All products

Track mandatory sexual-harassment prevention training by state (CA SB 1343, NY, IL, CT and more): per-jurisdiction/role requirements, per-employee records, automatic next-due-date recurrence math, new-hire deadlines and overdue/upcoming flagging with a compliance dashboard.

Separate marketplace-collected (Amazon/eBay/Etsy/Walmart) sales tax from your seller-collected tax so self-filed state returns are not double-counted. Per-state, per-period facilitator vs direct reconciliation with settlement import and CSV.

Classify business meals & entertainment by IRC Section 274 deductibility tier and build a Schedule-M add-back worksheet

Medical/Dental Practice Claims & EOB

Tiered dues, chapter/affiliate rollup, renewals, member portal and non-dues revenue for US 501(c)(6) associations

Import Stripe / Square / PayPal settlement files and reconcile gross / fee / net deposits to invoices with fee GL coding.

Print US business checks on blank stock with MICR E-13B line, layout designer, ABA validation and check register

Intercompany AR/AP mirroring, US-GAAP elimination entries, consolidated rollup and ASC 810 minority interest for multi-entity groups

Multi-State Employee Work-Location & Tax-Nexus Map - track where remote staff actually work and flag payroll-tax registration and income-tax nexus, state by state

Multi-State Payroll Tax Worksheet (SUTA/FUTA) with wage-base capping, quarterly liability and CSV export

Assign NAICS and SIC industry codes to partners, segment by sector, and capture gov-contracting / insurance data.

Non-Conformance (NCR), Root-Cause (5-Why / Fishbone), 8D & CAPA workflow with Supplier Corrective Action (SCAR)

New-Hire Reporting Worksheet: capture the federally required data set, compute per-state due dates, flag overdue and export CSV for your state New-Hire Directory.

Notary & Witness Log (Remote/In-Person) - state-compliant notary journal, ID verification capture and RON session metadata

Screen customers & vendors against your own OFAC SDN / BIS / consolidated denied-party lists with a local fuzzy matcher, hit review workflow and immutable audit log.

Apply correct origin- or destination-based sales-tax sourcing per US state, with mixed intrastate/interstate rules.

Record workplace injuries/illnesses, judge recordability, and auto-build the OSHA 300 Log, 300A annual summary and 301 incident report with TRIR / DART incidence rates.

Import a Gusto / ADP / Paychex payroll register CSV and post a balanced US journal entry: gross wages, employer FICA / FUTA / SUTA / 401(k) match, employee withholdings as liabilities and net-pay clearing, with department cost-center splits.

Petty-Approval via Email/Mobile (US DOA) - one-tap approve or reject pending approvals from your inbox or phone with a tamper-evident delegation-of-authority audit trail

Encrypt and mask SSN & bank fields, role-based reveal with full access audit and a state breach-notification helper.

Plaid Bank-Feed Connector (BYOK) - pull US bank & credit-card transactions with your own Plaid key, auto-import and auto-categorize them into Odoo, no manual statement uploads