TAX DOCUMENT AUTOMATION

Collect and store IRS Form W-9 without the chasing

Send a request, let the reminders do the follow-up, and get a signed PDF filed automatically in secure storage. W-9, W-8BEN and more.

  • No software to install — 100% cloud
  • Automated vendor follow-ups
  • Secure document management
  • Micro Business — 3 1099s a month, free
  • No credit card to sign up
  • Expiring, signed recipient links

Multiple forms

W-9, W-8BEN & more

ACTIVE

Email delivery

Automated notifications

SENDING

Secure storage

Protected cloud storage

ENCRYPTED
PROCESS

How it works

Three steps from the request to a signed PDF filed in your account.

01

Create a Request

Easily send a secure request to your vendor or contractor in just a few clicks. No setup required.

02

Vendor Fills Out

Your vendor gets a protected link to fill out the W-9 safely online with guided validation.

03

Stored Securely

Once submitted, the W-9 is saved as a PDF and all details are encrypted in your account.

CAPABILITIES

Key Features

Everything you need to collect a tax form and keep it safe afterwards.

Web Based

Our system is fully cloud-based, accessible from anywhere with any device.

User Friendly

Designed with simplicity in mind. Your team will be up and running in minutes.

Fully Secure

Protected storage keeps your documents safe and organized.

Auto Reminders

The system automatically follows up with vendors until the form is completed.

PRICING

Plans & Pricing

Start free. Upgrade when you outgrow it — no per-form fees, ever.

Micro Business

Free

For a handful of contractors — 3 1099s a month, free forever.

  • 3 1099s per month
  • You + 1 team member
  • Shareable QR links
  • Automatic reminders
Start for free

Medium-Large

$50 / year

Up to 500 1099s a month, unlimited sub-users and every feature included.

  • 500 1099s per month
  • Unlimited team members
  • Shareable QR links
  • Automatic reminders
Choose Medium-Large

Billed once per year. Request limits reset on the 1st of every month.

HELP CENTER

Frequently Asked Questions

Everything you need to know about secure W-9 collection.

How secure is my data?

We use professional grade security measures to protect your data. We prioritize your privacy above all else.

Who is required to provide a W-9?

Generally, any individual or entity that you pay $600 or more for services during the year is required to provide a W-9.

How does W9 TAX help me?

We automate the collection, verification, and storage of W-9 forms, saving you hours of manual follow-up and ensuring compliance.

How does the QBO Integration work?

Our seamless integration allows you to sync vendor data directly with QuickBooks Online, eliminating double data entry.