Compliance Center Overview

A solution for managing client disclosure and information use issues.

Link to BizActions Compliance Center Signup Form


 Go to Compliance Center OverviewGo to Compliance Center From Builder DetailsGo to Compliance Center Category SamplesGo to Compliance Center Consent Report SamplesGo to Compliance Center Signup Form

Announcing BizActions Compliance Center - the easiest way to acquire Consent to Disclose or Consent to Use authorizations and protect yourself in the process - AND - the quickest way to get authorizations for virtually anything else and maintain a record of it.

  Consent to Disclose - This type of consent is required with few exceptions before a firm can release someone's personal information.

  Consent to Use - This type of consent is the primary purpose of BizActions Compliance Center.  It provides an electronic authorization signature for a wide variety of multiple consents to use personal information.

  Authorization Consent - Every firm needs to get authorization to proceed with some activity or to notify clients of some activity and keep a record of their responses for those transactions.   BizActions has added user customizable functionality to the Compliance Center for securing an electronic Consent from any client on any type of matter.  Unlike the 7216 rules that apply only to accountants, this benefit is highly useful for any firm in any industry segment. 

Now you have a product that makes the request for authorization as easy as sending out an email, getting the relevant party to check a box and type in their name and you're protected.  The authorization is securely recorded should you ever need proof.  Individual consents are a snap - a Sponsor's Point Of Contact can log into the member record right from the Dashboard and click the link to send a pre-built consent.  BizActions Compliance Center even allows you to create groups based on your database for mass requests when the need arises.

 BizActions sells the Compliance Center as a stand-alone version or bundled with BizActions email newsletter system.  Any firm can use the Compliance Center with our templated consents or build their own custom consent forms.  Take a look at how the Compliance Center works to make your life easier, responses quicker, approvals secure and management simple.

Click here for a closer look at the workings of BizActions Compliance Center.