Vendor Onboarding by Mypowerly W9-1099 Chaser

Collect and manage W-9 forms directly from WordPress W9 – 1099 Chaser helps you request, collect, and organize W-9 forms from vendors, contractors, and affiliates without manual emails or paperwork. Use it as a simple W-9 PDF generator or connect it to advanced automation for vendor onboarding, compliance tracking, and 1099 preparation.

Who this plugin is for This plugin is built for: • Accountants and CPAs managing multiple clients • Tax professionals handling W-9 and 1099 workflows • Agencies working with contractors and freelancers • Marketplace and SaaS platforms onboarding vendors • WooCommerce and affiliate site owners If you regularly request W-9 forms and manage 1099 reporting, this plugin removes manual work and keeps everything organized.

Existing Problems This Plugin Solves Managing W-9 forms and preparing for 1099 filing manually is often inefficient, error-prone, and difficult to scale. Common challenges include: • Chasing vendors repeatedly for W-9 submissions • Handling incomplete or incorrectly filled forms • Managing scattered PDFs across emails, drives, and folders • Lack of visibility into who has submitted and who has not • Manual tracking of contractor data for 1099 preparation • Security risks when sharing sensitive tax documents via email or cloud storage • Time-consuming back-and-forth communication with vendors This plugin eliminates these issues by centralizing W-9 collection and organizing vendor data required for 1099 workflows in a structured, secure process.

Standalone W-9 PDF Generator (Free) Use WordPress as a quick W-9 tool without connecting to any external service: • Fill out a W-9 form in the browser • Add an electronic signature • Generate and download a printable PDF • Share the PDF with clients, vendors, or requesters These completed W-9 forms serve as the foundation for accurate 1099 reporting. All processing happens in the browser. No private or confidential information is stored or transmitted.

Key Features W-9 collection and management • Digital W-9 form with eSignature support • Pre-filled and printable PDF generation • Easy sharing with vendors and clients Vendor and contractor workflows (via MyPowerly integration) • Automated W-9 request collection • Vendor and affiliate tracking • Contractor compliance monitoring • Real-time status updates • Organized vendor data ready for 1099 workflows

1099 workflow support (via MyPowerly) • Prepare and organize contractor data for 1099 filing • Generate structured records for 1099 processing • Maintain audit-ready documentation • Streamline year-end tax reporting workflows Automation and integrations • Webhook-based real-time synchronization • Google Drive and Google Sheets integration • Integration with affiliate and marketplace plugins • API-based connection with external services Secure data handling • No storage of sensitive tax data in WordPress • TIN, SSN, and FEIN are never transmitted • HMAC-SHA256 webhook authentication • Administrator-controlled data transmission Flexible usage • Works as a standalone W-9 generator • Optional connection required for 1099 and advanced automation • Manual or event-based sync options

Go Further with the Free SaaS Connect Plan — Vendor Onboarding by W9-1099 Chaser The Free SaaS Connect Plan powered by MyPowerly extends the capabilities of W9-1099 Chaser beyond simple form collection. It enables businesses to streamline vendor onboarding, maintain W-9 compliance, and prepare for 1099 electronic filing workflows — all from a centralized, automated system. Core capabilities included with the Free SaaS Connect Plan: • Automated Vendor Onboarding — Simplify W-9 collection and vendor registration • W-9 Compliance Tracking — Maintain organized records for tax and audit readiness • 1099 Electronic Filing Preparation — Structure contractor data for year-end reporting • Unlimited Document Templates — Standardize forms and workflows across teams • Per-Document Access Control — Define who can view, edit, or manage documents • Audit Trail & Activity Logs — Maintain detailed records with CSV export for compliance and accountability • Email Notifications — Configure alerts for uploads, updates, approvals, and status changes • Secure W-9 Collection Widget — Embed a ready-to-use form on your website for safe vendor submissions This plan is ideal for businesses that want reliable vendor onboarding and compliance workflows without complex setup. Advanced Features Available in the Paid Plan For organizations that require deeper control, branding, and scalability, the paid plan unlocks advanced workflow and management capabilities: • Custom Branding — Add your logo and brand identity to the W-9 collection widget • Document Approval Workflow — Require review and approval before documents are finalized • Bulk Upload with Duplicate Detection — Upload multiple records efficiently while preventing duplicates • Download & Usage Analytics — Monitor document activity and version performance • Automated W-9 Form Collection — Fully hands-off vendor onboarding workflows • Contractor Compliance Monitoring — Track vendor readiness for tax reporting • Vendor Management Workflows — Manage contractors, affiliates, and vendors from one dashboard • Scalable 1099 Workflow Automation — Prepare large volumes of contractor data for filing readiness

What this plugin does not do • Does not file tax forms directly from WordPress • Does not submit 1099 forms to the IRS • Does not provide tax advice

Data handling and privacy • No automatic data transmission • All sync actions require explicit administrator action • No background tracking or hidden analytics • No storage of completed W-9 data in WordPress • No transmission of TIN, SSN, or FEIN Data is only sent when you choose to connect or run a sync.

