Subscription sites that sell document management software in all fifty states.

Each invoice is rated by the customer's location against current state and local rules for hosted software, with exemption certificates stored per account and nexus thresholds tracked as sales grow. When you register in a new state, collection starts there without code changes. Tax shows as its own line on every invoice and in every export your accountant needs.

Renewal terms, price, frequency and cancellation method shown before purchase, express consent captured and stored, and acknowledgment emails sent. Buyers in states with stricter rules get the extra notices those states require, driven by their billing address rather than separate checkouts. Consent wording is versioned, so you can show exactly what a buyer agreed to and when.

Self serve tiers priced by seats and storage, a team tier with SSO and audit logs, and an enterprise tier sold by quote with custom terms. The comparison table and the product's feature flags come from the same plan definitions, so they never disagree. Annual and monthly billing sit side by side, with a clear saving message only if you choose to offer one.

Editions for healthcare, legal, education or financial services with the features those buyers expect, such as a business associate agreement request for HIPAA covered customers or FERPA language for schools. Your counsel defines the terms; the site sells and records them. Edition features are switched on through your product API the moment the plan is active.

Cards and digital wallets for fast sign up, ACH debit with Nacha compliant online authorization for annual plans, and invoice billing with purchase orders for larger accounts. Public agencies can pay through their own procurement process while the subscription is tracked in the same system. Authorization records for ACH debits are stored with the customer for the period the network rules require.

Managed IT providers and consultants across the country resell document software. Partner accounts can create customer workspaces, choose whether the partner or the end customer is billed, and receive margins or referral credits calculated automatically each month. Partner portals carry their own branding where your agreements allow it.

Plan, usage, seats, storage, invoices, payment methods and billing contacts in one portal. Upgrades are prorated, downgrades respect stored data, and cancellation sits beside the upgrade button with a link to a full export of documents and metadata. Billing roles let a customer's finance contact manage invoices without seeing any stored documents.

Access, deletion, correction and opt out requests handled through one workflow that applies the right rules to residents of each state with a consumer privacy law. Global Privacy Control signals are honored on marketing pages where states require it. Each request is verified, tracked to a deadline and closed with a record of what was sent.

Pricing, checkout, consent and portal screens built to WCAG 2.2 AA. ADA Title III claims against websites are common, and state and local governments buying your software now face their own federal accessibility rule, so they will ask whether your buying flow meets it. Accessibility conformance notes can be published for procurement teams to review.

Recurring revenue, expansion, contraction, churn and failed payments by plan, state, industry edition and channel partner, drawn directly from billing. Finance sees deferred revenue on annual plans, and leadership sees which regions and segments are growing. Reports can be exported to your data warehouse for deeper analysis.