Search results for Track1099

Track1099 is an online solution to file 1099 forms.

TurboTax Self-Employed is a comprehensive tax preparation solution tailored specifically for freelancers, independent contractors, and small business owners. This software simplifies the complexities of self-employment taxes by offering intuitive tools and expert guidance, ensuring users accurately report income and maximize deductions. By integrating with QuickBooks Self-Employed, it provides a seamless experience for year-round expense tracking and financial management. Key Features and Functionality: - Industry-Specific Deductions: Automatically identifies and applies deductions relevant to various self-employment categories, helping users maximize legitimate tax savings while maintaining compliance. - Expense Tracking Integration: Includes mobile apps and integrations that enable continuous expense tracking and mileage logging throughout the tax year. Users can photograph receipts, automatically categorize transactions from linked bank accounts, and track business mileage using GPS functionality. - Snap and Autofill for Forms 1099-K and 1099-NEC: Allows users to upload their 1099 forms by simply snapping a photo, with the information automatically populated into the correct tax forms. - Expert Assistance: Provides access to tax experts specializing in self-employment taxes, offering personalized, real-time answers to user questions. Primary Value and User Solutions: TurboTax Self-Employed addresses the unique challenges faced by self-employed individuals by streamlining tax preparation and financial management. It reduces the time and effort required to track expenses, identify deductions, and file accurate tax returns. By offering tools like automatic expense categorization and industry-specific deduction identification, it ensures users maximize their tax savings. The integration with QuickBooks Self-Employed allows for continuous financial tracking, helping users stay organized and avoid surprises during tax season. Overall, TurboTax Self-Employed empowers self-employed individuals to confidently manage their taxes and focus more on growing their businesses.

Rekomi is affiliate marketing software for SaaS companies, AI tools, course creators, membership sites, and other subscription businesses. We help recurring-revenue companies launch, scale, and run their entire affiliate program end to end, from tracking and attribution through payouts, taxes, and reporting. Stripe-native by design. One-click Stripe Connect activates first-party cookie tracking, server-to-server webhook attribution, automated payouts, refund clawback, and per-affiliate Stripe coupon codes with auto-attribution. If you live in Stripe, Rekomi installs in minutes. Modern partner toolkit. Six commission models (CPC, CPL, CPA, CPS, RevShare, Hybrid), configurable attribution windows, first-touch or last-touch attribution, 16 industry-standard tracking params recognized natively, and unlimited affiliates on every plan. Beyond Stripe. A browser pixel and HMAC-signed server-to-server API extend tracking to Webflow, Memberstack, Lemon Squeezy, Gumroad, ConvertKit Commerce, and Shopify. Connect 38 CRMs and email tools (Mailchimp, Klaviyo, ConvertKit, ActiveCampaign, HubSpot, Drip, SendGrid, Customer.io, Iterable, Braze, and 28 more) to auto-sync approved affiliates as tagged subscribers. Multi-currency payouts. Pay affiliates in their home currency across 30+ ISO 4217 codes, with daily ECB FX rates, per-currency payout batches, and USD-converted reporting. 1099-NEC tax export ready at year end. AI Copilot. Ranks your existing Stripe customers by referral likelihood, drafts personalized outreach, and helps recruit affiliates from inside your own customer base. Drop-in migration. Self-serve importers from every major affiliate platform preserve every existing referral slug, so your affiliates' links keep working without a single update. Developer-first. Public REST API with bearer auth, cursor pagination, and idempotency keys. Signed customer-facing webhooks across 12 event types. Embeddable iframe dashboard for white-labeled affiliate experiences. A hosted MCP server at mcp.rekomi.com gives Claude, Cursor, and ChatGPT direct programmatic access to your program data. Curated creator network. Brands can recruit affiliates directly or tap into Rekomi's curated network of vetted creators (newsletter writers, YouTubers, podcasters, indie operators). One Rekomi identity follows each affiliate across every brand they work with. Trust foundation. Postgres row-level security on every tenant table, HMAC-verified webhooks with replay protection, 100% audit coverage, GDPR and CCPA compliant. Pricing. Starter $49/mo, Growth $99/mo, Pro $349/mo. 14-day free trial, no credit card required. Zero transaction fees on every plan.

