Free trial
$0
7 days · up to 10 vendors
- Guided vendor e-sign flow
- CSV + PDF exports
- Email reminders and audit history
Fast W‑9 onboarding
Automate vendor W‑9 collection quickly and securely.
Send secure links, guide every vendor through an IRS-compliant flow, and export ready-to-file W‑9 data without the back-and-forth.
We implement the IRS perjury statement and signature as the final step—confirm with your compliance team.
Centralize invites, signatures, and exports so your team stays ahead of 1099 deadlines.
Start free trial🚀
Invite vendors in minutes
Upload a CSV or paste emails to deliver secure links instantly—no manual follow-up required.
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Export-ready records
Generate CSVs and signed PDFs tailored for AP and tax workflows—download once and hand off.
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Upload vendors
Paste rows or import CSV to create secure invite links instantly.
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Invite vendors
Send branded links, track opens, and auto-log a fallback if SMTP is offline.
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Export results
Hand off CSVs plus signed PDF archives in seconds—ready for 1099 prep.
Built for finance, audit, and security teams
W9Relay delivers the controls procurement and AP care about—encryption, audit trails, MFA, and vendor visibility without the spreadsheets.
Audit-ready history
Every invite, resend, open, and signature is timestamped with IP/UA. Export the full audit log anytime.
Sensitive by design
TINs are encrypted, masked in UI/CSV, and W‑9 PDFs/signatures are stored encrypted with your key material.
Role-based access
Require MFA before viewing W‑9s, gate exports, and let support impersonate safely with time-boxed grants.
Dunning + limits
Stop overage risk: enforce vendor limits, block invites on past-due status, and sync Stripe events automatically.
Data lifecycle controls
Delete vendors, purge files, and keep retention to 24 months by default—aligned with 1099 audit windows.
Vendor-friendly experience
Email MFA option, mobile-friendly signature capture, clear perjury statement, and instant PDF confirmation.
Try it free, then scale with your vendors
Kick off with a 7-day trial (10 vendors included). When you are ready, choose Team or Business and keep every record intact.
Start free 7-day trial
MonthlyAnnual · 2 months free
Team
$99/mo
Billed monthly
- Up to 200 vendors/year
- Unlimited admins and encrypted storage
- Automated reminders & exportable audit log
Business
$199/mo
Billed monthly
- Up to 1,000 vendors/year
- Priority support & shared Slack channel
- API access, custom branding, and SSO
Compare plans
| What you get | Team | Business |
|---|---|---|
| Vendor limit | 200 per year | 1,000 per year |
| Support | Email within 1 business day | Priority + shared Slack channel |
| Branding | Default templates | Custom logo, colors, messaging |
| Integrations | CSV imports & exports | CSV + API + webhooks |
| Security controls | 2FA, role-based access | 2FA, SSO, granular roles |
FAQ
Need answers from a human?
Book a quick chat or drop a note—we'll reply within one business day. You can always email us at hello@w9relay.com.
What W9Relay handles today
- Collecting IRS Form W-9 via guided e-sign flow.
- Masking + encrypting TINs with audit-ready exports.
- Tracking invite status and downloading signed PDFs.
Out of scope (for now)
- No 1099 filing, payments, or IRS submissions.
- No tax/legal advice—we provide software only.
- API + custom onboarding are on the roadmap.