Q: Workflow or integrations for tax verification for Affiliates
Your site has an invoices section where companies or individuals can enter a tax ID. However, PUSHLAP GROWTH is not SOC 2 compliant or certified to store sensitive data. I have two concerns:
Workflow or integrations for tax verification
Do you offer a workflow, or integrations with services like DocuSign, ADP, or similar providers, that can collect, verify, and store tax information as part of the affiliate onboarding and approval process? Ideally, we need e-sign capture of W-9 or W-8 forms, TIN matching or validation, secure storage of sensitive data, and role-based access. Many competitors include tax compliance within their referral systems. Can you deliver comparable functionality or provide a recommended integration path?
Thank you for clarifying how you handle these compliance needs and what options are available to meet them.
Ayo_PushLapGrowth
Edited Nov 19, 2025A: Push Lap Growth works very similarly to platforms like Post Affiliate Pro, Rewardful, and Reditus when it comes to tax workflows.
1. We do not automatically collect W-9 / W-8 forms
Push Lap Growth does not currently collect or store W-9 or W-8BEN forms as part of the affiliate onboarding process.
Most of our users handle this through their own payroll/tax tools, just like they do with other affiliate platforms.
2. No SOC 2 yet — but it is on our roadmap
We are not yet SOC 2 certified.
This is planned for next year as part of our larger compliance roadmap.
3. About the Invoicing feature & Tax ID field
Our invoicing feature allows affiliate programs to receive invoices directly from their affiliates inside Push Lap Growth.
The Tax ID field is completely optional, and is only used if a program chooses to collect tax information for their own accounting workflow.
We do not store any sensitive data beyond what the user voluntarily enters, and this feature is optional.
All other features of Push Lap Growth work fully independently of invoicing and tax fields.
4. Current recommended setup for tax compliance
Since we don’t automate W-9/W-8 collection today, users typically:
Use DocuSign, HelloSign, or similar for e-signature + W-9 collection
Use their payroll/tax software, for verification and storage
Store tax documents securely on their end
Pay out affiliates using their preferred method
5. Planned improvements
We’re exploring integrations and built-in workflows to simplify this in the future — including tax document collection, verification, and role-based access.
Hi Ayo, can you also respond here for benefit of all of us . I dint know you are collecting sensitive information and about the Soc2 , W9 etc , so to decide on the deal, can you respond here .
Sure, i've added the response above