To use Vendor Requests, you must be on Keeper Premium with whitelabeling enabled.
Vendor Requests is a feature that allows you to request W9s and other documents from your clients’ vendors.
Making a vendor request
If you leave the "Email Vendor" checkbox enabled, you'll automatically send that vendor an email when you add the request.
You can't make a vendor request without your vendor's email, so if you need their email from your client, you can create a Client Question for that.
The Vendor Experience
When the vendor clicks the link to their vendor request, they'll go to a page where they can see your request, along with a place to upload a file or fill out and eSign a W9.
(Right-click to enlarge)
Customizing your footer link
In the portal, you also have an opportunity to advertise your bookkeeping services with a link at the bottom of the page. By default, this link goes to your root domain (e.g., if your client portal lives at clients.mypracticename.com, then the link will point to mypracticename.com).
You can customize or disable this link your Client Portal settings:
Click Practice Settings (⚙️ icon)
Click Client Portal
Click Vendor Requests
The Vendor Requests Report
You can see and manage all of your outstanding Vendor Requests from the Vendor Request report at the top of your close page.
If your vendor uses the W9 eSigning experience on your request link, you can click the Autofill button to automatically fill their response into Keeper / QuickBooks.
CC Clients on emails
If you want to keep your clients looped in on the emails you're sending to their vendors, you can CC them on all outbound Vendor Request emails and follow ups.
Static Vendor Request Links
When working with new vendors, the best practice is to request their W9 before you pay them. That way, you don't need to go chasing them down after they've received the check.
Static Vendor Request Links are a way to do just that. These are links you can share with your clients, so they can request a W9 from new vendors before they pay them.
When the vendor responds, both you and your client will get notified, so they know they have the all clear to release payment.
And you get their W9, so all your 1099 problems are solved before they start!
Each Static Vendor Request Link is unique to the client, so you can send it to them or add it to their Client Portal Resources for easy access.
You can create find your client's Static Vendor Request Link by going to your Vendor Request, clicking Add Request, and then clicking the W9 request tab. This is also where you can choose which Contacts get notified when a vendor uploads their W9.