Square 9 University Office Hours - Improving the W-9 Process

Tuesday, January 16th, 2024 | 2 PM ET

It's time to head off to Square 9 University for another great year of lessons! In this Square 9 University, you will learn how to deploy Square 9’s preconfigured W-9 process.

Collecting W-9 information in a faster, more streamlined way will impress your Vendors, Contractors, and other business partners and keep you within industry best practices. Ensuring that their information is safe will give them plenty of peace of mind. 

In this lesson, you will learn how to:

• Implement a preconfigured W-9 form using Square 9's Forms Library

• Create a workflow to process W-9 form

• Ensure compliance of sensitive data

Reserve your spot today to find out how you can take advantage of Square 9's W-9 process.