Owners
For owners who want fast visibility into what is missing and what needs follow-up before the auditor asks again.
See owner guidance →By role
Find the workers' comp audit prep workflow that matches your role
Trade pages explain what changes by industry. These role pages explain what each person usually owns in the prep process — gathering records, reconciling numbers, or making the final handoff.
Choose your role in the process
Role pages
Office managers
For the person gathering records, chasing COIs, organizing folders, and keeping the request list moving.
See office manager guidance →Bookkeepers
For the person reconciling payroll, tax forms, ledger detail, and subcontractor support into one explainable file.
See bookkeeper guidance →Best starting point by role
Owners
Start with the Construction Kit if the audit is active or the records are already messy.
Office managers
Start with the free checklist if you need to gather records fast, then move into the kit when packet structure matters.
Bookkeepers
Start with the Construction Kit for reconciliation structure, then add Packet Builder if you want repeat yearly speed.
Need the document scope before you pick a role page?
Use the free checklist if you want the record list first. Use the industry pages if the bigger question is trade complexity rather than who inside the business owns the work.