Collect W-9s
without email.
Collect W-9 forms and Tax IDs securely with AES-256 encryption, masked display, and audit trail on every reveal. No more Tax IDs over email.
New Vendor — W-9
Encrypted Tax ID fields
Tax IDs are encrypted with AES-256-GCM at rest. Displayed as masked values (e.g. •••••4567) by default. Every reveal requires admin access and is logged.
W-9 PDF upload
Vendors upload their W-9 PDF directly through the intake form. Files are stored securely on Cloudflare R2 with presigned URLs — no public access.
Audit-ready access log
Every time someone views a Tax ID or downloads a W-9, it is logged with identity, timestamp, and IP. Pull the access log anytime for compliance.
Share the W-9 collection link
Create a workspace and share the intake URL with your vendor. They see a professional, branded form — no login needed.
Vendor fills out the form
They enter business name, Tax ID (encrypted on submission), entity type, and upload their W-9 PDF. Confirmation is instant.
You review with masked display
Tax IDs show as •••••4567. Click reveal to see the full value — the action is logged. Download W-9 PDFs securely from the dashboard.
Approve in Slack.
Done in 30 seconds.
Connect your Slack workspace and approvers get a message the moment a new request comes in. Approve or reject without leaving Slack - status updates instantly, requester is notified, audit log is written.
Microsoft Teams integration also availableNew request from James Carter is waiting for your approval.
Stop collecting Tax IDs over email
Email is not secure for Tax IDs. EasyRequests encrypts them at rest, masks them in every display, and logs every reveal. Compliance built in.
Vendor onboarding with audit trail
Collect W-9s from vendors during onboarding with a secure, branded form. Every submission and access is tracked for compliance.
One price. All your clients.
Most tools charge per seat or per client. EasyRequests is one flat price — add clients, invite team members, and scale without surprise bills.
Free
Try with 1 client
Free forever
Get started free- 1 client workspace
- 200 requests / month
- 2 approvers
- 20 members
- Email notifications
- Encrypted sensitive fields
Starter
For growing firms
Save $58 with annual billing
Start free trial- 10 client workspaces
- 2,000 requests / month
- 10 approvers
- 100 members
- Slack integration
- Custom branding
- Analytics dashboard
Growth
For established firms
Save $118 with annual billing
Start free trial- 50 client workspaces
- 10,000 requests / month
- 50 approvers
- 500 members
- Slack, Webhooks, REST API
- Remove "Powered by" badge
- Priority support
Need more than 50 clients?
Unlimited workspaces, dedicated support, and custom onboarding.
Trusted by bookkeeping firms managing 10–200+ clients.
Get started today
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chasing receipts?
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