Free CSV scanner
Vendor Readiness Scanner
Upload a vendor CSV and get a readiness report for missing W-9 workflow items. The scanner masks TIN-like values to last4, shows cleanup counts, and gives your team a practical next-step plan before moving into W9Finder.
Readiness preview
CSV to cleanup plan
Safe public scan boundary
The Vendor Readiness Scanner turns a vendor CSV into a safe cleanup snapshot. It highlights missing W-9 status, missing emails, incomplete names and addresses, duplicate-looking vendors, and records that need review before a firm starts request outreach. Use the scan to decide what to clean up first, then create a W9Finder account when you are ready to import vendors, send secure W-9 requests, review uploads, and export safer vendor data.
Scan a vendor CSV
Scanner is a readiness workflow tool. Upload fake or business-safe vendor data only for testing. Do not upload real SSNs or EINs unless your environment is approved for real customer data.
What it checks
- Missing vendor email addresses
- Missing W-9 status
- Missing legal names
- Incomplete mailing addresses
- Missing TIN last4
- Invalid email formats
- Possible duplicate vendors
- Tax-year and reporting-category source-check triggers
How results lead into W9Finder
The public scanner is a quick readiness check. W9Finder adds the authenticated workflow: client workspaces, vendor imports, W-9 request links, reminders, private upload review, staff permissions, and exports for firm use.
The scanner does not file tax forms, determine reportability, send emails, store source CSV files, or create vendor records. It is a workflow readiness tool, not tax or legal advice.
For teams starting from a cleanup checklist, the best next step is to run a small CSV sample, review the issue categories, and decide whether W9Finder should own request follow-up, upload review, reminders, and exports.
FAQ
What does the Vendor Readiness Scanner check?
It checks vendor CSV rows for missing email, missing W-9 status, missing legal name, missing address, missing TIN last4, invalid email, possible duplicates, and tax-year/category source-check triggers without W-9 status.
Does the scanner store my uploaded CSV?
The public scanner processes the uploaded CSV for the response and does not create app vendors, clients, imports, or retained source CSV files.
Can I upload real SSNs or EINs?
Use fake or business-safe vendor data for testing. Do not upload real SSNs or EINs unless the environment has been approved for real customer data.
Does the scanner provide tax advice?
The scanner is a workflow readiness tool. A qualified tax professional should decide how tax rules apply to a specific client.