Platform / Automation / Tax & Compliance
Automation · Tax

1099 season, solved.

Collect W-9 / W-8BEN automatically. TIN-match live. File 1099 / 1042 to IRS and states. Sanctions screen every recipient. Audit trail for every dollar.

100%
TIN-match success
50 states
State e-filing
0
IRS B-notices last season
1099 CONSOLE · TAX YEAR 2025
Ready to file
2,418 forms
Deadline
Jan 31, 2026
1099-NEC · READY
1,842
1099-MISC · READY
412
1042-S · NEEDS REVIEW
142
TIN MISMATCH · FIX
22
Why this matters

Tax & compliance, collapsed.

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Forms collected at onboard

Recipient fills W-9 or W-8BEN as part of signup. No form = no payment. TIN matched live against IRS.

Sanctions, every time

OFAC SDN, UN, EU, UK — screened on every new recipient and every payment. Auto-hold on hit.

E-file, end of year

1099-NEC, 1099-MISC, 1099-K, 1042-S. Federal + all 50 states. Recipient copies mailed or emailed.

Features

The full compliance stack.

What you'd stitch together across 5 vendors, built in as one layer.

01 · Forms
W-9 / W-8BEN / W-8BEN-E

Electronic. Valid IRS format. Expiration tracked. Re-requested automatically.

02 · TIN
Real-time TIN match

IRS TIN Matching API. Fail = recipient prompted to correct. No B-notice ever.

03 · KYB
Business verification

Secretary of State, beneficial owners (FinCEN BOI), EIN verify, Articles on file.

04 · KYC
Individual verification

ID document, selfie match, SSN verify, DOB, address. Best-in-class KYC providers.

05 · Sanctions
OFAC / UN / EU / UK

Screened on onboard, re-screened daily, blocked on every payment attempt.

06 · PEP
PEP & adverse media

Politically exposed persons and negative news — configurable per risk appetite.

07 · 1099-NEC
1099-NEC e-filing

Nonemployee comp. IRS FIRE + CF/SF for 44 participating states.

08 · 1042-S
1042-S for foreign

Withholding rate engine. Tax-treaty-aware. Form 1042 summary return.

09 · 1099-K
1099-K for platforms

Marketplace payments. Thresholds: $600 federal, state-specific for MA, VA, VT, IL, MD.

10 · Backup
Backup withholding

Auto-enforced on missing/invalid TINs. Held in escrow, paid to IRS quarterly.

11 · Recipient
Recipient delivery

e-consent workflow. Paper copies mailed. Portal for recipient self-serve download.

12 · Audit
Audit pack

One-click export. All forms, all matches, all screens, all timestamps. SOX-ready.

How it works

Compliance that runs in the background.

1
Onboard

Recipient signs up, picks US / foreign, fills W-9 or W-8BEN. Validated live.

2
Screen

KYB/KYC, OFAC, PEP, adverse media — all on the same record.

3
Pay + track

Every payment tagged with tax category. Withhold if required. Log everything.

4
File

End of year: one click. Federal, states, recipient copies. Done.

Questions

Tax & compliance FAQ.

Do you file with states?
+
Yes — all 50 states plus DC. CF/SF for the 44 participating states, direct filing for the rest including the new direct-file-only states like Pennsylvania.
What about the $600 threshold?
+
We track against every applicable threshold — federal $600 NEC, state-specific 1099-K thresholds, and foreign withholding triggers. You'll never miss a form.
Can we review before filing?
+
Absolutely. A 2-week review window opens Jan 15. Finance can edit amounts, re-map categories, or exclude specific records. Nothing transmits without your approval.

Stop dreading January.