On a professional's profile, Documents lists every document with its status. Request documents ticks the types you need and sends one email (The family needs: …). View or download, Accept, or ask for a new copy with a note; upload on their behalf; move a due date. A license or CPR card within 30 days of expiring shows amber, expired shows red.
The credential policy is yours to set: CPR is required by default, a license is not, and a professional who does not have one yet taps I don't have one yet and gets 30 days and a list of where to get one; you can block new shifts after the deadline, never clock-out or pay.
A professional who works in your home through an agency that keeps their file on ExpressAgain shows On file with the agency, with the day the agency verified each copy and View, for the types the agency shares: license, CPR, TB, training and skills checklists unless it switched one off; never their tax forms or ID. Those copies count toward your policy; where the agency requires more than you do, the stricter rule applies to that person in your home. Your own requests and copies stay yours.
When a professional fills out and signs the W-9 in the app, the family sees W-9 on file, the last four digits and the signed date, with View W-9 (the generated PDF). The owner can Reveal the full number to file a 1099; it shows for sixty seconds and every reveal is recorded. W-4 and I-9 link to the official blank forms.
What it looks like
Screens at phone width, with sample names — no real person’s information.
