Workforce Impact Assessment
See exactly where your team's hours and dollars are going.
Create a secure company account, then answer nine short sections about your people, systems, and workflows. Our team reviews your answers and documents, then follows up with your results.
- 9 sections
- About 20 minutes
- Progress saves automatically
- You'll get a workflow map + 90-day roadmap
Built for sensitive records
Your financial documents are protected from the first step.
Your account comes first
You will share payroll registers, statements and invoices. Those belong behind a login, not an open form.
Two step sign in
After your password, we email a one time code. A stolen password alone is not enough to reach your files.
Private storage
Documents are stored privately, tied to your company account, and never reachable by a public link.