U.S. SMALL-BUSINESS COMPLIANCE

Make small-business compliance clearer and easier to manage.

RuleRook is in development to help U.S. small-business owners make compliance obligations clearer and more manageable. We’re starting with plumbing, electrical, roofing and HVAC businesses, and building toward an easier way to understand and organize requirements like licenses, permits, insurance renewals, registrations and filing dates.

RuleRook is not available yet; these are planned capabilities.

ILLUSTRATIVE CONCEPT
RuleRook / overview

YOUR BUSINESS

A clearer view of what’s next.

Example
Compliance records01—04
LTrade licenseRenewal date
PLocal permitJurisdiction
IInsurancePolicy review
FAnnual filingFiling deadline
✓

Requirements vary by trade and location. Confirm the source before you file.

A concept for a more manageable compliance workflow.

WHAT WE’RE WORKING TOWARD

Less time chasing dates.
More confidence about what comes next.

Requirements can live across different agencies, renew on different schedules and change from one jurisdiction to another. RuleRook is being built to help owners understand those moving parts and plan how to manage them.

01

Keep the details together

A planned business view for licenses, permits, insurance, registrations and filings.

02

Plan around key dates

Deadline tracking and reminders are planned, but are not available today.

03

Explore research and paperwork support

AI-assisted research and paperwork tools are planned, but are not available today. Any future support will depend on coverage; official forms would still need your review and submission through the proper process.

RuleRook is in development. The capabilities above are not available today. Automatic official-form completion and government-portal submission are not available.

MADE FOR THE WORK BEHIND THE WORK

Start with the trades that keep America running.

RuleRook is focused first on U.S. small businesses where paperwork is part of the job.

Read the plumbing paperwork guide
01Plumbing
02Electrical
03Roofing
04HVAC

FOR ACCOUNTANTS & AGENCIES

Help every client stay a step ahead.

RuleRook’s planned advisor workspace will make it easier to coordinate separate compliance deadlines across multiple client businesses, without losing the details that make each one different.

Discuss advisor workflows

BUILDING FOR THE REAL WORLD

What compliance takes up your time?

Tell us what you’re tracking. We’re shaping RuleRook around the realities of running a trade business.