Maintain Licenses & Renewals in One Place
5/5 stars for client support
Managing counterparty licenses across spreadsheets, emails, and shared drives creates risk. When sales, tax, and accounting teams all have only one piece of the puzzle, critical renewals get missed, exposing your business to audit penalties and tax liabilities.
IGEN gives you a purpose-built, tax-oriented, centralized platform to store, track, and renew every license, permit, and certificate, putting your tax team back in control.
License Maintenance: Import to Renewal
Leverage a single source of truth for tracking all license-related documentation. Quickly filter records to identify licenses that are about to expire and automatically trigger renewal requests for updated certificates.
Manual License Tracking Has Real Business Consequences
Risk: In tobacco, selling to a customer without a valid license can put your own license at risk and carry legal liability. In fuel, a single lapsed license discovered after filing can mean a six-figure tax exposure you’re now responsible for recovering from your customer.
Efficiency: Without a centralized system, your team is emailing customers individually, chasing attachments across inboxes, and manually uploading certificate images one at a time. This is time-consuming, inconsistent, and difficult to scale.
Visibility: When license data is scattered across back-office systems, shared drives, and inboxes, no one has a complete picture. Leadership can’t see what’s expiring, what’s missing, or where the exposure is—until it becomes a problem.
All Your Counterparty Data in One Place
IGEN’s License Maintenance tool acts as a secure, central repository for all your critical counterparty documentation and data. Upload files as images, PDFs, or Word documents and link each record to a complete counterparty profile for total visibility and control.
Store licenses
Upload or Bulk Import
Upload licenses as images, PDFs or Word docs by license type and jurisdiction. Bulk import company records or import license lists by jurisdiction.
Automated Processing with Optical Character Recognition (OCR)
Automatically extract key data from license documents, match them to the correct company records, and standardize file naming—eliminating manual data entry and reducing processing time.
License Storage Hub
Keep track of customer name, ID/FEIN, addresses, and contact information. Easily update company license type and jurisdiction. Add hyperlinks to websites/internal sites for reference.
Save Standard Operating Procedures
Add notes and attach documentation such as Word documents, spreadsheets, emails, and more.
Maintain licenses
View Upcoming License Expirations
View license expirations by period (30, 60, 90, 120 days until expiration).
Streamline Renewal Process
Launch coordinated renewal campaigns driven by jurisdiction, deadline, or customer group. Assign a campaign manager, define the renewal window, and send branded automated emails to customers who need to act.
Take advantage of our full suite of license management solutions
License Verification
Validate license status and details, catching discrepancies before they create risk with IGEN’s License Verification.
License Maintenance
Centralize, track, and renew all license records with bulk imports, clear expiration views, and targeted update requests.
License Verification Plus
Combine License Maintenance and License Verification together for one workflow with automated license verification that continuously checks licenses and flags issues for fast resolution with IGEN’s License Verification Plus.
Resources
Automate Tax License Management
Help your business do license verification & maintenance right, with IGEN. Talk with an expert today.