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Your customer never leaves your product. This page walks through what they see, in order, so your product, support and design teams know exactly what happens inside the SDK. The screenshots come from a sandbox account branded “doola”; yours carry your logo, colors and font.

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The wizard

Seven short steps, with a progress list on the left on desktop and a compact “Step 2 of 7: Entity” indicator on phones. Back returns one step at a time, and the review lets the founder edit any section before submitting. Names and addresses take standard English letters and numbers only.
1

User information

The founder’s legal name, phone number and whether they live in the US or abroad. The phone field has a country code picker that starts on the founder’s country, and a number typed with its domestic leading 0 is refused with “Leave out the leading 0”. Their account email comes from your sign-in, so they never type it here.
The User information step: legal first and last name, a phone number with a country code picker, and where the founder lives
2

Entity

LLC or C-Corp, and the state to form in. The recommended state is picked for them and marked “(Recommended)”: Delaware for a C-Corp, Wyoming for an LLC whose founder lives outside the US, and none for a US founder’s LLC. As soon as a state is picked, they see its filing fee, for example “State filing fee +$100”, added on top of your price.
The Entity step with LLC and C-Corp options and the state picker
3

Ownership

For an LLC, the members and their ownership, which must total 100%. Members can be people or companies. Shares balance themselves: adding or removing a member splits 100% evenly, and editing one share makes the last member take up the difference. For a C-Corp, the authorized shares and par value, then the President, Treasurer, Secretary and Directors. An SSN or ITIN is optional for each person, and the field formats it as 123-45-6789 while they type.
4

Responsible party

The person the IRS treats as responsible for the company: one of the members or officers, or someone else, with their email address.
5

Addresses

The registered agent is always included, and doola’s agent receives, scans and uploads the company’s mail. The step asks for the principal business address:
  • The registered agent’s address, the default, while “Use the RA address above as principal business address” stays ticked.
  • The founder’s own address, anywhere in the US and not necessarily in the formation state, when they untick it.
Mail always goes to the registered agent.
The Addresses step: the included registered agent and a ticked box to use its address as the principal business address
6

Details

Up to three company names in order of preference, each with its ending, such as LLC or Inc. Words a state forbids are refused on the spot, and words that need extra state approval show a warning. Then a short business description and the industry.
7

Review

Every answer, section by section, with an Edit button on each. Addresses list the registered agent, the principal business address and the mailing address. The founder presses Submit and pay, with a reminder that filing starts after payment.
The Final Review step listing every section with Edit buttons and a Submit and pay button
Progress is saved on every step. A founder who leaves can come back in the same browser within 7 days and continue where they stopped. For their security, any SSN or ITIN they typed is asked for again, or they can mark that the person has none.

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Your checkout

On submit, the SDK hands over to you. Your page opens your checkout, and the founder pays you. See Take payment.
A partner's checkout screen showing the formation package, the state filing fee and a card form

A sample checkout. Yours is your own screen, in your own design.

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Payment pending

If the founder comes back to the SDK before you confirm payment, they see that their details are saved and payment is the last step. After a few seconds a small link lets them reopen your checkout. Once 10 minutes have passed since your checkout last opened, a Continue to payment button takes its place, including when they come back on a later day.
A card reading Payment pending with a link to open the payment window

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Signing

Once you confirm payment and mount the SDK again, a founder without an SSN signs the IRS Form SS-4 before anything else. Signing happens inside the SDK, with a link to open it in a new tab if it does not render.
The Required actions screen with an embedded SS-4 signing panel

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The dashboard

The founder’s company, from then on:
  • The company name with its state and entity type, and whether it is formed or being filed.
  • Their services: Formation, EIN and Registered agent, each marked queued, in progress, active or completed.
  • Their documents, each available to download as soon as it exists, with what is still pending from the state or the IRS.
  • A Required action banner when doola needs something from them: another signature, or new company names.
The company dashboard with service cards and a documents list
When the state rejects every name the founder gave, the banner reads “Your formation is paused until you complete your required action.” Under Required actions, “Choose new company name” asks for a first choice and two optional backups, checked against the same rules as the wizard. Once they send them, the dashboard says “We are checking your new company names, and will let you know if we need anything else.”

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When something goes wrong

The SDK explains problems to the founder in plain language and tells them what to do next: The email, deactivated and user id messages need your session route to forward doola’s error code on a 409 (Create sessions). Without it, the founder sees “We could not start your session.” and “Please contact the team you signed up with.” for each. Several messages send the founder to “the team you signed up with”, which is you, so make sure your support team knows when to contact doola.
Last modified on October 8, 2026