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Licenses & Permits

Track business licenses, professional credentials, and permits across every jurisdiction. Never miss a renewal that could shut down operations.

Never lose operating authority because a license renewal fell off the calendar.

When a License Lapses

A city inspector asks for your business license. A state regulator wants proof your team’s credentials are current. A lender needs every entity’s licenses verified before closing — and the answer needs to be immediate.

The challenge isn’t obtaining licenses. It’s tracking what you have, where it’s valid, and when it expires. The United States has more than 35,000 licensing authorities and no system connecting them. Lextree gives you one registry for every business license, professional credential, and regulatory permit your organization holds. Not a filing service — a compliance record that tells you what you have, when it needs attention, and how to prove it.

License Renewals

Every business needs licenses to operate: city business licenses, state sales tax permits, federal registrations, industry-specific authorizations. The list grows with every jurisdiction you enter.

Each license record captures the issuing authority, jurisdiction, license number, authorized activity, and renewal cycle. Industry registrations — SEC Investment Adviser, FINRA Broker-Dealer, state insurance producer, mortgage loan originator — sit alongside general business licenses. Filter by type to view regulatory registrations on their own. Renewal reminders fire at 90, 60, and 30 days before expiration. The consequences are real: Baltimore shut down nearly 100 food establishments in 2025 for operating without valid licenses, and a San Francisco restaurant learned its liquor license was suspended only after a reporter called. Teams still working out of a spreadsheet can start from our business license and permit tracker template while they weigh a connected system.

Professional Credentials

Many businesses employ professionals whose credentials are essential to operations: attorneys, CPAs, engineers, medical professionals, real estate agents, insurance producers. Each holds licenses that must remain current.

Lextree tracks each professional license, linking it to both the individual and the legal entity where they work. Every credential records the issuing authority, jurisdiction, license number, good standing status, and verification history. Continuing education obligations vary by profession and jurisdiction. A Texas attorney needs 15 hours of CLE per year, including 3 hours of ethics. A California CPA needs 80 hours over two years. Each license tracks its CE requirements and logs completed courses — credit hours, type, provider, completion date. For professionals licensed in multiple states, one view ties every jurisdiction together.

Permits and Conditions

A business license authorizes general operations. A permit authorizes a specific activity or location — operating a kitchen, discharging wastewater, occupying a building, conducting construction.

Each permit record captures type, issuing authority, dates, and permitted activity. Location-specific permits link to Real Estate so the authorization lives with the property it covers. Many permits carry ongoing conditions — reporting requirements, operating limits, monitoring obligations, periodic inspections. Each condition tracks its frequency, due dates, and responsible party. Reminders trigger for recurring conditions so quarterly reports never slip. Permits that never expire — building permits after final inspection, for example — stay documented without cluttering your renewal calendar.

Licensing in Context

Entity registrations prove you legally exist to hold a license. If a registration lapses, every license it holds is at risk. Lextree ties business licenses to entities in Legal Entities so registration status and operating authority stay in sync.

Vendor credentials — contractor licenses, subcontractor authorizations, specialized service providers — live in the Vendors module. Third-party certifications like ISO and SOC 2 belong in Certifications. Government-issued authorizations live here. When an auditor asks whether you hold the right licenses in every jurisdiction where you operate, the answer is ready.

Trusted by

An established platform, not a new bet

15 years
In market
118 jurisdictions
Where customers operate

Built secure

The record auditors trust. Protected the way they expect.

Lextree is built for the people who lose sleep over compliance, so security isn’t optional.

  • Encrypted in transit and at rest

    Every byte that moves through Lextree travels over TLS 1.2 or higher, and the managed infrastructure it runs on encrypts stored data with AES-256.

  • Hosted in audited, SOC 2 facilities

    Lextree runs on infrastructure certified to SOC 2 Type II, hosted in ISO 27001 data centers.

  • Role-based access, scoped to your data

    Users see only what their role allows, and Lextree subscribers never see each other's data.

  • An automatic trail of every change

    Every create, update, and delete is logged automatically — in the same database transaction — with the user who made it, a timestamp, and the fields that changed.

  • Daily backups, point-in-time recovery

    Your data is backed up on managed infrastructure, with point-in-time recovery to roll back to a moment before a mistake.

  • Passwordless sign-in, SSO, and MFA

    Sign in without passwords — Lextree never stores one to be stolen — with multi-factor authentication available and SAML or OIDC single sign-on on Enterprise plans.

Read the full security overview →
Part of these solutions

Licenses & Permits is one piece of a bigger picture

See how this module combines with others to solve common compliance challenges.


Common questions

Frequently asked questions

What types of licenses and permits does Lextree track?
Business licenses, professional licenses, occupational licenses, sales-tax permits, regulatory licenses (financial services, healthcare, cannabis, food, alcohol, construction), permits (building, environmental, zoning), and any issued authorization with an issuer, an effective period, and a renewal obligation.
Can a single license cover multiple entities or locations?
Yes. A license can name multiple entities or locations as authorized parties, each tracked as a separate record under the parent license. When one location is added or removed mid-term, the historical record preserves who was covered when.
Does Lextree send renewal reminders?
Yes. Each license carries a renewal date with advance notifications — typically 90, 60, and 30 days. Some industries have unusual renewal patterns (biennial, every five years); the reminder schedule adapts to whatever the issuing authority requires.
Can we store the issued license documents?
Yes. The license certificate, the application, supporting documents, and any correspondence with the issuing authority all attach to the record. When a customer or auditor asks for proof, the document is one click away.
How does Lextree handle multi-jurisdictional license tracking?
Each license carries its issuing jurisdiction (federal, state, county, municipal, foreign). Filtering across entities by jurisdiction is one click — useful when a company operates in dozens of states with different licensing regimes.
Can we track inspections and conditions tied to a permit?
Yes. Permit conditions, periodic inspections, and reporting obligations under a license attach as sub-records with their own deadlines. Missing a quarterly inspection or annual report under a permit is what costs companies the permit — Lextree surfaces them before that happens.
Pricing

Every plan includes all 17 modules

Tiers add user limits, granular permissions, and enterprise controls. Modules stay constant.

  • Pro

    $75/ mo

    Includes 5 seats, then $5 / seat

    For teams moving off spreadsheets and scattered files.

    Start free trial →
  • Business

    $550/ mo

    Includes 5 seats, then $7.50 / seat

    For businesses that need collaboration, workflows, and reporting.

    Start free trial →
  • Enterprise

    $950/ mo

    Includes 5 seats, then $10 / seat

    For organizations with security, governance, and scale needs.

    Start free trial →

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