OnComply

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One link.Every vendor onboarding document.

OnComply collects and validates W-9s, COIs, licenses, contracts, and other vendor requirements through one link. Each requirement feeds live Can Work and Can Pay decisions your team and connected systems can enforce automatically.

Flat pricing from $29/mo · 14-day free trial · No credit card required

From invitation to always ready

See how it works.

Follow the real vendor and admin experience from the first click through validation, Can Work and Can Pay, and automatic renewal.

  1. One invitation

    One link opens the full checklist

    Your vendor sees every document, form, and signature required for their group in one secure place. No account setup and no scattered email requests.

  2. Guided completion

    The vendor completes everything in one place

    They upload documents, enter required details, and complete agreements in one guided flow. Your team does not have to chase each item.

  3. Validation

    Every submission is checked against your rules

    OnComply extracts the important details, validates each requirement, and surfaces only the exceptions that need your team’s attention.

  4. Live decisions

    Can Work and Can Pay update automatically

    A clear decision appears in OnComply and can flow to connected systems, so dispatch and payment follow the policy you set.

  5. Continuous compliance

    Renewals keep those decisions current

    OnComply watches expiration dates and sends renewal links automatically. If something lapses, its configured policy applies until the replacement passes.

Step 1 of 5One invitation
OnComply

Vendor Onboarding

Review what you’ll need before you begin.

0 of 4 uploaded

Requirements (0/4)

W-9
Provide a current W-9 for review.
Not uploaded yet
Not uploaded yet
General Liability COI
Provide proof of current coverage.
Not uploaded yet
Not uploaded yet
State Contractor License
Provide a current professional license.
Not uploaded yet
Not uploaded yet
Subcontractor Agreement
Review and complete the required agreement.
Not uploaded yet
Not uploaded yet

The whole vendor file goes beyond COIs.

Most compliance tools track insurance and stop there. OnComply also collects tax details, banking, licenses, agreements, and the custom requirements on your checklist.

Business & tax

Legal name, entity type, and tax ID, collected and validated before the first payment goes out.

  • Basic Information
  • W-9
  • Tax Exempt Certificate
  • TIN Verified Basic InformationAdd-on

Insurance

COIs are read automatically and checked against your coverage limits, dates, and insured names.

  • Certificate of Insurance

Banking

ACH details go straight into the encrypted portal instead of sitting in someone's inbox.

  • Bank Account / ACH

Licenses

Trade and business credentials tracked with their expiration dates, so renewals happen before work stops.

  • Business License
  • Professional License

Agreements

Upload your PDF, mark the fields, and vendors fill and sign it with a complete evidence trail.

  • Signed Agreement

Custom requirements

Anything specific to your business: request a file or build your own form fields with validation.

  • Custom Document
  • Custom Form

Every requirement rolls up to two live answers.

A vendor stays cleared only while their whole file is current.

If vendors owe you paperwork, this is for you.

Any team that onboards vendors can run on OnComply. Here's how the three we hear from most put it to work.

General contractors

A sub's COI expires mid-job and you find out from the inspector. OnComply catches it the day it happens and blocks dispatch until it's fixed.

  • COIs
  • Trade licenses
  • Signed subcontracts

Property managers

Maintenance vendors across a dozen properties, each with insurance and licenses expiring on their own schedule. OnComply tracks the dates and chases the renewals for you.

  • COIs
  • W-9s
  • Business licenses

AP teams

January shouldn't be a W-9 scavenger hunt, and bank details shouldn't live in email. OnComply collects both up front and holds payment when a vendor's file goes stale.

  • W-9s
  • ACH details
  • Tax-exempt certs
Eligibility controls

Know who can work and who can get paid.

Every vendor has a live compliance status based on their documents. Can-work and can-pay rules update when a document changes, expires, or gets renewed. Your team sees one enforced decision for the entire vendor roster.

Plans that scale with your vendor roster

Start with a 14-day free trial. No long-term contracts. Plans from $29/mo for small teams up to $999/mo for larger organizations.

See pricing details

Your vendor data is protected

Tenant-isolated architecture

Each organization's data is logically isolated with database-enforced tenant controls and tenant-scoped encryption backed by AWS KMS.

Encrypted sensitive data

Sensitive fields are encrypted using AES-256-GCM at rest. All data is encrypted in transit over TLS.

Audit logs and access controls

Every action by every user is logged with timestamps. Role-based access controls limit who can see and do what.

Step-up authentication

High-risk actions like accessing sensitive data or changing security settings require additional verification.

Common questions

Most teams are up and running in under 15 minutes. Create a vendor group, set your document requirements, and share the invite link. There's no implementation project or onboarding call required, though we're happy to help if you want one.

No. Vendors complete everything through a link: no login, no account, no app download. They upload documents, fill and sign PDFs, and submit forms on any device in a single session.

OnComply sends automatic reminders on a schedule you control. If the vendor still does not respond, their work and payment readiness changes according to the policy you set. Your team is never locked out: you can review the reason, contact the vendor, or grant an exception.

Yes. Sensitive fields are encrypted using AES-256-GCM with tenant-scoped envelope encryption backed by AWS KMS. We use role-based access controls, database-level tenant isolation, and maintain a complete, append-only audit trail.

Yes. Micro, Launch, Growth, Scale, and Business each begin with a 14-day free trial. No card is required to start. Choose a paid plan when the trial ends to continue without interruption.

Your vendors owe you documents.
Stop asking twice.

Set up your first vendor group in 15 minutes. Vendors complete everything through one link. Renewals and compliance tracking run on autopilot from there.

14-day free trial · No card required · Plans from $29/month

Request your demo

Fill in your details and we'll handle the rest.

No credit card required. We'll respond within one business day.

W-9 CollectionCOI TrackingACH AuthorizationDocument Fill & SignAutomated ValidationRenewal RemindersCan-Work / Can-Pay ControlsVendor PortalCompliance DashboardWebhook IntegrationsEligibility APIAudit-Ready ExportsLicense TrackingGrace Period ManagementCustom FormsW-9 CollectionCOI TrackingACH AuthorizationDocument Fill & SignAutomated ValidationRenewal RemindersCan-Work / Can-Pay ControlsVendor PortalCompliance DashboardWebhook IntegrationsEligibility APIAudit-Ready ExportsLicense TrackingGrace Period ManagementCustom Forms