Your W-9 · Document control

Send your W-9 securely in one tap — always the current version

Every new client asks for your W-9. Stop digging through old files and emailing a stale PDF with your EIN on it. Keep your W-9 in leveair and send one controlled link — opened in a tap, always the current version, and yours to take back.

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No login for your recipients. They just tap the link.

A business owner sending their W-9 as a secure, trackable link

How it works

Keep it once. Send it in a tap.

1

Keep your W-9 in leveair

Upload your current W-9 once. It's stored securely and ready the next time a client asks — no more hunting through email and folders.

2

Send a controlled link

When a client needs it, send one link instead of an attachment. They open it in a tap — no login — and you see the moment they do.

3

Update once, everywhere

New address or entity? Update your W-9 and every link you've already sent shows the current version. You never send a stale form again.

Free W-9 tool

Don’t have your W-9 filled out yet?

Use the free W-9 generator to fill out the official IRS form, sign it, and keep it in leveair — ready to send as a controlled link whenever a client asks.

Open the free W-9 generator

Questions, answered

How do I send my W-9 to a client?+

Keep your W-9 in leveair and send a controlled link. The client opens it in one tap — no account needed — you see when they open it, and you can update or revoke it anytime.

Why not just email my W-9 as a PDF?+

An emailed W-9 is a static copy you can't track, update, or take back — and it sits in their inbox forever with your EIN on it. A controlled link stays current and stays in your control.

How do I stay in control of my W-9 after I send it?+

Send it as a link, not an attachment. Require a one-time email check to open it, set it to expire, and revoke access anytime — even after it's been opened.

What if my business details change?+

Update your W-9 once and every link you've already sent reflects the new version. No re-sending, no stale forms floating around.

How much is it?+

Free to start — unlimited branded links and you see every open, no credit card needed. Pro is $49/month (or $490/year, two months free) and adds your logo on every link and email, AI that tracks each document's dates, more storage, and multiple organizations.

Part of document protection

One controlled link for every important exchange

This is one of the jobs leveair does. The same controlled link handles all of them — on one plan.

Be ready the next time a client asks for your W-9

One link you control — opened in a tap, with no login for the people you send to.

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