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Track1099 and Avalara: What Changed and Your Options for Next Filing Season
Avalara reported in an SEC filing that it acquired substantially all assets of Track1099 LLC on October 1, 2021. Source. If that ownership context has your firm reviewing its W-9 process, use this checklist to review what changed, what to verify, and which workflow options fit next filing season.
Track1099 and Avalara review steps
Start with read-only discovery. Export vendor data, note active request states, preserve document access records, and identify the clients that create the most W-9 follow-up work. Then test the next workflow with fake data before touching real W-9s.
| Step | What to verify | W9Finder path |
|---|---|---|
| Inventory | List every client, vendor, request, and export your firm relies on. | Use the scanner to identify gaps before choosing a review scope. |
| Data access | Confirm CSV exports and private file access from the current system. | Import vendor CSVs into W9Finder for readiness review. |
| Request continuity | Record which vendors have active, canceled, or submitted requests. | Send fresh request links when the firm chooses to restart outreach. |
| Security review | Confirm private document handling and staff permissions. | Use owner-only controls, private storage, and audit logs in W9Finder. |
What to validate before switching
Confirm who owns billing, which staff members need access, where private files live, how request links expire, and which vendor fields must appear in exports. W9Finder keeps the first migration lane focused on CSV vendor data, W-9 requests, review, and export readiness.
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Scan your vendor list for W-9 gaps
Use the Vendor Readiness Scanner to spot missing W-9s, incomplete vendor details, and records that need review before your firm starts cleanup work.
FAQ
What changed with Track1099 and Avalara?
Avalara reported that it acquired substantially all assets of Track1099 LLC. Firms should verify the current Avalara product experience, exports, request history, pricing, and support expectations before next filing season.
What should be exported first?
Start with vendor records, W-9 status, request history, and any reports your firm depends on. Keep copies in private storage controlled by your firm.
Can W9Finder import every Track1099 field?
This page does not promise complete field parity. The first W9Finder path is CSV import for vendor readiness and W-9 cleanup.
Should firms change W-9 workflows during filing season?
Avoid rushed process changes when deadlines are close. Test with fake or low-risk data first, then decide with your firm leadership and filing workflow owners.