Next Generation Products &

Services

Date

IntroducingComplyRight™ Compliance

Products

ComplyRight Compliance Solutions

● Products that help businesses manage compliance requirements, government regulations and employee management

● Specifically, these products Target the needs of small- to mid-size

businesses and the non compliance expert

Address today’s toughest workplace challenges

Serve as an advocate for the employer

Shield companies from employee lawsuits and government fines

● The first line of employment law products that goes beyond simply reciting government regulations

● Interprets the laws in easy-to-understand language and provides practical guidance

ComplyRight ™ Personnel Forms

ComplyRight Personnel Forms

• Employee recordkeeping is an essential part of running a business

• Employers and supervisors rely on HR forms every day to manage employees and document events

• Accurate documentation is critical in the event of an employee lawsuit

• All forms are reviewed by our onsite team of employment law attorneys to ensure full compliance

• Laws are continuously monitored and forms are updated as needed

ComplyRight Personnel Forms

Personnel forms are commonly perceived as a commodity; however there are serious legal implications.

• Example #1: Form I-9s are required to verify the eligibility of every employee on staff– Government audits are on the rise– Companies can be fined for every error or

omission

• Example #2: Several states have specific job applications with mandatory questions or disclosures– Using the wrong application is illegal, making

the employer vulnerable to lawsuits– State laws change all the time– Regulations must be continually monitored

and product updated each time a change occurs

• Example #3: Even attendance forms have legal implications– Keeping accurate records is legally required

for certain types of leave (e.g., FMLA)– Employers are required by law to record hours

worked by non-exempt employees

ComplyRight Forms: Hiring

• Job Applications:– ComplyRight job applications are legally

compliant in all 50 states– Includes all required language, disclosures,

etc.

• Background Check– Before employers can request a credit

report, driving history or criminal history, they must get applicant consent

– Form allows employers to conduct legal background checks

• Form I-9– Mandatory for all businesses– Federal law requires employers to verify all

employees are eligible to work in the United States

– Neglecting to do so can result in costly penalties and fines

ComplyRight Forms: Attendance

• Attendance Tracker:– Our #1 best selling personnel form– Dated format encourages repeat

orders/annual replenishment– Calendar style allows you to see a full

year at a glance– Records absences and late arrivals

• Vacation Request – Dated format encourages repeat

orders/annual replenishment– Creates an easy system for vacation

scheduling

• Absence Report– Provides documentation for

attendance disciplinary actions

ComplyRight Forms: Employee Records

• Weekly Time Sheet– Complies with wage and hour laws that

require employers to record all hours worked by non-exempt employees

• Employee Warning– Protects employers from wrongful

termination lawsuits by documenting disciplinary actions

• Performance Appraisal– Allows supervisors to review

employees fairly and accurately– Peak sales in 4Q

• OSHA Forms– Covered employers are legally required

to keep records of employee accidents– Employers must post a record of

injuries beginning February 1

ComplyRight Tip Sheets

• All ComplyRight forms include a Tip Sheet with completion hints, checklists and employer do’s and don’ts

• We don’t just provide the form; we also give customers the necessary information to follow the laws and stay in compliance

• Interprets the laws in easy-to-understand language, provides guidance and specific answers

Who Buys HR Forms?

• Business owners, office managers, supervisors and HR managers

• Employee size– Greatest Penetration: 20-249

Employees

• Major industries– Healthcare, Retail, Manufacturing

and Food Service

• High-retention category (60%-65%); once customers get comfortable with a certain form and format, they stick with it

ComplyRight ™ New Hire

Essentials Kit

New Hire Essentials Kit

• Created an all-in-one new hire kit.

