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Smart Bot

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VW

Vendor W9 Tracking

This Bot manages the collection, receipt and documentation of Vendor W9 forms.

Industry:

Real Estate

Function:

Property Management

Steps

  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.

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VW

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