Stop manually chasing
W-9s for your clients.
One platform to collect W-9s, verify vendors, and e-file 1099-NECs for every client — without the January scramble.
The problem
Every January, the same fire drill.
Your clients don't think about 1099s until you remind them. Then it's a flood of emails, missing W-9s, and hard deadlines — at the worst time of year.
- Hunting down W-9s from vendors who never respond
- Manually keying data from scanned PDFs
- Discovering TIN mismatches after the deadline
- Filing extensions because a client was disorganized
Time spent chasing W-9s per client
4–8 hrs
Average across small business clients
IRS penalty for late / incorrect 1099s
$310
Per form, up to $3.78M per year
Forms still filed on paper
38%
Despite IRS e-file mandate expanding
The solution
One platform for every client's W-9 and 1099 workflow.
Portfolio-wide visibility
See compliance status across every client in one place. Know who's behind and what needs attention today.
- Per-client compliance dashboard
- Deadline alerts across all clients
Automated W-9 collection
Send W-9 requests on behalf of any client in one click. Vendors complete a secure portal — no account needed.
- AI-OCR data extraction
- Automatic follow-up reminders
1099-NEC e-filing
Generate and e-file 1099-NECs for every client directly with the IRS. Every January 31 deadline hit.
- Direct IRS e-filing
- Audit-ready filing records
Bulletproof records
Every form and filing stored securely with a full audit trail. Encrypted TINs, access-controlled per client.
- Encrypted TIN storage
- Full activity audit log
Workflow
Set up a client in minutes. Run on autopilot after that.
01
Connect the client's data
Link their QuickBooks account or import a CSV. W9 Tracker immediately identifies every vendor who may need a 1099-NEC based on IRS threshold rules.
02
Send W-9 requests in bulk
Review flagged vendors and send W-9 requests to all of them at once. Vendors get a secure one-time link — no login required. Track who's opened, submitted, or needs a nudge.
03
Validate, verify, and file
AI validates every submitted form. Review exceptions in one place. When you're ready, e-file 1099-NECs for the entire client with one click.
Who uses W9 Tracker
Built for accounting professionals of every size.
Bookkeepers
Offer W-9 collection and 1099 preparation as a value-added service without adding headcount.
CPA firms
Collect W-9s year-round, catch issues early, and file 1099s on time for every client — every year.
Fractional CFOs
Give clients enterprise-grade compliance infrastructure without the enterprise overhead.
AI-powered extraction
No more manually keying data from PDFs.
When a vendor submits their W-9, AI extracts every field and flags anything wrong before you ever see it.
- Extracts all W-9 fields automatically
- Flags missing signatures, invalid TINs, and mismatched names
- One-click correction flow for exceptions
- Stores masked TINs encrypted at rest
Ready to simplify client compliance?
Start free. Add clients as you grow. No surprise fees at filing time.