Digits automated W-9 collection

Digits now collects W-9s inside its AI-native ledger: request a W-9 when adding a vendor, the contractor fills out and e-signs it online (or uploads one), and Digits reads the form and attaches the tax details and original to the vendor record. Existing W-9s can be bulk uploaded.

Why it matters

For bookkeepers and CPA firms on Digits who chase contractor W-9s every January. Keeping the form on the same vendor record as the payments is meant to make 1099 prep a lookup rather than a scramble.

What's new

• Request a W-9 in the same step as adding a vendor; Digits sends the request directly to the contractor.
• Contractors complete and digitally sign the form online, or upload an existing W-9.
• Digits reads the completed form, pulls the tax details onto the vendor record and stores the original alongside that vendor's payments.
• Existing stacks of W-9s can be uploaded; Digits extracts the details for the user to confirm.
• Digits calls this the first in a series of year-end releases; it says the feature is available now.

Taken from the maker's own announcement, release notes or product pages. Claims about speed, accuracy or results are the maker's, not ours.

Worth knowing: W-9s contain taxpayer identification numbers, so this puts contractor TINs inside Digits; review who on the team and which client users can see vendor records. Confirm extracted details against the signed form before filing 1099s.

Quick facts

Links

• Official site: https://digits.com
• Announcement / release notes: https://digits.com/blog/w9-collection

How it ranks

Digits is ranked #3 in AI Bookkeeping & Close Automation. See our Digits review and score. This update hasn't changed the score; scores change only when we re-review a tool against the rubric.

What we couldn't verify

• quick_facts.pricing (not stated; which Digits plans include W-9 collection not stated)
• quick_facts.cost (plan inclusion not stated)

Checked 2026-10-23 from the maker's own pages. Features, availability and prices change, so confirm with the vendor, and review any tool against your firm's security, privacy and compliance requirements before using it with client data. Listing here is not a ranking or an endorsement.