KYCReporting
RECORDS KIT · ONE-TIME DOWNLOAD

Your document register.
Ready to work.

Know which version is current, who owns it, and where to find it. A simple offline workspace for the records your business already keeps.

$19USD · one business · yours to keep

Secure Stripe checkout · No subscription · Download after payment

Records workspaceOffline edition
YOUR WORKING INDEX

Every record.
A clear owner.

02example records
+ Add a record↓ Export backup↗ Print
Record / locationOwnerVersion
Training registerOperations / TrainingRecords ownerv2.0
Procedure indexOperations / ProceduresTeam leadv1.4
Your files stay in your systems. Your index stays with you.
Illustrative register · edit the fictional previewOpen preview ↗
100 record spacesLabels, owners, versions and dates
Works offlineOpen in your desktop browser
Portable backupsImport, export and keep your index
One clear handoffPrint a summary for your team
SMALL TOOL. PRACTICAL JOB.

Less searching.
More knowing where it is.

Your policies, training records and procedures can stay in the systems you already use. The Records Kit gives their labels, locations and responsible owners a single working index.

Find the current version

Keep a document’s name, location and version together. Update the index when the approved file changes.

Make ownership clear

Record who maintains each item and the next review date supplied by your team. See who to ask when something needs attention.

Keep a usable handoff

Export a backup, print your register, and give the next owner a written routine for maintaining it.

EVERYTHING IN THE DOWNLOAD

Open it today.
Keep using it tomorrow.

Four files, a quick-start guide, and a simple weekly routine. No account to manage.

$19one-time
  • Editable offline records workspace
  • Blank register and fictional example
  • JSON backup import/export and print summary
  • Setup, weekly check and handoff guide
  • Internal-use license for one business
WANT IT SET UP FOR YOU?

Your approved record list.
We’ll organize the workspace.

The optional custom setup covers up to 25 owner-supplied record labels, owners, versions, locations and dates. You approve a private preview before payment. One revision and a written handoff are included.

See the custom setup
$199One business · one-time service
BEFORE YOU BUY

A clear fit.

What exactly does the kit do?

It is a single-user document register with up to 100 records. Add, edit or remove rows, undo the last removal, export/import JSON backups and print a summary. It indexes labels and references, not document contents.

How do I save my work?

Export a backup before closing the tab. Next time, open the workspace and import that backup. It does not save automatically or synchronize between people. Store backups in your approved business storage.

Is it a compliance package?

It is an administrative organization tool. Your responsible professional determines applicable records, policies, controls and dates. The kit does not write an AML policy, assess compliance or certify readiness.

What if my download doesn’t work?

Report a missing, corrupt or materially non-working download within 14 days to [email protected]. We will correct the delivery problem or refund the kit purchase. Applicable consumer rights remain available.

Just need a blank paper worksheet? Use the free records sheet. Product terms · Privacy.