Get Thoughtful+ Insights

Automation news, RPA best practices, and time and money-saving tips, straight to your inbox.


Vendor W9 Tracking

Thoughtful offers a comprehensive solution for automating the management of Vendor W9 forms for property managers. With Thoughtful, property managers can easily collect, receive, and store Vendor W9 forms electronically, eliminating the need for paper-based processes and manual data entry. This streamlines the process and saves time, making it easier for property managers to stay organized and on top of their vendor information. Thoughtful also provides real-time tracking and notifications, so property managers can quickly see the status of each Vendor W9 form and follow up as needed. This helps to ensure that all documents are received and processed promptly, reducing the risk of missing necessary tax or regulatory deadlines. In addition, all Vendor W9 forms are stored securely in the Thoughtful platform, ensuring that sensitive information is protected and accessible only to authorized personnel.


Property Management


  1. Pull Vendor Report.
  2. Filter to Vendors with missing W9.
  3. Email request to Vendor and file email copy in Vendor record.
  4. Check W9 folder for new responses.
  5. Match W9 to Vendor.
  6. Navigate to Property Management Software and update EIN/SSN in Vendor Record.
  7. Upload W9 copy to Vendor documents.

Popular Applications

Our services are not limited to these applications. This bot is available for any cloud based application.

No items found.



Request a demo of this bot

A no obligation way to understand how automation can increase efficiency, productivity, and accuracy.