Client Intake

Complete your detailed intake.

This helps us review your setup faster and identify the right service path before we contact you.

Do not fill this out if you are human

Required Basics

Company and contact information

These fields help us match your intake to the right service path.

Full Name Company Name Email Address Phone Number State Preferred Contact Method Main Service Path How soon do you need help? Biggest concern right now? How many trucks? How many active CDL drivers? Do you have an in-house safety manager? Are you currently operating?

New Authority / Startup Details

Is your LLC already formed? Do you have an EIN? USDOT Number MC Number BOC-3 Status UCR Status Insurance Status Expected Start Date

Managed Compliance / Portal Setup

Which records need the most help? Current recordkeeping system Number of portal users needed Number of active CDL drivers Do you want managed compliance or software access? Need IFTA filing support? Need IRP renewal support? Need UCR / MCS-150 / 2290 support? Need DQ setup? Need Clearinghouse setup? Need DOT Drug & Alcohol Program Administration? Are your records already organized? Behind on any filings or renewals?

Managed Compliance Scoping

Managed Compliance Support

Help us understand workload before quoting.

These answers help identify cleanup needs, overdue filings, government account access, and whether a discovery call or cleanup fee may be needed before Managed Compliance Support begins.

Number of trailers Operation type Authority status Drivers needing onboarding Vehicles needing setup Trailers needing setup

Current Records

Do existing DQ files exist? DQ files missing or incomplete Records format Compliance provider or internal safety contact?

Drug & Alcohol / Clearinghouse

Existing Drug & Alcohol Program? Existing Clearinghouse account? Can 4K Compliance be granted Clearinghouse C/TPA or admin access if needed?

Government Account Access

Select every account the carrier can currently access.

FMCSA Portal IFTA account IRP account UCR account IRS / 2290 account No current account access Not sure

Filing Support Needed

IFTA return filing support IRP renewal support UCR filing support MCS-150 update support 2290 filing support Insurance renewal tracking Other Not sure

Overdue / Urgent Items

Are any filings overdue? Upcoming audit, DOT notice, insurance deadline, or compliance deadline? If yes, which filings and how overdue?

IFTA Specific

Are mileage reports available? Are fuel reports available? ELD / fleet software used Fuel card / provider used Which IFTA quarter/year needs filing?

Optional Managed Compliance Details

Base state / IRP jurisdiction Last MCS-150 update date Current UCR year/status 2290 status IRP renewal date Insurance renewal date Previous audit history Preferred support cadence

I understand that Managed Compliance Support requires the motor carrier and drivers to provide accurate information, documents, mileage reports, fuel reports, signatures, portal/government account access, and payment for government or third-party fees when needed. I understand government fees, taxes, registrations, testing costs, insurance premiums, and third-party charges are separate and are not included in the monthly Managed Compliance Support fee.

DOT Drug & Alcohol Program Details

Is this consortium-only service? Are CDL drivers already enrolled somewhere? DER Name DER Email Clearinghouse status Drivers to enroll

Large Fleet / In-House Safety Manager

Approximate fleet size What do you need most? Admin seats needed Preferred setup

Anything else we should know? I understand 4K Compliance LLC provides administrative compliance support and C/TPA services only. Motor carriers remain responsible for compliance with all applicable FMCSA and DOT regulations. I agree to the Terms of Service, Privacy Policy, and Drug & Alcohol Program information.

Your detailed intake will be submitted to 4K Compliance for review.