accountants, bookkeepers & tax teams
Withholding Tax Automation
Automate withholding certificate organization. AI renames and sorts W-9s, W-8s, and tax forms by vendor and year.
Withholding certificates auto-name to {Vendor}_W9_{Year}.pdf with 95%+ accuracy, ready for tax authority filing.
No credit card required · Works with Dropbox, Google Drive, and more
client_return.pdf
Processing…
96%
Extraction accuracy
<3 min
First rename
Safe-Rename
Originals untouched
Make this workflow boring instead of stressful
Annual renewals and expirations are hard to track. Audit nightmares when certificates are missing.
The ideal state is simple: Withholding certificates auto-name to {Vendor}_W9_{Year}.pdf with 95%+ accuracy, ready for tax authority filing.
Renamed.to reads each document, pulls out the fields you care about, and applies your naming rules automatically so your team opens folders that are already grouped and ready for review instead of rebuilding them from scratch every period.
What your files look like before vs after
No more download.pdf. Every document follows a clear naming convention that matches how your team actually searches for files.
Before
client_return.pdf
After
2024_TaxReturn_Hamilton-LLC_1120S.pdf
Typical folder today
client-files/ ├── misc/ │ ├── client_return.pdf │ └── document (2).pdf
After rolling out this workflow
client-files/
└── Ready/
└── 2024_TaxReturn_Hamilton-LLC_1120S.pdfAutomate Certificate Organization
AI reads certificate type, vendor name, and tax year.
- 1
Upload withholding certificates to renamed.to.
- 2
AI identifies form type (W-9, W-8BEN, etc.), extracts vendor name and tax year.
- 3
Files renamed automatically: {Vendor}_W9_{Year}.pdf
892 withholding tax certificates organized last quarter at 95.7% average confidence.
Why teams adopt this workflow
Supported Certificate Types
W-9 (US vendors), W-8BEN (foreign individuals), W-8BEN-E (foreign entities), and state withholding forms.
Tax authority ready
Structure certificates for tax authority reporting and audit examination.
Vendor tracking
Link withholding certificates to vendor records for relationship and compliance management.
Frequently asked
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Ready to automate your renaming?
Connect Dropbox or Google Drive. 50 free renames to start.
Free 50 docs/month · No credit card · Originals never modified