Simplify Business and Licensing Requirements

Save time, money, and resources while improving command over your business registrations and professional licensing portfolio.

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Streamline Your Workload and Maximize Efficiency

Our easy-to-use software and full-service support give you complete visibility into your registraiton and licensing status. Whether you choose to manage filings internally or outsource the process to us, you'll experience

  • Centralized requirements information
  • Customized notifications and filing reminders
  • Insightful registration data visualizations
  • And more.

 

Key Benefits

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Less time spent researching, filing, and tracking 

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Centralize CE requirements and certificates in a single portal

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Proactive and personalized assistance from experts

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Compliance CoreTM provides up-to-date information on 800+ license types and 1,500+ filing requirements

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Fewer lapses, less risk, and simplified renewal processes

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At-a-glance clarity of your entity registrations and licenses displayed on a US map 

Entity Manager: Instant Clarity on Your Registrations Nationwide

  • Enter virtually any number of entities and users in our cloud-based portal.
  • Integrations with secretary of state databases automatically show where your entities are registered, where they're not, and their statuses.
  • Filing due dates are populated automatically helping you maintain good standing.
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License Manager: A Comprehensive Licensing Management Solution

  • Centralizes all your professional licensing needs, for both the firm and its individual professionals.
  • Compliance CoreTM keeps track of changing licensing requirements, so you can be confident of your data.
  • Store CE certificates and receipts for proof of completion.
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