Drake Tax is a comprehensive tax preparation software designed to enhance the efficiency and accuracy of tax professionals. Serving as the central hub for tax practices, it streamlines the preparation of individual and business returns, enabling professionals to deliver exceptional service to their clients. With over 40 years of reliability and performance, Drake Tax is trusted by more than 77,000 tax professionals nationwide. Key Features and Functionality: - Instant Calculation Results: Provides immediate access to calculation outcomes and full return views, accelerating the tax preparation process. - Uncompromising Accuracy: Incorporates hundreds of return diagnostics and validation rules to ensure precision in every return. - Dynamic Auto-Fill: Utilizes an EIN database to automatically populate business information on Forms W-2, W-2G, 1099, and more, saving valuable time. - Effortless Data Management: Allows seamless import of electronic Forms W-2, investment transactions, Schedules K-1, end-of-year balances, and trial balance data. - Multi-State Returns: Enables the generation of any state return without the need for additional add-on modules. - LookBack and LinkBacks: Facilitates easy access to prior-year data and tracks calculated results back to their sources for thorough review. - Intuitive Planning Tools: Features the Drake Tax Planner to analyze various tax scenarios and compare filing options for optimal results. - Detailed Calculation Results: Offers a comprehensive view of return information, including error messages, fees, and e-file eligibility. - Organized Return Viewing: Allows customization of print sets, printing to PDF, and adding notes for easy reference and communication. Primary Value and Solutions Provided: Drake Tax empowers tax professionals by providing a robust, efficient, and smart solution for tax preparation. Its comprehensive features streamline workflows, reduce manual data entry, and enhance accuracy, allowing professionals to focus on client service and practice growth. The software's reliability and extensive support resources ensure that users can confidently navigate the complexities of tax preparation, ultimately delivering superior results to their clients.

Niural is an AI-native global payroll and HR platform designed to streamline the management of international employees and contractors. By integrating advanced artificial intelligence, Niural automates complex processes such as payroll, tax calculations, and compliance, enabling businesses to operate efficiently across over 150 countries. The platform offers a unified solution that encompasses U.S. Payroll, U.S. PEO, Global Employer of Record (EOR), and Global Contractor management, all within a single, cohesive system. Key Features and Functionality: - Comprehensive Payroll Management: Niural facilitates quick payroll processing, including tax calculations and remittances in the U.S., as well as W-2 and 1099 generation. It supports payments in USD, local currencies, and even continuous streams through integration with platforms like Polygon. - Global Compliance and Tax Automation: The platform ensures adherence to international hiring laws by automating the collection and generation of compliance and tax documents, thereby reducing the risk of misclassification and legal complications. - Advanced Reporting and Analytics: Niural provides detailed reporting capabilities, offering insights into workforce costs, expenses, and other critical financial metrics to aid in informed decision-making. - Integrated Payments Infrastructure: With proprietary tax engines and an AI agent named EMMA, Niural transforms traditional payroll into an intelligent system that manages compliance, payments, and global operations seamlessly. - Time and Expense Management: The platform includes tools for time off and leave management, expense tracking, and reimbursements, ensuring efficient administrative processes. Primary Value and Solutions Provided: Niural addresses the challenges of managing a global workforce by offering an all-in-one platform that automates and simplifies payroll, compliance, and HR operations. Businesses benefit from significant time savings—over 60 hours per month—while reducing HR and foreign exchange costs by up to 50% and minimizing payroll errors by 90%. By consolidating multiple functions into a single platform, Niural eliminates the need for disparate systems, providing a unified source of truth that enhances operational efficiency and supports global expansion efforts.

