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.

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.