Services: Guided Launch, Managed Filing

Compliance. Solved. Your way.Run Compliance Vine® yourself, have us set it up with you, or hand us the monthly work. Either way, the paperwork stops eating your month, and you get back to the wine.Three ways to work with usEvery month, someone at your winery pulls reports out of systems that don't talk to each other, reformats them by hand, and hopes the numbers come out right. We take that part. How much we take is up to you.

Run the platform: Compliance Vine®, connected to the tools you already run. Best for: Teams that want to run it themselves.

Guided Launch: Us setting your store up with you, state by state. Best for: Getting set up right the first time.

Managed Filing: Us handling the filing and licensing work you hand over. Best for: Wineries that want the monthly work off their plate.

Set up once, set up right.Your licenses decide where you collect tax. We take your license list and set your Shopify store up to match: every state, every setting, checked against state rules before a single order goes through. You approve every change, and we back up your store before we touch it.

Your licenses loaded into CV Live

Tax collection turned on in every state you're licensed to ship to

The right settings for states with special rules, such as California and Colorado

Every state checked against our rule data, with adjustments you approve

A one-page report of what we set, and a plain-English note on anything your store platform can't handle on its own, with what we recommend

How it works

Tell us about your winery. A short form: your store, where you ship from, and your licenses.

Give us access, on your terms. You install CV Live and approve our access to your store's tax settings. During setup our team works only in your store's tax settings, products, locations and store settings. We don't open your orders, customers or payments, and you can remove our access at any time.

We set it up and check it. Every licensed state, checked against state rules, with your store backed up first.

You approve the adjustments. One page shows what we set and what we recommend. Nothing changes without your sign-off.

Ongoing servicesCompliance Vine® Managed FilingThe platform prepares the routine state returns from the numbers your systems already hold. One of us reviews each one and files it. You see every return before it goes out, and you get a monthly summary of what was filed.Licensing AssistanceHelp getting new state licenses and renewing the ones you have, so your license list stays current and your tax setup follows it.Your clients. Your name on the filing. Our setup work behind it.You carry every client's states, rates and deadlines, and when a store's tax settings drift, it lands on you. Use Guided Launch for your clients' stores, or buy defined setup and filing support from us, while you keep the relationship and the advisory work. If a winery already works with you, we work through you; Managed Filing is for wineries that don't have a consultant. We don't use access to your clients' stores to sell to them.Common questionsWhich store platforms do you set up?Guided Launch sets up Shopify stores today. Ask us about Commerce7 and Wix.Do I need a new app to file through?No. Compliance Vine® works underneath the tools you already run. It connects them; it doesn't replace them.What can you see in my store?During setup, our team works only in what the setup needs: tax settings, products, locations and store settings. We don't open your orders, customers or payments. You approve our access, and you can remove it at any time. When CV Live checks an order, it processes what the check needs, as our privacy policy describes.What if my store platform can't handle a local tax exactly?We tell you where, by how much it affects an order, and what we recommend. No surprises at filing time.Do I have to buy Guided Launch?No. It's optional. Plenty of wineries run Compliance Vine® themselves.Can my compliance consultant use this?Yes. See the section for consultants above.Book a 15-minute call