Lumanu is a B2B payments solution enabling companies to pay anyone, anywhere, with zero vendor setups and zero tax issues. Designed specifically for the marketing and advertising ecosystem, Lumanu is your Payments Master Vendor within your ERP/AP system. Pay your marketing and creative service vendors globally without the burden of traditional vendor setup and tax compliance. Lumanu streamlines payments, ensures tax compliance, maximizes financial controls, and manages vendor onboarding for businesses engaging with external partners (influencers, creators, affiliates, agencies, freelancers, production vendors, etc.). Positioned within the B2B payments software category, Lumanu is purpose-built for finance, procurement, and operations teams at enterprises, agencies, and platforms who manage payments to a large number of external partners. Lumanu consolidates fragmented payment, compliance, and onboarding workflows into a single vendor relationship within a client’s AP or ERP system. Clients fund Lumanu once, and Lumanu acts as the vendor of record, handling all downstream tasks, including identity verification, vendor onboarding, global disbursements, and tax documentation across 200+ countries. Unlike general payout tools (e.g., PayPal, Stripe, Trolley), accounts payable software (e.g., Tipalti, Bill.com), or internal P2P processes (e.g., SAP, Coupa), Lumanu is tailored to the complex, high-velocity demands of the marketing supply chain. It replaces the need for clients to individually manage thousands of one-time or short-term marketing vendors with a scalable, compliant infrastructure purpose-built for distributed vendor ecosystems. Key features include: • Vendor Onboarding & Compliance • KYC/KYB, W8/W9 tax form collection, AML/OFAC/PEP screening • Business and bank account verification • Global Payments • Local payment rails (ACH, SEPA, Visa Direct), Swift, and card payments • Local currency disbursement in over 200 countries • Tax Compliance • IRS 1099 reporting, VAT/GST calculations, e-invoicing • Auto tax withholding and invoice generation • Financial Controls • Segregated Workspaces and Wallets • Approval workflows, custom roles, audit logs • Vendor Experience • Self-serve portal, real-time payment tracking, Instant Pay • Dedicated support for vendors worldwide Lumanu is designed to serve the needs of global brands, agencies, and platforms that require robust control, scale, and compliance in marketing-related payments. By centralizing operations under a single master vendor, Lumanu streamlines global payouts while reducing financial, legal, and operational overhead.

Plain Dot e-files Form 1099-NEC and 1099-MISC through the IRS IRIS system, under Plain Dot's own Transmitter Control Code, so you don't need a TCC. Upload a spreadsheet or type returns in, and we file them with the IRS and with the states that need them. We can mail recipient copies too, with tracking if you want it. Plain Dot also checks names and TINs with the IRS before you file: one at a time in seconds, or up to 10,000 in one spreadsheet. Fewer mismatches means fewer CP2100 notices and less backup withholding. Pricing is per return and per TIN check, paid from a prepaid balance. Starter has no plan fee. Built for small businesses, accounting firms, bookkeepers, tax preparers and accounts payable teams.

