline, bookmark the portal, add contacts, and note key conversations and details.

Here's what's specific to each:

EIN (Employer Identification Number)

Your EIN is issued by the IRS and serves as your business's federal tax ID. You receive it once and it doesn't expire, but you'll reference it constantly – for tax filings, opening bank accounts, and onboarding clients or vendors.

If you've lost your EIN confirmation, you can request a 147C letter from the IRS.

County Business License

Some counties require a separate business license in addition to (or instead of) a city license. This is more common in unincorporated areas.

If you operate in multiple counties, you may need a license in each – consult a professional, and create a separate card for each.

FBN (Fictitious Business Name)/DBA (Doing Business As) Filing

If you operate under a name different from your legal business name, you likely filed a DBA (also called a fictitious business name). These expire and require renewal.

Some states require you to publish your DBA in an approved newspaper. Attach the proof of publication and a link to your county's list of approved publications.

Franchise Tax Filing

Many states impose a franchise tax on LLCs and corporations for the privilege of operating in the state. This is separate from income tax and is often due annually.

Some states (like California) require this even if your business earned no income. Check your state's requirements.

Seller's Permit / Sales Tax License

If you sell taxable goods or services, your state likely requires a seller's permit or sales tax license. Some states require renewal; others issue permanent permits but require regular sales tax filings.

Home Occupation Permit

If you run your business from home, some cities require a home occupation permit in addition to a standard business license. This confirms your business activity is allowed in a residential zone.

Professional License

If you work in a regulated profession – real estate, accounting, cosmetology, therapy, law, healthcare, and many others – you hold a license issued by a state board. These require renewal and often continuing education.

Track your continuing education requirements on a separate card or in a dedicated column..

LLC or Corporation Annual Report

Your state of incorporation requires an annual (or biennial) report to confirm your business information is current. Filing keeps your entity in good standing; missing it can result in penalties or administrative dissolution.

If you incorporate in a different state than the one in which you operate, you may be required to file reports in both states. Consult a professional advisor, and create a separate card for each.

Registered Agent Fee

If you use a registered agent service (a third party who receives legal and government documents on behalf of your business), you pay an annual fee to maintain that service.

What You'll Have When You're Done

Once each card is set up, you can easily connect renewal notices, the latest filing, notes, questions, and subtasks to the card every year. And your reminders are set automatically. No more digging, no more reconstructing, no more wondering if you missed something. And everything you create or upload is stored to your own trusted drives.

Next Steps

This post is for productivity purposes only and does not constitute legal or accounting advice. Consult professional advisors for guidance on your specific filing requirements.

Korgi's Product Hunt launch is TODAY + Global Tasks View

Korgi 2.0 launches on Product Hunt 12/12/2025 at 12:01 am!

We're proud to bring "vibe productivity" to Product Hunt with the launch of Korgi 2.0 today. Please support Korgi on Product Hunt and share your stories!

Global Task View is HERE.

Chat/Notes is the #1 feature for Korgi Teams – and now we've added an in-demand view. Open Korgi Console, then Chat/Notes, and you'll see a new tab called "Global." This offers a top-level view of your Chat/Notes across a list of all your Korgi boards. The view defaults to all "Unread" items in each board. Use the filter dropdown top right to change to view "Tasks Only," "Open Tasks," or "Completed Tasks." Select any board to open it in Chat/Notes Chron view and review or update your items. Your Global view list updates as you mark items complete.

Korgi 2.0 is LIVE – Welcome to Vibe Productivity!

Manage any project instantly.

Since 2024, so many users have used Korgi to manage their projects, clients, and companies from a single workspace – using their own apps and drives. Korgi accelerates EXECUTION – connecting all your go-to apps in one platform and doing the admin lifts for you – and offers instant DELIVERY, with our one-click exports to formatted files.

Our very engaged customers (thank you!) also wanted to use Korgi for the earliest stage of project management: PLANNING. And that's the beginning of the new Korgi 2.0.

With Korgi 2.0, enter a chat prompt with what you need to get done, and Korgi AI builds a complete project execution board for you – stages, steps, and resource links – in less than 60 seconds!

Then execute and deliver your work right from the board, still using your own favorite apps, saved to your own trusted drives. Create and launch assets in a click with your Google Workspace apps, Microsoft 365 suite, Zoom, Meet, Gemini, chat, and much more.

Good dog, Korgi!

Korgi 2.0 is ALMOST HERE...

Watch this page – current users get first access!

SERVICE NOTIFICATION: [Resolved] Global Cloudfare outage impacts board collaboration

Good morning - earlier this morning, a major outage at Cloudflare might have slowed or prevented real-time collaboration on your board(s). Cloudflare advises the issue has been addressed, and they are rolling out the updates worldwide.

If you received a message advising "Attempting to reconnect to the Internet" (and you are connected), please stand by for Cloudflare's update to reach your region. Once that is resolved, you will see collaborators and be able to edit in real time again.

You can continue to load, edit, and save boards individually, and we're sorry for any disruption to your team work.

Thank you!

New theme or Korgi classic? You choose. Plus updaaaates!

