Track customer sales-tax exemption & resale certificates, remind before they expire and block accidental tax-free invoices on lapsed certificates
Secure self-service portal for partners to submit and update W-9, banking (ACH) and Certificate of Insurance with approval
Customer ACH Debit Authorization & Collection File builder with ABA validation and NACHA-style output (BYOK)
Standardized sales-tax exemption reason codes on quotations, sales orders and invoices with per-line validation and a returns / audit exemption report
Customer credit-application workflow with trade and bank references, BYOK credit score and a transparent limit-recommendation engine.
Customer Sales-Tax Nexus Questionnaire & Survey — collect ship-to data, survey nexus-creating activities, score new-state risk and feed a live nexus tracker
Customer Statement & Open-Item Generator (US)
FMCSA DVIR inspections, driver-qualification files, IFTA/IRP docs & expiry reminders
Track SAM.gov UEI/DUNS registration status, expiry and reps & certs so contractor registrations never lapse.
Deduction & Chargeback Management for Retail/Trade vendors (US)
Multi-dimensional P&L by Department, Class & Location with allocations (QuickBooks Class parity)
Assemble court/agency e-filing packets: PDF cover sheets, bookmarks, an index, court-compliant file names and rule validation before you upload to your own portal
Retention schedules, legal holds and defensible purge log for IRS / SOX / FLSA records
Donation & Tax-Receipt Manager for US 501(c)(3): IRS acknowledgments, fund restrictions & quid-pro-quo disclosures
Drop-Ship & Vendor/3PL Sync: back-to-back POs, margin guard, 3PL inventory feeds and tracking flow-back
Orchestrate DocuSign / Dropbox Sign e-signatures with ESIGN & UETA consent capture and a tamper-evident, hash-chained audit certificate (BYOK)
EDI 850/810/856 Mapping (US Retail)
EEO-1 Component 1 workforce-demographics report: capture the ten EEO-1 job categories, EEOC race/ethnicity and sex per employee, snapshot the workforce, build the cross-tab grid and export the Component 1 data file.
Compute federal tax-deposit amounts and due dates (monthly / semi-weekly), with EFTPS reminders so you never miss a deposit
Validate US EIN, SSN and ITIN format & IRS prefix rules, mask SSNs and detect duplicate tax IDs.