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SPECIALIST #11Active now

Compliance

Keeps you current

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

Runs the deadline calendar for every license, cert, insurance policy, permit, and 1099 — and preps the paperwork.

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Included on
CorePlusPro
Keeps you current
What it does

Meet your Compliance Agent

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 above the IRS threshold ($2,000 for TY2026+)
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 it supports you, in action

From a renewal date to paperwork ready to sign

User flow · Compliance
SystemAlways watching the datesLicenses, certs, insurance, permits, 1099s
SpecialistTracks every expiryOne calendar for everything that lapses
SpecialistWarns you early60-day heads-up — never a surprise
SpecialistPreps the paperworkForms and filings ready to go
Your callYou sign & fileThe signature is always yours
Works with the team

Where it sits in the line

Compliance pulls the facts it needs from the books and the team, and pushes ready-to-sign paperwork to you before anything lapses.

Feeds in
Bookkeeping
1099 source data
HR
certification data
Hands off to
You
signs & files
Value to the business

What it’s worth to the shop

Nothing lapses quietly. Every license, policy, and filing has a deadline being watched and paperwork being prepped — so a missed renewal never costs you a job or a fine.

Nothing slips through

Every license, cert, insurance policy, permit, and 1099 tracked in one place, so an expiry never sneaks up on you.

Early warning, every time

A 60-day heads-up before each deadline turns a frantic scramble into a calm, scheduled signature.

Paperwork already done

The form or filing is prepped and waiting — you review and sign instead of starting from a blank page.

60 days
warning before every deadline
One calendar
for everything that can lapse
Your signature
on every filing
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.

You stay in charge

What runs automatically vs. needs your approval

Runs automatically
  • Tracking every compliance deadline
  • Early-warning alerts
  • Prepping forms and filings
Waits for you
  • Every signature
  • Every submission or filing
  • Any change to a policy or registration

Compliance watches and prepares — it never signs or files on your behalf. That stays with you, always.

How it helps the 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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