The annual app layer for faster audit prep
Personalize the kit, upload documents, and export a clean packet faster
Audit Packet Builder adds intake, uploads, prefill, missing-item flags, and export on top of the workbook-based audit-prep workflow.
- Workbook-first, not app-first
- Review extracted values before export
- Designed for recurring yearly workflow
What you can do in the app
Capture business, policy, workforce, and records-on-hand details so the workflow starts with the right context.
Add payroll summaries, 941s, 1099 summaries, subcontractor lists, COIs, and GL exports in supported formats.
Approve or edit what the app found before anything is used in the workbook export.
Surface missing forms, missing COIs, expired COIs, and obvious mismatches before export.
Generate a personalized workbook and organized packet ZIP for the audit workflow.
What it does not try to replace
Still not replaced
- Your payroll system
- Your accounting system
- Your broker or accountant
- Legal, tax, or class-code advice
The app's actual role
Packet Builder is the speed and organization layer. The workbook remains the core output.
Who this is best for
- Businesses preparing for recurring annual audits
- Bookkeepers supporting repeat contractor workflows
- Teams that want less manual data entry
- Buyers who want reusable projects year to year
What the first version supports
Supported uploads
- Excel (.xlsx / .xls)
- CSV
Core document categories
- Payroll summaries
- Form 941
- W-2 and 1099 summaries
- Subcontractor lists and COIs
- GL exports
Export scope
- Excel workbook export
- Packet ZIP export
- Editable review before final export
Security and retention basics
Authenticated access
The app is designed for account-based access rather than open file handling.
Private file storage
Uploads are intended to stay in private storage as part of the packet-building workflow.
Manual review before export
Extracted values are meant to be reviewed rather than silently pushed into the final output.
30-day raw-upload retention target
Raw uploads are intended to be deleted 30 days after the last export while structured project data remains tied to the subscription.
Frequently asked questions
No. It is a separate annual subscription.
Not in v1. The app is annual-subscription only.
Not in v1. The editable export is Excel.
Yes, but certificate matches still need review.
No. Extracted values should be reviewed before export.
Use the annual layer if this is a repeat workflow
Packet Builder is for buyers who want uploads, prefill, missing-item flags, and reusable yearly projects on top of the workbook-led system.