Smart Compliance is in your Business Hub Vault. It keeps your legal and tax documents in one place and reminds you before their dates.

What Smart Compliance does

Smart Compliance keeps track of common filing and renewal dates for your business. It covers annual reports, business licenses, permits, registrations and insurance. When you upload a document, our AI reads it to find what it is and its dates. It's never used for training. You check what it found, and then Aventide sets a reminder before the date.

Smart Compliance is a reminder and document storage tool, not legal, tax, or accounting advice. Aventide isn't a law firm, and it doesn't file anything for you, pay a fee or contact an agency. Due dates are estimates based on general federal and state rules, so always confirm them with the agency or a qualified professional.

How it works

  1. Tell it about your business. In the Business Hub, open Vault, then Smart Compliance. Add your business type, the state you formed in, the state you operate in and how you're taxed. You get a checklist of the documents and filings that usually apply to a business like yours in the US.
  2. Upload your documents. Drop in your annual report, business license, permits or insurance policy. Before the first scan, Aventide asks for your OK. It reads each file once to find dates and details, then forgets the text.
  3. Check what Aventide read. Each new document's card shows what it found and asks "looks right?". Fix anything that's wrong with Edit, then confirm. The document's reminder waits until you do. If a document also names your business type or a state you're registered in, Aventide asks before it changes your business profile.
  4. Aventide sets a reminder. Once you confirm, each renewal or filing date becomes a reminder on your planner. You can edit a document's issued and expiry dates and choose how many days ahead to be reminded. If you change a date later, its reminder moves with it.
  5. Mark it filed. When something comes due, click Mark as filed and it moves on to its next deadline. Aventide doesn't file anything for you.

Locked documents

Documents are locked. Aventide's assistants can't read them unless you unlock one, and Aventide warns you first. Sensitive numbers like your EIN are masked. Locking is an access setting, not extra encryption. The one exception is a scan you choose to run: to read a document, the file goes to our AI provider, even if it's locked.

What it won't do

Smart Compliance tracks the dates on what you upload and gives you common federal and state deadlines for your business type. The list isn't complete. It leaves out city and county license rules (it tracks only the date printed on a license you upload), most sales and payroll taxes, state income tax returns, and first-year filings. The Smart Compliance tab has the full list under "What we track and what we don't". Dates assume your tax year ends December 31 and don't move for weekends or holidays. Always confirm dates and fees with the agency before you file.

More detail: our Terms and Privacy Policy.