How do I send a client a W-9 or a certificate of insurance?
The BOSS W-9 is on backofficenow.com/w9 and in Library. Send vendor forms to support. A COI comes from the broker.
The BOSS W-9 is at backofficenow.com/w9. In the app, click Library, open Compliance & Legal, and open BOSS Form W-9.
Email client vendor forms to support@backofficenow.com.
A certificate of insurance comes from the broker and takes a few business days. Email support to ask for one.
Questions? Contact BOSS Support at support@backofficenow.com.