How MySubTracker Simplifies the Collection of W9s and Insurance Certificates
As a business owner, bookkeeper, or office employee, collecting and tracking W9s and insurance certificates for contractors can be a time-consuming task and often fraught with forgetting the documents. With MySubTracker, this process is significantly simplified. This innovative tool is designed to streamline contractor document management, making it easier and more efficient for businesses.
MySubTracker offers a simple and easy-to-use dashboard. Upon logging in, you are presented with two quick reporting areas - one for expiring listings and one for pending verification. These areas provide you with essential information and action steps to ensure you are up to date with your forms.
One of the standout features of MySubTracker is its ability to send requests for documents. All you need to do is enter your contractor’s name and email address. Your contractor will receive an email to create a free account, update their contact information, and upload the requested forms. This process saves you time and effort, making the collection of W9s and insurance certificates a breeze.
Once your contractor updates their account and uploads the requested forms, you are notified on the dashboard to verify the information. This quick and easy process allows you to start tracking the insurance expiration dates, ensuring you always have the most current forms.
MySubTracker also allows you to have all your contractors in one place. As you continue to add contractors to your account, you can quickly and easily find them through the contractor’s dashboard. This feature allows you to update information, view details, and even download the forms into PDF as needed.
In addition, MySubTracker provides you with access to your documents when you need them. Whether you have a worker’s compensation audit coming up or need to provide your tax person or bookkeeper with W9s to file your 1099s, all the documents that you have requested from your contractors are quickly accessible in the document’s dashboard.
Lastly, MySubTracker is set up to automatically notify you when the documents are about to expire. This process provides all parties with advanced notice of upcoming expirations, allowing them sufficient time to collect updated documents.
MySubTracker is a game-changer in the world of contractor document management. It simplifies the collection of W9s and insurance certificates, making it easier for businesses to stay up to date with their forms.
