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Audit-ready outside payroll, made simple

Manage audit risk for every worker paid outside payroll.

1099s aren’t audit proof. Audits follow the money. Manage outside payroll payments, proof, thresholds, and follow-through in one system.

No credit card • 2-minute setup • Demo data includedExplore product
Classifi outside payroll dashboard screenshot
Trusted by teams who want their outside payroll file clean, consistent, and export-ready.
NorthwindJuniperCobaltAtlasMeridianLumenHarborBanyan
CLASSIFI PRODUCT SUITE

The outside payroll risk management platform.

Outside payroll is where audits get messy. Classifi keeps it clean: records, proof, thresholds, and packets—always ready.

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Classifi Intelligence

See outside payroll the way a reviewer does—signals, patterns, and what gets questioned.

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Proof Center

W-9s, contracts, invoices, receipts—attached to the right worker + payment trail.

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1099 Threshold Monitoring

Know who’s approaching filing thresholds as you pay—without spreadsheet gymnastics.

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Audit Packet Generator

Cover page → TOC → proof ordered how reviewers work. Generate anytime.

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Accountable Plan Management

Employee reimbursements, policy-backed and audit-ready: collect proof, enforce rules, export clean logs.

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Follow-through Automations

Requests, status, expirations, renewals—tracked so nothing dies in inboxes.

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IN MOTION

From payment to packet—without the scramble.

This is the part that matters in real audits: consistent records, proof that matches the relationship, and exports that tell the story fast. Built for visuals—swap these placeholders for screenshots or short clips.

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Workflow preview
Visual placeholders
Not legal or tax advice—this is an organization and export system for outside payroll.
Classifi • Preview
Swap for real visuals later
CAPTURE
Create a payee profile
Expected proof set up front
Demo
WORKER TYPE
Contractor
EXPECTED
W-9, scope, invoice
STATUS
Missing 2 items
Preview area
Placeholder: UI screenshot
Placeholder: micro-animation
Later: show the real ‘Create payee’ screen here.
Tip: keep screenshots consistent size and replace this panel content without changing the container.
CONNECT
Tie payments to purpose
Consistent trail for review
Last 90 days
TOTAL PAID
$48,210
REPEAT PATTERN
3 payees
NEEDS PURPOSE
6 payments
Preview area
Placeholder: UI screenshot
Placeholder: micro-animation
Later: replace with a payments timeline screenshot.
Tip: keep screenshots consistent size and replace this panel content without changing the container.
COLLECT
Proof Center
Requests + expirations tracked
Queue
MISSING PROOF
14
EXPIRING SOON
3
REQUESTED
8 sent
Preview area
Placeholder: UI screenshot
Placeholder: micro-animation
Later: swap in your Proof Center UI.
Tip: keep screenshots consistent size and replace this panel content without changing the container.
MONITOR
1099 threshold monitoring
Running totals, automatically
Thresholds
APPROACHING
2 payees
OVER $600
5 payees
NEEDS W-9
1 payee
Preview area
Placeholder: UI screenshot
Placeholder: micro-animation
Later: replace with the thresholds screen.
Tip: keep screenshots consistent size and replace this panel content without changing the container.
EXPORT
Audit packet generator
Cover → TOC → proof ordered
PDF/ZIP
COVER PAGE
Ready
TOC
Auto
ORDER
Largest → least
Preview area
Placeholder: UI screenshot
Placeholder: micro-animation
Later: show the packet builder and a preview.
Tip: keep screenshots consistent size and replace this panel content without changing the container.
Built to swap in visuals (screenshots, clips, device mockups) without changing layout.
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EXPLORE

Outside payroll, organized for real-world review.

The same file can be “fine” operationally and still fail review. Classifi is built for how outside payroll actually gets questioned: payment trail, purpose, proof, and packets.

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CLASSIFI OUTSIDE PAYROLL PLATFORM
Unify payments, proof, thresholds, and packets.

One workspace that keeps your outside payroll record clean: payee profiles, proof expectations, 1099 threshold monitoring, and export-ready audit packets.

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CLASSIFI ADVISOR WORKSPACE
Streamline your clients’ outside payroll records.

For accountants, bookkeepers, and compliance advisors: request documents, track follow-through, and generate reviewer-friendly packets without spreadsheet chaos.

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AUDITOR LENS

Know what the state will ask for—before they ask.

Reviews usually come down to three things: a clean payment trail, proof that matches the relationship, and an exportable packet that tells the story fast.

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Payments
PAYMENT TRAIL
Proof
PROOF EXPECTATIONS
Packet
REVIEW PACKET
Payments that reconcile.
  • Tie each payment to a payee + purpose
  • Surface repeat patterns + suspicious spikes
  • Monitor totals toward 1099 thresholds as you pay
Not legal or tax advice—built to help you stay organized and respond clearly.
Proof that matches the relationship.
  • Set “expected proof” by worker type
  • Collect W-9s, scopes, invoices, approvals, COIs
  • Flag missing + expiring documents automatically
Not legal or tax advice—built to help you stay organized and respond clearly.
A packet the state can review fast.
  • Generate cover page + table of contents
  • Order proof by reviewer-friendly logic (highest → lowest)
  • Export a clean packet (PDF/ZIP) on demand
Not legal or tax advice—built to help you stay organized and respond clearly.
WORKFLOWS

Three ways we keep your outside payroll file clean.

Policies and “proof expectations” are enforced for you—so records stay consistent while you operate.

Set proof expectations that enforce themselves.
Attach the right docs to the right payments—without guessing at audit time.
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Surface audit signals early.
Repeat patterns, unclear purpose, payment spikes—flagged before they become problems.
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Export packets on demand.
Defensible packets ordered the way reviewers work, whenever you need them.
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Demo snapshot
Proof coverage
82%
Missing proof
14
Actions
Queued
Request W-9 + scope
Attach invoice + approval
Confirm purpose
Schedule COI renewal
“Packets when it matters” — export the clean story: payments, purpose, proof, and follow-through.
FAQ

Questions, answered.

Is this legal or tax advice?
No. Classifi is an organization and documentation system designed to help you keep a defensible record. Consult your professional advisor for advice.
Can I start without QuickBooks?
Yes. CSV import is available now. QuickBooks Online sync can come later.
What proof belongs in Proof Center?
Common examples: W-9s, COIs, invoices, scopes, approvals, and other documentation that substantiates purpose and relationship for outside payroll payments.
What should I organize first?
Start with repeat payments and highest-volume workers. Then work outward to the rest of your outside payroll activity.
1099s aren’t audit proof.
Build an audit-ready outside payroll file—with proof and workflows tied to the payment trail.
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Not legal or tax advice.