W9Ready's Partner plan gives you a unified dashboard for every client, IRS TIN verification, and $75 for every client you bring on board.
14-day free trial · No credit card required
Three steps from sign-up to a fully managed client portfolio.
Create your W9Ready account and select the Partner plan. Your multi-client dashboard is active immediately.
Use the direct invite tool to send each client a setup link. They onboard in minutes — you're automatically linked to their account.
Monitor all clients from one dashboard. Every client that converts to a paid plan earns you $75, paid quarterly via ACH.
Built for accounting professionals who manage multiple SMB clients and can't afford surprises at 1099 time.
See every client's W-9 status, TIN match results, and 1099 readiness score from a single view. No more logging in and out of separate accounts.
Every client you bring to W9Ready that converts to a paid plan earns you $75. Paid via ACH every quarter — January, April, July, October.
Send clients a branded setup link in 30 seconds. They onboard themselves — you just appear in their dashboard as their accountant.
One-click PDF summary + CSV export for every client, formatted for your workflow. Hand it off at 1099 time without chasing anyone.
Your clients pay their own W9Ready plan. No awkward billing conversations, no markups. You earn the referral bonus independently.
Every contractor TIN is verified against IRS records before filing season. You'll never deliver a 1099 package with a mismatched TIN again.
Unlimited clients and contractors. Multi-client dashboard. $75 referral bonus per converted client. Annual billing available at $2,990/yr.
14-day free trial
Who is the Partner plan for?
The Partner plan is designed for accountants, bookkeepers, CPAs, and fractional CFOs who manage W-9 and 1099 compliance for multiple SMB clients.
How does the $75 referral bonus work?
When a client you invite converts to any paid W9Ready plan, your bonus status moves to Converted. Every quarter we process all converted bonuses and pay via ACH. You can track everything in real time on your Referral Bonuses tab.
Do my clients need to pay extra?
No. Your clients pay their own W9Ready subscription (Starter at $59/mo and up). You pay the Partner plan separately. There's no markup or shared billing.
How many clients can I manage?
The Partner plan includes unlimited contractors across all your clients. There's no cap on how many client accounts you can link.
What does my client see when I invite them?
They receive a branded setup link from W9Ready. Once they create their account, their contractor dashboard is active and you appear as their linked partner.
Can I see all my clients in one place?
Yes. Your Partner dashboard shows every linked client, their contractor count, W-9 completion status, and 1099 readiness score — all in one view.
Join W9Ready as a Partner. Start your 14-day free trial — no credit card required.
Become a Partner