Licensing

Licensing

Track License Applications and Renewals

Keeping track of all of a company’s licenses and permits is tough. Sites often have 5 or more permits and licenses that need to be renewed and even more that do not require renewal. Copliancy makes keeping up with renewals simple with notifications and an easy-to-use interface with allows users to follow the necessary steps to renew a license, while also easily uploading documents, tracking payments, and keeping notes so everything you need is right at your fingertips.

Business Licenses

Manage New License Applications

For growing businesses it is important to not only track your active licenses, but also those that are in application. Copliancy separates the licenses that are in application from those that are active so they can easily be tracked. Upon the approval of a license application, Copliancy automatically adds that license to the list of active licenses so users are not required to manually input duplicative information.
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Documents, Notes and Tasks

Copliancy is a reliable, cloud-based system that allows users to store their documents and notes with the utmost organization.

  • Superpower your instance with powerful integrations like Sharepoint and Dropbox to ensure that no document is ever lost.
  • Collaborate with teammates using smart notes that leverage tagging and notifications.
  • Take advantage of powerful automations that are triggered upon document upload.
  • Assign one-time and recurring tasks to team members to ensure important responsibilities are completed expeditiously.
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Business Licenses - Software for Managing Licenses

Bulk Edit and Renewal Licenses

Copliancy enables users to save hours of work a week through its Bulk Update and Bulk Renewal processes. Quickly update any field across multiple records using bulk edit. Run through the renewal process for multiple licenses at once to eliminate slow, manual record-keeping.

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Track Payments

Simply track payments using Copliancy’s efficient payment tracking.
  • Quickly generate check requests or Integrate directly with your Account Payable software to ensure payments are shared across ecosystems.
  • Associate unique line items to any payment to separate unique fees such as credit card fees, late fees, convenience fees, and more.
  • Use payment statuses and custom payment approval flows to ensure that all payments are properly approved.
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Business Payments

One-Click Downloadable Licenses

Never have a fire drill again with one-click downloadable and sendable licenses and permits. Copliancy makes it simple for users to locate, download, and print or send copies of renewed licenses and permits in times of need. Free your compliance team from endless requests from on-site staff requesting replacement copies of licenses and permits.

  • Grant specific permissions to site managers, directors of operations and more that can limit edit, delete and view functionality.
  • In the site manager version of the platform managers can see and download copies of misplaced licenses without any ability to edit or change data held in the system.
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Compliance Checks

Stop worrying if your sites have the correct licenses displayed. Copliancy automates regularly recurring compliance checks that are sent directly to your sites to ensure that the correct licenses and permits are displayed at the licensed premise to cut down on costly violations.

Business Website

Ready to get started?

Start using Copliancy quickly and easily with either managed or self-service plans. Click below to start automating your compliance.
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Renewals made easy

Copliancy is the most intuitive license renewal platform available with automations that make your job simple.

Keep your company compliant

Copliancy is built to keep your entire company compliant whether that’s maintaining your licenses or your employees’ training.