Leveraging the Power
of Technology

“Before we started using WineCompliancePro, it would take us a week to get the reports we needed out of our system and manually enter data into the state compliance reports. Now it takes me less than an hour. In the last six months we’ve increased our consumer direct shipments from five states to fifteen... and their customer service is amazing.”

–Susan Vowell,
Director of Finance, TREFETHEN VINEYARDS

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Our Solutions

Direct Ship Reporting

WineCompliancePro-DirectShip™ in conjunction with SmartSourcePro™ provides automated  compliance reporting for the wine industry. WineCompliancePro- DirectShip™ identifies the correct tax categories of products (and ship-to region where required), and applies the correct and up to date rates for all products and all regions for accurate, automated and continually updated reporting of all state and local taxes.  It calculates and completes all forms including dates, detailed shipping information, liters, gallons, taxes due and all other requirements. All you do is sign the returns!  

Once the data is imported, a simple button click will generate your monthly, quarterly, and annual reports saving you time and money compared to a non-automated process. The state reports and tax rates are updated monthly by WCP, Inc. as a routine part of the service.

SmartSourcePro™ is the import tool that automatically imports your sales data from your system into the WineCompliancePro reporting engine. It is integrated into both WineCompliancePro™ and WineCompliancePro-DirectShip™. It is extremely simple to use, and takes just a few minutes to run.  It can connect with almost any data source and has been tested and used successfully with AMS, Active Club Management, WineWeb, Microworks, SAP, QuickBooks, Elypsis, Inertia, Cultivate, and others. It is built on Microsoft Office and MS Development tools, and provides easy to use export capability directly into a variety of formats including Microsoft Office formats such as Excel and Access.

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Wholesale Reporting

WineCompliancePro-Wholesale™ in conjunction with SmartSourcePro™ provides automated  compliance reporting for the wine industry.  WineCompliancePro™ identifies the correct tax categories and applies the correct and up to date rates for all products.  It calculates and completes all forms including dates, detailed shipping information, liters, gallons, taxes due and all other report requirements. All you do is sign the returns! Once the data is imported, a simple button click will generate your monthly reports saving you time and money compared to a non-automated process.  The state reports are updated monthly by WCP, Inc. as a routine part of the service.

Order Check

WineCompliancePro-OrderCheck™ in conjunction with SmartSourcePro™ provides automated compliance checking for the wine industry. It checks each order against a database of rules, limits, license requirements, and dry areas to ensure all your orders are shipped in full compliance. The compliance information is updated by WCP, Inc. as a routine part of the service and any updates are downloaded to OrderCheck automatically each time a check is run so you always have the most accurate and up-to-date information possible. Errors are given in plain English on easy to read reports. Management reports are also provided for tracking upcoming license renewals, approaching state limits, and much more. SmartSourcePro™ is also now QuickBooks-Integrated and can pull all your Sales Receipts, Sales Orders, Invoices, Customers, and Items directly from QuickBooks!

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One-Stop-Shop

We offer comprehensive compliance solutions and services for the wine industry including Direct to Consumer Sales, Wholesale Sales, Retail Sales and Imports. No matter what your compliance needs, we have a solution to fulfill your needs at an affordable price. We are truly the “One Stop Shop” for all your compliance issues. No need to use multiple compliance vendors. Our unique blending of compliance expertise and automated tools allows us to efficiently handle all your compliance questions, problems and requirements. Our Compliance services include Compliance reporting, licensing, state documents renewals, certificates of label approval, label registrations, price posting, brand registrations, distributor assignments, consulting and much more.

We stand behind our solutions. You can rely on compliance and technology support consultants to be there to answer your questions. We have over 40 years of compliance experience and over 50 years of technology experience to help you when you need it. We offer free email support to every client and phone support when you need to speak to someone directly. Our self-service compliance portal is also available as part of the service we extend to every client. Use the portal when you need compliance information at your own convenience.

Consulting

We also offer professional consulting services in the areas of Compliance, Technology and Organizational Management.  We are available to assist you with industry expertise and experience. We take a no-nonsense approach to quickly evaluate your needs and apply an efficient problem definition/problem solution model tailored to your specific needs.  Our goal is to quickly help you achieve your goals and leave you with the tools you need for continued success.