At Best Startup California we track over 300,000 Californian startups and over 1,500,000 people who hold key positions in these companies. We use this directory of startups to highlight top employees, founders and organisations we think deserve more appreciation than they are currently getting.
We’ve ranked the top 67 Document Preparation companies in California, United States. The companies, startups and institutions listed in this article are all exceptional companies, well worth a follow. We have included links to their websites, socials and CrunchBase (if you’re interested in their financials).
We selected the organisations listed in this article based on:
- Track record
- Executive leadership
- Market share
- Innovation
- ESG rating
Our Data – We source our data from OSINT (open source intelligence) and public directories such as Crunchbase, SemRush and many more. The data from these sources should be treated with a degree of caution and verified yourself.
Top Document Preparation Companies & Startups (California, United States)
Revv
Revv is a SaaS provider that offers document automation and an eSignature platform for businesses.
Founder(s): Rishi Kulkarni, Sameer Goel
Location: Menlo Park, California, United States
Industries: Document Management, Document Preparation, Information Technology, Internet, SaaS, Software
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OneNotary
OneNotary builds an online notary infrastructure that enables Remote Online Notarization, in any SaaS solution within hours.
Founder(s):
Location: San Francisco, California, United States
Industries: Document Management, Document Preparation, E-Signature, Legal, Legal Tech, Real Estate
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Klarity
Klarity uses Artificial Intelligence to automate Billing & RevRec contract review for SaaS and Software companies.
Founder(s): Andrew Antoš, Nischal Nadhamuni
Location: San Francisco, California, United States
Industries: Accounting, Artificial Intelligence, Document Management, Document Preparation, Machine Learning, SaaS, Software
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Loudr
Loudr allows content creators, aggregators, and digital music services to identify, track, and pay royalties to music publishers.
Founder(s): Chris Crawford, Jesse Buddington, Josh Whelchel, Ryland Hale, Sebastian Wolff
Location: San Francisco, California, United States
Industries: Accounting, Document Management, Document Preparation, Legal, Music
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DYgreencard.com
DYgreencard is an online immigration service provider.
Founder(s): Charles Cheng, Julia Lu
Location: San Jose, California, United States
Industries: Document Preparation, Internet, Legal, Legal Tech
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Cooley
Cooley is a legal services company that solves legal issues for entrepreneurs, investors, and established companies.
Founder(s): Arthur Cooley, Louis Crowley, Matthew Bartus
Location: Palo Alto, California, United States
Industries: Document Preparation, Legal, Professional Services
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Clerky
Clerky makes it easy for startups and their attorneys to get legal paperwork done safely.
Founder(s): Chris Field, Darby Wong
Location: Burlingame, California, United States
Industries: Document Management, Document Preparation, Legal, Software
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AbacusNext
AbacusNext is a technology-as-a-service provider for the professional services industry.
Founder(s): Judd Kessler
Location: San Diego, California, United States
Industries: Accounting, Cloud Computing, Cloud Data Services, Cloud Infrastructure, Document Management, Document Preparation, Enterprise Software, Information Technology, Legal, Software
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First To File
First To File offers a web-based patent document management service for IP organizations, as well as solutions for patent-related issues.
Founder(s): James Hepworth
Location: San Mateo, California, United States
Industries: Document Management, Document Preparation, Service Industry
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Informed K12
Informed K12 is an easy-to-use workflow automation solution that helps school district administrators manage forms, workflow and approvals.
Founder(s): Qian Wang, Sarah Chou
Location: San Francisco, California, United States
Industries: Document Management, Document Preparation, Education, Software
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Documate
No-code software for building legal automation and expert systems.
Founder(s): Dorna Moini, Michael J.
Location: Los Angeles, California, United States
Industries: Document Management, Document Preparation, Legal, Software
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Version Story
Version Story is a software that provides document comparison and collaboration.
Founder(s): Jordan Bryan, Kevin O’Connell
Location: San Francisco, California, United States
Industries: Collaboration, Document Management, Document Preparation, Software
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Lowenstein Sandler
Lowenstein Sandler provides law practice in the areas of technology, life sciences, and financial management.
