What is getW9?
getW9 is a web-based platform designed to simplify the process of collecting and storing IRS Form W-9s from vendors and contractors. Developed by a practicing CPA, it addresses common frustrations by automating requests, reminders, and data management. The system sends secure links for online form completion, eliminating the need for printing or scanning, and stores all details and PDFs in a centralized account.
The platform offers robust features including QuickBooks Online integration for seamless vendor data sync, USPS address validation to reduce mailing errors, and automatic reminders to ensure timely submissions. With encryption using industry-standard AES-256, it ensures data security while helping businesses save time and avoid IRS penalties through a digital, budget-friendly process.
Features
- QuickBooks Online Integration: Sync with QBO to automate vendor W-9s and update profiles
- USPS Address Validation: Standardize addresses to reduce undeliverable mail and 1099 delays
- Automatic Reminders: System sends reminders to vendors until W-9s are submitted
- Secure Data Encryption: Uses AES-256 encryption for data protection
- Bulk Upload via Excel: Upload multiple W-9 requests efficiently using Excel files
- Export for 1099s: Export data to assist with year-end 1099 preparation
Use Cases
- Automating W-9 collection from independent contractors for tax compliance
- Streamlining vendor onboarding with digital form submissions
- Integrating W-9 data with QuickBooks Online for accounting efficiency
- Reducing mailing errors through USPS address validation
- Managing multiple companies' W-9s in a centralized platform
FAQs
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How does the QuickBooks Online integration work?
The integration syncs vendor data between getW9 and QuickBooks Online. When a new vendor is added in QBO with an email, getW9 automatically sends a W-9 request. Once completed, it updates the vendor profile in QBO with details and attaches the W-9 PDF. Conversely, if a W-9 is requested through getW9, it can create a new vendor in QBO with all data. -
Can multiple users access the getW9 account?
Yes, all pricing plans allow adding up to 2 other users, such as accountants or bookkeepers, who can access reports and export data. Access can be revoked at any time. -
What happens if a vendor does not submit the W-9?
The system sends automatic reminders to vendors until the W-9 is filled out and submitted online, reducing the need for manual follow-ups. -
Is there a free trial available?
Yes, all pricing plans include a 7-day risk-free trial with no charges upfront, allowing users to test the platform before committing. -
How does USPS address validation work?
Available for Giga plan users, it validates addresses entered by vendors against USPS standards. Vendors can choose to use the entered or USPS-standardized address, with status badges indicating validation, helping reduce mailing errors.
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getW9 Uptime Monitor
Average Uptime
100%
Average Response Time
348.07 ms
