Free tool
Vendor Readiness Scanner
The Vendor Readiness Scanner helps firms review a vendor CSV for W-9 and 1099 cleanup tasks before request work begins. It is the free tool entry point for W9Finder by FormSignal: find gaps, prioritize follow-up, then move into the app to send secure W-9 requests and review uploaded documents.
What the scanner looks for
- Missing W-9 status that needs vendor follow-up.
- Incomplete legal name, address, or recipient email fields.
- Duplicate candidates that should be reviewed before outreach.
- TIN-like values that should be reduced to last4 in normal workflow views.
How to use it in beta
Use fake or approved synthetic vendor data first. Create a W9Finder account, download the sample CSV, import it, review readiness results, then send test W-9 requests through fake email mode or approved Postmark testing.
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.
FAQ
What does the Vendor Readiness Scanner check?
It helps teams review vendor CSV data for missing W-9s, incomplete legal names, missing addresses, invalid emails, duplicate candidates, and records that need review.
Can I use real customer documents during QA?
No. During QA and beta setup, use fake or approved synthetic data until security, storage, monitoring, backups, and human review are complete.
Does the scanner file tax forms?
No. The scanner is for readiness review and cleanup workflow planning. Filing decisions should stay with your firm process and filing provider.
How does the scanner connect to W9Finder?
After a readiness review, firms can use W9Finder to create clients, import vendors, send W-9 requests, review uploads, and export vendor data.