Compliance Software
Our award-winning software organizes charity registrations, corporate registrations, and more all in one user-friendly portal.
Benefits of Purpose-Built Compliance Software
Why become a comprehensive compliance partner rather than focusing on one specific regulation?
Simple! Our clients want a one-stop shop for managing regulatory requirements. Dealing with one vendor is easier and saves time, meaning our clients can stay focused on their missions without worrying about regulatory filings.
Our systems are specifically designed to securely store nonprofit data in a structured manner for easy reuse in multiple filings. Our Organization Profile serves as a centralized hub for all the relevant information, eliminating the need to start every filing from scratch. We’re so confident in our approach that we’ve changed our slogan from "State Charity Registration Experts" to "Nonprofit Compliance Experts" to reflect our commitment to providing comprehensive compliance solutions.
Key Features
Project Status
A powerful tool that gives you transparency into the status of each filing we're working on in once centralized location.
Charitable Registrations
See where your organization is registered, exempt, has a registration or exemption pending, where your organization may be required to register in the future, and more.
Corporate Registrations
Linked to all of the secretary of state databases, monitor and view where your organization is registered.
Registered Agent Service
Receive documents electronically and state form templates that are pre-filled with registered agent information.
Dynamic Disclosures®
Automate maintenance of your charitable disclosures by implementing this service directly to your organization's website to keep up with charitable disclosure statements.
