For lighter audit cases outside the full construction workflow
A simpler workers' comp audit prep kit for small businesses
If you need a clean audit-prep workflow without the heavier subcontractor and COI emphasis, the SMB Edition gives you the essentials.
What you get
Streamlined audit workbook
A lighter workbook-led workflow for gathering records, reconciling totals, and preparing a cleaner packet.
Printable checklist
A practical document list for payroll, tax forms, and business support records.
Audit prep guide
Operational guidance for moving from scattered records into a more usable packet.
Packet folder template
A starter folder structure for organizing files before the audit review.
Call script and email templates
Reusable language for requesting records and sending clarification questions.
Audit review tools
A review workflow for comparing your prep to the final result and logging follow-up questions.
Best for businesses with simpler audit prep
- Office and light-service businesses
- Restaurant and retail use cases with fewer subcontractor issues
- Janitorial or service businesses not needing the full construction setup
- Businesses wanting a lower-cost starting point
Choose the Construction Kit instead if
Construction-specific complexity is a major issue
- You use subcontractors heavily
- COI tracking is a major issue
- Owner/officer treatment needs separate support
- Job-duty documentation is likely to matter
Need help choosing?
Most construction companies should start with the Construction Kit. The SMB Edition exists for lighter cases that do not need the heavier subcontractor workflow.
Frequently asked questions
No. It is still a system with a workbook, guide, packet tools, and review workflow.
Yes. The site supports a path from the SMB Edition to the Construction Kit or the app.
Contractors using subcontractors, tracking COIs, or dealing with owner/officer and job-duty complexity should usually start with the Construction Kit.
Choose the lighter kit only if your audit really is lighter
If you do not need the construction-heavy subcontractor and COI workflow, the SMB Edition gives you the essentials at a lower price.