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

Commonly, most users will make vendor requests from the Prepare 1099s report, but you can also make them from the Newly Added Vendors or Vendor Requests reports.

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 in your Practice Settings (⚙️) -> Client Portal Settings.


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.


Autofill

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.

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