Documentation
Guides for accounting firms and their clients. Most tasks take under 30 minutes.
Create your firm account, add clients, invite your team, and send your first W-9 batch — step by step.
Import your existing client list and contractor records from Gusto, QBO, or a CSV export. No data lost.
The complete checklist from November data review through January e-filing. Covers batch creation, validation, and IRS submission.
Point your firm's subdomain at Kelvaro so contractors see yourdomain.com — not getkelvaro.com. Includes CNAME instructions.
The reporting threshold increased from $600 to $2,000. Here's what that means for your contractors and filings.
Kelvaro sends a mobile-first W-9 form by SMS or email. Contractors complete it in under 3 minutes. Data goes straight into their profile.
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