Live Webinar

Make tax season smoother with 1099 module from Xenett 

Join us for a Xenett webinar where we’ll show you how smarter workflows can save you hours on 1099 prep and make everything way more accurate.

7th Jan 2026 | 12:00 PM EST

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About the speakers

Tanya Hilts | Cloud Business Services
Tanya Hilts
Cloud Business Services

Meet Tanya Hilts, a finance luminary and Advanced Certified QuickBooks Online ProAdvisor. As the 2020 Top Canadian ProAdvisor and 2019 CPB Canada Professional of the Year, Tanya's expertise shines through her commitment to mentorship and recognition as one of the Top 10 Admired Leaders of 2023—a catalyst for industry growth.

Hardik Mehta Co-Founder Xenett
Hardik Mehta
Co-Founder | Xenett

With a decade in the accounting industry, Hardik Mehta, co-founder of Xenett, is reshaping accounting practices. Xenett, founded in 2020, is an intelligent clean-up tool for QuickBooks and Xero. Recognized as a Top 20 Under 40 Accounting Influencer by CPA Practice Advisor in 2021, Hardik's innovative vision is transforming the way we approach accounting.

About the speaker

Hardik Mehta
Co-founder at Xenett

Hardik Mehta began his accounting career in 2008 as a bookkeeper, quickly realizing how much time accountants lose to repetitive review work. That drive to make workflows smarter eventually led him to co-found Xenett in 2020.

A modern cleanup tool that helps firms catch errors instantly and keep their books accurate. His impact on the profession earned him a spot on CPA Practice Advisor’s Top 20 Under 40 Accounting Influencers list in 2021.

Hardik Mehta Co-founder at Xenett

Ratnika Sharma
Partner Marketing Specialist | Fyle

Ratnika Sharma is a Partner Marketing professional at Fyle, specializing in B2B SaaS with a good understanding of the challenges accounting firms face in today’s evolving landscape. She works closely with top accounting firms and technology partners to create impactful co-marketing strategies, drive growth, and enable firms to better serve their clients.

Hardik Mehta Co-founder at Xenett

Webinar agenda

The Real Challenges of 1099 Season

Where firms lose time, why errors happen, and how to prevent them using smarter review flows.

How Xenett Automates 1099 Reviews

A deep dive into:

  • AI-based vendor identification
  • Advanced filters to narrow 1099 vendors
  • W9 tracking made simple
  • OCR-powered data extraction
  • One-click Excel exports

Live Walkthrough of the 1099 Dashboard

See exactly how Xenett centralizes vendor data, highlights exceptions, and eliminates manual sorting.

Best Practices to Reduce 1099 Review Time by 80%

Hardik will share real workflows from firms using Xenett successfully.

Q&A with Hardik

Interactive session to answer your questions and help you optimize your 1099 process in Xenett

With shifting IRS rules, tighter deadlines, and growing vendor data requirements, firms can no longer rely on manual checks or scattered spreadsheets during 1099 season. Smarter workflows are now essential to prevent errors, speed up reviews, and remain fully compliant as the vendor landscape becomes increasingly complex.

We’ll cover how to:

  • Identify the biggest time-wasters and error points during 1099 season and how smarter review flows eliminate them
  • Streamline 1099 reviews with automated vendor management,  advanced filters,  simplified W9 tracking,  OCR-powered data extraction, and one-click Excel exports
  • Navigate the 1099 Dashboard to centralize vendor data,  and remove manual sorting
  • Apply proven best practices from real firms to reduce 1099 review time by up to 80%
Register Now

Your 1099 Process Can Be Easier! We’ll Show You How.

Register Now

Your 1099 Process Can Be Easier! We’ll Show You How.

Register Now

Why Review 1099 with Xenett?

Comprehensive 1099 Management

Get a clear, centralized view of every vendor eligible for a 1099. See who crosses the $600 threshold or set your own custom limits. Everything you need for accurate 1099 prep, right at your fingertips.

Close process

W9 Form Tracking

Quickly check which vendors have submitted their W9s. Once received, the W9 stays attached to the vendor profile, forever. No more digging around for missing documents.

Close

Seamless Excel Export

Export your vendor list into a preformatted Excel file. It’s already matched to your e-filing software. Upload instantly, no tweaks, no headaches.

Close process

Advanced Filtering Options

Exclude bank accounts, certain account types, or reference numbers. Fine-tune your vendor list with precision. Focus only on the data that actually matters.

Close

Why AI Review with Xenett?

One-Click Review: Hours Done in Minutes

Tired of spending 1–2 hours manually checking your Balance Sheet and P&L? With a single click, scan everything at once and get discrepancies flagged instantly at the account level, no more tedious, time-draining reviews.

Close process
Close

Reconciliation Health Check

Struggling to spot uncleared transactions? See exactly which entries are still pending and check the reconciliation status of every bank and credit card account. No guesswork, no surprises.

AP & AR Level Analysis

Overdue bills, unpaid invoices, or Unapplied payments ? Instantly visible. Keep AP and AR under control and stay on top of it all times.

Close process
Close

Undeposited Funds Tracker

Know exactly which payments are sitting in undeposited funds. Pick any date, past, present, or future, and see a complete breakdown of Undeposited Funds balance. Identify old or pending payments quickly and take action before they impact your books.

The Advantages Xenett Delivers

Reduction in review time

Reduction in review time by auto-detecting errors in the books

Increase in accuracy and efficiency

Increase in accuracy and efficiency by resolving errors in real-time

Reduction in time by simplifying the close process

Reduction in time by simplifying the close process.

Steroids for your accounting workflow

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