FilesAnywhere is a comprehensive cloud storage and file management platform designed to meet the needs of both individuals and businesses. Established in 1999, it offers a secure environment for storing, accessing, and sharing files online. Users can back up, sync, edit, collaborate, and share a wide range of files, from personal photos to critical business documents, all within a feature-rich interface. The platform is tailored to accommodate various user requirements, providing scalable storage plans and robust security measures to ensure data integrity and confidentiality. Key Features and Functionality: - Secure File Access Anywhere: Users can view, upload, download, and manage files from various devices, including iPhones and iPads, ensuring seamless access to business files while traveling or working remotely. - Advanced Sharing Capabilities: The platform allows for password-protected file links with tracking and expiration, enabling secure sharing of large files via email or shareable links. - Collaboration Tools: Features include real-time collaboration through online editing and comments, as well as customizable eForms and online surveys to streamline workflows. - Robust Security Measures: FilesAnywhere employs industry-leading security protocols, including TLS encryption for secure transfers, 256-bit data encryption at rest, multi-factor authentication, and comprehensive visibility with detailed reporting and audit logs. - Flexible Storage Options: The platform offers diverse, scalable storage solutions, including hosted, Azure-integrated, or fully on-premise deployments, allowing businesses to choose the option that best fits their needs. - Custom Development and Integrations: FilesAnywhere supports custom web or Windows applications, API-based integrations, tailored automation, and Single Sign-On (SSO) setups to align with specific business goals. Primary Value and Solutions Provided: FilesAnywhere addresses the critical need for secure, scalable, and efficient file management in today's digital landscape. By offering a platform that combines advanced security features with flexible storage options and robust collaboration tools, it enables organizations to: - Enhance Data Security: Protect sensitive information with comprehensive security measures, ensuring compliance with industry regulations and standards. - Improve Collaboration: Facilitate seamless teamwork through real-time editing, secure file sharing, and customizable workflows, regardless of team members' locations. - Achieve Scalability: Adapt to evolving business needs with flexible storage solutions that can scale as the organization grows. - Maintain Brand Continuity: Customize the platform with white-label branding to provide a consistent and professional experience for clients and team members. By integrating these features, FilesAnywhere empowers businesses to manage their digital assets effectively, streamline operations, and maintain a competitive edge in their respective industries.

LedgerDesk is invoicing and bookkeeping software for contractors, the trades and small businesses that want to spend less time on paperwork. Send a professional estimate from your phone. Your client approves it online by typing their name, and you turn it into an invoice with one tap. Clients pay from the invoice email by card or bank transfer through your own Stripe account, or with your PayPal link, and you get a phone alert the moment they pay. LedgerDesk never holds your money and takes no cut. Money owed shows every open invoice, oldest first. Snap a photo of a receipt and LedgerDesk reads the vendor, date and amount. Track time and turn it into invoice lines. Reports show profit, cash flow and receivables in plain numbers, with a real double-entry ledger, bank statement import and reconciliation, trial balance, profit and loss and balance sheet behind them. Switching is quick: import clients, items, invoices, estimates, payments and expenses from QuickBooks Online or FreshBooks, or client and item lists from a spreadsheet. Invite your team, set up recurring invoices, track 1099 payments to subcontractors, and export your data any time. LedgerDesk works in any browser on a computer, iPhone or iPad, and as an Android app on Google Play. Plans start at $24.99 a month, with a 30-day free trial of every feature and no card needed. By Alday PCs, LLC.

ez1095 is an IRS-Authorized ACA (Affordable Care Act) form reporting solution that makes it easy for employers, insurers, and third-party administrators to prepare, print, and e-file 1095-B/C and 1094-B/C forms. Since 2003, more than 20,000 businesses—including hospitals, insurance companies, accounting firms, government agencies, and HR departments—have relied on Halfpricesoft’s ez1095 software for accurate, compliant ACA reporting. Available for both Windows and Mac with a simple one-time purchase and no annual subscription fees, ez1095 provides an affordable, dependable alternative to costly online filing services. The software includes everything needed for ACA compliance: IRS-authorized e-file support, built-in data validation, IRS AIR XML generation, correction filing, PDF printing, bulk employee import, secure local data storage, and full support for both small employer and ALE reporting. With its intuitive interface, proven compliance track record, and IRS-authorized e-file capability, ez1095 helps organizations of all sizes meet ACA reporting requirements accurately, efficiently, and securely—year after year.