Founder(s): Alan V. Lowenstein
Location: Palo Alto, California, United States
Industries: Document Preparation, Finance, Legal, Legal Tech
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Matrix Imaging
Matrix Imaging is an information systems company that offers document imaging and content management services.
Founder(s):
Location: Fountain Valley, California, United States
Industries: Consulting, Content, Document Preparation, Information Services, Information Technology
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Fore! Trust Software
Fore! Trust Software delivers state-specific estate planning documents through an automated process of drafting and assembly.
Founder(s):
Location: Pebble Beach, California, United States
Industries: Document Preparation, Legal, Printing, Software
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PointServ
PointServ offers financial document preparation and verification services.
Founder(s):
Location: Burlingame, California, United States
Industries: Document Preparation, Finance, Financial Services, Service Industry
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Shop Immigration
Shop Immigration connects immigrants with immigration attorneys, and provides professional immigration legal services.
Founder(s):
Location: Santa Monica, California, United States
Industries: Document Preparation, Legal, Legal Tech
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Squabble
Squabble is an online cloud-based application that specializes in assisting individuals throughout the small claim process.
Founder(s):
Location: San Diego, California, United States
Industries: Document Preparation, Insurance, Legal, Legal Tech, Mobile Apps
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California Document Preparers
California Document Preparers specializes in document preparation and management for legal procedures, trusts and deeds.
Founder(s):
Location: Dublin, California, United States
Industries: Document Management, Document Preparation, Legal
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BriefMine
Briefmine is a database of legal briefs powered by natural-language search that offers a technologically advanced platform for conducting.
Founder(s):
Location: San Francisco, California, United States
Industries: Database, Document Preparation, Information Services, Legal, Legal Tech, Natural Language Processing
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Synrgo
Synrgo offers solutions in eRecording, document management and retrieval as well as notarization for the real estate and mortgage sector.
Founder(s):
Location: Brea, California, United States
Industries: Document Management, Document Preparation, Finance, Real Estate, Software
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Xl print
Xl print specializes in software development with data retrieval, customer communication management and strategic analysis services.
Founder(s):
Location: Venice, California, United States
Industries: Document Preparation, Information Technology, Software
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National Debt Education Relief
National Debt Education Relief specializes in student loan document preparation and loan processing services.
Founder(s):
Location: Irvine, California, United States
Industries: Document Preparation, Finance, Financial Services
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ProTechnology
ProTechnology provides document generation, presentment, data capture and archiving technology solutions.
Founder(s):
Location: Los Angeles, California, United States
Industries: Document Management, Document Preparation, Software, Training
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Transpacific Logistics
Transpacific Logistics offers customs brokerage, ISF filing, and FDA clearance services.
Founder(s):
Location: Gardena, California, United States
Industries: Document Preparation, Legal, Logistics
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Gemini Diversified Services
Gemini Diversified Services is a credentials verification organizations that provides primary source verification services.
Founder(s): Craig Rizzi, Tammy White
Location: Fountain Valley, California, United States
Industries: Document Preparation, Medical, Service Industry
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gripNote
gripNote is an online document marketplace enabling students to buy and sell notes, study guides, lecture notes and other college documents.
Founder(s): Dom Patrick, Tamer Mina
Location: San Francisco, California, United States
Industries: Document Management, Document Preparation, Education, Marketplace
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Hoonto
Hoonto is a dashboard tool allowing members at every level of organization to view and track the data that is important to the company.
Founder(s):
Location: Los Angeles, California, United States
Industries: Document Management, Document Preparation, Enterprise Software
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Bay Area Immigration Services
Bay Area Immigration Services assists companies with immigrant and nonimmigrant visa petitions.
Founder(s):
Location: Fremont, California, United States
Industries: Document Management, Document Preparation, Legal, Legal Tech, Professional Services
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Latino Service
Latino Service provides immigration & naturalization, income tax preparation, bookkeeping and payroll services for small businesses.
Founder(s): Fernando L. Vigil
Location: Riverside, California, United States
Industries: Accounting, Consulting, Document Preparation, Financial Services, Legal
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New Era General Services
New Era General Services offers expertise in document reproduction with a focus on quality and efficiency to the legal and medical industry.
