W9Finder pricing
W9Finder is subscription-based W-9 collection and vendor readiness software for accounting firms preparing for 1099 season. The Founding Cohort annual plan is the primary launch offer, with a monthly option also available.
Primary launch offer
W9Finder Founding Cohort
$1,188/year
Equivalent to $99/month billed annually. First 25 firms.
The founding plan is for firms that want the W-9 workflow in place before the next filing cycle: collect through the fall, then hand a reviewed vendor file to your filing process in January. When the 25 founding spots are filled, the founding rate closes to new firms and current pricing will be listed on this page.
$1,188 billed upfront for the first year. Renews automatically each year at the standard annual price, currently $1,788, unless you cancel.
Monthly plan
W9Finder monthly
$149/month
Same product, month to month.
The monthly plan is the lower-commitment path for firms that want to run the workflow with their own team before deciding on annual.
$149 billed monthly. Renews automatically each month until you cancel.
The W9Finder Founding Cohort annual plan is currently listed at $1,188/year for the first 25 firms. A monthly plan is available at $149/month. Billing runs through Stripe-hosted checkout, and W9Finder never stores card data.
Prices are in U.S. dollars. Applicable sales tax, if any, will be shown before you complete your purchase. Any future renewal price change will be communicated in advance as described in the Terms of Service. Cancel future renewals at any time in Settings, Billing, through the Stripe customer portal. For a standard cancellation, access continues through the end of the paid period. See the cancellation and refund terms. Need help with billing or cancellation? Contact hello@formsignal.co.
Billing
The firm owner completes checkout and manages billing through Stripe-hosted checkout and portal pages. W9Finder never stores card data. Staff accounts cannot access billing.
What your subscription covers
- Firm account and organization setup
- Client and vendor management
- CSV vendor import and readiness checks
- Secure W-9 request links and reminder tracking
- Private vendor upload portal for W-9 documents
- Document review workflow and clean vendor exports
- Owner and staff access controls, with sensitive exports owner-only
Good fit signals
- You manage vendor W-9 cleanup for more than one client.
- Your firm starts from CSV vendor lists or spreadsheet exports.
- Your team needs staff access with owner-only billing and owner-only sensitive export controls.
- You want a private upload and review workflow feeding a separate filing process.
Try it before you subscribe
- Run the free Vendor Readiness Scanner on a vendor CSV to see the gap list first.
- Confirm the full workflow with sample data or one low-risk client.
- Test import, readiness audit, request links, document review, reminders, staff permissions, and exports.
- Subscribe when the workflow matches how your firm works.
For filing decisions and client-specific rule interpretation, use a qualified tax professional.
Start with a scan
Start the Founding Cohort plan. Create your firm account and lock one of the 25 founding spots.
Scan your vendor list first. Run the free Vendor Readiness Scanner to see which vendors are missing W-9s before subscribing.
Free QA tool
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.
Scanner output
FAQ
How much does W9Finder cost?
The Founding Cohort annual plan is $1,188 per year for the first 25 firms, which works out to $99 per month billed annually. The monthly plan is $149 per month.
Is annual the primary launch plan?
Yes. The founding annual plan is the primary launch offer. The monthly plan stays available for firms that want a month-to-month path first.
What happens when the founding cohort fills?
The Founding Cohort offer is limited to the first 25 firms. After those places are filled, new annual subscriptions use the standard annual price shown on this page. For firms that receive the founding offer, the discount applies to the first subscription year only. Annual subscriptions then renew automatically at the standard annual price, currently $1,788, unless canceled. Future renewal price changes follow the advance-notice process in the Terms of Service.
How does billing and cancellation work?
Payments and subscription management use Stripe-hosted pages. W9Finder does not receive or store full card numbers through Stripe Checkout. Monthly and annual subscriptions renew automatically until you cancel. The Founding Cohort annual plan costs $1,188 for the first year and then renews at the standard annual price, currently $1,788. Any future renewal price change will be communicated in advance under the Terms of Service. Cancel before your next renewal in Settings, Billing, through the Stripe customer portal to avoid the next subscription charge. For a standard cancellation, access continues through the end of the paid period. Annual subscription charges are refundable in full on request within 14 calendar days after the charge date; after that, annual fees are nonrefundable, and monthly fees are not refunded for partial months. Exceptions apply where required by law or expressly provided in the Terms of Service. Contact hello@formsignal.co for billing help or to request a refund.
Can firms use the Vendor Readiness Scanner before subscribing?
Yes. The scanner is free and shows vendor readiness gaps from a CSV upload, so firms can see the size of the problem before deciding whether W9Finder fits.