From Launch to 2025: Product Timeline
- Early Years: Launched as a digital-first 1099 eFiling tool, winning early trust among accountants and SMBs for directly submitting 1099s to the IRS.
- 2018–2022: Expanded to cover 40+ federal and state forms, refined multi-user team management, added QuickBooks, Xero, and major accounting integrations; won multiple industry awards (Accountex, BDO Alliance).
- 2023–2024: Introduced advanced bulk upload (Excel/CSV), real-time TIN match, AI validation, and IRS/state deadline management.
- 2025 & Beyond: Lead with AI-powered tax copilot, 24/7 chat assist, and unified compliance dashboard for managing gig, payroll, crypto, and ACA (Affordable Care Act) filings. State-only filing, advanced rights management, and bank-grade security solidify its enterprise readiness.
Key Features
Tax Form Coverage & Automation
- eFiling for 40+ IRS and state forms—1099-NEC, 1099-MISC, 1099-K, W-2, W-2C, 941/940 payroll, ACA (1095-B/C), crypto, and more.
- Support for corrections, resubmissions, and extension forms (e.g., 8809).
- State-only, federal-only, and combined workflows; keeps track of each state’s due dates and filing protocols.
AI Validation & Bulk Operations
- Instant error checks, bulk TIN match, USPS address validation—all AI-powered to reduce rejected filings.
- Bulk upload with flexible templates for high-volume filers.
Team, Security & Audit
- Multi-user access and profile-based permissions with single sign-on (SSO) and workflow management for CPAs.
- PII masking, bank-grade 256-bit encryption, and full audit trails.
- IRS/SSA/CF/SOC certified; winner of industry trust accolades.
Delivery & Compliance
- Secure eDelivery of recipient forms (password-protected portal, past forms access) and print/mail options via USPS.
- Consent management and compliance with IRS, state, and federal standards.
Integrations & Extensibility
- Native, no-code integrations with QuickBooks (Desktop & Online), Xero, Zoho, Bill.com, Excel/CSV, Tipalti, Entrata, and more.
- API access for marketplaces and bulk processing in custom systems.
User Experience & Workflow
- Modern, mobile-responsive interface for both SMBs and enterprise filers.
- Step-by-step wizard: select form/year, import or enter form data, live validation, instant fee calculation.
- Dashboard shows status (due, rejected, delivered), recipient consent, correction needs, and reports.
- AI-powered 24/7 chat assist for both product and tax questions—the first of its kind in 1099 eFiling.
Tax1099 Pricing
| Plan / Tier | Key Features | Pricing (2025) |
|---|---|---|
| Pay-Per-Form (SMBs/Individuals) | All core features; eFile, eDelivery, Print & Mail. Bulk upload, basic validation, support. | From $0.68/form (1099, W-2); Minimums apply. |
| Business (Mid-size Firms, Multi-User) | Bulk TIN match, corrections, state-only, basic integrations, chat/email support. | From $1.60/form (payroll forms); Volume discounts. |
| Enterprise (Bulk, CPA, API) | API, advanced permissions, SSO, onboarding, custom integrations, audit trail, priority support. | Custom pricing / Quote (annual contracts; bulk deals) |
Tax1099 vs. Competitors
| Tax1099 | Track1099 | 1099 Pro | QuickBooks Payroll | |
|---|---|---|---|---|
| IRS & State eFile | ✔ 40+ forms, all states | ✔ 15+ forms, most states | ✔ Federal, some states | Only federal (+$) for states |
| AI Validation | ✔ Advanced, real-time | Limited | No | No |
| Multi-User / Team | ✔ Full SSO, permissions | Partial | Limited | No (1 account) |
| Integrations | QuickBooks, Xero, Excel+, Bill.com, API | QBO, Excel, Gusto | QBO, CSV | Native QB only |
| eDelivery | ✔ IRS-compliant portal | Email only, limited PDF portal | No (mail only) | No (mail only) |
| Pricing | $0.68/form (SMB); $1.60+ payroll; API—Quote | $2+/form typical | $2–4+/form | $4.99/form federal only |
Pro Tip Tax1099 makes annual IRS and state compliance fast—even for seasonal filers or gig platforms processing thousands of forms. Use bulk Excel import and run TIN match while you prep deadlines—no need to pay for pre-validation separately.
Integrations
- No-code connectors: QuickBooks (Desktop/Online), Xero, Zoho Books, Bill.com, Excel/CSV, Tipalti, Entrata, FreshBooks.
- API for developers and marketplaces needing high-volume/batch automation.
- Easy mapping for bulk data import, vendor and payment sync.
Pros & Cons
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Final Thoughts
Tax1099 has evolved from a digital 1099 eFiling pioneer to the most robust compliance SaaS in the midmarket. Its combination of one-click IRS/state coverage, strong native integrations, and AI-powered validation checks places it ahead of point solutions. For SMBs, digital marketplaces, and accounting firms seeking a reliable, secure, and fast IRS/state workflow—with full compliance and modern delivery—it’s a top-tier choice.
Key differentiators include its breadth (40+ forms, all states/industries), workflow automation, and transparent support. Pricing is especially attractive for bulk filers, and service wins praise from both CPAs and newcomers. Overall, Tax1099 is one of the safest ways for entrepreneurs to automate 1099, W-2, gig, and ACA compliance in 2025 and beyond.
Try Tax1099 risk-free—no credit card required.
Tax1099 FAQ
Yes, it meets GDPR standards and supports HIPAA via a signed BAA on eligible plans.
Yes, white-label portals support your domain, favicon, and brand visuals.
Ideal for consultants, service firms, and SMBs needing streamlined collaboration.
No—integrates with both. Stripe powers payments; QuickBooks handles accounting.
All plans include chat/email; premium tiers add onboarding and 1:1 setup help.
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