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FormMagic, Inc. — Tax-Mate 1099




2011 Overall Rating 4.5

Best Fit

Accounting firms with large client bases, with varied import/integration needs.


  • 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



See inside October 2011

What Today’s Most Trusted Advisor Needs to Know

Over the last several months, I’ve had the opportunity to get out on the road and attend several tradeshows and conferences for the tax and accounting profession. This has allowed me to talk to a lot of practitioners, and I’ve been hearing the same thing from many of you: The role of tax and accounting professionals is changing. And as with most things in this life, as the landscape changes you must be ready to adapt to the changes if you want to survive and thrive.


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