Add W-9 to customer portal(s) so all customers have access to your W-9 anytime

7 votes

Give us option to upload our current W-9 to our account, and then have option to "display that w-9 to all customers" so they have access to it and can download it anytime they need to update their records.

Under consideration Suggested by: Andy Upvoted: 11 Apr, '23 Comments: 1

Comments: 1