W9Finder Founding Cohort: $1,188/year (first 25 firms, equivalent to $99/month billed annually); $1,788/year for standard annual price after founding cohort fills. Monthly plan: $149/month. Founding Cohort renews at $1,788/year unless canceled.
Free trial: 30 days with all features included, no card needed. Starter: $24.99/month for up to 5 clients and 1 workspace. Pro: $49.99/month for up to 20 clients per workspace and 3 workspaces. Complete: $74.99/month for unlimited workspaces and clients.
Key features
Flag missing W-9s and incomplete vendor details
Send secure request links for W-9 completion or upload
Review and approve vendor submissions
Export reviewed vendor data for filing
Encrypted TIN storage and masking
Staff access with owner-only controls
Works with QuickBooks vendor exports
Free Vendor Readiness Scanner tool
Online estimate approval with client sign-off
One-tap invoice conversion from estimates
Card and bank transfer payments through Stripe or PayPal
Client portal for invoices, estimates and payments
Receipt scanning with automatic data extraction
Time tracking converted to invoice line items
Financial reports including profit, cash flow and sales tax
Import from QuickBooks or FreshBooks
1099 tracking and export for subcontractors
Recurring invoices for regular work
What makes it different
Centralizes W-9 tracking and requests in one workflow instead of email threads
Documents stored privately with secure, expiring request links
Built-in security for sensitive vendor data like SSNs and EINs
Stops W-9 chasing before the January filing deadline
Works with firms' existing filing processes, not 1099 e-filing
Client portal where clients pay and manage invoices without leaving to check email
Check payment recognition with automatic invoice matching
W9Finder
LedgerDesk