License maintenance
Certificate and license management software for tax compliance
Staying on top of licenses can be a huge burden. Failure to maintain customer and vendor license information means penalties which could include a loss of your license. But, maintaining those licenses in multiple places is a major headache. Meet your new certificate and license management software.
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A New Way to Comply
Finally, a platform that helps you sell to licensed customers without duplicated efforts & avoidable errors
Store licenses & certificates for compliance
Reduce time spent on manual entry by bulk importing company records or import license lists by jurisdiction. Keep track of customer name, ID/FEIN, addresses, and contact information. Upload certificates/licenses as images, PDFs, or Word docs by license type and jurisdiction.
Report on company licenses
Pull reports by company and license information. You can view by effective/expiration dates, license types, company details and contact information and more.
Track license status & alert users
View license expirations by period (30, 60, 90, 120 days until expiration). Send automated emails to your team about upcoming renewals with attached certificates. Generate lists of company representatives to streamline the renewal process.
Frequently asked questions
Get Answers on ComplyIQ License Maintenance
ComplyIQ License Maintenance maintains all your important license information, including customer licenses, expiration dates, certificate images, contact info, and more.
Yes, ComplyIQ License Maintenance can input spreadsheets that contain customer name, ID, address, contact, and license info directly into the software.
Yes, you can relate a spreadsheet of customers to certificate images on a bulk level.
Yes, ComplyIQ License Maintenance includes standard reports and trigger criteria that will notify you of licenses coming due.
Yes, ComplyIQ License Maintenance can generate emails to customers whose licenses are coming due. If the customer does not have an email address in the system, LicenseHub can notify your designated contact person.
Yes, ComplyIQ License Maintenance integrates with the rest of the products in the ComplyIQ platform.
Your Complete Compliance Toolkit
Tracking filings
Filing calendar
With our state-of-the-art process management workflow and dashboard, you can stay compliant, manage the workload with complete visibility, and optimize team efficiencies.
Managing licenses
Managing licenses
Staying on top of licenses can be a huge burden, and not just for the tax team.
Meet your one-stop shop for managing licenses and certificates for compliance.
Preparing tax data
Preparing data
Stop spending days on data preparation each month.
ComplyIQ no-code data tools give you complete visibility into your data with a visual process flow, clean-up automation, and easy-to-use correction capabilities to ensure your data is accurate, complete, and formatted correctly.
Calculating taxes
Calculating taxes
If you're not accurately calculating taxes you may be leaving the business open to risk, fines, and penalties.
We've got you covered.
Reporting & filing
Reporting & filing
Stop spending so much time trying to meet never-ending compliance deadlines. Minimize time spent on data preparation, file accurate returns, and manage audits with ease.
Reconciling data
Reconciling data
Tired of trying to find the needle in the haystack? Say hello to faster and easier data reconciliation.
Defending audits
Defending audits
Prepare and manage audits with ease. Track each transaction from its introduction to ComplyIQ, all the way through to its presentation on schedules. Quickly pull all data for an audit period using our proprietary data tools.
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Talk to An Expert
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