Name: Vendor Onboarding W9-1099 Chaser by Mypowerly
Author: mypowerly

Note: This plugin is currently in beta stage. Features and functionality may evolve as we continue development.

Stop chasing vendors for W-9s. Automate it inside WordPress.

If your WordPress site pays affiliates, contractors, or vendors — you are legally required to collect a signed W-9 before issuing a 1099 at year-end. Most store owners handle this over email, in spreadsheets, or not at all — until the IRS deadline hits.

⚠️ One missing W-9 can trigger an IRS penalty of $310 per form. Intentional disregard carries penalties with no maximum cap.

W-9 1099 Chaser is the only WordPress-native plugin that automates the full compliance workflow — from the first W-9 request to the final IRS e-file — without a single data export or CSV upload.

This plugin is currently in beta. We’re actively improving features and welcome your feedback as we enhance the platform.

The Problem This Solves

Without this plugin, collecting a W-9 means emailing a blank IRS PDF, waiting for your contractor to print it, fill it by hand, sign it, scan it, and email it back — if they ever do.

Not every contractor has a printer. Not every gig worker has PDF software. And almost none of them want to figure out how to digitally sign a PDF on their phone at midnight.

W-9 1099 Chaser lets your affiliates and contractors self-serve: visit your site, fill out the web form, sign it digitally, and download a completed W-9 PDF — in minutes, on any device, with no software to install. Your onboarding starts immediately instead of stalling in someone’s inbox.

Free: Standalone W-9 Tool (No Account Needed)

Use your WordPress site as an instant W-9 station. No account required to get started.

Three Access Modes — Deploy the W-9 Form Your Way

Public Mode — The W-9 webform is freely available to any visitor. They can fill it out, sign it, and download their completed W-9 PDF at any time.
Protected Mode — Share access selectively via a PIN or secret key. Ideal if you only work with approved contractors or affiliates and want to control who can submit a form.
Private Mode — For internal use only. Only the store owner can access the form — perfect for generating your own W-9s without making anything public.

Free Tool Features

Electronic Signature — Built-in e-signature included free; no third-party tool needed
Two PDF Output Options
Official IRS W-9 PDF — auto-filled from your web form entries
Print-to-PDF version — a reliable backup if needed (consult your legal counsel on which format suits your use case)
Gutenberg Block — Embed the form natively in the block editor; no shortcode required
Shortcode Support — Works in any page builder or classic editor via [w91099ch_w9_form]
Responsive Design — Mobile-friendly; gig workers can complete and sign their W-9 from any phone with no printer or PDF software needed
Frontend & Backend Display — Responsive form accessible from both the admin panel and public-facing pages

Connected: Full Vendor Compliance Automation (Free to Start)

For WooCommerce stores, affiliate programs, and marketplaces that need to collect W-9s at scale — connect to MyPowerly and automate everything.

Automatic Detection

Auto-detects new affiliates and vendors the moment they join your store
W-9 request sent automatically — no manual work required

Multi-Channel Vendor Chasing

Send W-9 requests via Email, SMS, WhatsApp, or VoIP
Smart follow-up reminders chase non-responsive vendors automatically
You never have to write another “please send your W-9” email

Compliance Enforcement

Real-time status dashboard — see who has signed, who is pending, who is overdue
Flag vendors who hit the $600 IRS reporting threshold without a W-9 on file
Freeze payments to non-compliant vendors before you pay them in error

Year-End Filing

TIN Matching validates every tax ID before filing — eliminates the most common cause of IRS B-Notices and penalties
Optional 1099 e-filing at industry-low per-form pricing — no re-entry, no accountant required
Google Sheets sync — export your full vendor and W-9 status to your own Google Drive

Your Brand, Your Portal

White-label vendor portal with your logo, colors, and domain
Invite your accountant or bookkeeper to manage filings under their own login

Who This Is For

WooCommerce marketplace owners paying sellers or affiliates
WordPress sites using AffiliateWP, Dokan, WC Vendors, SliceWP, or YITH
Bookkeepers and CPAs managing compliance for multiple client sites
Any WordPress site paying independent contractors over $600/year

Works With

Direct Integration (auto-detection + sync):

AffiliateWP
SliceWP
YITH WooCommerce Affiliates
WP Affiliate Manager
WC Vendors
Dokan
WCFM Marketplace

Heuristic Detection:

Affiliate for WooCommerce
Ultimate Affiliate Pro
Easy Affiliate
Tapfiliate
WP Affiliate Platform

Also connects with:

Google Sheets
Google Drive
Outlook
Gmail

Free vs. Connected

 Feature                                     | Free (Standalone) | Connected (MyPowerly)
 ------------------------------------------- | ----------------- | --------------------
 W-9 PDF fill & download                      | Yes               | Yes
 Electronic signature                         | Yes               | Yes
 Three access modes (Public / Protected / Private) | Yes           | Yes
 Gutenberg block support                      | Yes               | Yes
 Auto-detect new vendors/affiliates           | No                | Yes
 Bulk W-9 request sending                     | No                | Yes
 Email / SMS / WhatsApp / VoIP delivery       | No                | Yes
 Real-time compliance dashboard               | No                | Yes
 Payment freeze for non-compliant vendors     | No                | Yes
 TIN Matching                                 | No                | Yes
 Audit trail & legally binding eSignature     | No                | Yes
 White-label vendor portal                    | No                | Yes
 1099 e-filing                                | No                | Add-on

Connected features require a free MyPowerly account. Advanced features are usage-based — no monthly subscription fee.

