Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Offers all the capabilities of EZ-Forms-EXPRESS, along with enhanced features such as the ability to create visual forms from scratch, import scanned images and graphics, and handle PDFs. Users can utilize fixed fields, perform spreadsheet-style calculations, ensure encryption, validate entries, use pick lists, and execute overlay printing on pre-printed forms. Additionally, it supports data import and export to text files, provides command line options, and allows for on-screen typing, printing, and saving functionalities. The software is compatible with TWAIN-compliant scanners and grants access to millions of documents, including forms, contracts, proposals, and reports, making it both quick and user-friendly. It also includes an advanced DataBase Engine for efficient forms management and offers tools for filling, printing, and viewing export-related documents such as Pro Forma Invoices, Commercial Invoices, Packing Lists, and Certificates of Origin, ensuring a comprehensive solution for document handling.

Description

W2 Mate 2025 serves as a comprehensive tool for the preparation, import, filing, and printing of year-end tax documents, specifically W2s and 1099s. Recognized for its reliability and extensive features, it has gained the trust of numerous businesses, tax experts, nonprofits, financial institutions, and government organizations over the past twenty years. The software accommodates a wide range of forms including W2, W3, 1096, 1099-NEC, 1099-MISC, 1099-INT, 1099-DIV, 1099-R, 1099-S, 1099-K, 1098, and 1098-T, as well as various information returns. Designed to cater to accountants, bookkeepers, and filing service providers managing numerous clients, it supports an unlimited number of companies, employees, payers, and recipients. In addition to its versatility, W2 Mate can print directly on pre-printed W2 and 1099 forms, generate required copies for recipients and states on blank paper, create printing labels, and produce secure PDF statements for W2 and 1099 forms. Furthermore, it automates the calculation of totals for W3 and 1096 summary transmittal forms, streamlining the tax filing process even further. This combination of features makes W2 Mate an indispensable resource for those tasked with managing year-end tax documentation efficiently.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Amazon WorkSpaces No 
Azure Virtual Desktop No 
Citrix DaaS No 

Integrations

Amazon WorkSpaces Yes 
Azure Virtual Desktop Yes 
Citrix DaaS Yes 

Pricing Details

$20 per month
Free Trial No 
Free Version Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

EZ-FORMS

Website

www.ez-forms.com

Vendor Details

Company Name

Real Business Solutions

Country

United States

Website

www.realtaxtools.com/W2-Mate.html

Product Features

Forms Automation

Approval Process Control Yes 
Archiving & Retention Yes 
Collaboration Yes 
Document Indexing Yes 
Drag & Drop Yes 
Full Text Search No 
Remote Document Access Yes 
Rules-Based Workflow Yes 
Text Editing Yes 
Version Control Yes 

Online Form Builders

Artificial Intelligence No 
Assign Roles / Permissions No 
Collaboration Tools No 
Conversational Forms No 
Data Tables No 
Drag & Drop / No Code No 
Export to PDF No 
HIPAA Compliant No 
Import Existing Forms No 
Mobile Forms No 
Offline Forms No 
Pre-made Templates No 
Quizzes / Questionnaires No 
Reporting / Data Visualization No 
Signup Forms No 
Surveys No 

Product Features

Corporate Tax

Compliance Management No 
Data Import / Export No 
Data Verification No 
Electronic Filing No 
Exception Notification No 
For Nonprofits No 
For Partnerships No 
K-1 Reporting No 
Payroll & Employer Forms No 
Status Tracking No 
Tax Planning No 

Alternatives

Alternatives

InForm Designer Reviews

InForm Designer

Fly Software
Account Ability Reviews

Account Ability

IDMS Account Ability
Gemsoft Treasure Reviews

Gemsoft Treasure

Gem of The Net
1099Pro Reviews

1099Pro

Sovos
NoPaperFiles.com Reviews

NoPaperFiles.com

Health Care Intranet Technologies
1099-Etc Reviews

1099-Etc

Advanced Micro Solutions