For GCs and businesses that hire 1099 contractors

Don't put a contractor on a job with expired insurance.

Send a link to your contractors. They upload a W-9 and insurance certificate — no account needed. You track who has missing or expired certificates. Reminders are sent automatically until document status is good.

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Contractors

Harbor Builders · 4 contractors

Add contractor
Sample PacketLink contractor list with W-9 and insurance status
NameW-9InsuranceExpiryStatus
receivedexpiredMar 12, 2026expired
missingreceivedJun 4, 2027missing
receivedreceivedJun 1, 2027good
receivedexpiringSep 28, 2026expiring

W-9

received

w9-summit-electric.pdf

Insurance certificate

expired

insurance-summit-electric.pdf

Typed expiry: Mar 12, 2026

01

Send a magic link

Add a name and email. They get a link — no contractor account needed.

02

They upload W-9 + insurance

PDF or photo. You store the files, not tax IDs.

03

See who's missing or expired

One list. Reminders until the files are on file.

Simple pricing

$29/month

14-day full trial, no credit card. Then $29/month. Cancel anytime. We store the files. We do not check whether a policy is valid or file 1099s.