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Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

Description

Taxjoy provides a secure and efficient platform for communication with clients, ensuring that all messages are neatly categorized by client for easy retrieval. This eliminates the frustration of sifting through countless emails to find specific information. Furthermore, each message is sent and stored securely, which mitigates the risks associated with traditional email applications. The platform also facilitates the secure sharing of documents, automatically organizing them by type, such as W-2s or 1099s, simplifying the tax preparation process. With Taxjoy, the days of rummaging through emails to locate important documents are over. Additionally, it allows for task assignments to clients, team members, or yourself, thereby ensuring that everyone stays accountable and no deadlines are overlooked. This comprehensive approach enhances organization and efficiency in tax-related communications and tasks.

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 
Gmail Yes 
Microsoft Outlook Yes 

Integrations

Amazon WorkSpaces Yes 
Azure Virtual Desktop Yes 
Citrix DaaS Yes 
Gmail No 
Microsoft Outlook No 

Pricing Details

$45 per month
Free Trial Yes 
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 No 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Taxjoy

Founded

2016

Country

United States

Website

www.taxjoy.com

Vendor Details

Company Name

Real Business Solutions

Country

United States

Website

www.realtaxtools.com/W2-Mate.html

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 

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 

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