Automate Your W-9 Collection Process with

With the end of the third quarter quickly approaching, you’re likely starting to receive emails reminding you of all the year-end deadlines. One email you’re likely dreading is your reminder to review your collection of W-9s. You know you need this important documentation so your Accountant can prepare 1099s, but getting everything together can feel like a herculean task!

That’s where comes in; this software is designed to help making the W-9 collection process quick and painless.

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DMS QB ProAdvisor Update – August 2022

DMS ProAdvisor Update: DMS Management Solutions places a high priority on providing training, technology tools, and continuing education to our team members so that they can best serve our clients. The following DMS team members have recently been recertified by Intuit as QuickBooks Online ProAdvisors.

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