Request Access to Free Beta Testing

"Automate vendor onboarding – W-9 compliance & 1099 Electronic Filing (in minutes)"

Join our beta program to test advanced vendor onboarding features including: * Automated W-9 form collection * Contractor compliance tracking * 1099 electronic filing preparation * Vendor management workflows

Optional: Connect with MyPowerly.com for advanced workflows

For advanced workflows, an administrator can connect the site to an external API provider:

• Official website: https://wp-1099.com/
• Primary service used by this plugin: https://www.mypowerly.com/
• Partner platform: https://wp-1099.com/become-a-partner
• Support email: support@mypowerly.com

MyPowerly.com provides the backend API, automations and workflow services used by the connected features in this plugin.

When optionally connected for advanced features, WordPress is used only as an interface/bridge for user-initiated actions such as connection, manual sync operations, and widget generation.

NEW: Automatic Webhook Integration

The plugin now features a robust automatic webhook system that seamlessly integrates with MyPowerly:

• Automatic webhook configuration during connection setup
• Real-time data synchronization for all plugin events
• Secure webhook authentication with HMAC-SHA256 signatures
• Comprehensive event tracking for affiliates, profiles, plugins, and more
• Easy webhook testing with built-in verification tools
• Fallback webhook URLs for maximum reliability
• Manual webhook configuration for advanced users

Data Transmission Clarification

The plugin can function independently and does not transmit data automatically or in the background. Data is transmitted to external services only for advanced features when an administrator initiates a connection or manually runs a sync action in the WordPress admin.

Depending on the specific administrator-initiated action, transmitted data may include high-level categories such as site profile information, team member records, payees / affiliates / vendors / independent contractors metadata, or widget configuration data selected by the administrator.

NEW: Webhook Data Transmission When webhooks are configured (automatically during connection or manually), the plugin sends secure webhook notifications to MyPowerly for the following events: * Profile synchronization events * Plugin data synchronization * Affiliate/vendor data updates * Team member invitations * Form plugin synchronization * Contractor plugin data sync * Accounting/bookkeeping plugin sync * Wallet/payout plugin synchronization * W-9 payee data submissions

All webhook data excludes sensitive tax information (TIN/SSN/FEIN) and uses HMAC-SHA256 authentication for security.

NEW: Google Drive Integration (Optional) When Google Drive integration is enabled by an administrator: * Data is transmitted to Google Sheets in your personal Google Drive account * Only data you explicitly configure for sync is sent to Google Sheets * Requires explicit Google account authorization with Drive and Sheets permissions * You must create Google Sheets in your account before connecting * Real-time sync occurs via webhook events when configured * No sensitive tax information (TIN/SSN/FEIN) is transmitted to Google Sheets * You maintain full control over your Google Drive data and can revoke access anytime

⚠️ This plugin by itself does not file tax forms, submit 1099s, or provide tax advice. All such functionality is implemented as advanced features inside our secure backend services provider.

What this plugin does

• Includes a W-9 PDF fill/download tool (client-side) for convenience and easy sharing.
• For advance automation and features:
  • Connects your WordPress site to an external MyPowerly account using the new External Connect API.
  • Automatically configures secure webhook endpoints for real-time data synchronization.
  • Lets administrators run manual, user-initiated sync actions (for example: site profile, team members, and payees / affiliates / vendors / independent contractors records).
  • Provides comprehensive webhook event tracking for all sync operations.
  • Optionally helps generate and embed a W9 data collection widget provided by the external service.
  • Includes built-in webhook testing and verification tools for easy troubleshooting.

What this stand alone plugin does not do

• It does not file tax forms.
• It does not submit 1099s.
• It does not file 1099 forms.
• It does not provide tax advice.

Sensitive data handling (TIN/SSN/FEIN)

W9 – 1099 Chaser works in stand alone mode. Therefore it does NOT transmit taxpayer identification numbers (TIN), including SSN/FEIN, to MyPowerly or to any connected MyPowerly platform. The plugin explicitly excludes common TIN-related fields from API transmissions.

External Service Disclosure

This plugin connects to external services for advanced automations and features only. For such advanced needs, this plugin will not function fully without an account with at least the primary MyPowerly service listed below.

The plugin provides limited standalone functionality (such as W-9 PDF generation) without connecting to the external MyPowerly service.

Encryption is used to protect API tokens and administrator-initiated metadata during secure communication with the external MyPowerly service. Taxpayer identification numbers (TIN/SSN/FEIN) are not transmitted by this plugin and therefore are not encrypted.