Why Not Just Hire an Accountant?
An accountant charges ~$500 once a year and does nothing in between. They don’t chase your vendors in August when they go quiet. They don’t freeze a payment when a vendor crosses the $600 threshold without a W-9 on file. They don’t send a WhatsApp reminder on a Tuesday morning.

W-9 1099 Chaser does all of that automatically, year-round, without you touching anything.

For accounting professionals who want to stay involved — they can be invited into the platform and manage multiple client sites under their own white-label portal. We don’t replace accountants. We make them look good.

Security & Data Handling
Sensitive tax data (TIN / SSN / FEIN) is never transmitted through the WordPress plugin
Data goes directly to MyPowerly’s secured backend with AES-256 encryption at rest and TLS in transit
No background data sync — all transmissions are administrator-initiated
No ads. No hidden tracking. Full subprocessor transparency.

⚠️ This plugin does not file tax forms or provide tax advice. All 1099 filing is handled by the connected MyPowerly service.

Privacy Policy: https://1099automation.com/w9-1099-chaser/privacy-policy/
Terms: https://1099automation.com/w9-1099-chaser/terms/

One-Line Positioning Statement
“The only 1099 and W-9 compliance platform built inside WordPress — from vendor onboarding to IRS e-filing, with zero data exports.”

“Automate vendor onboarding – W-9 compliance & 1099 Electronic Filing (in minutes)”

Connect with our platform for advanced vendor onboarding features including:
* Automated W-9 form collection
* Contractor compliance tracking
* 1099 electronic filing preparation
* Vendor management workflows

Optional: Connect with MyPowerly.com for advanced workflows

For advanced workflows, an administrator can connect the site to an external API provider:

Official website: https://1099automation.com/
Primary service used by this plugin: https://www.mypowerly.com/
Partner platform: https://1099automation.com/become-a-partner
Support email: [email protected]

MyPowerly.com provides the backend API, automations and workflow services used by the connected features in this plugin.

When optionally connected for advanced features, WordPress is used only as an interface/bridge for user-initiated actions such as connection, manual sync operations, and widget generation.

What this plugin does

Includes a W-9 PDF fill/download tool (client-side) for convenience and easy sharing.
For advance automation and features:
- Connects your WordPress site to an external MyPowerly account using the new External Connect API.
- Automatically configures secure webhook endpoints for real-time data synchronization.
- Lets administrators run manual, user-initiated sync actions (for example: site profile, team members, and payees / affiliates / vendors / independent contractors records).
- Provides comprehensive webhook event tracking for all sync operations.
- Optionally helps generate and embed a W9 data collection widget provided by the external service.
- Includes built-in webhook testing and verification tools for easy troubleshooting.

What this stand alone plugin does not do

It does not file tax forms.
It does not submit 1099s.
It does not file 1099 forms.
It does not provide tax advice.

Sensitive data handling (TIN/SSN/FEIN)

W9 – 1099 Chaser works in stand alone mode. Therefore it does NOT transmit taxpayer identification numbers (TIN), including SSN/FEIN, to MyPowerly or to any connected MyPowerly platform. The plugin explicitly excludes common TIN-related fields from API transmissions.

External Service Disclosure

This plugin connects to external services for advanced automations and features only. For such advanced needs, this plugin will not function fully without an account with at least the primary MyPowerly service listed below.

The plugin provides limited standalone functionality (such as W-9 PDF generation) without connecting to the external MyPowerly service.

Encryption is used to protect API tokens and administrator-initiated metadata during secure communication with the external MyPowerly service. Taxpayer identification numbers (TIN/SSN/FEIN) are not transmitted by this plugin and therefore are not encrypted.

For more information:

Terms & Conditions: https://1099automation.com/w9-1099-chaser/terms/
Privacy Policy: https://1099automation.com/w9-1099-chaser/privacy-policy/

MyPowerly

Website: https://mypowerly.com
API Domain: https://mypowerly.com
Connects your WordPress site to your MyPowerly account
Enables user-initiated sync for automations, workflows, W-9 management, affiliate/vendor tracking, and widget generation
Data is transmitted only after an administrator performs an explicit action (e.g., Connect, Sync, Generate Widget Code)
Data that may be transmitted (based on selected action):
- Site information (site URL, site name, admin email) during connection
- Team/user details (email, role) when using team sync
- Affiliate/vendor/contractor records from supported plugins or WordPress users (name, email, status, IDs, payout/earnings summary signals)
- Widget configuration or embed code
- W-9 form fields entered by an administrator (SSN/FEIN/TIN are not transmitted)
Stored in WordPress:
- Connection tokens/credentials
- Limited connector settings (status, timestamps, widget settings)
- Completed W-9 PDFs are not stored in WordPress
Stored by MyPowerly:
- Synced data is stored securely in your MyPowerly account
- Privacy Policy: https://www.mypowerly.com/privacy-policy

