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.