500apps is a platform where an All-in-One business suite of 30+ apps is offered to every business as it’s driven with the vision to help the businesses grow like Fortune-500. The apps come with all the features that are needed for your business. From Chrome Extensions to WordPress plugins to widgets, 500apps offers all these at $14.99 per user with 24/5 customer support and a 99.5% uptime guarantee. Located at 8 locations, It caters its services to different business spheres. Features: Productivity Suite Clockly: A time tracking tool to track employee activities at every level & monitor their performance Hipsocial: An integrated social media platform to post, schedule, and share posts from one place Projectsly: Clearly define individual roles and goals in a project using this project management software PBXPlus: Boost the calling efficiency of your organization through call automation using virtual PBX software Schedule.cc: Use the appointment scheduling software to schedule and plan appointments or meetings Botup: A chatbot software with a drag-and-drop interface to enhance customer engagement and boost ROI BPMApp: Make your businesses run smoothly by taking the advantage of business process management software Zapup: Integrate and build flows to automate the processes with the help of workflow automation software Botpath: Intelligent RPA software that improves efficiency and automates most of the business processes Marketing Suite NinjaSEO: SEO software and on-page grader that helps in resolving SEO issues and improves website ranking PushNinja: Reach a wider audience through the push notification software and boost customer engagement Siterecording: Analyze the behavior of the visitors using a website recording software to understand customer needs Mailsend: Make email campaigning a successful one by integrating email marketing software Ninjasites: Build a website based on the business requirements and website building software makes it easy Forms.io: Create multi-step forms or a single form using the drag-and-drop interface that forms.io offers Contactspot: Automate marketing efforts and improve lead generation with marketing automation software Usertracker: Identify and reduce customer retention issues by leading businesses with user behavior software NinjaSEM: Manage PPC campaigns on a click by applying the ad strategies into PPC management software Sales Suite Finder.io: An email finder software that scans 396 million emails from the database and validates them Sign.cc: Electronic signature software with all the confidential information secured in one place CRM.io: A CRM software to enhance sales and connect more with potential customers with real-time dashboards Developers Suite Appup: Low code app builder software to develop fully functional apps as per the business requirements Applet.io: Application Integration Platform that Integrates with popular third-party services to make applications feature-rich and enhance user experience. Support Suite Support.cc: Automates support tickets at one place. A helpdesk software that provides better support to customers. ClickDesk: A live chat software, where automating the responses for the visitors is simplified HR & Ops Suite HRSprout: Empower the HR operations with HRIS software and make all HR activities happen with a click Extensions Suite OpenedOrNot: Track the status of the emails sent and capture the demographic data of the users NinjaCapture: Record, share, or annotate screens using the screen capturing and recording software

Tabflow is business management software that helps independent professionals run the business side of their work without doing everything themselves. It is built for consultants, coaches, freelancers, fractional executives, designers and developers who deliver the work and run the business around it—whether full-time or alongside another role. Most tools solve one job. Tabflow connects the jobs. A client call becomes a scope. The scope becomes a proposal. The accepted proposal becomes an invoice. The invoice becomes a payment, and the payment lands in your books. Because each step knows about the one before it, you stop re-entering the same information and stop losing track of what comes next. Here is what that looks like day to day. Tabby, the Tabflow meeting assistant, joins your client calls, transcribes them and writes a structured summary of scope, pricing and payment terms. From that summary you can draft a proposal or an invoice in minutes, with your services, rates and taxes already matched. Clients accept proposals online. Accepted proposals convert to invoices with the payment schedule you agreed. Clients pay by card or Apple Pay through Stripe, and Tabflow marks the invoice paid. Recurring invoices and automatic payment reminders run on their own. On the money side, connect your bank and card accounts to bring in transactions, categorize expenses, mark them billable and attach receipts. Track which clients have sent 1099s and which still owe you one. See revenue and outstanding payments at a glance, and hand clean records to your bookkeeper or accountant at year end. Tabflow is for people who want a professional, well-run business without a back-office team. Working for yourself should not mean doing everything yourself. Feature list - Meeting assistant that joins client calls, transcribes and summarizes them - Proposal and invoice drafts generated from meeting summaries - AI-assisted proposal writing with online client acceptance - One-click conversion of accepted proposals into invoices - Invoices with line items, taxes, discounts and payment schedules - Card and Apple Pay payments through Stripe, with status synced automatically - Recurring invoices and automatic payment reminders - Bank and card account connections for expense import - Expense categorization, billable flags and receipt attachments - 1099 tracking by client and tax year - Client profiles with project and payment history - Revenue and outstanding-payment overview - Team roles for assistants and collaborators

