Assisted filing prep

Upload your documents. We prepare the CPSC packet.

Prefer not to manually enter every field? Start a managed intake, upload the records you already have, and an assigned account manager will prepare the CPSCReady packet fields for your review.

Document upload
Account manager review
Broker-ready packet

Managed intake

Document review queue

Account manager

Uploaded files

Toy shipment packet

SKU-list.xlsxMapped
Lab-report-03.pdfReviewing
Broker-email.txtClarifies request
Packaging-photo.pngAttached
Fields organized in CPSCReady
Missing-data questions drafted
Broker-ready files prepared for review

How assisted prep works

A managed path for teams with scattered records.

The assisted option is built for importers who have the documents but do not want to translate every supplier, lab, product, and broker detail into the packet manually.

Step 01

Choose managed prep

Start a managed intake instead of the self-service field-by-field workflow.

Step 02

Upload source documents

Add spreadsheets, test reports, certificates, broker emails, product photos, labels, invoices, and packing lists.

Step 03

Account manager review

Your account manager uses CPSCReady tools to organize packet fields, identify gaps, and coordinate follow-up by email.

Step 04

Review the prepared packet

You review the prepared data and download the broker-ready package for your filing partner.

What to upload

Send the records you already collected.

It is fine if the set is incomplete. The review can turn partial records into clear missing-data questions before your broker deadline gets tight.

Product and shipment files

  • SKU lists
  • Product IDs and UPCs
  • Product photos
  • Invoices and packing lists

Certificate support

  • CPC/GCC PDFs
  • Lab reports
  • Rule or standard notes
  • Testing basis records

Partner context

  • Broker requests
  • Carrier emails
  • Supplier messages
  • Existing registry IDs

Assisted vs self-service

Choose the path that matches your records.

Both paths produce a reviewable CPSCReady packet. The difference is whether your team enters the packet fields directly or uploads records for managed preparation.

Self-serviceAssisted prep
You enter each product, manufacturer, lab, rule, and broker field yourself.You upload what you have and an account manager organizes the packet fields for review.
Checkout happens after required fields and acknowledgements are complete.Managed checkout happens first so secure document upload and review can begin.
Best when your source records are already clean and you know the broker request.Best when documents are scattered across suppliers, labs, brokers, folders, and spreadsheets.

Important scope notes

Importer review and approval is still required before relying on outputs.
Use qualified legal, compliance, or customs advisors for rule applicability, tariff, clearance, and filing decisions.
CPSCReady is private preparation software and is not CPSC, CBP, or a customs broker.

Ready to avoid manual entry?

Create your workspace, choose managed prep, complete checkout, and upload the documents your account manager should review.

Start assisted intake