1099 / W-9 automation · for accounting & bookkeeping firms
Every vendor missing a W-9, found in seconds — not January.
The IRS requires a 1099 for most vendors you pay $600+ a year — and you can only file it with a W-9 on record. Praetonis connects to QuickBooks, finds every vendor over the threshold with no taxpayer ID on file, and sends a clean, firm-branded W-9 request — with your approval before anything goes out.
Guarantee: if I can't find 10+ automatable hours in your workflow, the audit is free.
How the 1099/W-9 automation works
Connect once. Chase nothing by hand.
- Connect QuickBooks (read-only). We pull your vendor list and year-to-date payments.
- The rule runs automatically: active vendor, paid $600+ this year, no taxpayer ID on file = needs a W-9.
- Branded W-9 requests draft themselves — professional, on your letterhead, with the IRS form linked.
- You approve every send. Nothing leaves without a click, and each request is tracked so no one is chased twice.
- A live status board shows who still owes a W-9 and who's unreachable — months before the filing deadline.
This is real, not a mockup. On a connected QuickBooks company, Praetonis flagged 6 of 26 vendors missing a W-9 — and no email on file for five of them — in seconds. See the live tool →