• Kit includes forms to help hiring and employee management

• All-In-One solution to make it easy and simple

• Employer focused solution

Bundled in Three Tiers and Three Formats

Tiered Offerings:

• Small Business Essentials Hiring • Small Business Premier Hiring • Small Business Deluxe Hiring and

Employee Management

Three Format Options for Each Tier:

• Boxed Kit with preprinted forms

• Pocket Folder storage system with preprinted forms

• CD Format

Pricing based on level and format of purchase

Three Tiers

Small Business Essentials Hiring Includes:

− 25 Pack Job applications (compliant in all States)

− 10 Background check forms− 10 Form I-9− 10 Employee Information sheets− 10 Direct Deposit Authorization forms− W-2 tip sheet and link for each state− ComplyRight Tip Sheet for each form

Small Business Premier Hiring Includes:

− All of the above PLUS+− I-9 Template− 3 Fast Answers: Hiring, Employee

Performance and Discipline & Termination

Small Business Deluxe Hiring and Employee Management Includes:

− Premier PLUS+− 3 additional Fast Answer Titles− 10 Pack Confidential Employee Folders− Federal and State ComplyRight Labor Law

Posting Kit

Hiring Essentials Kit Flyer

Hiring Essentials Kit Flyer

MSRP Pricing

Essentials:

Boxed $59.45Folder $79.45CD $99.45

Premier:

Boxed $89.45Folder $109.45CD $129.45

Deluxe:

Boxed $179.00Folder $199.00CD $219.00

ComplyRight™Labor Law Posters

ComplyRight™ Labor Law Posters

• By law, U.S. businesses must display the most current federal and state labor law postings. • Opportunity: One of

the few products legally required for all employers

• Posters must be displayed at all company locations in areas accessible to all employees and applicants• Opportunity: Many

businesses need more than one poster, either for multiple locations or for applicant and employee areas

ComplyRight™ Labor Law Posters

• Laws change all the time; approximately 80 mandatory state changes occur each year• Opportunity: Each

time there’s a change, all businesses in that state are required by law to replace posters

• Certain states recommend postings in both English and Spanish• Opportunity:

Businesses in AZ, CA, FL, TX etc. need postings in both languages

Who Buys Labor Law Posters?

• Employers, purchasing staff, warehouse supervisors, HR managers

• % by Employee Size:• 1-19 Employees: 30.35%• 20-49 Employees: 19.75%• 50-99 Employees: 13.26%• 100-249 Employees: 11.16%• Unknown size: 19.67%

• % Multi Product Buyer:• 55% are labor law only

buyers• 31% are labor law and forms

buyers (primarily attendance)

Who Buys Labor Law Posters?

SIC

Health Services 9.18%Business Services 5.56%Wholesale Trade Durable goods 4.56%Engi;Acct;Rsrch;Mgmt 3.84%Social Services 3.15%Real Estate 3.10%Construction 2.95%Eat & Drink Places 2.59%Depository Inst 2.57%Hotel and lodging 2.57%Auto Dealer & Gas Service stations 2.30%Wholesale Trade Nondurable goods 2.23%Bldg Const Gnrl Cont 2.15%Education Services 1.98%Membership Orgs 1.73%Misc Retail 1.62%Legal Services 1.62%Prntg;Pblshg;Allied 1.60%AutoRepair;Srvs;Park 1.53%Indrl & Comm Mchnery 1.47%Ins Agt;Broker;Svc 1.41%Fabrctd Metal Prod 1.35%Sec & Commodity Brkr 1.17%Build Mat;Hrdwre Supply 1.14%Motor Freight Transp 1.01%

Right on Time Compliance Alerts

• The majority of labor law sales are event driven; customers replace posters when a change occurs

• Marketing before and soon after a change is essential to capture sales

• Each time a mandatory change occurs, we provide:– An overview of the

change– Information on

affected customers/state

– Recommended tactics/ content to maximize sales

– A ready-to-send, customizable end-customer flyer

End-Customer Flyer

ComplyRight™ Labor Law Center

RSS Feed • Compliance Alerts are all posted on ComplyRight™ Labor Law Center Blog

• Set up a link on your website – or RSS Feed available to keep your client updated

• Value added information to help you become the trusted resource

Electronic Solution #1: Efile For Business

Efile For Business

Now you can provide tax form customers an online filing solution – no forms or software necessary.