BenefitX is benefits administration software for small employers. The employer sets a monthly contribution, a ceiling on what the employer pays. Employees choose their own coverage, and the employer either reimburses them up to that amount or pays the chosen carrier directly. It can include everyone on the team: W-2 employees, 1099 contractors, partners and owners. The money is not limited to ACA-qualified plans, and there are no participation minimums. Each employer gets a company-branded X-Change where employees compare plans available in their location. The platform administers ICHRA and Defined Contribution classes, generates plan documents, processes reimbursements, tracks payroll deductions, e-files 1094-B and 1095-B with the IRS, and tracks COBRA, ALE and PCORI obligations. BenefitX is a software company. It is not an insurance company, does not sell insurance, and does not act as a plan administrator or fiduciary. $45 per employee per month. $0 setup.

Payrollix is payroll software that automates payroll processing, tax filing, and direct deposits. Its multi-client dashboard displays deadlines, payroll statuses, and supports bulk actions. Client management tools enable account switching and tax filing tracking from one interface. The platform supports IRS e-filing for Forms 941, 940, 943, 944, 945, W-2, W-3, 1099-NEC, and 1096, with automated tax calculations across all states. It processes ACH direct deposits, generates paystubs, and integrates with EFTPS for federal tax payments. Features include geofencing timesheet tracking, an employee portal for clock-ins, pay stub access, and tax withholding management, plus a client portal for timesheet approval and employee management. Mobile apps for iOS and Android are available, and Payrollix integrates with accounting software for payroll journal exports.

APM Help provides outsourced bookkeeping, trust accounting, and back-office operations for residential property management companies across the United States. The company works directly inside the property manager's existing software — AppFolio, Buildium, Rentvine, or Propertyware — and uses QuickBooks Online for corporate books. APM Help holds official partnerships with both AppFolio and Buildium. Services include full-service trust bookkeeping, covering accounts payable, accounts receivable, and daily bank reconciliations handled together; daily bank reconciliation and reconciliation catch-up for overdue accounts; accounts payable processing with duplicate checks on every payable, where the client retains payment approval; three-way reconciliation across trust bank, book, and ledger balances; corporate bookkeeping and payroll through QuickBooks Online and Gusto; annual 1099-MISC and 1099-NEC preparation and filing with $600 threshold tracking; and consulting engagements for financial diagnostic cleanups, trust compliance audits, and cash suspense resolution. Every client is assigned a dedicated account manager. The company employs more than 200 full-time staff, including licensed property managers and accountants, and serves over 1,000 property management clients. APM Help has maintained a 100% pass rate on client trust account audits since 2017. Prospective clients begin with a free database review, in which APM Help connects to their existing accounting system, identifies outstanding issues, and provides a written action plan before any engagement begins.

1099 Tax AI Tool is a self-hosted vendor and payment tracker that helps US small businesses, freelancers who hire subcontractors, and bookkeepers prepare 1099-NEC forms. Store each contractor's legal name, TIN and address; record payments by hand or import them from bank and PayPal CSV exports; and see live, per-vendor $600 threshold tracking so you know exactly who needs a 1099-NEC each tax year. Generate a pre-filled 1099-NEC PDF per vendor to review with your tax preparer. Optional AI-assisted import turns statement exports from almost any bank layout into clean transactions matched to your vendors, using your own Anthropic API key. The app runs on your own computer, so contractor TINs and payment history never leave your machine. Sold as a one-time purchase with a lifetime license (2 activations), no subscription. Reference tool only: it does not file with the IRS and is not tax advice.

