Compliance

Insurance, licenses, and required documents.

• Track compliance documents for your subsKeep COI, license, W-9, and workers' comp current for every sub.
• Type into a PDF instead of printing it outAdd text to any PDF and save a filled copy. The original is never changed.
• Send documents to someone outside your companyPick documents, pick a contact, send a link - or send a plain update with nothing attached. They can send documents back on the same link.
• Request compliance docs by emailSend a sub a one-time link to upload their documents - no account needed.
• Scan a document with AIUpload a document and let AI pull out the key fields.