How It Works
A Straightforward Process
Create Your Account
Provide basic plan information and we set up your secure client portal with a dedicated audit team.
Connect & Upload
Link your payroll provider and upload required documents through our encrypted portal.
Track Your Progress
Monitor each phase of your audit in real-time through your personalized dashboard.
Platform Features
Designed for a Better Audit Experience
Our portal brings structure and visibility to the 401(k) audit process, so you can focus on running your business.
Secure Document Portal
Upload and manage audit documents through an encrypted portal — replacing email attachments and physical mail.
Integrated Payroll
Connect your payroll provider directly to securely share the data we need for testing.
Real-Time Status
A detailed status tracker shows you exactly where your audit stands at every phase.
Dedicated Team
Your engagement is led by experienced professionals who specialize in 401(k) plan audits.
Streamlined Workflow
Our structured process reduces back-and-forth and keeps your audit on schedule.
Complete Transparency
Every document, every step, every milestone — visible in one place.