Manage licenses & certificates 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 one-stop shop for partner and vendor management.
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 LicenseHub
LicenseHub maintains all your important license information, including customer licenses, expiration dates, certificate images, contact info, and more.
Yes, LicenseHub 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, LicenseHub includes standard reports and trigger criteria that will notify you of licenses coming due.
Yes, LicenseHub 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, LicenseHub integrates with the rest of the products in the ComplyIQ platform.
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.