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Records and Compliance

The records your license depends on, kept the way the auditor expects, with the report one button away.

Built on request. Built for the first client who orders them, with PJ on site. Ask in the thirty-minute call.

The Records Your License Depends On

The audit letter means three nights of folders. The report is one button, and the renewal reminder came sixty days early.

Example
Example Home Care is invented. This is an example of the screen.

Without it

  • Nights of folders before an audit
  • Renewals caught too late
  • No record of who saw what

With it

  • The audit report is one button
  • Renewals flagged 60 days early
  • Every access logged

What you get

  • For regulated businesses: the required fields captured, every access logged with a name and a time, retention and destruction on a schedule, licenses and certifications with their renewal dates, and the audit report produced from the record instead of from a weekend of folders.
  • Health, financial, cannabis, firearms, aerospace, utilities, care, food and beverage.

Your part

Three hours: Gate 0 with PJ, the record list, the one-page staff rules read. PJ does the rest.

Price

From $3,500 to set up · $399 a month.

Every month: The access log read, renewals confirmed ninety days out, retention destroys on your sign-off, the rule set dated.

Every system price is a starting point. The Office is from $2,500 a month.

Questions

What if I stop?
Your accounts and data are in your name from day one. Leave anytime and take your data with you.