W-9 Collection and 1099 Readiness Tracker
Import each client's vendor payments monthly, flag vendors approaching or past the reporting threshold, request W-9s by secure link with TIN format checks, and show a per-client readiness board long before January.
- Target market
- Bookkeepers and small accounting firms preparing 1099s for 10-100 small-business clients.
Problem snapshot
What this solves
Bookkeepers discover in January which clients' vendors crossed the 1099 reporting threshold and then chase missing W-9s and TINs against the filing deadline.
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