Self-certified W-9s
A mobile-friendly W-9 request, signed electronically. Corrections create a new version instead of overwriting the old one.
Application project
1099 readiness.
Without the year-end scramble.
An application that moves routine 1099 work to the people closest to it and leaves the firm only the exceptions.
The business need
Year-end work piles up at the firm.
Collecting W-9s, matching payments and checking thresholds usually lands on CPA staff in January. VendorCenter spreads that work across the year and hands it to the people who have the information.
The application
What it brings together.
Contractors enter and certify their own W-9 information, business owners maintain vendor lists and monthly payment data, and CPA staff review exceptions and approve year-end reporting. Readiness, threshold and classification checks run continuously in the background.
Core capabilities
A useful tool, built around the work.
Monthly payment import
Import a CSV, confirm the column mapping, review exceptions and approve, with the source and approval history kept.
Continuous checks
Readiness, thresholds and classification checked all year, not just in January.
Exceptions-only review
CPA staff spend their time on professional judgment, not data entry.
Screens
A closer look
at the build.
More work
A closer look at the work.
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