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Certadox

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What Certadox is

Certadox is paid web software for property managers who verify vendor insurance and track credentials across multiple properties. Pricing starts at $49.99 per month, with a 14-day trial and no free plan. A portfolio dashboard shows vendor compliance by property or building, while alerts warn before insurance or license coverage expires. The system tracks certificates of insurance, W-9s, licenses, OSHA certifications, bonds, workers’ compensation policies and other required documents. AI summaries extract carriers, coverage, limits, dates and gaps against a requirement template, displayed beside the source document. Vendors receive scoped portals for uploads and submission status. Certificates, reviews and approvals are timestamped and attributed, with exportable compliance records. Starter supports up to 25 vendors for $49.99/month; Pro supports up to 100 for $99.99/month; Enterprise uses custom pricing and adds unlimited vendors, onboarding, API access and custom integrations.

Who it suits

It suits property managers overseeing vendors such as roofers, landscapers and HVAC contractors across several properties. Teams needing insurance alerts, document collection and compliance reporting can use its portfolio workflow.

What it does well

  • Portfolio dashboard shows compliance by property
  • Alerts before insurance or license expiry
  • AI summaries identify coverage gaps
  • Vendor portal supports document submissions
  • Unlimited team members on all plans

What to know first

  • No free plan
  • Enterprise pricing is custom
  • No SOC 2 or ISO 27001 audit
  • No independent penetration test completed

Plans

PlanBilled and limitsPrice
Starter$49.99/month · Up to 25 vendors · Document collection · AI-powered document scanning · Compliance dashboard · Expiration tracking$49.99 a month
Pro$99.99/month · Up to 100 vendors · Everything in Starter · Priority support · Advanced reporting$99.99 a month
EnterpriseCustom pricing · Unlimited vendors · Everything in Pro · Dedicated onboarding · API access · Custom integrationsOn request

As certadox.com lists them, read 10 Oct 2026. The maker's own page has the final word.

Verdict

Certadox focuses on vendor compliance administration for property portfolios, combining document analysis, alerts, portals and audit records. Plan limits and security-assessment status are important considerations when selecting a tier.

Facts from Certadox's own pages

Access and teams
The security page describes Admin and view-only Member roles and says all plans allow unlimited team members. · certadox.com, 10 Oct 2026
API
API access is listed as an Enterprise plan feature. · certadox.com, 10 Oct 2026
Audit trail
Certificates, reviews, and approvals are timestamped and attributed, and the product offers compliance record exports. · certadox.com, 10 Oct 2026
Document analysis
AI summaries extract carriers, coverage, limits, dates, and gaps against a requirement template, with the summary shown alongside the source document. · certadox.com, 10 Oct 2026
Expiration alerts
Certadox tracks vendor insurance and licenses and alerts managers before coverage lapses. · certadox.com, 10 Oct 2026
Integrations
The Enterprise plan includes custom integrations, but the pricing page does not name specific integration partners. · certadox.com, 10 Oct 2026
Intended users
The property management offering is aimed at managers overseeing vendors such as roofers, landscapers, and HVAC contractors across multiple properties. · certadox.com, 10 Oct 2026
Portfolio tools
Property managers can manage vendors across multiple properties from one dashboard and view compliance status by portfolio or building. · certadox.com, 10 Oct 2026
Purpose
Certadox automates certificate of insurance verification and credential tracking for vendors across property management portfolios. · certadox.com, 10 Oct 2026
Security
Certadox says browser connections use HTTPS/TLS and that its database storage and uploaded documents are encrypted at rest. · certadox.com, 10 Oct 2026
Security certifications
Certadox states it has not completed SOC 2 or ISO 27001 external audits and has not had an independent third-party penetration test. · certadox.com, 10 Oct 2026
Support
The pricing page lists priority support for Pro, while the user guide directs customers to [email protected]. · certadox.com, 10 Oct 2026
Supported documents
The platform describes tracking COIs, W-9s, licenses, OSHA certifications, bonds, workers' compensation policies, and other required compliance documents. · certadox.com, 10 Oct 2026
Vendor portal
Vendors can use their scoped portal to upload required documents and view their submission statuses. · certadox.com, 10 Oct 2026

Where Certadox stands on Freedom251

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