Classifi
Partner ProgramPortfolio-readyAudit-focused

Outside payroll clarity for every client you manage.

Classifi is the partner platform for accountants, bookkeepers, and payroll advisors—tracking workers paid outside payroll and keeping client records audit-ready with consistent workflows and clean exports.

Request a demo See partner plans
Built for platform-style management. Uses automation and agentic workflows—without black-box answers.
Partner Console
Portfolio overview (sample)
Client workspaces
Clients
10
Connected workspaces
Open requests
24
Proof outstanding
Alerts
7
Threshold / missing docs
Client
Status
Requests
Alerts
Oak & Stone LLC
In progress
6
2
Brightline Services
Healthy
0
1
Northview Group
Needs proof
9
3
Portfolio view is configured by firm roles and visibility controls.
Client workspace management
Organize multiple clients under one firm experience with clean navigation and access controls.
Proof collection workflows
Request W-9s, COIs, invoices, and reimbursements with consistent, repeatable templates.
Threshold monitoring
See exceptions across clients—missing docs, threshold proximity, and payment patterns worth reviewing.
Audit packet export
Generate clean exports and packets at the client level, sorted in an audit-ready order.
Accountable plan management
Policy-backed reimbursements with receipt rules and exportable logs—portfolio-ready.
Explainable risk signals
Surface what’s missing and why it matters—without black-box claims.
How it works

A partner motion that stays premium—and stays manageable.

Request a demo, get provisioned with a firm workspace, then connect or create client workspaces as you go.

  1. 1
    Request a demo
    Tell us your portfolio size and what you want to standardize.
  2. 2
    Provision firm + clients
    We set up your firm workspace and connect client workspaces during onboarding.
  3. 3
    Run repeatable workflows
    Proof requests, threshold monitoring, and audit packet exports—across clients.
Partner plans

Built for firms managing multiple client workspaces.

Annual billing is 10 months (2 months free). Default motion is sales-assisted.

Request a demo
Partner Starter
Up to 3 client workspaces
$99/mo
$990/yr (2 months free)
  • Firm workspace + client portfolio view
  • Proof request tracking (client-level)
  • Export-ready records for reviews
Request a demo
Sales-assisted onboarding. No self-serve activation.
Most popular
Partner Growth
Up to 10 client workspaces
$249/mo
$2,490/yr (2 months free)
  • Standardize workflows across clients
  • Threshold monitoring + exception queues
  • Audit packet export at the client level
Request a demo
Sales-assisted onboarding. No self-serve activation.
Partner Pro
Up to 25 client workspaces
$499/mo
$4,990/yr (2 months free)
  • Advanced visibility controls for teams
  • Portfolio-level reporting & exports
  • Priority onboarding + workflow setup
Request a demo
Sales-assisted onboarding. No self-serve activation.
Enterprise Partner
25+ client workspaces
Custom
For complex portfolios and custom controls.
  • Custom states / controls / reporting
  • Dedicated onboarding & governance
  • Custom terms and enterprise support
Request a demo
Sales-assisted onboarding. No self-serve activation.
Partner motion is not self-serve. We’ll confirm fit, provision your firm workspace, and help you connect clients.
See it in action
Get a partner walkthrough tailored to your client mix.
Portfolio size, common workflows, and the exports you need—mapped to Classifi in minutes.
Request a demo