Palm
AI small business filing assistant and identity wallet
About Palm
Palm is an innovative AI-powered business identity management tool designed to streamline filing processes and maintain compliance for small businesses. As of 2026, Palm stands out as a comprehensive solution that offers a portable business identity, ensuring that all information is monitored, verified, and kept up-to-date. This tool is particularly beneficial for small businesses looking to reduce operational costs while maintaining compliance with various regulatory requirements. Palm's unique features include a fully automated compliance engine, frictionless onboarding, and real-time identity monitoring. With over 40,000 businesses in its network, Palm has saved over $300 million on fraud and compliance, showcasing its reliability and effectiveness. The tool is designed to integrate seamlessly with platforms like QuickBooks, offering a unified experience for business identity management. Whether you're a developer, accountant, or small business owner, Palm provides a robust set of tools to ensure your business identity is managed efficiently and securely.
Palm Key Features
Portable Business Identity
Palm provides a portable business identity that is monitored, verified, and kept up-to-date. This feature ensures that businesses can easily share their verified identity information across various platforms and jurisdictions, reducing the risk of errors and non-compliance.
Compliance Kit
The Compliance Kit is an embedded, fully automated compliance engine that integrates within days. It handles business formations, registered agent services, and annual filings, ensuring that businesses remain compliant with regulatory requirements without the need for extensive manual intervention.
Identity Kit
Palm's Identity Kit offers frictionless onboarding and accurate profile management. It provides a unified business identity layer that includes KYB, SOS matching, EIN verification, and ownership verification, ensuring that business data is reliable and trustworthy.
Dynamic Access
This feature provides real-time dynamic access to permissioned data with unlimited refreshes. Businesses can request additional data as needed from their dashboard, enabling them to stay informed and responsive to changes in their compliance status.
Verify In-flow
Palm offers in-flow verification for KYC, KYB, AI/ML, OFAC, and authorized users. This seamless verification process is embedded in the workflow, allowing non-Palm members to undergo verification while Palm members enjoy expedited processing.
Identity Monitoring
Real-time monitoring of state, federal, and operational signals helps businesses stay ahead of potential issues. This feature alerts users when a customer's status changes, falls out of good standing, or triggers a compliance event, enabling proactive management.
Hosted Experience
Palm offers a hosted experience that requires no integration, providing a full suite of compliance, identity, and monitoring tools ready for immediate use. This feature is ideal for businesses looking for a quick and easy setup.
Fully Whitelabeled API
Palm's smart forms API allows partners to automate customer compliance processes. This fully whitelabeled solution enables businesses to maintain their branding while leveraging Palm's robust compliance capabilities.
One Point of Connection
Palm provides bi-directional access to various business services such as banking, accounting, payroll, insurance, and point of sale. This single point of connection is customizable to meet specific business needs, streamlining operations and improving efficiency.
Business Search
Palm's Business Search feature allows users to connect with Quickbooks and manage annual report filings effortlessly. This integration simplifies financial management and ensures that businesses remain compliant with reporting requirements.
Palm Pricing Plans (2026)
Annual Subscription
- Expedited filings
- Expert review
- Smart document storage
- Automatic state and federal filings
- Annual BOIR filing
- Pricing may increase for businesses with extensive compliance needs
Palm Pros
- + Comprehensive compliance management that automates complex processes.
- + Real-time monitoring and alerts to prevent compliance issues.
- + Seamless integration with popular business platforms like QuickBooks.
- + Portable business identity that simplifies data sharing and verification.
- + Expert review of filings ensures accuracy and compliance.
- + Cost-effective solution that reduces operational costs and risks.
Palm Cons
- − Limited customization options for specific industry needs.
- − Initial setup may require time to input all necessary data.
- − Some users may find the interface complex without prior experience.
- − Integration with less common platforms may require additional setup.
- − Pricing may be higher for businesses with extensive compliance needs.
Palm Use Cases
Streamlining Compliance for Small Businesses
Small businesses use Palm to automate their compliance processes, reducing the time and effort required to maintain regulatory compliance. This results in cost savings and minimizes the risk of non-compliance penalties.
Efficient Onboarding for Financial Institutions
Financial institutions leverage Palm's Identity Kit to streamline the onboarding process for new business clients. The accurate and verified profiles ensure that institutions can quickly and confidently onboard clients while meeting compliance requirements.
Real-time Monitoring for Risk Management
Businesses in highly regulated industries use Palm's Identity Monitoring to stay informed about changes in compliance status. This proactive approach helps them manage risks and maintain good standing with regulatory bodies.
Simplifying Business Identity Management
Enterprises with multiple subsidiaries use Palm's Portable Business Identity to manage and share identity information across different jurisdictions. This simplifies identity management and ensures consistency across the organization.
Automating Annual Filings for Accountants
Accounting firms use Palm's Compliance Kit to automate annual filings for their clients. This reduces the administrative burden on accountants and ensures that their clients remain compliant with filing requirements.
