Managing Your Licenses with IGEN
Staying on top of licenses can be a huge burden. Failure to maintain customer and vendor license information means penalties which could include a loss of your license. But, maintaining those licenses in multiple places is a major headache. Meet your one-stop shop for partner and vendor management.
Your complete toolkit for reducing redundancy and risk, all while ensuring you have better visibility of tax implications across the organization.
Finally, a platform that helps you sell to licensed customers without duplicated efforts & avoidable errors
How to manage licenses with IGEN
Store licenses and certificates
Reduce time spent on manual entry by bulk importing company records or import license lists by jurisdiction. Keep track of customer name, ID/FEIN, addresses, and contact information. Upload certificates/licenses as images, PDFs, or Word docs by license type and jurisdiction.
Report on company licenses
Pull reports by company and license information. You can view by effective/expiration dates, license types, company details and contact information and more.
Track license status and alert users
View license expirations by period (30, 60, 90, 120 days until expiration). Send automated emails to your team about upcoming renewals with attached certificates. Generate lists of company representatives to streamline the renewal process.
Frequently asked questions
Get answers to the most common questions about how to manage your licenses with IGEN.
Our license management software can maintain all your important license information including customer licenses, expiration dates, certificate images, contact info, and more.
Yes, we can input spreadsheets that contain customer name, id, address, contact, and license info directly into the software.
Yes, you can relate a spreadsheet of customers to certificate images on a bulk level.
Yes, we have standard reports and trigger criteria that will notify you of licenses coming due.
Yes, we can generate emails to customers whose licenses are coming due. If the customer does not have an email address in the system, we can notify your designated contact person.
Yes, our license management software works with all of our enterprise software solutions including Data Reconciliation, Excise Tax Determination, and Excise Tax Compliance.
Download now: the ultimate guide to tax automation
Tax automation provides a wealth of opportunities that translate to reduced cost, increased efficiency, and greater revenue. Get started by downloading our Ultimate Guide to Tax Automation.