DocuSign-like experience for vendors
No PDF downloads or scanning. Vendors complete an easy online form with pre-filled fields and electronic signature in under 2 minutes.
Features
Everything needed for cleaner W-9 operations
W-9 Requestor centralizes the request process so AP teams can move faster with fewer follow-up emails.
Upload existing W-9 option
Vendors can upload an existing W-9 PDF if they already have one, instead of filling out the form.
Automatic follow-up reminders
Up to 3 reminder emails sent automatically, spaced 3 days apart. No manual chasing required.
Bulk request sending
Create one batch with multiple recipients and issue unique W-9 links instantly.
Live status tracking
See pending and completed submissions with clear request history in your dashboard.
1099-NEC generation
Generate 1099-NEC forms directly from collected W-9 data. Enter the payment amount and download the PDF.
Accountant CC routing
Automatically include an accounting contact on request and completion notifications.
Secure PDF downloads
Download completed W-9s as professional PDFs, whether filled out online or uploaded.