Inmob360 is a Brazilian platform for real estate agents and agencies, with AI built into the daily workflow. ARIA, the agent's assistant inside the dashboard, works by text or voice and takes action: it creates a listing from the conversation and the photos the agent sends, writing the title and description; edits listings and reorders photos; adjusts prices in bulk; and creates and manages paid campaigns on Google Ads, Facebook and Instagram, including clicks, keywords and audience, always asking for confirmation before any spending. Sherlock answers buyers on the agent's own WhatsApp Business number at any hour, understands voice notes and photos, replies by voice, scores each lead from 0 to 100 and hands the conversation over to the agent for visits and negotiation (Premium and Agency plans). Listings go via XML feed to ZAP Imóveis, VivaReal, OLX and Chaves na Mão (an active account on each portal is required). AI import brings listings from other portals through the agent app or the Chrome extension. Also included: a free lead CRM with no contact limit and a five-stage pipeline, a website with custom domain, AI virtual staging, trackable QR codes, and free Android and iPhone apps for agents and buyers. Plans: Free (up to 3 active listings), Pro R$ 99.90/month, Premium R$ 199.90/month, Agency plans from R$ 249.90/month. Monthly billing, no lock-in. Inmob360 does not issue rent invoices, handle rent transfers or manage lease contracts.

Cleo Pay is an accounts payable automation platform built for restaurants, hotels, venues, and event production companies. It handles the full AP workflow from invoice receipt through payment and year-end tax compliance, replacing manual processes with automated vendor payments, AI-powered invoice scanning, and built-in 1099 filing. Hospitality businesses deal with high volumes of vendor invoices across food suppliers, contractors, rental companies, and service providers, often across multiple locations. Cleo Pay centralizes that workflow into one platform where teams can onboard vendors via shareable links, capture and extract invoice data with AI, route payments through custom approval chains, and send same-day ACH transfers with no per-transaction fees. The platform collects W-9s during vendor onboarding, tracks contractor payments throughout the year, and handles 1099 preparation and e-filing at year-end. A two-way QuickBooks Online sync keeps accounting records current without manual data entry. Cleo Pay was purpose-built for the operational realities of hospitality: high vendor counts, multi-location management, fast payment cycles, and lean finance teams that need to move quickly without sacrificing oversight. Key Benefits - Same-day and next-day ACH vendor payments with no per-transaction fees - AI invoice scanning that extracts line items, amounts, and GL codes automatically - Vendor self-onboarding via shareable links and QR codes, including W-9 collection - Multi-step approval workflows with role-based permissions and spend thresholds - Automated 1099 tracking, preparation, and year-end e-filing - Two-way QuickBooks Online sync for real-time bookkeeping accuracy - Multi-location support with centralized visibility across all properties - Payment scheduling for future-dated ACH transfers - Real-time payment status tracking and notifications Who Uses Cleo Pay? Cleo Pay is used by finance teams, controllers, operations managers, and owners at hospitality businesses including restaurant groups, hotels, event venues, production companies, nightlife operators, yoga and fitness studios, and travel agencies. It is designed for small to mid-size businesses managing 50 to 500+ vendor payments per month across one or more locations. Common users include: - AP clerks and bookkeepers processing invoices and scheduling payments - Controllers and CFOs setting approval workflows and monitoring cash flow - Operations managers managing vendor relationships and onboarding - Business owners maintaining visibility across locations and teams

Contractor Autopilot connects the five stages of a contracting business in one app, so work stops falling through the cracks. GET FOUND: AI-built website with custom domain, SEO pages and auto blog, social posts from job site photos, automatic review requests after every job. CAPTURE LEADS: CRM and lead pipeline, calendar and online booking, your own local text number, missed-call auto-text, AI reply texts, a 24/7 AI receptionist, web chat. QUOTE AND CLOSE: AI estimates from job photos, a walkthrough or a voice note, priced from your own price book rather than a generic rate table. Send by text or email, sign in person on a tablet, handle change orders without rebuilding the quote. RUN JOBS: dispatch board, time and GPS tracking, team management, subcontractor portal with 1099s, expense scanning, materials tracking. GET PAID: invoices from the job, real-time job costing, financial reports. For painting, plumbing, HVAC, roofing and other trades. 14-day free trial, no credit card.

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.