For office managers and admins
Run the document chase without losing the thread
If you are the person collecting records, following up on COIs, and assembling the file, this page is built around your part of the process.
You are usually coordinating the whole request list
In many small businesses, the audit lands on the office manager's desk first. You are asked to gather records from payroll, bookkeeping, owners, and subcontractors—then somehow make the whole package make sense.
Workers Comp Audit Prep gives you a workflow for that job.
What makes audit prep messy in the real world
- No one is sure which records are actually needed
- Files come in from multiple systems and multiple people
- Subcontractor certificates are missing or outdated
- There is no standard naming, folder structure, or packet order
- Follow-up questions become harder to track once the audit starts
What the system gives you
A printable checklist for collecting records
Start with the document groups instead of relying on scattered email notes.
A workbook with status fields, owners, and notes
Track what is ready, what is still pending, and who owns the next step.
A COI tracker for subcontractor follow-up
Make certificate gaps visible before they turn into audit back-and-forth.
A packet index and clarification log
Keep the final file set organized and the follow-up trail easier to manage.
A good starting path for most admins
Start with the free checklist
This is the fastest way to gather records now or show your team what is still outstanding.
Move to the Construction Kit
Use the full kit when you need the workbook, COI tracker, packet index, and review tools—not just the list.
Frequently asked questions
Do I need accounting expertise to use this?
No. The system is written for operational users as well as bookkeepers.
Can I use this even if my owner or accountant is the final reviewer?
Yes. This is often the best use case.
Does this replace our internal folder structure?
It can. The kit includes a packet folder template and packet index designed specifically for audit prep.
Start with the list, then move into the workflow
Use the free checklist to start the request list fast. Move to the Construction Kit when you need folder structure, COI tracking, and packet order.