New App Themes

Thanks for voting to make the "Korgi Electric" theme the new default look for the app. Still love the original look? Switch to Korgi Classic anytime – from your Account Menu (top right), select "Theme."

What about Dark Mode? It's underway. For now, there are third-party options you can explore, including Chrome browser dark mode and a variety of Chrome Extensions.

New Community

Korgi is retiring our early community, KorgiConnect, and launching a dedicated @korgiboard subreddit. Join us there as we grow a new space for users, with access to many other subreddits and threads to support our users' work. We look forward to your sharing your own tips and use cases with the Korgiverse!

Renaming Google Workspace Items

One of our users' favorite features is creating files, contacts, and events in a click from the drawer of any card on your board. Korgi names each item, saves it to your drive, shares it with board collaborators, opens it for you, and adds a bookmark to your card (so you can CLOSE that TAB!). Some users want to be able to rename the document at a later point, and now you can. Just open the card's drawer, click on the three dots to the right of the item name, and add the new name – Korgi will manage renaming it in Google Workspace for you.

The Korgi home page just got back from the groomers — plus other app updates!

We're testing a brand update and would very much appreciate a quick vote from you in our Home Page poll! All feedback is useful feedback for the team — thanks.

Also, our latest release includes general improvements and some great user requests:

  1. Open Korgi Console in one click. The Korgi Console icon (tan button on the bottom right of your board) now directly opens the Console in your Dash tab (Gmail, Calendar, etc.). That initial submenu is gone. REMINDER: You also can open the Console in the Chat tab by selecting the Chat icon on the top right of your board.
  2. Complete onboarding with templates. You can now do the onboarding "Quick Start Steps" while using one of our prebuilt templates (if you never completed the onboarding, it's quick and very helpful. To take our quick product tour now, select the Korgi Console icon (tan button on the bottom right of your board), then select "Help."
  3. Connected Korgi AI responses. Korgi AI now connects its responses consistently when you ask related questions.
  4. Copy Korgi AI responses. Now you can copy individual responses from Korgi AI, not just the whole thread. This helps when you want to add just a snippet of your thread to a card.

Thanks for sharing your thoughts with the team and helping us make Korgi the "single source of truth" for your projects, your day, and your life.

Chat notifications now link back to your boards — plus how to view the card connected to a chat!

Korgi loves user feedback – including a recent request to "add a link to the thread when I get a chat notification." THANK YOU, AND DONE. Now, when you receive an email notification for a chat, you can click a link and go straight to that board's specific thread (it will open in a new tab).

REMINDER: You can always check the latest chats on a board – and see what cards they're attached to – from Korgi Console's Chat/Notes tab:

  1. Select the chevron icon lower right or chat icon top right of your board.
  2. Switch to the "Chron" view to see the latest messages.
  3. Select the "*" icon to the right of the desired message.
  4. Check your board - Korgi adds a bright border around the related card. (You may need to scroll left/right or reduce the width of the console to see the full card.)

BONUS TIP: To control what email notifications you receive for chat, at the bottom of any email notification, select "Change what Google sends you."

Email footer text displays a link reading "Change what Google sends you"
Google branded email notification settings options

HS juniors, advisors, and families: get a MAJOR head start preparing for fall college applications

Korgi's free student plan for college applicants expires at the end of this month (UPDATE: we heard you –we extended it through July 31, 2025)! Per user requests, we've re-published all the schools from last year's pre-built First-Year College Applications template. Most deadlines have passed for this year, but you can review the steps, deadlines, and requirements for dozens of schools NOW—and get a major head start ahead of the fall application cycle. IMPORTANT: some links will no longer be active on the school sites.

To use the template:

  1. Create or log in to your Korgi account.
  2. On the "My Boards" page, select "Templates", "Education",

Korgi adds FREE student plans for college access and success (December 12, 2024)

One of the most used features in the Korgi productivity & collaboration super-app are our pre-built boards/templates. As part of Korgi's commitment to service and impact, Korgi offers extensive pre-built boards for the college application process, including:

As regular decision deadlines continue to approach, Korgi is offering a FREE ACCOUNT to students to save hours of time, confusion, and inefficiency as they navigate their applications. Enjoy two boards, including at least one of the templates, integrated Google apps (including Gmail, Docs, Sheets, Slides, Contacts, and Calendar), integrated chat, and sharing – using your own apps and stored to your own Google Drive. The free Korgi College plan subscriptions last until June 2025.

Advisors, Korgi has prebuilt boards for you, too, including a launcher board where you can easily assist and engage with all your students through each step of their applications. With every student using the same template and Korgi managing sharing, you'll eliminate the stress of sifting through and acting on dozens of texts, emails, and document sharing invites. You'll still receive emails, we know!, and you'll be able to add them as tasks or to student cards in a click, right from your board. Get back the time you want and need to advise your students – and talk to us about building a custom dash for the data you need to optimize your processes, apply for grants, and share your incredible outcomes in reports.

Students, families, and advisors, visit our site to learn more about Korgi's College Access & Success offerings and join Korgi today.