Separate W9 requests from other client requests | Feature Requests

Separate W9 requests from other client requests

Tricia Dahlstrom

I have clients that have so many W9 requests that they can't find anything else that we are asking. We really need this as it's own requests like the transaction requests are.

January 16, 2026

Brenda Keomany

yes we would love this

Dandi Holec

Agree! I was getting read to submit a feature request for something similar. Having a separate section of the Client Portal for W9 collection status would be amazing! That way clients can see which vendors are not responding and help us get them collected throughout the year vs waiting until Dec/Jan to scramble.