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, review, missing-item flags, and export on top of the workbook-led audit-prep workflow.
- Workbook-led workflow with software speed where it helps
- Review and approve detected values before export
- Best for repeat yearly audits, not one-off emergencies
Should you start with the app or with a kit?
Start with Packet Builder now if
- You prepare for audits every year and want reusable projects
- You want uploads, review, and exports in one saved workflow
- You have enough recurring volume that less manual entry matters
- You want an annual account path for uploads, reviews, and billing
Start with a kit instead if
- This is a one-time or urgent audit and you mainly need the workbook-led system first
- You want the lower-friction downloadable route before committing to the annual app
- You are still deciding between the lighter SMB Edition and the full Construction Kit
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.
See the app before you buy
These screenshots come from the real local app using seeded demo data for dashboard, uploads, review, and export steps.
Dashboard and project entry
A subscriber dashboard with project creation, upload-center access, downloads, and billing in one place.
Upload center
Supported file types, category selection, and upload rules stay visible before review begins.
Review before export
Detected values stay reviewable, editable, and approval-based before the export step can rely on them.
Export tools
Generate the workbook, missing-items summary PDF, and packet ZIP from the approved project state.
What it does not try to replace
Still not replaced
- Your payroll system
- Your accounting system
- Your broker or accountant
- Legal, tax, or binding classification 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
Supported files and export scope
Supported uploads
- Excel (.xlsx / .xls)
- CSV
Best results come from CSV, XLSX, and machine-readable PDFs. Scanned PDFs can still be uploaded, but they usually need more manual cleanup during review.
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
Packet Builder is account-based, so project files and exports stay behind signed-in access rather than public links.
Private file storage
Uploads are stored in private project storage that supports review, export generation, and later cleanup.
Manual review before export
Extracted values stay editable and reviewable before they are used in workbook or packet exports.
30-day raw-upload retention
Raw uploads are scheduled for deletion 30 days after the most recent export while structured project data and export history remain tied to the subscription.
Frequently asked questions
Is this included with the Construction Kit?
No. It is a separate annual subscription.
Should I buy this before the kit?
Buy the app first if this is a repeat yearly workflow and you want uploads, review, and exports. Start with a kit first if you mainly need the workbook-led system for a one-time or urgent audit.
Can I buy it once without a subscription?
No. Audit Packet Builder is available as an annual subscription.
Can I bulk upload COIs?
Yes, but certificate matches still need review.
Does the app silently change my workbook?
No. You review extracted values before export.
Use the annual layer if this is a repeat workflow
Packet Builder fits buyers who want saved projects, uploads, review, missing-item flags, and exports on top of the workbook-led system.