1. Create a W-9 request
2. Vendor/contractor receives a secure link
3. Once the W-9 is filled out online, a PDF & all details are stored in your getW9 account.
Giga plan users can share a unique & secure link directly on their website or emails, through which W-9s can be created & submitted. You don't need to worry about printing or scanning in W-9s!
Developed by a practicing CPA
that gets the frustrations of getting W9 forms!
Our system is fully cloud based, so there is no software for you to install.
Your data is encrypted using industry standard AES-256 encryption.
The system is very easy to learn & use.
Sync with QBO and automate vendor W-9s!
So you don't have to keep reminding your contractors or vendors, our system will keep bugging them!
With a digital Form W-9 process you'll save money on paper, ink & also time & headaches! P.S. we're way cheaper than IRS penalties!
7 day risk-free trial included with all plans
We take data security very seriously. Your information and data is encrypted using industry standard AES-256 CBC encryption, which is the highest level of encryption.
Per the IRS, anyone who is required to file an information return (i.e. 1099 forms) with the IRS must obtain the correct taxpayer tax IDs from the person whom they paid. For example, if you hired an independent contractor (IC) and paid them $2,000 in the past year, then that IC would need to provide you with a Form W-9, so that you can correctly file an information return (1099) with the IRS and also send a copy of the 1099 to the IC.
We make it easy to collect & store your Form W-9s, by automating the whole process. Once you've created a Form W-9 request from on of your vendors/contractors, the system will keep sending reminders until they've filled out the W-9 online. Our system will also let you securely share your own Form W-9s with anyone that requests one from you via a secure link. Also, the getW9 portal saves all the W-9s received and also lets you export the data needed to prepare 1099s.
Once you've logged into your account, you can start a W-9 request by entering a few details about the person/company from whom you need a W-9, and then the system will send out an email or text with a secure link for the person to fill out a Form W-9 online. Once they've filled out the W-9, a copy of along with all the relevant data will be saved to your getW9 account. You can view the W-9s at anytime. Also, at year end you can easily export the W-9 data to help you prepare 1099s. You don't need to worry about printing or scanning in W-9s.
Yes! You can invite your accountant or bookkeeper as a 3rd party user, so they can run reports and export any necessary data they need to help you. You can also revoke their access at anytime.
Inside your getW9 dashboard you have the option to integrate each of your companies/organizations to their respective QBO account. Once the integration is setup, there are two ways the sync will work. #1). Anytime a new vendor is added to QBO with an email address, getW9 will pull that vendor's information and send them an automatic request to fill out their Form W-9 online for you. Once they have filled out their W9, the data & PDF will be stored in your getW9 account, and getW9 will update the vendor profile in QBO with all the details, tax ID, etc., and also attach a PDF of the W9 to their vendor profile in QBO. #2). The other way the QBO sync works is, if you request a W9 through getW9, and the vendor fills it out and submits it back to you, then getW9 will go into QBO and create a new vendor for you and add all their details and also a copy of the W9 pdf.
Yes! We offer an affiliate/referral partner program in which anyone can earn a 15% referral commission on any signups that result from their referral link. Learn more about our affiliate/referral program here.