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Standalone Flows

Standalone flows are the most basic flows and are used to create a single service order for the following services:

  • EIN (Coming soon)
  • 501c3
  • LLC Operating Agreement - Corporate Bylaws and Shareholders Agreements

No errors flow​

  1. (User): EIN order placed
  • (Swyft): New EIN order completed
  • (User): Questionnaire available to answer (account - My tasks)
  • (Swyft): Awaiting questionnaire response
  1. (User): Submits questionnaire (EIN Questionnaire = Submitted)
  • (User): Receive under review notification - We have received your EIN Application, a member of our team is preparing your application.
  • (Swyft): Order status updated to Under Review
  1. (Swyft): Submits application to IRS (EIN = Filed)
  • (Swyft): Order status updated to Processing
  • (User): Receive processing notification - Your EIN Application is being processed. We will notify you once your EIN is ready.
  1. (Swyft): EIN is approved by IRS (EIN = Approved)
  • (Swyft): Order status updated to Complete
  • (User): Receive complete notification - Your {Order Type} is complete! The IRS has issued the following EIN for your company: {insert EIN number from CRM}. Your official EIN letter (CP-575) will be mailed to your mailing address from the IRS directly. All documents provided are now uploaded to your account and electronically stored for you to download immediately anytime, 24/7 under 'My Documents' tab.
  • (User): EIN available to view (account - My tasks)

Errors Flow​

  1. (User): EIN order placed
  • (Swyft): New EIN order completed
  • (User): Questionnaire available to answer (account - My tasks)
  • (Swyft): Awaiting questionnaire response
  1. (User): Submits questionnaire (EIN Questionnaire = Submitted)
  • (User): Receive under review notification - We have received your EIN Application, a member of our team is preparing your application.
  • (Swyft): Order status updated to Under Review
  1. (Swyft): Submits application to IRS (EIN = Filed)
  • (Swyft): Order status updated to Processing
  • (User): Receive processing notification - Your EIN Application is being processed. We will notify you once your EIN is ready.
  1. (Swyft): EIN receives a rejection response (EIN = Rejected)
  • (User): Receive rejection notification - There's an issue with your EIN Application that needs your attention. [Dynamic rejection reason]. Please respond here.
  • (Swyft): Awaiting user response
  1. (User): Responds to rejection
  • (Swyft): Go to step 3 and resubmit application
  1. (Swyft): EIN is approved by IRS (EIN = Approved)
  • (Swyft): Order status updated to Complete
  • (User): Receive complete notification - Your {Order Type} is complete! The IRS has issued the following EIN for your company: {insert EIN number from CRM}. Your official EIN letter (CP-575) will be mailed to your mailing address from the IRS directly. All documents provided are now uploaded to your account and electronically stored for you to download immediately anytime, 24/7 under 'My Documents' tab.
  • (User): EIN available to view (account - My tasks)