Automatically Chase
Missing Contractor W-9s
Stop manually following up. W9 Chaser sends automated email sequences to contractors who haven't submitted their W-9 forms, tracks completion, and generates compliance reports — so you stay audit-ready.
- ✓ Automated email sequences
- ✓ W-9 upload tracking
- ✓ Compliance reports
Pro Plan
Everything you need to stay W-9 compliant
- ✓Unlimited contractors
- ✓Automated 3-step email sequences
- ✓W-9 file upload & storage
- ✓Real-time completion dashboard
- ✓Downloadable compliance reports
- ✓Email open & click tracking
- ✓Priority support
Cancel anytime. No contracts.
Frequently Asked Questions
How does the automated chasing work?
You add your contractors and W9 Chaser sends a customizable 3-step email sequence — an initial request, a reminder, and a final notice — until each contractor submits their W-9 form. You can set the timing between each email.
Where are the W-9 files stored?
Contractors upload their W-9 directly through a secure link in the email. Files are stored encrypted and accessible only to your account. You can download them individually or as a bulk export for your records.
Can I generate reports for tax season?
Yes. W9 Chaser generates a compliance report showing which contractors have submitted W-9s, which are pending, and a full audit trail of all email communications — perfect for tax season or IRS inquiries.