Self-Serve tier

Classify an outside sales representative as 1099 independent contractor vs W-2 employee under FLSA outside sales exemption (29 CFR §541.500), IRS 20-factor / common-law control test, and post-AB5 ABC test states. Embedded mechanical classification matrix, exemption qualification

Analyze channel partner rebate / SPIFF / commission structures under FCPA Foreign Corrupt Practices Act 15 USC §78dd-1, UK Bribery Act, OECD Anti-Bribery Convention, and US state commercial bribery statutes. Embedded red-flag matrix, due diligence framework, and contract anti-cor

Analyze sales rep commission vesting on resignation, termination, or post-termination renewals under state wage payment acts (NY Lab. Law §191-c, IL Sales Rep Act 820 ILCS 120, CA Lab. Code §2751, MA, NJ, TX, FL Sales Reps Acts). Embedded state matrix, procuring-cause analysis, w

Analyze sales tax nexus, registration, and collection obligations across all 50 states post-South Dakota v. Wayfair, 138 S. Ct. 2080 (2018). Embedded economic nexus thresholds (sales $ and transaction count), marketplace facilitator law overlay, SaaS taxability matrix, and remedi

Analyze sales rep / AR collection activity under FDCPA (15 USC §1692) and CFPB Reg F (12 CFR Part 1006). Embedded test for FDCPA applicability (third-party debt collector vs first-party creditor), prohibited practices, MDDUA / state mini-FDCPA overlay, and B2B carve-out. Outputs

Redline a Master Services Agreement and Statement of Work for B2B sales transactions. Embedded analysis of IP ownership / work-for-hire / pre-existing IP, indemnity (mutual / IP / data breach), limitation of liability cap (super-cap, carve-outs), insurance requirements, payment +

Analyze sales rep non-solicitation and customer list trade secret claims under DTSA (18 USC §1836), state UTSA, and state non-solicit common law. Embedded trade secret six-factor test, customer-list-as-trade-secret analysis, departing-rep download analysis, and remedies (injuncti

Analyze sales rep non-compete enforceability under post-Ryan v. FTC (E.D. Tex. Aug 20 2024) vacatur of FTC Non-Compete Rule, plus 50-state matrix (CA, MN, ND, OK, MT void; CO/IL/MA/WA limited; FL/GA/TX permissive). Embedded reasonableness three-prong test, blue-pencil vs reformat

Respond to enterprise procurement diligence — SOC 2 Type II, NIST CSF 2.0, ISO 27001:2022, SIG / SIG Lite, CAIQ, CMMC for DoD, FedRAMP, HIPAA / HITRUST, PCI DSS — for sales rep selling SaaS / professional services. Embedded crosswalk, common diligence questions, scope reduction s

Federal RFP/RFQ bid protest mechanics under 4 CFR Part 21 (GAO) and 28 USC §1491(b) (Court of Federal Claims). Embedded protest grounds, timing rules, automatic stay (CICA), standing analysis, agency-level vs GAO vs COFC tradeoffs, and post-Loper Bright deference posture. Outputs

Analyze SaaS contract revenue recognition under ASC 606 (FASB Codification Topic 606 — Revenue from Contracts with Customers) and ASC 842 lease accounting overlay. Embedded 5-step model, distinct performance obligations test, variable consideration estimate, principal vs agent an

Analyze sales rep cold call / SMS / pre-recorded outreach under TCPA 47 USC §227, 47 CFR §64.1200, and the FCC 1:1 consent rule (post-Insurance Marketing Coalition v. FCC remand). Embedded DNC framework (federal + state + internal), express written consent rule for autodialed and

Apply the bundled-transaction rule and true-object test to mixed taxable / nontaxable offerings (software + services, goods + warranty, hardware + SaaS). Use SSUTA bundled-transaction definition and per-state allocation methods.

Classify digital goods (downloaded music, ebooks, video, software) and streaming services for sales-tax purposes per state. Apply SSUTA "specified digital products" definition, the digital-goods carve-out states, and streaming-service positions.

Resolve sales-tax exposure in three-party drop-shipment transactions (retailer-supplier-customer). Apply per-state rules on resale-certificate acceptance from out-of-state retailers, true-object analysis, and supplier nexus attribution.

Apply the marketplace-facilitator (MPF) overlay to a remote seller's nexus posture. Determine per-state which sales the platform collects vs. which the seller still owes, whether MPF sales count toward seller's economic-nexus threshold, and where seller registration is still requ

Apply the Multistate Tax Compact (MTC) and Multistate Tax Commission uniform rules to a seller's compliance posture. Use the MTC Uniform Sales and Use Tax Certificate, MTC Voluntary Disclosure Program, audit support, and uniform allocation/apportionment guidance.

Build a defensible resale-certificate acceptance program. Apply per-state acceptance rules for the MTC Uniform Certificate, state-specific certificates, SSUTA exemption certificate, good-faith standards, and certificate-on-file maintenance.

Classify a SaaS or cloud offering as taxable software, taxable service, or non-taxable per state. Apply each state's position on SaaS vs. tangible personal property vs. data-processing service vs. information service vs. nontaxable.

Defend a state sales-tax audit. Use Managed Audit Program (MAP) where available, statistical sampling protocols, exemption-certificate substantiation, and protest/appeal pathways. Apply MTC joint-audit defense considerations.

Evaluate Streamlined Sales and Use Tax Agreement (SSUTA) member-state path for a multistate remote seller. Apply uniform definitions, simplified registration via SSTRS, certified service-provider (CSP) program, amnesty for prior unregistered periods, and SSUTA voluntary disclosur

Build a use-tax self-assessment program for a multistate business. Identify untaxed purchases, apply per-state use-tax accrual rules, design AP-system tagging, and file consumer use-tax returns where seller did not collect.

Negotiate per-state Voluntary Disclosure Agreements (VDAs) to resolve back-period sales-tax exposure. Apply state-specific look-back periods, penalty waivers, anonymity protocols, MTC NNP single-submission alternative, and post-VDA compliance commitments.

Map a remote seller's economic-nexus posture across all sales-tax states post-Wayfair. Apply the original $100k / 200-transaction model, state-specific variants (CA/TX/NY $500k; SD repealed transaction prong 2023), and trigger registration calls.