Customers sign on, fill out the forms online and we do the rest. Forms are filed with the IRS and SSA and copies are mailed to employees and recipients.

• We give you a free custom filing website

• You set up a link to the website we provide

• We do the rest, and you make money with every filing

• Ideal solution for businesses with fewer than 20 employees

Electronic Solution #2:

TaxForm Finder

Tax Form Finder

Now you can find the form you need at our proprietary website – www.taxformfinder.com. Just enter the form number from our catalog in the search window. Then download and print the PDF.

Or, if you don’t know the catalog number or aren’t sure which form your customer needs, answer these simple questions:

1. Type of Form (e.g., 1099A)2. State3. Type of Printer (e.g., laser)

And NEW for 2011: You can now search by type of software! So you can be 100% confident the form works with your customer’s software.

Electronic Solution #3:

Software

Software

Many people continue to rely on paper forms. But each year, more customers migrate from paper to software. We offer two user-friendly software solutions:

• TaxRight Software for Preprinted W-2 and 1099 Forms: Just fill in the forms onscreen and print to the forms. It’s that simple. Best of all, this software supports a wide range of preprinted continuous and laser forms.

• Laser Link for Blank or Preprinted Forms: This gives employers the ability to create professional forms in-house. Input the necessary data and the software will print the entire form.

Electronic Solution #4:

QR Codes

QR Codes

• Enhancements to Add Value to the Package

• Tie customer to online information about that package.

• Enhances multi-channel approach

TaxRight by ComplyRight™

TaxRight™ by ComplyRight

Introducing TaxRight™ by ComplyRight, a convenient tax form solution for small businesses – and an exciting new sales opportunity for you!

TaxRight offers everything small businesses need to file W-2 and 1099 forms. The all-in-one sets come in quantities of 10 or 25 forms and envelopes. And they’re available with or without software.

TaxRight™ by ComplyRight Advantage

Great Margins – TaxRight products are a high-margin category that can give your bottom line a welcome boost.

Easy Setup – Getting started is quick and easy.

Total product line is only 8 best-selling SKUs, minimizing the setup process

Choice of a convenient drop-ship program or a retail option with a countertop display to capture point-of-sale purchases

Two Ways For You to Profit

1. Drop-Ship Program

No inventory required Only 8 SKUs,

minimizing set-up time

2. Retail Program

Arrives fully packed with product…ready to sell

Compact size fits easily on counters

Perfect for your small business customers

Capture sales on the spot!

TaxRight™ by ComplyRight Sets

Our W-2 & 1099 TaxRight sets give you everything you need in one convenient package. Each package includes 10 or 25 forms and envelopes. And you can get them with or without filing software.

Software Offers Quick and Easy Filing Software includes all the templates

needed to correctly complete tax forms

Works with official IRS laser forms and includes FREE e-File

Use for an unlimited number of filers and employees

Allows user to roll filer and employee data forward from year to year, as well as create back up files that can be restored if necessary.

PresentationProducts

Presentation Products

From bold patriotic graphics to distinctive traditional designs, our presentation products add a new level of professionalism to tax returns and other documents.

• CPAs, accountants, bookkeepers and other financial professionals benefit from these products.

• We offer a full line of tax return folders, 1040 window folders, report folders, organizer envelopes and recordkeeping envelopes

• Products match the forms and software accountants use most, like UltraTax, TaxWise, Lacerte, ProSeries, GreatTax™, and Drake™

MarketingSupport

Marketing Support

We provide marketing materials and sales tools designed to make selling our products easier than ever:• Imprinted catalogs: With your logo and

contact information • Targeted training: Printed training aids,

webinars or in-person sessions• Customized marketing materials:

Including e-mails and flyers• Reorder programs: To secure repeat

business• Co-marketing arrangements• Online tools: Banner ad and landing

page development• Affiliate programs: Custom shopping

portal linked to your website

Affiliate Microsite

Banner Ads

Compliance Center Landing Page