No more shoeboxes
in February.
Your contractor clients show up every tax season with a mess of receipts, W-9s, and insurance certs stuffed in a folder. CertVault organizes everything year-round — and gives you a free read-only portal to access it all.
How it works for you
Your client signs up
They pick a plan and start collecting COIs, W-9s, and lien waivers from their subs through CertVault.
They invite you
Your client adds your email. You get a free read-only portal to see all their documents organized by year, job, and sub.
Year-end in one click
Download everything you need — W-9s, 1099 data, job cost reports — as a single package. No chasing, no waiting.
Why accountants recommend CertVault
Your portal is free
When your client subscribes to CertVault's Accountant tier, you get read-only access at no cost. View everything, download anything.
Documents are organized all year
No more sorting through piles of paper in January. COIs, W-9s, lien waivers, and payment records are filed automatically as they come in.
1099 prep is already done
W-9s are collected and parsed when subs are added. Payments over $600 are flagged. Export 1099-ready data with one click.
Recommend it to every contractor client
CertVault solves the same problem for every GC you work with. One recommendation, less headache for all of you.
Tell your contractor clients about CertVault
When they sign up for the Accountant tier, you get a free portal. Less chasing, less sorting, less stress at year-end.