Automate Your W-9 Requests: A Simple Dubsado Hack That Saves You Hours at Tax Time

Описание: #dubsado #smallbiztips #worksmarter
Book a free discovery call now if you'd like to streamline your client management systems at https://www.amysgould.com/book-a-call

If you dread sending out your W-9 repeatedly every year, this one’s for you. In this episode, Certified Dubsado Specialist Amy Pearson shares a quick and easy automation that eliminates 99% of those end-of-year W-9 requests. You’ll learn how to set it up once, save hours of admin time, and look extra professional to clients and accountants alike.

By the end, you’ll have a set-it-and-forget-it system running quietly in the background—no more scrambling at tax time!

You’ll Learn:

Why automating your W-9 requests is a total game-changer for your business
How to set up your Google Drive folder and make it shareable
Where to find and edit the right canned email in Dubsado
How to link your W-9 directly in your client’s “Contract Completed” email
One bonus step you can take to further reduce W-9 requests
The pro tip that keeps this automation running smoothly year after year

💠 Ready to set up your Dubsado account? Grab my Ultimate Guide to Getting Started With Dubsado:
👉 https://amysgould.ck.page/fd88c12bab

💠 Save 30% on Your Dubsado Subscription with my Dubsado Coupon link:
👉 https://dubsado.com/?c=amysgouldco

💠 Want to dive deeper? Check out my Mastering Dubsado course:
👉 https://amygouldcompany.vipmembervaul...

Timestamps

00:00 — Why I automated my W-9 process
00:45 — Who this automation is for
01:20 — What this automation does (and doesn’t) eliminate
02:00 — Step 1: Create a shared Google Drive folder
02:45 — Step 2: Edit your Dubsado canned emails
03:20 — Step 3: Add your W-9 link to the “Contract Completed” email
04:00 — Step 4: Upload your current W-9
04:30 — Bonus: Send an end-of-year reminder email
05:00 — Pro tip: Add a yearly task to update your W-9
05:50 — Recap + how to book a System Strategy Session

WHAT TO WATCH NEXT

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How to Set Up a Dubsado Scheduler and Book Appointments While You Sleep    • How to Set up a Dubsado Scheduler  

💠 LINKS

📆 Book a Systems Strategy Session with Amy
https://amysgould.com/workflow-strate...

🌐 Learn more about Amy and find resources to work less, make more, and WOW clients:
https://www.amysgould.com

📸 Follow Amy on Instagram:
  / amyspearson_  

🎙️ Love a good podcast? Check out Systems for Creatives:
https://amysgould.com/podcast

📖 Prefer reading? You’ll find blog versions of all my videos here:
https://www.amysgould.com/blog

💌 Have questions? Reach out anytime: [email protected]

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