Complete filing toolkit

Features & Benefits

Everything you need to import data, review forms, e-file, deliver recipient copies, and track results in one clear workflow.

A clear command center for every filing

Manage multiple businesses and recipients without losing track of statuses, errors, or documents.

Dashboard and filing status

Monitor drafts, transmitted forms, acknowledgments, accepted filings, and rejected records.

Bulk CSV and Excel import

Upload payer, recipient, and payment data efficiently for high-volume filing.

Built-in validation

Surface missing fields and common data issues before they become filing problems.

Reports and audit trails

Download PDFs and reports, view changes, and preserve filing history.

Filing dashboard

Powerful tools, included with every filing tier

1099-NEC IRS e-filing

Secure electronic transmission with status tracking and acknowledgment updates.

PDFs and multiple reports

Download individual forms and consolidated reports for your files.

Corrections and voids

Correct eligible forms, void filings, and resubmit rejected records.

Electronic recipient delivery

Provide contractors secure electronic access to their recipient copies.

USPS address validation

Improve address quality before delivery and reduce preventable mailing issues.

Advanced security

Multi-factor authentication, encryption, secure storage, and strict access controls.

Built to scale

One form or one thousand — keep the same simple workflow.

Use volume-based pricing without giving up the core filing, reporting, and support features.

Import CSV, Excel, or QuickBooks data
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