Your workspace is organized around the certificate lifecycle, and the left sidebar is your map.
- Dashboard — your compliance snapshot and recent activity.
- Customers — the businesses you collect certificates from.
- Certificates — every document, with status and expiration.
- Requests — upload links and campaigns, and who still owes a document.
- Form Library and Coverage map — state forms and where you are covered.
- Store orders — tax-exempt Shopify orders and their certificate status.
- Reports and Settings — exports, team, and billing.
The bell (top right) surfaces anything that needs attention, and search (⌘K, or Ctrl K on Windows) jumps you anywhere fast.