Step 1
Enter vendors once
Add contractor and vendor names and emails from the homepage in one pass.
Vendor Tax Onboarding
Collect W-9s hassle-free from contractors and vendors.
Enter names and emails now, create your account in seconds, and send your W-9 request batch without retyping.
Start In 30 Seconds
Start collecting W-9s hassle-free in one quick setup.
Add recipient details now. We will carry this batch into signup so you can send W-9 requests immediately after creating your account.
How it works
Step 2
Create your account
Finish signup and continue with your prepared W-9 recipient list already attached.
Step 3
Collect and track W-9s
Send secure links and monitor pending versus completed W-9 submissions.
Easy for your vendors too
No PDF hassle
Vendors complete an easy online form - no downloading, printing, or scanning required.
DocuSign-like experience
Pre-filled fields, progress tracking, and electronic signature. Done in under 2 minutes.
Or upload existing W-9
Already have a completed W-9? Just upload the PDF instead of filling out the form.
Built to match real accounting workflows
Send W-9 requests to contractors and vendors, copy your accountant, and keep a clear submission timeline.