Expert insights on secure document collection, vendor onboarding, and compliance best practices for modern accounting firms.
How accounting firms can collect client tax documents and vendor W-9s securely: staff roles, safe channels, FTC Safeguards Rule duties, WISP and retention.
Seven W-9 request email templates for first asks, reminders, backup withholding notices, vendor packets, W-9 updates and accounting firm clients.
The 1099-NEC deadline for 2026 payments, 1099-MISC dates, the FIRE-to-IRIS switch and 2027 penalties, plus a W-9 timeline that works backward from it.
The 1099 threshold for 2026 payments is $2,000, not $600. What changed under OBBBA, which boxes moved, what didn't, and why W-9s still come first.
A month-by-month year-end W-9 checklist: find missing W-9s, apply the $2,000 threshold, get an IRIS TCC early, and prep for 2027 Form 1099 due dates.
When to ask a vendor for a W-9, which form to send, a copy-and-paste request email, and what to check when the completed form comes back to you.
A practical new-vendor intake SOP: which tax forms to collect by vendor type, how to verify bank details, when to refresh a W-9, and who owns each step.
No—emailing W-9 forms exposes Social Security numbers to breaches, interception, and identity theft. Learn why email isn't secure and discover encrypted alternatives for safe W-9 collection.
Stop sending sensitive forms over email. Learn how accountants secure W-9s, W-8BENs, and ACH forms with encryption, expiration, and audit logs.
Email isn't encrypted. See IRS/FTC guidance and learn a secure, audit-ready way to collect W-9s with expiring, encrypted links.
Learn how to send a W-9 to a client the secure way. Compare 3 methods - encrypted portal, encrypted email, and password PDFs - in this 2025 step-by-step guide.
Stay compliant with updated W-9 requirements. Essential guide for accounting professionals handling vendor tax documentation.
Modernize your vendor onboarding process with secure, professional document collection.
Get the latest tips on secure document collection, compliance requirements, and vendor onboarding best practices delivered to your inbox.