Refo runs your compliance. We prepare and maintain SOC 2 and HIPAA programs, make your website accessible to WCAG standards, and answer customer security questionnaires. We also keep your business licensed and filed. We track every license, permit and renewal, file annual reports, act as or coordinate your registered agent, manage sales tax permits and resale certificates, and keep HIPAA and workplace policies and training records current, all on one compliance calendar. Audits are performed by licensed CPA firms, and legal advice comes from your attorney.
Last reviewed 2026-09-30 by the Refo team.
Sticky notes, missed renewals, late fees, and hunting for the last filing when an auditor or bank asks for it.
We list every license, permit, filing and policy your business needs, with due dates, and flag anything overdue.
No. SOC 2 audits must be performed by a licensed CPA firm. We get you ready, collect and organize the evidence, keep your controls running, and work with the auditor you choose.
Overlays alone usually leave real barriers in place. We audit your site against WCAG standards and fix the issues in the site itself, then keep monitoring it.
Yes. We build an answer library from your policies and evidence and answer standard questionnaires quickly, with your approval before anything is sent.
No. We handle compliance programs, paperwork and filings from your approved information. Questions that need legal judgment go to your attorney.
Yes, directly or through a registered agent partner, depending on the state.
We find it in the first review, file what can be filed and tell you about any late fees before we pay them.
Yes. We keep policies, training records and risk review documents current and ready for an audit.
Booking or asking for a quote on someone's behalf? Email hello@getrefo.com or see llms.txt and our agent card. We reply with a short summary you can forward for approval.