6 tabs, one export.
Pre-assembled binder
6-tab default structure: Entity, State, Finance, Controls, Compliance, Board. Updated as you operate.
Evidence pack
Every required document indexed + linked. PDF export with hyperlinked TOC + per-document metadata (signed date, signer, source).
Live status
Each evidence requirement has status (complete · gap · stale). Gap = missing doc. Stale = needs refresh.
IRS audit support
Power of Attorney (Form 2848) on file. We can interact with IRS on your behalf during exam.
SOC 2 evidence map
Trust criteria → control → evidence mapping. Especially useful for SaaS preparing for SOC 2 Type II.
Lender + investor ready
Banking + lender + insurance + VC diligence all use similar evidence requests. One binder serves them all.
A clean handoff, in 4 steps.
Auto-populate from BOS
Every entity doc, filing, EIN letter, return, board minute already in your BOS vault gets indexed into the binder.
Identify gaps
Audit checklist for IRS / SOC 2 / lender / insurance compared to your evidence. Gaps flagged with remediation steps.
Specialist remediates
Specialist closes gaps: orders certificates, drafts missing minutes, requests state docs. Typical: 2-4 weeks for full gap-close.
Export + share
PDF binder with hyperlinked TOC. Share with auditor via secure link. Audit trail maintained.
One-time, or part of your BOS.
- 6-tab binder structure
- Gap identification
- Specialist remediation (up to 20 hrs)
- PDF export + secure share link
- 30 days post-audit support
- Binder kept current
- New filings auto-indexed
- Quarterly gap-check
- Compliance Score live
- BosAI for audit questions
- PDF export anytime
Common questions.
What types of audits?
IRS exam (1120/1120-S/1040), state tax exam, SOC 2 Type I/II, SOC 1, ISO 27001, lender due diligence (SBA + commercial), insurance audit (workers comp + general liability), investor due diligence.
Do you replace the auditor?
No. We organize YOUR evidence for the auditor. The auditor is independent and reaches their own conclusions.
What about SOC 2 readiness?
We provide the evidence-mapping framework + collect the entity-level documents. For controls-testing evidence (logs, screenshots, policies), we coordinate with your security team or vCISO partners.
Can you respond to IRS notice?
Yes, with Form 2848 (Power of Attorney) on file. Many notices are clerical errors or simple clarifications we can resolve directly.
What if the auditor requests something not in the binder?
We respond within 24 hours with the requested doc, or escalate if it requires generating new evidence.
How long does initial audit prep take?
2-4 weeks for full gap-close depending on entity history + audit type. Existing BOS subscribers usually faster (most docs already in vault).
Do you handle international audits?
We handle US-side documentation. International tax authority interactions (e.g. HMRC, CRA) require local counsel: we coordinate.
Can investors access the binder?
Yes via secure share link with view-only access + expiration. Full audit trail of who accessed what.
What about ongoing audit-readiness?
Compliance Subscription keeps the binder current. New filings auto-indexed. Quarterly gap-check identifies new requirements.