MyPowerly Features

• Create and send W-9 requests individually or in bulk via CSV
• Sync contacts from Google, Outlook, Yahoo, Hotmail, Google Sheets
• Send affiliate/vendor data from your store
• Auto-detect new affiliates and trigger W-9 requests
• Direct integration: AffiliateWP, SliceWP, YITH WooCommerce Affiliates, WP Affiliate Manager, WC Vendors, Dokan, WCFM Marketplace
• Heuristic detection: Affiliate for WooCommerce, Ultimate Affiliate Pro, Tapfiliate, Easy Affiliate, WP Affiliate Platform, itthinx Affiliates
• Pre-filled W-9 forms using imported data
• Custom logo, brand colors, and domain
• Mobile-friendly, W-9 compliant forms
• White-label portal for vendors and affiliates
• Real-time request status tracking
• Secure W-9 PDF generation and encrypted storage
• Organized, searchable document library
• Optional W-9 data collection widget
• Optional live chat widget powered by Clicflo.com
• Optional embedded forms (Contact, Newsletter, Pay Me, Client Intake, Power of Attorney, Contracts, Engagement Letters)
• Administrator-enabled and configurable
• Widget content loads from MyPowerly.com or Clicflo.com

🔹 MyPowerly Paid Features (Usage-Based – No Monthly Fee)
• Automated W-9 requests via eCommerce and affiliate integrations
• Multi-channel delivery: Email, SMS, WhatsApp, VoIP
• Smart reminders and notifications
• Secure eSignature and Multi-Factor Authentication (MFA)
• Legally binding, timestamped audit trails
• Compliance dashboard with signed/pending status tracking
• W-9-ready PDFs on demand
• TIN Matching to reduce errors and avoid penalties
• Optional 1099 E-Filing add-on with industry-low pricing
• File electronically with no data re-entry
• Discount codes available for special pricing

Privacy

Privacy & Consent Summary (What / When / Where / Why)

What data is sent:
• Site/profile details (site URL, site name, admin email), team/user details (user email and role), payees/affiliates/vendors/independent contractors metadata (name/email/status/IDs and summary signals), widget configuration/embed code.
• The plugin does NOT transmit taxpayer identification numbers (TIN/SSN/FEIN).

When data is sent:
• Only after explicit user action (administrator clicks Connect, runs Sync actions, or generates widget code). No automatic background transmission.

Where data is sent:
• MyPowerly service (primary): https://mypowerly.com
• Optional widget embeds: depends on embed code you generate

Note: Widget embed code may load third-party scripts/iframes from:
• https://mypowerly.com
• https://1099automation.com

Why data is sent:
• To connect your WordPress site to your MyPowerly account and perform user-initiated sync and widget features.

Consent rules:
• Explicit user action required (administrator clicks Connect/Sync/Generate Widget Code)
• No pre-checked boxes: consent checkboxes not pre-selected
• No auto-sync: plugin does not automatically sync data in background
• No silent tracking: no third-party analytics/tracking scripts for visitor behavior

No sensitive tax data stored in WordPress

• Plugin not intended to store completed W-9 form values, signatures, or completed W-9 PDFs in WordPress database.
• W-9 form data processed in browaser to generate PDF. Data discarded when page closed/refreshed if flow not completed.
• Plugin may cache blank W-9 PDF template (file bytes only) in WordPress transient. Cached template does not include user-entered form values.

Data transmission

• Data transmitted to external MyPowerly service(s) only after explicit user action (Connect, Sync, Generate Widget Code).

External Services

This plugin connects to the following external services to provide specific features.

1) MyPowerly Service

What it is used for: API integration for payees / affiliates / vendors / independent contractors data syncing, plugin management features, and support-related functionality in the WordPress admin.
What data is sent: depending on the feature you use, the plugin may send connection / credential data during setup, payees / affiliates / vendors / independent contractors data, plugin and site information, and W-9 form data entered in the WordPress admin.
When data is sent: during connection setup and only when an administrator performs an explicit action such as connecting the site, running synchronization processes, or using admin features that communicate with MyPowerly.
Terms of Service: https://1099automation.com/w9-1099-chaser/terms/
Privacy Policy: https://1099automation.com/w9-1099-chaser/privacy-policy/

Third-Party Services

This plugin makes external requests to the following services:

MyPowerly (required for connection and sync): https://mypowerly.com
Widget embeds (optional): depends on the widget embed code you choose to generate and embed.

Data Handling Transparency

No ads.
No hidden data collection.
Connect/sync actions are initiated by an administrator.

Widget Disclosure

The plugin includes a widget feature that can output embed code (for example, iframe/script code) obtained from the connected external service.

The widget is optional and must be enabled/configured by an administrator.
The widget may display on the front-end depending on your settings (auto display, selected pages, or …