For accountants & tax professionals
Collection, without the chase.
Send W-9 requests and intake forms as links your clients and their payees complete on any device. Answers are checked as they're entered, forms are signed in the browser, and every completed form stays on file.
Free plan, no card neededRecipients always sign for free
W-9 — Pat Payee
Your firmPat Payee
- W-9 RequestSigned
- Vendor Information FormTo sign
- Invited
- Opened
- Signed
01 — Sound familiar
Where the paperwork gets stuck.
W-9 requests and client intake, filled in and signed online. Here's what usually gets in the way, and what changes.
W-9 season is an inbox
Dozens of payees, each with a PDF to print, fill, sign and send back, and half of them arrive unsigned.
Details come back wrong
One missing digit in a tax ID means another round of emails before you can prepare anything.
Forms live in attachments
When you need last year's W-9, it's in someone's email rather than on file.
02 — How it works
How accountants & tax professionals use JustDocs.
Four steps, from the first draft to the signed copy on file.
- 01
Send the W-9 request
Start from the library's W-9 Request: the IRS form with its fields placed. Fill in the payee's name and address if you already have them.
- 02
The payee completes it
They open a private link, fill in the remaining fields and sign, on their phone if they like.
- 03
Collect the rest with intake
A details request sends a form for anything else you need, and you can review the answers before anything goes out for signature.
- 04
Keep it on file
Completed forms stay with their requests and certificates, ready when you prepare.
03 — From the library
Documents ready to start from.
Each one becomes your own copy to complete and edit before you send it. Unless an entry says it has been professionally reviewed, it hasn't.
-
Official form W-9 Request The IRS Form W-9, ready for your payee to complete and sign.
-
Written document Vendor Information Form Structured vendor intake and verification.
-
Packet Contractor Onboarding Packet Consulting agreement, W-9 and a policy acknowledgment, sent together.
-
Written document Consent Form Capture informed consent, signed and stored.
-
Written document Information-Return Worksheet Organize year-end reporting data.
-
Written document Payroll Authorization Direct deposit and withholding authorizations.
04 — Built in
Made for the way you work.
The same workspace for every document: write, upload, send, sign and keep.
- The IRS Form W-9, ready to send
Fields are placed on the official form, and the payee's name and address can be filled in before it goes out.
- Answers checked as they're entered
Intake forms check required answers and formats before they're submitted, so fewer come back wrong.
- Collection, not filing
JustDocs collects and signs documents. It doesn't prepare returns or file anything with the IRS.
05 — Questions
Accountants & tax professionals questions.
Does JustDocs file 1099s or anything with the IRS?
No. JustDocs collects and signs documents such as the W-9. Preparing and filing returns stays with you.
Can payees complete the W-9 on their phone?
Yes. They open a private link, fill in and sign the form in the browser, without an account.
Can I fill in what I already know?
Yes. The payee's name, business name and address can be filled in before you send; the payee completes the rest.
Can I send a W-9 request to many payees?
Yes. Each request goes to one payee and is tracked on its own, so you can see who has finished.
What does it cost?
The Free plan includes 3 completed requests a month, with no card needed. Signing packs are one-time purchases (20 credits for $10, 75 for $25, or 200 for $50) whose credits never expire. Business is $19 a month or $190 a year, with 100 completed requests a month; Teams & Platform is $59 a month or $590 a year, with 300 a month shared by its 5 seats. The people you send documents to always sign for free.
For accountants & tax professionals
Your first document, sent in minutes.
Start free with 3 completed requests a month, no card needed. The people you send to always sign for free, on any device, without an account.