Subcontractor compliance
Subcontractor compliance software that actually gets the paperwork in
PaperBoss collects COIs, W-9s, and WC exemptions from every sub on every project, automatically. No spreadsheets, no account signups, no chasing.
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Most GCs we talk to manage subcontractor compliance in a spreadsheet and a shared inbox. It works until it doesn't: an auditor asks for a specific COI, a sub's insurance lapses mid-project, or 1099 season hits and half the W-9s are missing. PaperBoss is subcontractor compliance software designed to catch every gap before it costs you.
Every document type in one place
COIs, W-9s, WC exemptions, licenses, and custom docs in one dashboard. One source of truth for every sub on every project.
Zero-friction sub uploads
Subs click a link, upload a PDF, done. No accounts, no logins, no support tickets from confused subs.
Automated reminders
PaperBoss nags the sub so you don’t have to. Escalating reminders until they upload, then expiration alerts so coverage never lapses.
Audit-ready in seconds
Pull a full compliance report for any project, any sub, any date range. Export to CSV for your insurance auditor or CPA.
Auto-Read every document
AI reads every uploaded COI, W-9, and WC certificate automatically. Carrier names, policy numbers, expiration dates, and endorsements are extracted and pre-filled so nothing gets missed.
How it works
Connect your subs
Add subs manually, import a CSV, or paste a list of emails. Takes minutes to set up.
Define what you need
Pick which documents each sub needs: COI, W-9, WC exemption, license, or custom types. PaperBoss sends the request.
Let automation work
PaperBoss collects, reminds, tracks expirations, and flags problems. You review the dashboard.
Frequently asked questions
What is subcontractor compliance software?
Subcontractor compliance software automates the collection and tracking of documents general contractors need from subs: certificates of insurance (COI), W-9 tax forms, Workers’ Comp exemptions, licenses, and more. It replaces spreadsheets with automated workflows and expiration tracking.
Why do GCs need compliance software?
Missing paperwork creates real exposure: an uninsured sub can transfer liability to the GC, a missing W-9 can trigger IRS backup withholding, and a lapsed COI can void project insurance. Compliance software catches these gaps before they cost you.
How long does setup take?
Most GCs are sending their first document request within 10 minutes of signing up. No onboarding calls required.
Does PaperBoss integrate with Procore or QuickBooks?
PaperBoss works standalone with CSV export. Direct integrations with Procore and QuickBooks are on the roadmap. Most GCs use PaperBoss alongside their existing project management tool.
Is my data secure?
Yes. All documents are encrypted in transit and at rest using AES-256 encryption via Supabase Storage. Your data is never shared with third parties.
Every sub, every document, one dashboard.
Every day without tracking is a day you’re exposed. One uninsured sub can cost you the whole job.
14 days free · No credit card