Sharing your contractor docs with orgs (Personal-side)

If you're a contractor, your compliance docs (W-9, COI, workers' comp, contractor license) belong to YOU, not to any one customer org. Turtini's Vendor Compliance Registry lets you upload them once in your Personal context, then consent per-org to share them. When you stop working with a customer, you revoke their access — the docs themselves stay yours.

To set up your registry profile:

1. Open /me/compliance (Personal context → "My Compliance")
2. Confirm your EIN (or SSN if you operate as a sole prop without an EIN — these don't propagate cross-org for privacy)
3. Upload each doc:
- **W-9** — required for any vendor relationship
- **Certificate of Insurance (COI)** — list carrier + coverage limit + expiration
- **Workers' Comp** — list carrier + state coverage + expiration
- **Contractor License** — state, license number, expiration. The platform verifies against the state licensing board automatically.
- **EIN registration proof** — IRS letter or similar; verified server-side via the IRS lookup

Per-org consent:

• When an org saves your EIN on a Contact, they request access. You get an inbox notification: "Acme Corp wants to verify your contractor documents."
• You decide which docs to share with which org. You can grant all of them, just some, or refuse.
• Granting is reversible — Settings → Vendor Compliance → Acme Corp → Revoke. From then on, Acme sees public-record docs only.
• Public-record docs (license, EIN registration) propagate freely without consent — they're already public records.

Verification flow:

• Public-record docs verify automatically (state licensing board API, IRS lookup) — you'll see "Verified ✓" within minutes of upload
• Sensitive docs (W-9, COI, WC) verify by Turtini staff or by automated parse — typically same business day
• Once verified, every consenting org sees green / yellow / red based on expiration

Expiration reminders: 30 days before any doc expires, you'll get an email + in-app notification. Re-upload the new version; old version archives automatically.

The big win: a contractor with 20 customer orgs uploads each doc ONCE. When the COI renews next year, the new version propagates to all 20 the moment it's verified. No more emailing the same PDF to 20 vendors.