Firm monitoring · one product, one pitch
Every client's registrations.
One dashboard.
Paste your client list once. We watch every state registry, compute every renewal from each client's own fiscal year, and send your firm one digest — cited to statute, dated, calm.
No filing · no client contact · read-only by design
Your whole book, in one sitting.
Paste EINs
One per line, straight from your practice-management export. Names optional.
We scan
Every EIN against the IRS files and the 28 registries we read directly — paced and serialized, so a big book never hammers a state's site.
Confirm the roster
Exact EIN matches accept themselves. You judge the rest — one card, one keystroke, park the rest.
The book is live
A standing report for the batch, then monitoring starts.
The roster, at a glance.
| Org | EIN | States | Next renewal | As of |
|---|---|---|---|---|
| Harborlight Children's Fund | 34-2891044 | OH IN KY | Feb 15 · OH report | Jul 31 |
| Front Range Youth Build | 84-1129034 | CO | Nov 15 · CO renewal | Jul 31 |
| Cedar & Sparrow Foundation | 81-4402117 | OH | Feb 15 · OH report | Jul 31 |
| Riverbend Arts Alliance | 93-1180224 | CA | RRF-1 overdue | Jul 30 |
| Rocky Mountain Land Trust | 74-2288301 | CO NM | Nov 15 · CO renewal | Jul 31 |
| Prairie Commons Inc. | 36-4471209 | IL | Unverified — name conflict | — |
| Northlight Youth Coalition | 91-2044118 | WA | Registration expired | Jul 29 |
No red anywhere. A registry showing a lapse is a fact to work, not an emergency to perform.
One digest. Not fifty alert emails.
Grouped by client, daily or weekly — whichever your team actually reads. Every line carries the date the registry said it and the rule that makes it true.
Your clients are never emailed.
Not a setting buried three levels down. The default, and the only behaviour until an admin at your firm names a client and turns it on.
Your Monday digest · 3 clients need a look
Coastal Bend Literacy ProjectSC
South Carolina rewrote its exemption thresholds this year: the small-organization exemption now measures gross revenue by fiscal year, at $25,000. Their declared figures sit above it, so the exemption no longer applies and registration comes before further solicitation.
S.C. Code § 33-56-50, as amended by 2026 Act No. 170 (eff. May 18, 2026) · card v2 · as of Jul 31
Front Range Youth BuildCO
Colorado's renewal is computed from their March 31 fiscal year end — the report is due by the 15th day of the eighth month after it. Nothing to do yet; it will lead the digest in October.
C.R.S. § 6-16-104(5)(a) · card v4 · as of Jul 31
Prairie Commons Inc.IL
The IRS file now lists a different legal name than your roster. We have marked the org unverified rather than guess which is current.
IRS Pub-78 + BMF · monthly refresh · as of Jul 15
91 clients had nothing outstanding this week. We said so once, here, instead of ninety-one times.
We'd rather say unverified than be wrong.
Every rule card is dated and cited.
When a state changes a threshold we publish a new version of the card, keep the old one, and tell you which clients moved across the line.
Deadlines from their year, not a generic calendar.
We take each client's fiscal year end from their declared answers and compute every renewal off it. No shared due date that is wrong for half your book.
Unverified is a real state, and we use it.
When a registry is down, a name conflicts, or an EIN returns nothing, we say so and date it. A quiet client is not automatically a clean one.
One plan. Two numbers.
There is no tier to choose and nothing to outgrow. You pay one platform fee, plus a flat rate for each organization you put under watch.
- Platform fee
- $500
- Monitoring — 50 organizations × $39
- $1,950
- Staff seats — unlimited
- $0
- Onboarding & match review
- included
Start monitoring 50 organizations
Card or invoice. Paste your list right after checkout — we run the whole book and send the standing report before anything is charged for a second year.
No metering · No silent overage · Cancel before renewalYear-one onboarding included
Bulk EIN import, match review, and help filling in each client's details — covered by the platform fee, not an add-on.
Priority support, in writing
Priority email answered within one business day; scheduled calls available. A named contact begins at the talk-to-us level.
One invoice, trued up at renewal
Mid-year additions prorate; removals credit at renewal. No mid-year refunds and no metering surprises.
Firm plans include the portfolio dashboard, alert routing, and priority support — which is why the small-firm per-org rate sits above Monitor's $49 retail price. When filing launches, a monitored client who converts to a managed filing plan credits that org's monitoring fee against the filing subscription; the two never stack.
Asked by firms, answered plainly.
- Do you file anything for our clients?
- No. Steadworthy watches registries and computes dates. Every filing stays with your firm — which is also why nothing we do can conflict with your engagement letters.
- Will you email our clients?
- Not unless an admin at your firm names a specific client and turns it on. The default is firm staff only, and bulk client email is not something you can switch on by accident.
- What happens when a state changes a rule?
- We publish a new dated version of the rule card, keep the prior version readable, and the next digest names exactly which of your clients moved across the line.
- What happens as our book grows?
- Add clients any time — nothing is blocked mid-year. Your org count trues up at renewal: additions are prorated, removals credit at renewal. Above 150 organizations, talk to us and we'll set the account up directly.
- How do you know each client's deadlines?
- From public IRS records automatically, sharpened by a short set of answers per client — fiscal year end, where they solicit, and their figures. Your firm can fill those in yourself from the 990, or the client can with their own login. Until someone does, that client's roster row says plainly that it's running on IRS defaults.
- What if you are not sure about something?
- We mark it unverified with a reason and the date of our last good read. We would rather show you a gap than a confident wrong answer.
- Can you file the registrations for us?
- Not in this release. Firm-managed filing is on the waitlist — tell us during the walkthrough and we will bring you in when it opens.
Bring the book.
Paste the list. We will run the whole book against the IRS files and the state registries and send back a standing report — before you have decided anything.
No filing · no client contact · read-only by design