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I stopped being the W-9 police.
Half my job was chasing paper. Emailing vendors. Re-emailing vendors. Calling vendors who ignored my emails. "Hi, just following up on that W-9?"
I sent 47 messages a week asking for the same form. I felt like a collections agent, except the thing I was collecting was free.
That's not finance. That's unpaid admin work with a dress code.
I switched to Tax1099. Now the system sends the W-9 request.
Tracks who responded. Validates the TIN automatically. I stopped chasing. Nobody missed me.
Tax1099 handles the paperwork. I handle the work.
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AI Applications
1. ⚡ MindStudio builds custom AI agents for automated invoice verification and expense categorization so firms reduce partner review time and upskill juniors with digital copilots.
2. ⚡ Castmagic transcribes client meetings and webinars into automated newsletters and social posts so firm owners repurpose billable hours into high-impact marketing assets.
3. ⚡ Unbounce builds high-converting landing pages with AI-driven optimization, helping firm owners generate a predictable pipeline of profitable clients without requiring in-house technical or design expertise.
4. 👥 Trainual standardizes onboarding and procedure documentation, reducing training time for new staff and upskilling juniors while maintaining consistent quality across small accounting firms.
5. 📋 Tax 1099 automates 1099 filings and e‑signatures so accounting firms reduce compliance risk, eliminate manual errors, and free capacity for high-value advisory services.
6. 📈 Coupler.io automates data imports from 380+ apps for financial reporting so your firm consolidates live data, reduces manual exports, and improves reporting accuracy.
7. 📈 Fiskl automates multi‑currency reconciliation and transaction categorization using AI so your firm reduces reconciliation time by up to 80% and strengthens global cash‑flow control.
