Compliance that runs itself
W-9 collection, vendor tracking, automated follow-up, exception review, and 1099-ready data — running continuously, not once a year.
Start from QuickBooks. Use CSV or manual review when needed. No migration project.
Show task completeness first. Users want to know how much of the job is done.
Everything else stays in the workflow until it is ready or needs review.
What Agentix does
Keeps your vendor workflow close to QuickBooks so new contractors and missing records do not sit unnoticed.
Sends a branded link. Contractors can complete the request on any device. TIN/name issues are surfaced for review.
Automated reminder sequences keep pending vendors moving so your team is not manually resending the same emails.
Readiness exports and exception lists help your team prepare for 1099 work with less spreadsheet reconciliation.
Why switch
| Traditional 1099 tools | Agentix |
|---|---|
| Log in every January and rebuild the vendor picture | Keep the W-9 and 1099 readiness workflow close to QuickBooks year-round |
| Manually look up vendor and payment context | Bring vendor workflow, status, and review notes into one operating queue |
| Send a form, then you manage follow-up | Automated reminder sequences keep pending W-9s visible |
| CSV exports you still need to reconcile | Cleaner export-ready data and review lists for filing prep |
| You are the workflow engine | The system runs the queue; you review exceptions |
| Filing season starts with a scramble | The workflow can run before January pressure hits |
What missing W-9s create
Missing W-9s can turn into late or incomplete 1099 work.
No valid tax details can create withholding and follow-up issues.
Teams lose time resending emails, checking spreadsheets, and searching inboxes.
Unclear entity types and missing contact details become January bottlenecks.
Launch offer
Your first 100 W-9/W-8 requests are included while you set up the workflow.
Start with one file, then expand when the vendor workflow is working.
Use the Tax Compliance OS guide and workbook to map the manual system first.
Pricing
Start with one file. Scale to a client portfolio when the workflow proves itself.
$790/year. For one business or one clean-up workflow.
$1,490/year. For bookkeepers, tax preparers, and small firms.
$3,990/year. For firms managing compliance across a client portfolio.
For high-volume teams, franchises, partners, and firms with integration needs.
Agentix collects, tracks, follows up, and surfaces exceptions continuously. You review the records that need a person.