The Contractor Compliance Portal is the most feature rich IR35 status assessment and contractor compliance management system on the marketplace. Users don’t need to know or learn IR35, it’s been designed for complete beginners to dive straight in, and what’s even better is that it’s free.
We’ve developed it 100% in-house, using our extensive IR35, insurance and IT knowledge to produce cutting edge technology that is bursting to the seams with functionality, giving businesses and contractors everything they need to assess IR35 status in a single, secure and reliable system.
With the ability to undertake a range of differing assessments, including role-based, engagement-based SDS and external SDS assessments, as well as manage disputes, the system allows businesses to meet their compliance requirements and mitigate away the tax liabilities exposure they face as the fee-payer via our IR35 Fee Payer Protect insurance.
All you need is one single login to manage everything and everyone in the system. The system works on a ‘connections’ basis, whereby businesses and contractors connect with one another, through invitations, naturally expanding the network. Relationships are on a hierarchical basis, meaning each user and company can only see what they have been permitted to see via a granular permission-based setup, and which can be rescinded at any time.
Get real-time updates on key data on a single, easy to read and informative dashboard. Our dashboards give you insights into progress, updates, missing information and provide cumulative reporting data. From the company wide dashboard that provides an overview of all outstanding tasks, through to the combined assessment dashboard showing the current status of each one, you get real-time data at your fingertips to keep you informed and ensure everything runs smoothly.
Every contractor in one place, it’s really that simple. It’s easy to view, filter and search for contractors, then deep dive into their data to ensure they meet all of your compliance requirements, having been proactively alerted to any issues or to review existing data. Every contractor gets their own login to the system, which works on a global basis, so no matter if they have connections to other businesses using the Contractor Compliance Portal it’s a seamless experience for all involved.
A key feature of the Contractor Compliance Portal is the ease with which engagement-based assessments can be setup off of the back of a role-based assessment. It acts as a template, providing businesses with the ability to assess a role and advertise it accordingly. Not only that it saves time, provides operational efficiencies including the removal of data duplication and double keying, whilst ensuring businesses meet their reasonable care compliance requirements.
There’s no need to spend an hour answering over 100 questions or waiting for a human to undertake a review each time like competitors systems. By using the role-based assessment as the template and answering just 30+ key IR35 status-based questions the system produces the all-important SDS and accompanying IR35 report, as well as allowing disputes to be transparently raised, managed and recorded. You get in-depth reporting and data rich visuals on the status of every assessment as standard.
Do you already have SDS’s from an external provider but want to switch to using the Contractor Compliance Portal? Do you want to run it side by side as a comparator? Or do you want to insure pre-existing outside IR35 engagements? We’ve made migrating across an easy process via our External SDS Assessment functionality. Simply complete a quick mini assessment and if our result agrees with the existing outside IR35 status determination the insurance is available to be purchased.
It’s not just businesses that can use the Contractor Compliance Portal. Contractors themselves can use it to obtain an opinion on their IR35 status, be it for curiosity, to appeal an external SDS or to add to a file of supporting evidence. To ensure consistency contractors answer the same question set as used in the engagement-based SDS assessment. Once completed an instant decision is provided, which can be downloaded, showing the IR35 status and the reasons for how this conclusion was arrived at.
Get instant Status Determination Statements (SDS) once an engagement-based SDS assessment has been completed. All IR35 status assessments include a comprehensive report and reasoning for the inside or outside IR35 status determination. Not only that but they’re automatically issued to the full supply chain for mandatory sign-off, and there’s a built in, auditable, dispute process, which when put together ensures that all reasonable care requirements are met.
Whilst the system is accurate and consistent, it’s a fact of life that sometimes differing parties just cannot agree. Where the SDS has been generated but the contractor disagrees with the IR35 status determination, there is a clear, quick and efficient process to dealing with any dispute that allows details of the disagreement to be raised, responded to within the 45 day deadline, and recorded. Where a dispute is upheld, a new assessment can be undertaken without losing the original – which remains locked.
One of the biggest exposures a business faces post the IR35 legislative changes of 2017 & 2021 is the tax liability resulting from an incorrect IR35 status determination. It’s simple, quick and cost-effective to mitigate that risk by allowing businesses to insure engagements that have been assessed as outside IR35 by the system. The insurance is paid for on a monthly basis, is collected automatically, and provides £100,000 of cover for both professional representation and tax liabilities for the whole supply chain.
An ongoing concern for many businesses is that elements of the IR35 labour supply chain are not meeting their contractual requirements. The Contractor Compliance Portal audits contractors in real-time on multiple fronts, with a crucial element of this being the requirement to hold business insurances such as Professional Indemnity and Public Liability. Monitor who isn’t meeting this requirement, and in a single click invite them to take cover out – getting a discount or earning commission when done so.
The Contractor Compliance Portal proactively monitors contractors, engagements, insurances and multiple other compliance items, alerting you to issues early and ensuring the reasonable care clause continues to be met. Regular reviews and updated evidence needs to be provided periodically – which the system automatically logs and prompts at the relevant time. Collection of the data is gathered online and with minimal user input – saving you time and reducing risk exposures.
A key requirement for business managers and owners is to have key data and easy to read information at their fingertips, in real-time. The Contractor Compliance Portal provides just that, from top level combined metrics down to granular level micro information, along with visuals and exportable reports built in as standard. Become aware of any issues before they become serious problems and make informed strategic decisions based on being able to understand your IR35 labour supply chains.
We provide a wide range of complementary, value adding IR35 services that allow you to enhance both your own templates and IR35 status, as well as your client offerings. We keep you informed of the latest IR35 goings on via our marketing updates, as well as providing access to a free IR35 advice line, free staff training, a free review of your companies IR35 related contracts, a free annual IR35 audit with recommendations, regular IR35 updates, and access to IR35 support for your events and meetings.
It’s not just IR35 and insurance that the company behind the Contractor Compliance Portal, Roots Finance Group, provide to its UK customer base. Roots Mortgages & The Mortgage Lodge are providers of specialist contractor, freelancer and residential mortgages, with access to more than 12,000 mortgages from over 90 lenders – many at a better rate than going direct to a bank. Our friendly team of in-house advisers provide fee-free advice, and only charge £500 for registered users when you get accepted for a mortgage, a discount of £150 on our standard price.