Every completed Docracy file from the calendar year, plus a spreadsheet for your CPA. We do not file 1099-NEC or read TINs off the PDF.
Free e-sign tools delete the W-9 after a week. Come 1099 time you have a name in the bank feed and no file.
Paid keeps PDFs until the next April 15 or 13 months. The 1099 season locker lists that year and exports CSV: titles, counterparties, amounts you typed, signed-page URLs.
All completed docs, not only ones titled W-9.
Honest columns — no fake TIN extraction.
Same Paid archive that already keeps the PDFs.
Pay-only WhatsApp sends count in the same year.
No. This is an archive and a CSV. You or your CPA still file with the IRS.
https://docracy.io/1099-season — Spanish: /es/temporada-1099. Paid accounts see the download; everyone else sees this explainer.
No. We never OCR taxpayer IDs. Keep the signed W-9 PDF in the vault and hand that file to your CPA.
Yes. Completed cobro (pay + file) counts in the same calendar year as signed contracts.
No. Free signing deletes PDFs after 9 days. Paid ($10/month) keeps files through tax season and unlocks the CSV.
US contractor kit (W-9) · Free W-9 template · Income proof packet
Free to start — no account needed to send or sign.
Open the 1099 season locker