Classifi for accounting & bookkeeping firms

Give every client audit-ready contractor compliance — without adding headcount.

Built by a former state UI auditor, Classifi runs across your entire client book — so your team delivers compliance as a service, not a side project.

Your firm dashboard — live compliance status across every client, updated automatically.

Multi-client dashboard

One workspace, every client's compliance status at a glance. No tab-switching, no client portals to juggle.

Export-ready deliverables

CSV, PDF, and ZIP in one click for clean client delivery. Formatted for your workpapers, not your inbox.

Built by a former state auditor

Not a software guess at compliance. An actual audit methodology, codified into a platform your firm can stand behind.

Everything your firm needs to deliver compliance at scale

Each tool is designed for multi-client workflows — your team sets the standard, clients keep it current.

Contractor File Vault

Clients keep W-9s, COIs, and business credentials current without your team chasing documents. Expiration alerts and renewal reminders run automatically.

Payment intelligence

Every QuickBooks payment mapped to a worker record so outside payroll exposure is always visible — not reconstructed at year-end.

Threshold Watch

Classifi tracks each worker's running payment total and alerts before they cross the filing threshold. Your clients never miss a W-9 request again.

Audit-ready exports

Generate a complete compliance packet per worker: PDF summary, CSV data, and zipped documents. One click, formatted for clean client delivery.

Set up your firm workspace in minutes

Start your free trial, invite your first client, and see compliance status populate automatically.

Get started with a risk-free trial

Set up your firm workspace in minutes and invite clients when you’re ready.

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Classifi provides outside payroll compliance intelligence for informational purposes only. It does not constitute legal, tax, or employment law advice. Consult a qualified employment attorney or tax advisor before making classification decisions.