Automatic W-9 Verification in COMPASS

COMPASS now requires subcontractors to verify their W-9 when they login or register, giving General Contractors confidence that the entity and tax ID on file for each subcontractor are accurate and up to date.
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Rather than manually entering their information, subcontractors simply upload their W-9. COMPASS uses OCR and LLM-based extraction to read the document and populate the relevant fields automatically.
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This includes:

• Legal company name

• Additional/DBA company names

• Tax ID
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Removing manual entry reduces typos and mismatched records, and ensures the data on file matches the document itself.
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To keep tax information current, COMPASS also validates the signed date on the W-9. Only documents signed in the current or previous year are accepted;
subcontractors uploading an older W-9 will be asked to provide an updated one.

COMPASS also confirms the W-9 includes a valid signature.
Uploads missing a signature will not be accepted, and the subcontractor will be prompted to provide a signed copy.
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COMPASS extracts both the legal company name and any DBAs from the uploaded W-9, so General Contractors have visibility into the entity being qualified. Verification of the legal name is included as part of this release; DBA verification is not yet supported and is planned for a future update.
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This applies to subcontractors already in COMPASS, not just those joining going forward. Any subcontractor with an account created prior to this release will be required to upload their W-9 the next time they log in, bringing existing subcontractor records up to the same standard of verification.