Collect W‑9s without chasing contractors.
Send secure upload links, track status, and automate reminders before 1099 season.
4
Outstanding
2
Ready to Review
12
Completed
How it works
Three steps. No chasing. No spreadsheets.
Create a request
Enter your contractor’s name and email. We send them a secure, tokenized upload link.
Vendor uploads securely
Your contractor clicks the link and uploads their W‑9. No account needed—just one click.
Mark complete & export
Download the document, mark the request complete, and export your list when you’re ready.
Everything you need for W‑9 collection
Built for small businesses that pay contractors and need W‑9s on file before tax season.
Secure vendor upload links
Each vendor gets a unique, tokenized link. No login required. Links expire automatically.
Private file storage
Documents are stored in a private bucket. Access requires authenticated, time-limited signed URLs.
Status tracking & audit timeline
See exactly when emails were sent, links opened, and documents uploaded. Full visibility.
Automatic reminders
Pro plan sends reminders every 3 days until the vendor uploads. No more manual follow-up.
CSV export
Export your full request list as a CSV. Ready for your bookkeeper or accountant.
Works with your workflow
We send the emails. You download the docs. Fits alongside your existing bookkeeping tools.
Security you can explain to clients
W‑9 forms contain sensitive SSN and EIN data. We treat that seriously.
Private storage
Files live in a private, encrypted bucket. Downloads require an authenticated, time-limited signed URL.
Tokenized vendor links
Each upload link is unique and one-time-use. Vendors never see other vendors or your account.
No extracted PII
We never store SSNs or EINs as form fields. We store only the uploaded document file.
Frequently asked questions
- Do vendors need an account?
- No. Vendors receive a secure upload link via email. They click, upload their W‑9, and they’re done. No signup or login required.
- Is this tax or legal advice?
- No. W‑9 Nudge is a document collection tool only. We do not provide tax, legal, or accounting advice. Consult a qualified professional for those questions.
- Where are the files stored?
- All W‑9 documents are stored in a private, encrypted storage bucket. Files are never publicly accessible—downloading requires an authenticated, time-limited signed URL.
- Can I use it for documents with SSN or EIN?
- W‑9 forms contain SSN/EIN by nature. We store the uploaded document securely but never extract or store SSNs or EINs as separate data fields.
- Can I cancel my Pro subscription?
- Yes. You can cancel any time through the billing portal. You’ll retain Pro access until the end of your billing period.
- What happens on the free plan?
- The free plan supports up to 10 W‑9 requests with manual reminders and secure storage. Upgrade to Pro for unlimited requests, automated reminders, and CSV export.
- How do automated reminders work?
- On the Pro plan, we automatically send a reminder email to the vendor every 3 days until they upload, up to 5 reminders total. No manual follow-up needed.