Enhancing Data Security for Enterprises
Large enterprises use Palm's secure platform to manage sensitive business identity data. The platform's robust security measures protect against data breaches and ensure compliance with data privacy regulations.
What Makes Palm Unique
Portable Business Identity
Palm's portable business identity ensures that businesses can easily share verified identity information across platforms, reducing errors and non-compliance risks. This feature is a key differentiator in the identity management space.
Embedded Compliance Engine
The Compliance Kit's fully automated, embedded compliance engine integrates quickly, providing a comprehensive solution for maintaining regulatory compliance. This rapid integration sets Palm apart from competitors that require lengthy setup times.
Real-time Monitoring
Palm's real-time monitoring of compliance signals allows businesses to stay ahead of potential issues. This proactive approach to compliance management is a significant advantage over tools that offer only periodic updates.
Whitelabeled API
Palm's fully whitelabeled API enables businesses to maintain their branding while automating compliance processes. This flexibility is a unique offering that enhances the user experience and supports brand consistency.
Comprehensive Integration
Palm's ability to provide bi-directional access to various business services through a single point of connection is a standout feature. This comprehensive integration capability simplifies operations and enhances efficiency.
Who's Using Palm
Small Businesses
Small businesses use Palm to streamline their compliance processes, reduce operational costs, and maintain good standing with regulatory bodies. The tool's ease of use and automation features are particularly valuable for resource-constrained businesses.
Financial Institutions
Financial institutions utilize Palm to expedite the onboarding process for new business clients. The verified identity information helps institutions meet compliance requirements and reduce the risk of onboarding fraudulent entities.
Accounting Firms
Accounting firms leverage Palm to automate compliance tasks such as annual filings and registered agent services. This allows them to focus on providing strategic financial advice to their clients.
Enterprises
Large enterprises use Palm to manage business identity information across multiple subsidiaries and jurisdictions. The tool's integration capabilities and real-time monitoring help enterprises maintain compliance and reduce administrative overhead.
Regulated Industries
Businesses in regulated industries rely on Palm's real-time monitoring and verification features to manage compliance risks. The tool's proactive alerts help them address potential compliance issues before they escalate.
How We Rate Palm
Palm vs Competitors
Palm vs Online Receipt Maker
Palm offers a broader range of compliance and identity management features compared to Online Receipt Maker, which focuses primarily on receipt generation.
- + Comprehensive compliance management
- + Real-time monitoring
- + Integration with business systems
- − May require more setup time
- − Higher cost for extensive compliance needs
Palm Frequently Asked Questions (2026)
What is Palm?
Palm is an AI-powered business identity management tool that helps small businesses streamline their filing processes and maintain compliance.
How much does Palm cost in 2026?
Palm offers a one-time filing service for free, with an annual subscription available for $49 per year per business.
Is Palm free?
Palm offers a free one-time filing service, while additional features are available with a paid subscription.
Is Palm worth it in 2026?
Palm is worth it for small businesses looking to automate compliance processes and reduce operational costs.
Best Palm alternatives in 2026?
Alternatives to Palm include Online Receipt Maker, Butterfish, Taskbase, Video Transcriber, and Huntr AI Resume Builder.
Palm vs competitors in 2026?
Palm offers unique features like portable business identity and real-time monitoring, setting it apart from competitors.
How to get started with Palm?
To get started with Palm, add your business information, undergo expert review, and save your profile for future filings.
What platforms does Palm support?
Palm supports integration with platforms like QuickBooks and other business systems such as banking and accounting software.
Is Palm safe and secure?
Palm ensures data privacy and security, with measures in place to protect business identity information.
Who should use Palm?
Palm is ideal for small businesses, accountants, financial institutions, legal firms, and startups.
What's new in Palm 2026?
In 2026, Palm introduced enhanced real-time monitoring and expanded integration capabilities.
How does Palm compare to alternatives?
Palm offers comprehensive compliance management and integration features that provide a competitive edge over alternatives.
Palm Search Interest
Search interest over past 12 months (Google Trends) • Updated 2/2/2026
Palm on Hacker News
VS Code Extension
Palm Company
Palm Quick Info
- Pricing
- Freemium
- Upvotes
- 75
- Added
- January 3, 2026
Palm Is Best For
- Small business owners looking for efficient compliance management.
- Accountants seeking streamlined document management and compliance tools.
- Financial institutions needing real-time compliance monitoring.
- Legal firms requiring accurate and up-to-date client information.
- Startups aiming to establish their business identity quickly and efficiently.
Palm Integrations
Palm Alternatives
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News & Press
Italian goods maker Christopher King opens flagship in Palm Beach - Palm Beach Daily News
Winter storm county-by-county power outages in Palm Beaches, Treasure Coast, Okeechobee County - WPBF
100 palm trees impacted by Prescott Preserve fire in Palm Springs - The Desert Sun
Reimagining the Enterprise in the Age of AI - Palm Beach Daily News
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