Every client's compliance. One protected workspace.
Manage every winery in your book without merging spreadsheets, switching tools or risking one client's data appearing in another client's work.
Import orders, identify exceptions and generate submission-ready multistate reports from one desktop application.
Separate by client
Each winery has its own protected workspace containing its orders, permits, filing obligations, reports and history. Switch clients without touching, merging or exposing another client's data.
Generate multistate reports
Import a client's orders once and generate submission-ready reports for every applicable state. No rebuilding the same quarter of transactions state by state.
Resolve local jurisdictions
Normalize customer addresses and map each shipment to the appropriate county and local tax jurisdiction.
Find exceptions before filing
Identify dry-jurisdiction shipments, quantity-limit exceptions, missing data and other potential compliance problems before reports are generated.
Track every obligation
Maintain filing requirements, due dates and completion status by client and state. The deadline calendar keeps upcoming and overdue obligations visible until they are completed.
One price for the work, not every report
Generate unlimited reports for every included client winery without per-report charges. Every report ties back to the underlying source orders, line by line.