Automate W-9 Form Collection And Data Extraction

Process printable and fillable W-9 forms faster with TrustLayer’s data extraction solution. Track and verify vendor compliance in one platform.

Centralize W-9 form management

If you work with vendors, suppliers, or contractors, most likely you have dealt with the frustration of collecting and processing W-9s. Automate this manual and time-consuming process with TrustLayer.

Get validated W-9s

Whether it’s sharing a fillable W-9 form or collecting a printable form, TrustLayer will help you automate requests, extract information in real-time and compare it against your compliance requirements.

Track multiple document types

Use TrustLayer as a third-party risk management platform. Collect, verify, and manage Certificates of Insurance, business licenses, surety bonds, driver licenses, and other compliance documents.

How it works

Send a document request
Customize your request for a document type, vendor type, and compliance requirements.
Allow our AI extract data
Our technology will scan uploaded documents and populate the corresponding fields in the platform.
Verify uploaded documents
Quickly review whether documents and data match your requirements.

Risk management is a team sport

Manage Hundreds of Real Estate Vendors in Minutes!

"Managing vendors, contracts, and proofs of insurance is an arduous task. Each of El Ad’s real estate development projects has 300 to 400 vendors. Using their automated collaborative risk management solution, TrustLayer was able to address my key pain points."

Courtney Osborne
VP, Insurance & Risk Management EL Ad US Holdings

G2 | High Performer Badge

"TrustLayer is by far the best product in the market. We vetted out multiple different vendors."

Clair P.
Verified G2 Review

Tackle Subcontractor COIs, W9s and More

"The TrustLayer platform has made the process of compiling insurance information for our vendors very efficient. It streamlined how we contact vendors and created one space for housing certificates and all the necessary documents we keep for our vendors, including contracts and W9."

Bri Veasey
Accounting Manager, Grenadier Homes

G2 | High Performer Badge

"Simple Way to Track COIs and other Documents."

Clair P.
Verified G2 Review

Grow a Book of Business off the TrustLayer Platform

"I have been impressed with the dedication and focus of the TrustLayer team in their commitment to their clients. I am always looking for ways to improve service and drive the business forward. The unique value that TrustLayer delivers has the ability to significantly impact how business is accomplished in the insurance industry."

Lauren Karagozian
Senior Vice President; Contractual Risk Practice Leader at IMA, Inc.

G2 | High Performer Badge

"The platform is easy to use and has the best support!"

Mallory S.
Verified G2 Review

Great Risk Management is a Team Sport!

"TrustLayer is very user-friendly. I can see quickly who is compliant and who isn't when I am reviewing a project for a Project Manager when they call. I can easily find who may be available with adequate insurance in their area. I can organize and sort my information in a way that is best for the exact question at hand."

Bri Souder
Certificate Compliance Specialist, PayneWest Insurance

Why team up with TrustLayer?

Simplify Workflows
Eliminate complex paper based workflows - verify tenants and vendors in a snap leveraging computer vision and RPA.
Improve Productivity
Shift valuable staff time from requesting, tracking, and verifying documents to revenue-generating activities.
Not Just Another COI Tracker
Built from the ground up for insurance compliance - automate COI processing on one simple, easy to use website.

Run a better risk program with TrustLayer

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Get your free TrustScore today