Digital download · One-time purchase · No physical shipping
CASEWORKS DIGITAL · AUDIT PREPARATION SYSTEM
Know what is ready for review—and what is still missing.
Prepare workers' compensation premium audit documentation in a repeatable workflow. Organize payroll records, subcontractor certificates, document requests, open questions and reviewer follow-up with downloadable tools.
$99 one-time digital purchase · Browser-based organizer, companion workbook, PDF guidance and CSV starters · No recurring subscription
See the organizer before purchasing
The product-gallery image shows the actual CaseWorks Audit Readiness Desk interface using fictional demonstration data. This is a downloadable browser-based tool; it is not secure cloud software. Local browser storage is not encrypted, so do not enter confidential employee, banking, medical or case-identifying data.
What you receive
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Audit Readiness Desk: browser-based HTML organizer with document tracking, reviewer controls, change history, and exports.
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Excel companion workbook: payroll, subcontractor certificate review, and dashboard formulas.
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Four PDF guides: operating manual, correspondence templates, audit handoff packet, and professional audit quality protocol.
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Two CSV starters: exceptions review and source completeness tracking.
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Reviewer findings and acceptance guidance for internal preparation.
Designed for
Small contractors and administrative teams preparing records for a workers' compensation premium audit. Digital download; no physical item shipped.
Before you buy
This is an organizational and documentation-preparation toolkit, not insurance, legal, or accounting advice. It does not calculate or certify final premiums, classifications, coverage, compliance, or insurer acceptance. The HTML desk uses local browser storage, which is not encrypted; do not enter sensitive personal, medical, banking, or employee identifier information. Keep original evidence in approved secure systems. Compatible browser and spreadsheet software required. Some device and end-to-end delivery scenarios have not been independently validated.
Example: preparing for an audit request
A fictional contractor receives a request for payroll summaries, subcontractor certificates and supporting records. Create a checklist entry for each requested document, record the responsible team member, note the coverage or reporting period, and track missing materials and reviewer questions. Use the handoff checklist to identify unresolved items before sending anything to the auditor.
Important: the toolkit supports preparation and organization; it does not decide employee classifications, determine premiums or verify insurance coverage. Use the free contractor audit checklist before deciding whether the $99 toolkit fits your needs.
Common questions
Is this a physical product? No, it is a downloadable digital toolkit.
What software is needed? A modern web browser, an Excel-compatible spreadsheet application, and a PDF reader.
Does it calculate my final insurance premium? No. It organizes preparation records and does not replace insurer, broker, accounting, or legal guidance.
How to use the toolkit
- Start with the included quick-start instructions and open the Audit Readiness Desk in a compatible browser.
- Use the companion workbook and CSV templates to organize your own non-sensitive tracking information.
- Use the correspondence templates and handoff packet to prepare questions, follow-ups, and a review-ready document checklist.
- Have your broker, accountant, or other qualified reviewer confirm any audit-specific requirements before submitting records.
Files in the download
One ZIP archive containing a quick-start TXT file, one HTML application, one Excel workbook, four PDF documents, and two CSV starter templates (nine files total).
Free audit preparation resources
Not sure where to start? Read our contractor premium audit preparation checklist, subcontractor document checklist, and audit records checklist before choosing a toolkit.
Browse related resources: Workers' Compensation Audit Preparation Tools.