For more information:

• Terms & Conditions: https://wp-1099.com/w9-1099-chaser/terms/
• Privacy Policy: https://wp-1099.com/w9-1099-chaser/privacy-policy/

MyPowerly

• Website: https://mypowerly.com
• API Domain: https://mypowerly.com
• Connects your WordPress site to your MyPowerly account
• Enables user-initiated sync for automations, workflows, W-9 management, affiliate/vendor tracking, and widget generation
• Data is transmitted only after an administrator performs an explicit action (e.g., Connect, Sync, Generate Widget Code)
• Data that may be transmitted (based on selected action):
  • Site information (site URL, site name, admin email) during connection
  • Team/user details (email, role) when using team sync
  • Affiliate/vendor/contractor records from supported plugins or WordPress users (name, email, status, IDs, payout/earnings summary signals)
  • Widget configuration or embed code
  • W-9 form fields entered by an administrator (SSN/FEIN/TIN are not transmitted)
• Stored in WordPress:
  • Connection tokens/credentials
  • Limited connector settings (status, timestamps, widget settings)
  • Completed W-9 PDFs are not stored in WordPress
• Stored by MyPowerly:
  • Synced data is stored securely in your MyPowerly account
  • Privacy Policy: https://www.mypowerly.com/privacy-policy

MyPowerly Features

• Create and send W-9 requests individually or in bulk via CSV • Sync contacts from Google, Outlook, Yahoo, Hotmail, Google Sheets • Send affiliate/vendor data from your store • Auto-detect new affiliates and trigger W-9 requests • Direct integration: AffiliateWP, SliceWP, YITH WooCommerce Affiliates, WP Affiliate Manager, WC Vendors, Dokan, WCFM Marketplace • Heuristic detection: Affiliate for WooCommerce, Ultimate Affiliate Pro, Tapfiliate, Easy Affiliate, WP Affiliate Platform, itthinx Affiliates • Pre-filled W-9 forms using imported data • Custom logo, brand colors, and domain • Mobile-friendly, W-9 compliant forms • White-label portal for vendors and affiliates • Real-time request status tracking • Secure W-9 PDF generation and encrypted storage • Organized, searchable document library • Optional W-9 data collection widget • Optional live chat widget powered by Clicflo.com • Optional embedded forms (Contact, Newsletter, Pay Me, Client Intake, Power of Attorney, Contracts, Engagement Letters) • Administrator-enabled and configurable • Widget content loads from MyPowerly.com or Clicflo.com

🔹 MyPowerly Paid Features (Usage-Based – No Monthly Fee) • Automated W-9 requests via eCommerce and affiliate integrations • Multi-channel delivery: Email, SMS, WhatsApp, VoIP • Smart reminders and notifications • Secure eSignature and Multi-Factor Authentication (MFA) • Legally binding, timestamped audit trails • Compliance dashboard with signed/pending status tracking • W-9-ready PDFs on demand • TIN Matching to reduce errors and avoid penalties • Optional 1099 E-Filing add-on with industry-low pricing • File electronically with no data re-entry • Discount codes available for special pricing

Privacy

Privacy & Consent Summary (What / When / Where / Why)

What data is sent: • Site/profile details (site URL, site name, admin email), team/user details (user email and role), payees/affiliates/vendors/independent contractors metadata (name/email/status/IDs and summary signals), widget configuration/embed code. • The plugin does NOT transmit taxpayer identification numbers (TIN/SSN/FEIN).

When data is sent: • Only after explicit user action (administrator clicks Connect, runs Sync actions, or generates widget code). No automatic background transmission.

Where data is sent: • MyPowerly service (primary): https://mypowerly.com • Optional widget embeds: depends on embed code you generate

Note: Widget embed code may load third-party scripts/iframes from: • https://mypowerly.com • https://wp-1099.com

Why data is sent: • To connect your WordPress site to your MyPowerly account and perform user-initiated sync and widget features.

Consent rules: • Explicit user action required (administrator clicks Connect/Sync/Generate Widget Code) • No pre-checked boxes: consent checkboxes not pre-selected • No auto-sync: plugin does not automatically sync data in background • No silent tracking: no third-party analytics/tracking scripts for visitor behavior

No sensitive tax data stored in WordPress

• Plugin not intended to store completed W-9 form values, signatures, or completed W-9 PDFs in WordPress database. • W-9 form data processed in browser to generate PDF. Data discarded when page closed/refreshed if flow not completed. • Plugin may cache blank W-9 PDF template (file bytes only) in WordPress transient. Cached template does not include user-entered form values.

Data transmission

• Data transmitted to external MyPowerly service(s) only after explicit user action (Connect, Sync, Generate Widget Code).

External Services

This plugin connects to the following external services to provide specific features.

1) MyPowerly Service

• What it is used for: API integration for payees / affiliates / vendors / independent contractors data syncing, plugin management features, and support-related functionality in the WordPress admin.
• What data is sent: depending on the feature you use, the plugin may send connection / credential data during setup, payees / affiliates / vendors / independent contractors data, plugin and site information, and W-9 form data entered in the WordPress admin.
• When data is sent: during connection setup and only when an administrator performs an explicit action such as connecting the site, running synchronization processes, or using admin features that communicate with MyPowerly.
• Terms of Service: https://wp-1099.com/w9-1099-chaser/terms/
• Privacy Policy: https://wp-1099.com/w9-1099-chaser/privacy-policy/

Third-Party Services

This plugin makes external requests to the following services:

• MyPowerly (required for connection and sync): https://mypowerly.com
• Widget embeds (optional): depends on the widget embed code you choose to generate and embed.

Data Handling Transparency

• No ads.
• No hidden data collection.
• …