We help professional accountants, CPAs and bookkeepers handle tax season, keeping clients happy and your business running smoothly.
Big data imports made simple
Import from:
CSV or Excel File
Use our template to easily import employee, payer, and form details in bulk.
Import from:
Quickbooks
Connect your Quickbooks Online account to access employee and payment data.
Import from:
Last Year
Copy forms, payers, and recipient data from previous years’ filings in just a few clicks.
Filter your dashboard by form type or payer name to quickly find what you need.
Make
filing easy
Quickly create new tax forms
Add payer and recipient details and create professional W-2s and 1099s in minutes.
Access from any web browser
Use our secure online dashboard to file your taxes without leaving your desk.
Guidance when you need it
From setup to submission, our resources and support team are ready to help.
Organize, correct, and file with ease
Automate & Organize
Use our dashboard labels to track your progress and see outstanding tasks.
Refiling
Add our corrections service to fix incorrect or rejected 1099s, W-2s and 1098s, and refile them with the IRS or SSA.
Share & Track
Share Forms
Easily send forms to payers and recipients through secure digital links or our secure mail partners.
Monitor Access
Track when recipients have accessed their forms, and resend links or update contact details anytime.
Export Reports
Generate reports that show when forms were filed and accepted to share with your clients.
We take security seriously
We use TLS encryption standards that are higher than even the IRS’s own security requirements. Our network firewalls and 256-bit AES encryption ensure your information is always safe and secure.
Ready to conquer this tax season?
Sign up now