The Vendor's Side of Compliance
Your clients use CompliScan to set the documents they require. You get one guided portal: see exactly what's needed, upload your documents once, pay a single certification fee, and earn a live, shareable certificate you can present to any client.
How it works
01
A client sends you an invite or onboarding link. Create your account in minutes — or sign in if you already have one.
02
A live checklist shows exactly what this client requires. Drag in your documents and complete their forms — no guessing what's missing.
03
Pay one certification fee by card. Your documents are read into structured data and graded against the client's rules automatically.
04
Approved? You get a live, QR-verifiable certificate — and renewal reminders so it never lapses without warning.
Inside your portal
Every client's requirements, your documents, and your live status — in one place. You always know exactly what's needed, what's been accepted, and what's coming up for renewal.
Live requirement checklist
Each certification lists every item the client wants — required and optional — with the exact rules each one is graded against. As you upload, items flip to accepted in real time, so there's never a mystery about why something isn't passing.
Required vs optional · live pass/flag/fail · plain-English reasons
No re-typing
Drop in your COI, W-9, license, or SOC 2 and CompliScan pulls out the details that matter — limits, dates, names — so you're not re-keying the same numbers into another client's form. Review what was captured, confirm, and you're done.
126 document types · instant capture · you confirm before submit
One profile, every client
Your insurance certificate, tax forms, and policies live in one profile. When a new client certifies you, the documents you've already uploaded are right there — apply them in a click instead of starting from a blank inbox again.
Northwind Facilities Group
High-Risk Vendor Certification
Share the QR or link — anyone can confirm you're certified, live, without logging in.
Proof you can share
Every certification gives you a shareable certificate with a QR code and verification URL. Send it to a prospect or a new client and they can confirm it's real and current in one tap — no phone calls, no emailing PDFs that go stale the moment a policy renews.
Why certify with CompliScan
FAQ
The certification fee covers the platform and the review work that gets your documents read, graded, tracked, and renewed — so your client doesn't bill you for it separately and you don't chase paperwork across email. In return you get a real, reusable credential: one guided portal, one profile for every client, and a live certificate you can show anyone.
It depends on the requirements each client sets for their certification — they choose the scope and the price. You'll always see the exact amount in your portal before you pay anything, with no surprise charges and an itemized receipt afterward.
No. Your documents live in one profile. When a new client certifies you, the insurance certificate, W-9, licenses, and policies you've already uploaded are right there to apply in a click — you only add what's genuinely new.
Whatever the client requires for their certification — commonly a certificate of insurance, a W-9, business licenses, safety policies, or a cybersecurity assessment. Your portal lists every required and optional item up front, so there are no surprises halfway through.
Yes. Your documents are encrypted and shared only with the clients you're getting certified with. They're never sold or made public, and you control your profile. See our Privacy Policy for the full detail.
CompliScan tracks expiration dates and reminds you ahead of time. Upload the renewed document and your certificate updates automatically — your certified status stays current and your clients always see live, accurate information.
Open the invite link and create your account, or sign in if you already have one. Your client's certification and its checklist will be waiting for you. No invite yet? Create an account and you'll be ready the moment one arrives.
One profile, every client, one certificate you can prove anywhere. Start in minutes.
Get started
Choose your account type and we'll take you to the right sign-up.