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Specialist · 11Active

Compliance

60-day warnings on every license and cert — nothing lapses quietly

Compliance runs the deadline calendar for everything that lapses — licenses, certifications, insurance, permits, 1099s. It tracks what you have, surfaces what is due and when, and preps the paperwork. It never files for you; the signature is always yours.

What it does
  • Tracks every license, certification, and insurance policy and warns you at 60, 30, 14, 7, and 1 days before expiry
  • Runs the permit lifecycle on a calendar — applications, fee deadlines, inspection scheduling, failed-inspection follow-up, and closeout — surfacing each step for you to sign and submit
  • Builds year-end 1099-NEC prep packets for every contractor paid $600 or more
  • Surfaces your current certificate of insurance when a commercial customer asks for one
  • Flags a compliance item you likely need but have not logged, based on your trade and state
  • Keeps a timestamped compliance trail for audits and insurance renewals
How you interact with it

Renewal warnings come by SMS or email at the thresholds you choose. 1099 season runs automatically; you review every draft before it goes. Compliance surfaces the deadline and the prepped paperwork — it never files anything for you, because licensing rules vary too much by state for that to be safe. Everything is logged with timestamps.

How it helps your shop

A lapsed license stops work. A missed 1099 is an IRS fine. A permit that misses its inspection window stalls the job. Compliance runs the calendar so the thing you didn't know was coming doesn't catch you.

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