Save incoming W-9 attachments to finance folder securely

Your W-9 attachments land in finance email and get buried, delaying vendor onboarding. Files are saved to the finance folder so billing staff can retrieve forms same day.

Overview

Manual download and filing of vendor W-9s slows onboarding and creates audit risk; this flow files qualifying W-9s into your finance folder automatically. That means billing staff and records managers can find tax forms same day, reducing follow-ups and improving audit readiness.