Compliance tracking for brokers, PEOs and HR consultants
One board across every client company you carry, one obligation handed to the outside person who does it, and a record your client can read. Priced per client company, yearly.
What a firm gets
Every client on one board
A portfolio view that says where to look this morning: which client has something overdue, which has a filing opening this month, which is quiet.
Hand off one thing, not the account
A TPA sees the Form 5500 and nothing else. A CPA sees the filing you gave them. Your client’s HR lead can be an administrator of their own company and no other.
A record the client keeps
Evidence and the audit trail belong to the client company. When an engagement ends, they keep their history; when a new one starts, you see it from day one.
Explain it in your own words
Every obligation names the facts that made it apply and cites the source, so the conversation with a client starts from the rule, not from a hunch.
Facts from the client’s payroll
Import each client’s roster or connect their payroll system; headcounts and thresholds follow per company, with the source visible.
Told once, per client
A digest across your book, immediate notices for anything overdue, and escalation to the client’s owner when nothing moves.
How a book is run
- 1
Add your clients
One short questionnaire per company. Three clients or three hundred; the plan follows the count.
- 2
Work the board
Open the client with something due, assign it or do it, attach the proof.
- 3
Show the record
Export a client’s evidence pack for any period when they, their auditor or their lawyer asks.
Questions firms ask
How is a firm billed?
The Firm plan is priced per client company per year, with a minimum of three. Add a client mid-year and the rest of the year is prorated. Every state is included for every client.
Can a client see their own company?
Yes. Invite the client’s HR lead as an administrator of their company; they see that company and nothing of your other clients.
Which states are covered?
Federal rules for every company. State and local rules today for New York, California, Oregon, Washington, Minnesota, Illinois, New Jersey, Colorado and 16 of their cities and counties; more states arrive as reviewed batches, and a company elsewhere sees its federal obligations only.
Is this legal advice?
No. The product tracks obligations, explains which facts made each apply and points at the source. Advice to your clients remains yours and their counsel’s.
Bring your first three clients.
Every state, every feature, no card. The plan follows your client count from there.