Articles tagged compliance

Resellers, government agencies, nonprofits, and the occasional one-off purchase all need tax-exempt treatment — but the right mechanism depends on whether the exemption is per-customer or per-invoice. Here's how to set u...

Insurance certificates, vessel registrations, government IDs — different asset types require different documents. Configure the requirements once at the type level and the system tracks compliance automatically.

Storing a customer's card or bank account on file unlocks subscription billing, autopay, and one-click checkout — but it also concentrates risk and has compliance implications. Here's when each makes sense.

Text messages get answered when emails get ignored. Add SMS for appointment confirmations and on-the-way alerts and your no-show rate drops. Here's the Twilio connect, the templates that work, and the compliance basics.

A text gets answered when an email gets ignored — but a past-due text crosses a tone line if you get it wrong. Here's the cadence, wording, and compliance basics for collecting on overdue invoices by text.

Insurance certificates lapse. Liability waivers age out. Captain's licenses need renewal. The Expiring Soon dashboard is where you catch all of that before it becomes a problem — with one-click reminders that send the cu...

Using Suprata's tax reports to file sales-tax returns. Which numbers map to which boxes, the difference between accrual and cash bases, and the audit trail you should keep.