1099 and W-9 software for bookkeepers, SSNs encrypted.
Numbra is 1099 and W-9 software for bookkeepers who would rather not run January on spreadsheets. It collects W-9s from your clients vendors, stores them, and encrypts each SSN or EIN with AES-256-GCM under a dedicated key, so the most sensitive data you hold is protected at rest, not sitting in a shared folder.
Through the year it tracks the $600 reporting threshold per vendor as payments accumulate, so you are not reconstructing who crossed the line at filing time. When the season comes, Numbra drafts the 1099-NEC from the data it already has.
You review and approve before anything is final, the same human in the loop rule that runs across the product. As 1099 and W-9 software for bookkeepers, the goal is simple: turn a stressful, error prone, manual scramble into a tracked workflow that is ready when you are, with the personal data handled to a standard your clients would expect.
Related features
QuickBooks write-back
QuickBooks write-back that is human-approved. Approve a proposal and Numbra posts it to QuickBooks. Optional, revocable, fully logged.
QuickBooks write-back, human-approved →
Client portal
A client receipt capture portal where clients snap and upload receipts from their phone. Documents arrive digitized and ready to match.
Client receipt capture portal →