Blog
Practical guides on vendor compliance, COI tracking, and W-9 collection, written for property managers and general contractors who’d rather not chase paperwork.
How to automate W-9 collection from contractors (and stop chasing them every January)
· 8 min read
Manual W-9 collection breaks at scale. Here's the workflow that turns a January fire drill into a one-click setup — IRS-compliant, audit-ready, no spreadsheets.
How to track certificates of insurance (COI) without losing your mind
· 9 min read
COIs expire, endorsements go missing, and one lapse can cost a management contract. Here's the 5-component workflow that holds at 50–500 vendors.
The vendor compliance checklist every property management team needs
· 10 min read
The 7 documents, 4 onboarding questions, and reminder cadence that keep property management vendor files audit-ready. Includes a copy/paste checklist.