Classifi

Payroll Management Software

Unpublished

A extensive outside payroll management system designed to simplify audit risk mitigation by organizing, tracking, and verifying payments made to independent workers, contractors, or vendors outside traditional payroll structures. Key features include proof collection and attachment, threshold monitoring for 1099 reporting, automated audit packet generation, and seamless workflow automation to ensure consistent, audit-ready records, along with tools for employee reimbursement management and follow-through tracking; it addresses challenges for finance teams, HR professionals, and compliance officers by reducing manual effort, preventing audit errors, and ensuring transparent, verified documentation of outside payment processes.

Classifi can be found in Payroll Management Software categories.

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Details

Classifi Main Features

• Easy Setup
  It takes less than 5 minutes per entity or client to start using the system.
• Proof Center
  It keeps all documents like W-9s and insurance attached to the right contractor records and flags missing or expiring documents.
• Audit Packets
  It creates ready-to-go packets with all the needed documents in the correct order with just one click.
• User Friendly
  Designed for teams managing many contractors, with features like proof requests, automatic alerts, and easy exports.
• Export Packets
  It generates structured audit files, including cover pages and contents, ready for review or filing.
• 1099 Thresholds
  It shows real-time totals for each payee to help avoid missing the $600 filing limit and alerts you when a payee is close.
• QuickBooks Sync
  It connects with your QuickBooks Online account to automatically organize your payments without manual work.
• Accountable Plans
  It manages reimbursements with proper IRS rules, including policies, receipts, tracking, and excess amount checks.
• For Accounting Firms
  It helps firms manage proof for every client, identify gaps, and prepare audit packets quickly, all from one platform.
• Payment Intelligence
  It looks at your payments before reviewers do, finding risks like concentration, missing proof, or thresholds approaching.
• Threshold Monitoring
  It updates totals with each payment and alerts you if a payee is close to the $600 threshold, showing W-9 status.
• Classifi Intelligence
  It analyzes payments to find risks like big payments, missing documents, or near-threshold payees.
• Outside payroll compliance
  It helps you organize proof, check thresholds, and create audit packets for your contractors easily.
• Step-by-step Outside Payroll Management
  It guides you from importing payments, setting proof rules, collecting documents, monitoring thresholds, to exporting audit-ready files.
• Multi-entity and Multi-department Tracking
  It manages payments across different departments and companies, with role-based access and bulk proof collection.

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