Licensing & CPEO Compliance
Manage CPEO requirements, state registrations, co-employment documents, and compliance tasks for all client companies.
CPEO Readiness Score
66/100 avg
% of required CPEO onboarding items completed
IRS Form 8973 Workflow
2pending filings
Track 8973 filing status by client
Client Service Agreement
1need attention
1 Missing0 Expiring
CSA status and IRS-compliant language
New Hire Reporting
44pending reports
30 Pending14 Overdue
State-by-state NHR compliance
State Registrations & Tax
4incomplete accounts
SUI, withholding, and local tax IDs per CID
Co-Employment Activation
3pending activation
Compliance gating for payroll activation
Annual CPEO Requirements
0overdue items
Financials, bonds, SOC, IRS recertification
Local Jurisdiction Licensing
1missing/invalid
NYC, SF, Chicago, Denver, Philly tax IDs
Client Companies (4)
95score
TechStart Solutions
CompliantCID-001•EIN: 12-3456789•CA, TX
62score
Bright Future Academy
At RiskCID-004•EIN: 98-7654321•FL
8973: Client SignedState Accts PendingNot Activated
28score
Summit Financial Services
Non-CompliantCID-008•EIN: 45-1234567•NY, NJ
8973: Info CollectedCSA: MissingState Accts PendingNot Activated
78score
Green Energy Solutions
At RiskCID-010•EIN: 56-7891234•TX, AZ
State Accts PendingNot Activated