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.

Managing licenses for tax compliance
Source license data

Meet ComplyIQ

Your complete toolkit for reducing redundancy and risk, all while ensuring you have better visibility of tax implications across the organization.

Star Rating for Client Support

A New Way to Comply

Finally, a platform that helps you sell to licensed customers without duplicated efforts & avoidable errors

Don't duplicate license maintenance across multiple systems

Elevate valuable people resources to focus on strategic initiatives

Minimize the burden on IT resources for technology infrastructure updates and maintenance

Reduce the risk of tax fines and penalties from audits, late filings, and overpayments

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.

Store tax licenses
digital hub for licenses and certificates

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.

Alerts for outdated licenses

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.

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Digital Transformation in Tax Compliance

Explore the move towards digital transformation in tax compliance, the challenges that come with automation, and discover how companies are: increasing efficiency, improving accuracy, reducing costs, maximizing the value of the tax team, and gaining a competitive edge in the industry for greater revenue.

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.

Filing calendar for tax compliance

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.

Licenses Tracked
Managing licenses for tax 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.

data preparation tools

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.

Calculating taxes for compliance

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.

Reduction in Time to File
Reporting & filing for tax compliance

Reconciling data

Reconciling data

Tired of trying to find the needle in the haystack? Say hello to faster and easier data reconciliation.

Reduction in Time to Reconcile
Reconciling data for tax compliance

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.

Defending audits

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Talk to An Expert

To get started with ComplyIQ, powered by IGEN, simply fill out the form below or give us a call at 888.998.4436. Reach out to us today to talk to an expert.