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.
Founding Cohort annual plan
W9Finder Founding Cohort
$1,188/year
Equivalent to $99/month billed annually. First 25 firms.
Stripe-hosted billing
Primary launch offer
Founding Cohort annual plan
Price: $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.
Monthly plan
W9Finder monthly
Price: $149/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. Same product, month to month.
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
Outside the launch subscription
- Form submission through W9Finder
- IRS submission
- IRS name and taxpayer-number checking
- QuickBooks or Xero account connections, although CSV import and export support the handoff today
- Foreign-vendor tax form collection
- SMS reminders
If your buying decision requires bundled filing submission or IRS name and taxpayer-number checks inside the same subscription, compare broader platforms first. If the job is the W-9 chase itself, this is the tool built for it. Track1099 alternatives
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 rate closes to new firms once 25 firms have joined. Current pricing is always listed on this page.
How does billing and cancellation work?
Checkout and billing run through Stripe-hosted pages, and W9Finder never stores card data. Monthly plans are month to month and can be managed from the Stripe billing portal. Annual plans run for the year purchased.
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.