See how Classifi works for partners
A partner-ready platform for outside payroll clarity across every client workspace.
Experience Classifi with a live demo
Share your email to get a quick tailored walkthrough and partner onboarding plan.
Portfolio snapshot (sample)
Clients
10
Connected workspaces
Open requests
24
Proof outstanding
Alerts
7
Threshold / missing docs
Built for partner portfolio management. Not legal or tax advice.
Takes ~2 minutes
Interactive product tour
Click through the core partner workflows without scheduling anything.
Select a workflow
Proof request • Threshold monitor • Audit packet
See the client view
What’s missing and what to request next
Export clean outputs
Audit-ready ordering when it matters
Short walkthroughs
Watch product videos
High-level overviews of portfolio management, proof requests, monitoring, and exports.
Walkthrough library (placeholder)
Add Loom embeds later without changing layout.
Partner portfolio overview
Proof request workflow
Threshold monitoring
Audit packet export
ACCOUNTING FIRMSBOOKKEEPERSPAYROLL ADVISORSOPS & FINANCECONSTRUCTIONHOME SERVICES
Already have an account?
Log in