Keep your compliance documents ready for every client.
Store and share your W-9, COI, licenses, invoices, and scopes in seconds.
Professional proof protects you and your clients.
When an independent worker can’t quickly provide “proof of independence” records, onboarding slows down — and in audits, businesses may end up paying unemployment insurance taxes and penalties unnecessarily. Keeping your packet ready helps clients stay compliant, and helps you look credible.
Built for independent workers and contractors.
If clients ask you for W-9s, insurance, licenses, invoices, or scopes — Classifi keeps everything ready to share, so you stay client-ready year-round.
Look client-ready — without scrambling.
Organize your packet once. Share what’s needed in seconds. Keep clients confident when documentation is requested.
Store and send your most-requested documents without digging through folders.
Classifi keeps a clean request → share flow so clients can onboard you faster and maintain better records.
Keep a simple history of what’s current — and what needs attention — so requests don’t derail work.
Simple, fast, private by default.
Set up once, then respond like a pro — even when a request shows up last minute.
Quick answers.
Clear expectations. Calm workflows.
Is this just for big contractors?
No — Classifi is built for everyday independent workers who need documents ready for clients, fast.
Can clients see all my documents?
You control what you share. Only provide what’s requested — keep the rest private.
What should I upload first?
Most people start with a W-9, COI (if applicable), licenses, invoices, and a scope of work template.
Is this legal or tax advice?
No. Classifi helps you organize documentation and maintain records — it does not provide legal or tax advice.