tax compliance forms management

 Our Tax Compliance Forms Management solution gives you the ability to send and receive important signed tax documents in record time.
What are the standard documents for this application?

• W-9s
• Resales and Sales/Use Tax
• Tax Exempt Certificates

How It Works
If you need to complete a W-9 and have your customer sign it electronically, you would simply send the link to the W-9 in question from within your system.

• The Form is completed and digitally signed to attest to its accuracy
• The completed document is automatically filed in GlobalSearch and a record of it can be sent back to the individual completing the form. 
• An email will notify you that a W9 submission has been received.