This is a continuation of the previous feature request but technically its own thing and not entirely limited to Tax Exemptions because it could be used for other things.
Technically we have a requirement to have valid tax exemption forms on file for 501.c3 and other Not For Profit entities. They forget, we forget, the auditor never forgets. Generally speaking when we do have to deal with this (which we did recently). It was a dumpster fire because everyone forgets except the dude with his hands in your pocket. Making it a scramble and never pans out because someone is always on PTO, abducted by aliens, whatever. It would be awesome to have a timed reminder where if we upload a Tax Exempt form, it have a date where it is valid from and to. When that time gate is nearing start sending reminders about a new one. This would make it automated, and everyone except the auditor can continue forgetting.
This does not have to be limited to that, and shouldn’t, because I have privacy notices, regulatory notices, annual attestations, and all manner of ridiculous and never-ending red tape and other garbage to comply with so I don’t get sued. I use another service for this now but its easy for customers to ignore so they have no incentive and never do and I end up getting fined or sued, because they “didn’t realize making terroristic threats to an emergency operator was illegal” and I didn’t tell them so its my fault apparently. If we could present, make them acknowledge receipt of receiving these documents before they pay their bills, I would save nearly a grand a month for a service everyone ignores. They would at least have to acknowledge it within a quarter or their services will be turned off. So this would be mega to have. I could force them to ack, MSA changes, terms and conditions, provide project and long term strategy documents back, all kinds of things this could be used for.