Funding
Funding not disclosed
Founders
Product
Problem
Collecting and managing IRS Form W-9s from vendors and contractors can be a time-consuming and error-prone process, often involving manual data entry, paper storage, and persistent follow-ups. Ensuring data security and compliance with IRS regulations adds further complexity.
Solution
GetW9 is a cloud-based platform designed to streamline the collection, storage, and management of W-9 forms. The system automates the W-9 request process by sending secure links to vendors and contractors, prompting them to complete the form online. Once submitted, the data and a PDF copy of the W-9 are securely stored within the user's GetW9 account. The platform also offers features such as automatic reminders, QuickBooks Online integration, and data export for year-end 1099 preparation, reducing administrative overhead and minimizing the risk of IRS penalties.
Target Audience
GetW9 primarily targets businesses of all sizes and accounting professionals who need to collect and manage W-9 forms from their vendors and contractors efficiently and securely.
Features
- Secure, web-based platform accessible from any device
- Automated W-9 requests via email or SMS with secure links
- Automatic reminders to vendors and contractors until W-9 is completed
- Secure online storage of W-9 data and PDF copies with AES-256 encryption
- QuickBooks Online integration for seamless vendor data synchronization
- Bulk W-9 request uploads via Excel
- Data export functionality for 1099 preparation
- Option to securely share your own W-9 form
- Multi-user support for accountants and bookkeepers
- Ability to add unlimited companies or organizations