Founder(s):
Location: San Pedro, California, United States
Industries: Document Preparation, Legal, Medical
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My Divorce Papers
My Divorce Papers provides an online portal for divorce document preparation, agreements, and interviews with legal support.
Founder(s):
Location: Rancho Santa Margarita, California, United States
Industries: Document Management, Document Preparation, Legal, Online Portals
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Hanna Interpreting Services
Hanna Interpreting Services offers translating, transcription, document translations, website localization and interpretation services.
Founder(s):
Location: Spring Valley, California, United States
Industries: Document Preparation, Language Learning, Translation Service
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DocShelf
DocShelf specializes in document management, storing electronic copies, and online security services.
Founder(s):
Location: Ventura, California, United States
Industries: Document Management, Document Preparation, Information Technology
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Integrity Shred
Integrity Shred is a local family owned document destruction company
Founder(s):
Location: Santa Rosa, California, United States
Industries: Document Management, Document Preparation, Local Business
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Hard Copy
Hard Copy offers record duplication, legal document preparation, custom-tailored management reports and legal photocopy services.
Founder(s):
Location: Los Angeles, California, United States
Industries: Document Preparation, Legal, Professional Services
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Barajas Tax & Immigration
Barajas Tax & Immigration provides complete income tax and document preparation, immigration, translation, notary and consulting services.
Founder(s):
Location: Montclair, California, United States
Industries: Accounting, Document Preparation, Financial Services
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DMC
DMC offers microfilming, document scanning, film processing, film duplication and film to digital conversion services.
Founder(s):
Location: Corona, California, United States
Industries: Document Management, Document Preparation, Small and Medium Businesses
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Evangeline Giron
Evangeline Giron provides legal services in income tax preparation, audit representation, legal documentation and immigration consulting.
Founder(s):
Location: Los Angeles, California, United States
Industries: Consulting, Document Preparation, Finance, Financial Services, Legal
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Apostille Pros
Apostille Pros offers document legalization and language translation services.
Founder(s):
Location: Costa Mesa, California, United States
Industries: Document Preparation, Legal, Professional Services, Translation Service
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Mockswitch
Mockswitch is a development platform that provides domain model designing, documentation, partial mocking, and mock services.
Founder(s):
Location: San Francisco, California, United States
Industries: Consulting, Developer APIs, Document Preparation
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In Trust Legal
In Trust Legal is a legal documents preparation service company.
Founder(s):
Location: San Luis Obispo, California, United States
Industries: Customer Service, Document Management, Document Preparation, Finance, Legal
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Dataarc
Dataarc specializes in converting paper and film documents into electronic format for easy storage.
Founder(s):
Location: Santa Maria, California, United States
Industries: Document Management, Document Preparation, Professional Services
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Holdon Log
Holdon Log manufactures and supplies logbooks designed for the entertainment industry to manage and track artist’s activities.
Founder(s):
Location: Los Angeles, California, United States
Industries: Document Management, Document Preparation, Manufacturing, Scheduling
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Vista Bail Bonds
Vista Bail Bonds is a bail bond company that provides bail services by phone, fax and email.
Founder(s):
Location: Vista, California, United States
Industries: Document Preparation, Legal, Professional Services
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First Gateway Escrow
First Gateway Escrow is an escrow firm that provides resale, refinancing, manufactured homes, short sales and REO services.
Founder(s):
Location: San Diego, California, United States
Industries: Document Preparation, Finance, Professional Services, Real Estate
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SLAC
SLAC expertise in federal & student loans along with providing repayment options, document preparation, and student consultation services.
Founder(s):
Location: Norco, California, United States
Industries: Consulting, Document Preparation, Financial Services, Lending
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Pacific Docu-Scan
Pacific Docu-Scan supports legal firms by maintaining employment and medical records in a much efficient way.
Founder(s):
Location: Concord, California, United States
Industries: Document Management, Document Preparation, Legal
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NGOsource
NGOsource specializes in providing details regarding international grantmaking procedures, legwork, paperwork and legal work.
