Maintain Licenses & Renewals in One Place

4.8/5 stars for client support

Managing counterparty licenses across spreadsheets, emails, and shared drives creates risk. When sales, tax, and accounting teams all have only one piece of the puzzle, critical renewals get missed, exposing your business to audit penalties and tax liabilities.

IGEN gives you a single source of truth, a centralized platform to store, track, and renew every license, permit, and certificate, putting your tax team back in control.

Business License Storage Hub
Renewal & Maintenance Tools
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US Energy
Scandinavian Tobacco Group

Industry leaders trust ComplyIQ to save time and increase accuracy in tobacco and fuel license compliance.

  • Bulk import license data
  • Store Counterparty Licenses
  • Build Complete Records with Names, FEINS, IDs, and Contacts
  • Track Expiring licenses
  • Send Emails for upcoming renewal

License Maintenance: Import to Renewal

 Leverage a single source of truth for tracking all license-related documentation. Quickly filter records to identify licenses that are about to expire and automatically trigger renewal requests for updated certificates.

All Your Counterparty Data in One Place

IGEN’s License Maintenance tool acts as a secure, central repository for all your critical counterparty documentation and data. Upload files as images, PDFs, or Word documents and link each record to a complete counterparty profile for total visibility and control.

  • Supplier licenses
  • Customer licenses
  • Business licenses
  • Sales tax permits
  • Tax-exempt use certifications
  • Property tax certifications
  • Tax registrations
  • And more!

Intelligent License Maintenance, Built for Scale

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Reduce audit risk with timely renewals
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Save time with bulk imports and expiration filters
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Stop revenue loss from expired or invalid exemptions

Store licenses

Upload or Bulk Import

Upload licenses as images, PDFs or Word docs by license type and jurisdiction. Bulk import company records or import license lists by jurisdiction.

License Storage Hub

Keep track of customer name, ID/FEIN, addresses, and contact information. Easily update company license type and jurisdiction. Add hyperlinks to websites/internal sites for reference.

Save Standard Operating Procedures

Add notes and attach documentation such as Word documents, spreadsheets, emails, and more.

Store tax licenses
Renew with business license management software

Maintain licenses

View Upcoming License Expirations

View license expirations by period (30, 60, 90, 120 days until expiration).

Streamline Renewal Process

Generate lists of company representatives to streamline the renewal process. Send branded, automated emails to your team about upcoming renewals with attached certificates.

Take advantage of our full suite of license management solutions

License Verification

Validate license status and details, catching discrepancies before they create risk with IGEN’s License Verification.

License Maintenance

Centralize, track, and renew all license records with bulk imports, clear expiration views, and targeted update requests.

License Verification Plus

Combine License Maintenance and License Verification together for one workflow with automated license verification that continuously checks licenses and flags issues for fast resolution.

Answers to your questions

Every company we serve is unique, and that’s why ComplyIQ by IGEN is, too. Ready to think differently about managing tax compliance?

Start with the only excise tax software that’s built around a data engine.

We’re set up for all U.S. federal, state, and select local jurisdictions.

Yes

All essential license information is stored, including customer licenses, expiration dates, certificate images, contact info, and more.

Our support team is available during regular business hours. The Support Center is your one-stop-shop for access to technical support and our tax experts. You’ll be able to get help and see the status of your tickets. This process ensures tickets are resolved quickly, allows us to track performance, and gives you the option to provide feedback to the team.

Resources

How to Gather License Information from Clients & Vendors

Learn the importance of accurate excise tax license information, data needed in your back-office system, and maintaining licenses properly.

A Buyer’s Guide to Tax Automation Software

Discover how tax teams are transforming their processes with automation.

From the ComplyIQ Tax Team

How to Gather Customer & Vendor Licenses

Best Practices for Managing Licenses

Visit the ComplyIQ blog
View the Resource Center

Automate Tax License Management

Help your business do license verification & maintenance right, with ComplyIQ by IGEN. Talk to an expert today.

Call

(888)998-4436

Schedule

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