Docutrax

Docutrax

Risk Toolbox Inc.
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About

The Docutrax online system for tracking certificates of insurance and documents is designed to successfully address best-practices risk management objectives. The system facilitates much of the repetitive, time-consuming and error-prone processes for obtaining and tracking COIs and other documents. Docutrax has been consistently proven to obtain higher rates of insurance coverage compliance at lower expense while providing previously unavailable business process efficiencies. Its highly flexible interface adapts to any business organizational requirement. Customized vendor/broker notifications and pushed email alerts to designated personnel automatically communicate with all related parties. Our professionally licensed insurance and support personnel ensure informed customer service to our client, its insureds (tenants, vendors, suuppliers, contractors, franchisees, etc.) and their insurance agents.

About

TradeGuard is a subcontractor compliance tracking platform built for general contractors and property managers. The software helps teams manage certificates of insurance, licenses, W-9s, OSHA cards, lien waivers, bonds, and more than 30 other document types. TradeGuard automatically tracks expiration dates and sends alerts before important documents lapse. Its smart document extraction reads COI PDFs and captures details such as insurer names, policy numbers, coverage limits, and expiration dates. The platform also includes gap analysis, state-specific compliance requirements, fraud detection, broker verification, QuickBooks integration, and project compliance locks. TradeGuard helps contractors reduce risk, avoid manual spreadsheet tracking, and maintain better visibility across their subcontractor roster.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Any company at risk of liability from the actions of third-parties

Audience

TradeGuard is designed for general contractors, property managers, construction firms, compliance teams, and project managers that need to track subcontractor insurance, licenses, safety documents, and jobsite compliance requirements

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

$4,500 per year
Free Version
Free Trial

Pricing

$150/month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Risk Toolbox Inc.
United States
docutrax.com

Company Information

TradeGuard
Founded: 2026
United States
trade-guard.pro

Alternatives

Alternatives

Docutrax

Docutrax

Risk Toolbox Inc.

Categories

Categories

Business Process Management Features

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

Commercial Real Estate Features

Brand Management
Cash Flow Analysis
Critical Date Alerts
CRM
Deal Management
For Appraisers
For Brokers
For Investors
For Property Managers
Portfolio Management
Strategic Planning

Contract Management Features

Buy Side (Suppliers)
Completion Tracking
Compliance Tracking
Contract Lifecycle Management
Electronic Signature
Full Text Search
Government Contracts
Pre-built Templates
Sell Side (Customers)
Specialty Contracts
Version Control
Workflow Management

Contractor Management Features

Contractor Database
Insurance Tracking
License Tracking
Permit Tracking
Skills & Competencies
Task Management
Work Hour Tracking

Integrations

No info available.

Integrations

No info available.
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