W9Finder Reviews & Product Details

W9Finder is W-9 collection and vendor readiness software for accounting and bookkeeping firms, built by FormSignal. Firms import a vendor CSV for each client. W9Finder works with vendor CSVs exported from QuickBooks. It flags vendors with missing W-9s, missing email, incomplete names or addresses, missing TINs, and likely duplicates. Vendors get a private upload link with no account required. Reminders are tracked in the app, so the whole team sees status. Each upload goes through human review, and staff can correct details and resolve exceptions before approving. When the list is ready, firms export a reviewed, 1099-ready vendor file for whatever filing process they use. Full TINs are encrypted at rest and masked in the app. The free Vendor Readiness Scanner checks a vendor list for W-9 gaps.