Turn Research Payments into Automated Tax Compliance
Right from Your Platform
Trusted. Certified.
Built for Scale.
IRS-Authorized
SOC 2 Certified
10+
Years of Expertise
99.9%
API Uptime
Compliance Shouldn’t Slow Down Healthcare Research.
Every survey season brings the same nightmare.
Time Hemorrhage
Your ops team spends weeks collecting forms and fixing TIN mismatches—instead of scaling your research network.
Scale Paralysis
You’re ready to onboard 10,000 physicians, but your tax workflow struggles with 1,000. Growth slows because compliance can’t keep pace.
Payout Friction
Compensation stalls while documentation catches up, weakening trust with the healthcare professionals you
depend on.
Audit Nightmares
Scattered spreadsheets and manual errors turn audits into stressful scrambles to reconstruct records.
Integration Chaos
Your payment systems, panel tools, and tax processes don’t talk to each other. Every manual export is another opportunity for
costly mistakes.
Compliance Anxiety
One missed deadline. One incorrect TIN. That’s all it takes for penalties that cut into margins and
damage credibility.
One API. Complete Tax Compliance. Zero Headaches.
End-to-end tax automation, embedded directly into your platform.
W-9 & W-8 Collection, Built In
Collect W-9 and W-8 forms during contributor onboarding via email, text, secure links, or embedded UI. Make tax documentation a native part of your workflow, and not a last-minute follow-up.
Automated TIN Matching
Verify contributor SSNs and EINs against IRS records as soon as they’re collected. Catch mismatches early, avoid B-Notices, and protect your platform from filing failures.
Transaction-Based Payment Tracking
Record payouts to physicians, HCPs, and international respondents through a transaction-driven API. Maintain structured, audit-ready compensation data throughout the year.
Automated 1099 & 1042-S Filing
Generate Forms 1099 and 1042-S at year-end, e-file with the IRS and state agencies, and distribute recipient copies. We handle the submission, acknowledgments, and recipient delivery. You get confirmation, not paperwork.
One API. Complete Tax Compliance. Zero Headaches.
End-to-end tax automation, embedded directly into your platform.
W-9 & W-8 Collection, Built In
Collect W-9 and W-8 forms during contributor onboarding via email, text, secure links, or embedded UI. Make tax documentation a native part of your workflow, and not a last-minute follow-up.
Automated TIN Matching
Verify contributor SSNs and EINs against IRS records as soon as they’re collected. Catch mismatches early, avoid B-Notices, and protect your platform from filing failures.
Transaction-Based Payment Tracking
Record payouts to physicians, HCPs, and international respondents through a transaction-driven API. Maintain structured, audit-ready compensation data throughout the year.
Automated 1099 & 1042-S Filing
Used to report amounts paid to foreign individuals that are subject to NRA Withholding and Reporting (even if no withholding is required).
Tailored-Made for Developers.
Because your engineering team has bigger priorities than wrestling with tax infrastructure.
Clear, Structured Documentation
Well-organized API references and implementation guides with practical examples. Everything your team needs to integrate quickly.
Dedicated Sandbox Environment
Test, simulate, and validate workflows in a secure sandbox before going live. Experiment freely without impacting production data.
SDKs in Multiple Languages
Accelerate development with SDKs across major programming languages. Reduce integration time and simplify authentication, requests, and error handling.
No-Code Automation with Zapier
Connect tax workflows to your existing tools without custom development. Trigger automated actions across payment systems, CRMs, and internal platforms.
AI-Driven Workflows with Remote MCP
Leverage AI-powered automation to orchestrate compliance workflows intelligently. Enhance validation, streamline decision logic, and reduce manual intervention.
Enterprise-Grade Security
Secure data transmission, encrypted storage, and strict access controls. Built to protect sensitive contributor information and meet enterprise security expectations.