888-746-0440
2011 Overall Rating 4.5
Best Fit
Accounting firms with large client bases, with varied import/integration needs.
Strengths
- Strong multi-client management tools.
- Multi-user level security.
- Multiple data entry options.
- Built-in diagnostics.
Potential Limitations
- Limited local forms.
- Lacks client billing/invoicing center.
Summary & Pricing
Tax-Mate provides a comprehensive 1099 and W-2 solution, with strong multi-client management tools and overviews, as well as batch printing options that can streamline forms generation. It includes unlimited e-filing for federal and all states through the federal agency piggyback process, but does not offer separate forms for state and local reporting. The well-designed interface offers multiple data-entry options and is easy to learn and use. Tax-Mate 1099 Advisor costs $299 per year for any number of in-firm users Versions of the system for users with less complex needs start at $95.
Product Delivery Methods
_X_ On-Premises
___ SaaS
___ Hosted by Vendor
Basic System Functions 4.75
Reporting 4.25
Import/Export Capabilities 4.25
Help/Support 4.5
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