Founder(s): Sheila Warren
Location: San Francisco, California, United States
Industries: Document Preparation, Legal, Non Profit
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Pcounter
Pcounter develops advanced solutions for printing and document management offering mobile printing, scanning and E-form services.
Founder(s):
Location: San Francisco, California, United States
Industries: Document Management, Document Preparation, Professional Services
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MetroSearch
MetroSearch is a public records research firm that specializes in the searching, filing, and retrieving documents.
Founder(s):
Location: Long Beach, California, United States
Industries: Document Preparation, Legal, Professional Services
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Cited
Cited offers a mobile app that allows users to submit parking citations to be contested by Cited’s team of representatives.
Founder(s):
Location: Los Angeles, California, United States
Industries: Document Preparation, Legal, Legal Tech, Mobile Apps, Parking
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Exel Reporters
Exel Reporters offers court reporting, videography, and interpreter services.
Founder(s):
Location: San Pedro, California, United States
Industries: Document Preparation, Legal, Video
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Great Pacific Escrow
Great Pacific Escrow helps in documentations and transactions in real estate industry.
Founder(s):
Location: San Diego, California, United States
Industries: Document Preparation, Finance, Real Estate
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MBS & Associates Business Services
MBS & Associates Business Services offers accountancy, bookkeeping, payroll, tax preparation, notary, and document preparation services.
Founder(s):
Location: Madera, California, United States
Industries: Accounting, Consulting, Document Preparation, Financial Services, Professional Services
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Avacom
Avacom provides document management systems solutions among equipment manufacturers and software providers.
Founder(s):
Location: Irvine, California, United States
Industries: Document Management, Document Preparation, Manufacturing, Service Industry, Software
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Professional Filing & Search Services
Professional Filing & Search Services offers legal, accounting, business entity filings, document legalization, and authorization services.
Founder(s):
Location: Sacramento, California, United States
Industries: Accounting, Business Development, Document Preparation
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Sunset Insurance Associates
Sunset Insurance Associates specializes in dispute resolutions, claims management and insurance solutions.
Founder(s): Marcos Ruiz
Location: Pinecrest, California, United States
Industries: Consulting, Document Preparation, Insurance
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Resume Professional Writers
Resume Professional Writers specializes in producing industry-fit resumes tailored to individual needs.
Founder(s):
Location: Torrance, California, United States
Industries: Career Planning, Content, Document Preparation, Professional Services
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Zenith Trustee Services
Zenith Trustee Services provides foreclosure sales, document preparation, and real estate consulting services.
Founder(s):
Location: Vista, California, United States
Industries: Consulting, Document Preparation, Real Estate
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Theresa Cruz Bookkeeping
Theresa Cruz Bookkeeping provides complete accounts receivable, notary, bookkeeping, payroll, financial management & coaching services.
Founder(s):
Location: Fremont, California, United States
Industries: Accounting, Document Preparation, Financial Services
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WALZ Postal Solutions
WALZ Postal Solutions is a document process outsourcing company.
Founder(s):
Location: Temecula, California, United States
Industries: Document Management, Document Preparation, Information Technology
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Capital Live Scan
Capital Live Scan specializes in offering a complete line of group on-site live scan fingerprinting services.
Founder(s):
Location: Sacramento, California, United States
Industries: Document Preparation, E-Signature, Service Industry
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Taxes Hispanos
Taxes Hispanos specializes in income tax return preparation along with legal document assistance services.
Founder(s):
Location: Redwood City, California, United States
Industries: Consulting, Document Preparation, Financial Services
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Compa Tax
Compa Tax is a financial solutions company that offers tax preparation, divorce paperwork and payroll services.
Founder(s):
Location: Visalia, California, United States
Industries: Document Preparation, Financial Services, Professional Services
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ERecordsUSA
ERecordsUSA is an IT company that provides imaging, document conversion and data entry services to small and medium-sized businesses.
Founder(s):
Location: Fremont, California, United States
Industries: Document Preparation, Information Technology, Small and Medium Businesses
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Legal Docs By Me
Legal Docs By Me is a legal firm that provides document preparation, partnership agreements and business incorporation services.
Founder(s):
Location: Palm Desert, California, United States
Industries: Consulting, Document Preparation, Legal
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